Impact on Sales from Climate Factors and Changes in the Inbound Spending Environment
First written in FY2020-Q1. 7 of 16 entries say "Mitigated", first in FY2022-Q3. Latest entry: FY2025.
Medipal Holdings moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.
The whole theme swung hardest in 2020: 11 of 16 companies on the "Worse" side.
1 other company's latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「Revenue increased as the company used data proactively to capture market changes prompted by more opportunities to go out, increased inbound demand and the spread of infectious diseases, and pursued targeted sales activities, including introducing new products.」
Amid declining demand for infection-related products, consumer frugality and restrained purchases, the cosmetics, daily necessities and other products wholesale business increased revenue by responding to market changes through data use and the introduction of new products. - FY2025-H1MitigatedAnnual report
「The company was affected by continued declines in demand for COVID-19-related products and consumer frugality, as well as restrained purchases of certain products, particularly supplements. Under these conditions, sales increased as the company used data proactively to identify market changes, including more opportunities to go out, expanding inbound demand and growing disaster-preparedness awareness, and pursued targeted sales activities.」
While demand for infection-related products continued to decline and consumers continued to restrain purchases, the cosmetics, daily necessities and other products wholesale business increased revenue by using data to capture more opportunities to go out, expanding inbound demand and growing disaster-preparedness awareness. - FY2024MitigatedAnnual report
「Following the reclassification of COVID-19 as a Class 5 infectious disease, sales of hygiene-related products such as masks and disinfectants declined, while sales of cosmetics and pharmaceuticals increased due to more opportunities to go out, including leisure activities and returning to the office, and inbound demand showing signs of recovery.」
Although demand for hygiene-related products continued to decline, sales of cosmetics and pharmaceuticals increased due to more opportunities to go out and signs of recovery in inbound demand, resulting in a partial improvement in the demand environment. - FY2024-Q3MitigatedAnnual report
「Although demand for hygiene-related products such as masks and disinfectants declined following the reclassification of COVID-19 as a Class 5 infectious disease, sales increased as initiatives accurately captured market changes, including more opportunities to go out through leisure activities and returning to the office, signs of recovery in inbound demand and growing awareness of self-care.」
In cosmetics, daily necessities and other products, sales increased through initiatives that captured more opportunities to go out, signs of recovery in inbound demand and growing awareness of self-care, while demand for hygiene-related products continued to decline. - FY2024-Q1MitigatedAnnual report
「Following the reclassification of COVID-19 as a Class 5 infectious disease, sales of hygiene-related products such as masks and disinfectants declined, while sales of cosmetics and pharmaceuticals increased due to more opportunities to go out, including leisure activities and returning to the office, and inbound demand showing signs of recovery.」
In cosmetics, daily necessities and other products, sales of cosmetics and pharmaceuticals increased on greater opportunities to go out and signs of recovery in inbound demand, despite lower sales of hygiene-related products, representing a partial improvement from the previous demand environment. - FY2023-Q2MitigatedAnnual report
「In the cosmetics, daily necessities and OTC pharmaceuticals market, demand for hygiene-related products such as masks and disinfectants, as well as cold remedies and antipyretic analgesics for sore throats and coughs, substantially exceeded the previous year amid the renewed spread of infections. At the same time, as human mobility continued to increase even while infections were spreading, cosmetics related to going out, such as makeup and sunscreen, and pharmaceuticals such as energy drinks showed signs of recovery.」
Although the effects of renewed infection spread remained, demand for makeup, sunscreen, energy drinks and other products showed signs of recovery against a backdrop of increased human mobility. The company described a partial improvement from the previous weakness in demand. - FY2022Recovery alongside weaker demandAnnual report
「In the cosmetics, daily necessities and OTC pharmaceuticals market, demand for products such as energy drinks and cosmetics showed temporary signs of recovery as people became more active than in the previous year, but did not recover fully as COVID-19 infections repeatedly ebbed and resurged. Consumption of hygiene-related products such as masks and disinfectants had become habitual as health awareness rose, but demand was weak compared with the previous year, when it expanded sharply.」
Signs of recovery in some products due to increased human mobility coexisted with the failure of demand to achieve a full recovery because of the infection situation, while hygiene-related products fell below the previous year. - FY2022-Q3MitigatedAnnual report
