Komori
Rion (6823) · RiskMaterialised

Stagnant consumer sentiment

First written in FY2017-Q1. 9 of 20 entries say "Restated". Latest entry: FY2026-H1.

20entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2019SoftenedFY2022-Q3MaterialisedFY2025-H1 – FY2026-H12016: 220162017: 420172018: 420182019: 220192020: 120202021: 320212022: 120222023: 020232024: 120242025: 22025
Same theme, other companies
Sluggish personal consumption due to economic conditions, weather, tax burdens, and other factorsA theme 101 companies write about · 106 as a headwind · 0 as a tailwind

Rion moved to the "Worse" side of this theme in 2016, 4 years before the typical company in this theme (2020).

The whole theme swung hardest in 2020: 62 of 81 companies on the "Worse" side.

3 other companies' latest entry also says "Materialised".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 101 companies compared. The sentences above are computed from all 101.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MaterialisedAnnual report

    「Although the continuing rise in prices constrained personal consumption and had other effects on hearing-aid sales, revenue increased from the previous interim consolidated accounting period, mainly because sales of the new Rionet Plus product remained solid.」

    While the restraint on personal consumption caused by inflation continued to affect the hearing-aid sales environment, sales of the new product offset this impact, and hearing-aid revenue increased year on year from the previous interim period.
  2. FY2025MaterialisedAnnual report

    「Revenue declined compared with the previous consolidated fiscal year, when visitor numbers had remained strong, due to a decline in personal consumption caused by continuing inflation and other factors.」

    The decline in personal consumption caused by inflation was reflected in full-year results as lower visitor numbers at hearing-aid retailers and lower revenue in the medical equipment business.
  3. FY2025-H1MaterialisedAnnual report

    「Revenue declined compared with the previous interim consolidated accounting period, when visitor numbers had remained strong as social activity recovered from the COVID-19 pandemic, due to a decline in personal consumption caused by continuing inflation.」

    The decline in personal consumption was reflected in actual results as lower revenue from hearing-aid sales. Revenue from hearing aids in the medical equipment business was below the previous interim period.
  4. FY2022-Q3SoftenedAnnual report

    「Visitor numbers at hearing-aid retailers were sluggish, but from October onward foot traffic returned and both visitor numbers and sales began to recover, so the decline did not reach the level seen in the same quarter of the previous year.」

    Although stagnant visitor numbers at hearing-aid retailers continued, visitor numbers and sales began to recover as foot traffic returned from October onward, and the explanation changed to indicate that the decline was not as severe as in the same period of the previous year.
  5. FY2022-Q2RestatedAnnual report

    「Visitor numbers at hearing-aid retailers were sluggish due to requests to refrain from going out to prevent the spread of COVID-19, but the decline did not reach the level seen in the same quarter of the previous year.」

    Although stagnant visitor numbers at hearing-aid retailers due to requests to refrain from going out continued, the assessment remains that the decline was not as severe as in the same period of the previous year.
  6. FY2022-Q1SoftenedAnnual report

    「Visitor numbers at hearing-aid retailers were sluggish from around April due to the impact of the fourth wave of COVID-19, but the decline did not reach the level seen in the same quarter of the previous year, when the first state of emergency was declared.」

    The company explained that visitor numbers were sluggish due to the fourth wave, but did not decline as much as in the same period of the previous year.
  7. FY2021-Q3SoftenedAnnual report

    「From June onward, both visitor numbers and sales have been recovering, and in the second half they remained above the previous year's levels.」

    Although sales fell sharply from April to May due to requests to refrain from going out, visitor numbers and sales recovered from June onward, and the company explained that they remained above the previous year's levels in the second half.
  8. FY2021-Q2SoftenedAnnual report

    「From June onward, both visitor numbers and sales showed signs of recovery and remained near the levels recorded in the same month of the previous year.」

    The assessment is that visitor numbers and sales at hearing-aid retailers have been recovering since June from the decline caused by requests to refrain from going out.
  9. FY2019RestatedAnnual report

    「Personal consumption remained firm」

    The full-year assessment continues to be that personal consumption remained firm, rather than that consumer sentiment was stagnant.
  10. FY2019-Q3RestatedAnnual report

    「Personal consumption remained firm」

    The assessment continues to be that personal consumption remained firm, rather than that consumer sentiment was stagnant.
  11. FY2019-Q2RestatedAnnual report

    「Personal consumption remained firm」

    The assessment continues to be that personal consumption remained firm, rather than that consumer sentiment was stagnant.
  12. FY2019-Q1RestatedAnnual report

    「Personal consumption remained firm」

    The assessment continues to be that personal consumption remained firm, rather than that consumer sentiment was stagnant.
  13. FY2018SoftenedAnnual report

    「Personal consumption showed signs of recovery」

    The wording changed from the assessment through the previous quarter that personal consumption was firm to the full-year wording that personal consumption showed signs of recovery.
  14. FY2018-Q3RestatedAnnual report

    「Personal consumption remained firm」

    The assessment continues to be that personal consumption remained firm, rather than that consumer sentiment was stagnant.
  15. FY2018-Q2SoftenedAnnual report

    「Personal consumption remained firm」

    The assessment is that personal consumption remained firm, rather than that consumer sentiment was stagnant.
  16. FY2018-Q1SoftenedAnnual report

    「Consumer sentiment is beginning to recover」

    The assessment changed from stagnant consumer sentiment to a view that it is beginning to recover.
  17. FY2017RestatedAnnual report

    「Hearing-aid sales were sluggish in the first quarter of the consolidated accounting period due to stagnant consumer sentiment and other factors, although」

    Stagnant consumer sentiment continues to be cited in the full-year performance explanation as a factor behind sluggish first-quarter hearing-aid sales.
  18. FY2017-Q3RestatedAnnual report

    「Signs of a pause in the recovery of consumer sentiment and corporate capital investment」

    The assessment of the external environment continues to indicate that the recovery in consumer sentiment has stalled.
  19. FY2017-Q2RestatedAnnual report

    「Distribution inventories swelled due to stagnant consumer sentiment」

    Stagnant consumer sentiment is cited as having led to swollen distribution inventories and sluggish growth in hearing-aid sales in the first quarter.
  20. FY2017-Q1MaterialisedAnnual report

    「Domestic sales remained sluggish due to stagnant consumer sentiment.」

    Stagnant consumer sentiment is explicitly cited as a factor behind sluggish domestic hearing-aid sales.
Moved together

"Outlook remains uncertain due to exchange-rate volatility and economic slowdown" moved the same way as this thread, in the same document, in 8 of its 20 moves.

8732★1234
  1. ★This thread
  2. 1Outlook remains uncertain due to exchange-rate volatility and economic slowdown8×
  3. 2Corporate capital investment7×
  4. 3Impact of the spread of COVID-19 on sales activities and the supply chain3×
  5. 4Political and economic volatility and social unrest associated with overseas expansion2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Rion's next results are scheduled for 2026-10-29. Read the earnings preview
News
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