「In the cosmetics, daily necessities and OTC pharmaceuticals market, demand for products such as makeup and energy drinks, which had declined due to the fifth wave of renewed COVID-19 infections, showed signs of recovery as the infection situation calmed, but the recovery was gradual and did not become full-fledged. Consumption of hygiene-related products such as masks and disinfectants had become habitual as health awareness rose, but demand was weak compared with the previous year, when it expanded sharply.」
Demand for makeup, energy drinks and other products, which had declined during the fifth wave, showed signs of recovery, partially easing the deterioration seen in the previous fiscal year. However, the company stated that demand did not recover fully and that demand for hygiene-related products was also weaker than in the previous year. - FY2022-Q2WorsenedAnnual report
「In the cosmetics, daily necessities and OTC pharmaceuticals market, demand for products such as makeup and energy drinks, which had shown signs of temporary recovery as people became more mobile, declined due in particular to the renewed spread of COVID-19 in the second quarter and unsettled weather. Demand for hygiene-related products such as masks and disinfectants became habitual as health awareness rose, but was weak compared with the previous year, when demand expanded sharply.」
Demand for makeup, energy drinks and other products, which had temporarily recovered, declined due to the renewed spread of COVID-19 and unsettled weather. The company also stated that demand for hygiene-related products weakened after surging the previous year. - FY2021RestatedAnnual report
「There was still no clear prospect of international tourist travel resuming, and demand for so-called inbound products, such as face masks that had been popular with foreign tourists, remained substantially depressed.」
The substantial decline in inbound demand and its impact on sales of cosmetics and daily necessities have continued. - FY2021-Q2WorsenedAnnual report
「In addition, as there was still no clear prospect of international tourist travel resuming, demand for so-called inbound products, such as face masks that had been popular with foreign tourists, remained substantially depressed.」
The company stated that there was still no clear prospect of international tourist travel resuming and that demand for inbound products remained substantially depressed. - FY2021-Q1RestatedAnnual report
「In addition, inbound demand had almost disappeared as the number of arrivals fell to several thousand, and domestic sales were focused solely on domestic demand.」
The company described a situation in which inbound demand had almost disappeared following the spread of COVID-19, leaving sales of cosmetics, daily necessities and other products focused mainly on domestic demand. - FY2020WorsenedAnnual report
「As higher labour and logistics costs due to labour shortages continued, sales were affected by repeated natural disasters such as typhoons and heavy rain, changes in consumer sentiment following the consumption tax rate increase, and, from the fourth quarter onward, the spread of COVID-19.」
The company stated that, in addition to existing climate-related factors and changes in inbound demand, the spread of COVID-19 affected the sales environment from the fourth quarter onward. - FY2020-Q3RestatedAnnual report
「Sales of cosmetics, daily necessities and over-the-counter medicines were supported by steady sales of high-value-added products tailored to diversifying consumer needs, including those resulting from the increasing participation of women in the workforce. However, they were affected in various ways by repeated natural disasters such as typhoons and heavy rain, weak sales of seasonal products due to weather conditions, changes in inbound demand, and front-loaded demand and the subsequent decline following the consumption tax rate increase.」
The company continues to state that weak seasonal product sales due to climate factors, changes in the inbound demand environment, and fluctuations in demand before and after the consumption tax rate increase affected sales. - FY2020-Q2RestatedAnnual report
「Although sales of cosmetics, daily necessities and OTC pharmaceuticals were affected by weak performance of seasonal products due to climate factors and changes in the inbound demand environment, there was some rush demand ahead of the consumption tax rate increase, while value-added products tailored to changes in lifestyles, including the greater participation of women in the workforce, remained firm.」
The company continues to state that weak seasonal product sales due to climate factors and changes in the inbound demand environment affected sales. - FY2020-Q1First statedAnnual report
「Sales of cosmetics, daily necessities and OTC pharmaceuticals were affected by weak performance of seasonal products due to climate factors and changes in the inbound consumption environment, although value-added products tailored to changes in lifestyles, including the greater participation of women in the workforce, remained firm.」
The company stated that weak performance of seasonal products due to climate factors and changes in the inbound consumption environment actually affected sales of cosmetics, daily necessities and other products.