Komori
Himaraya (7514) · RiskWorsened

E-Commerce Growth Making Non-Store Purchasing a Mainstream Behavior

First written in FY2017. 6 of 11 entries say "Restated". Latest entry: FY2022.

11entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2018-Q1RestatedFY2019-Q2 – FY2021-Q3WorsenedFY2021 – FY20222017: 12018: 220182019: 220192020: 220202021: 320212022: 12022
Same theme, other companies
Changes in the Role and Significance of Stores Due to the Growth of Online ShoppingA theme 30 companies write about · 27 as a headwind · 3 as a tailwind

Himaraya moved to the "Worse" side of this theme in 2018, 2 years before the typical company in this theme (2020).

The whole theme swung hardest in 2017: 1 of 10 companies on the "Worse" side.

4 other companies' latest entry also says "Worsened".

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 30 companies compared. The sentences above are computed from all 30.
Full recordFilings, disclosures and news, newest first
  1. FY2022WorsenedAnnual report

    「In terms of sales channels, the purchasing decision-making process is becoming more diverse through social media and other means. It is important to increase effective customer touchpoints by leveraging the respective strengths of physical stores and e-commerce stores.」

    In addition to changes in purchasing behavior driven by e-commerce growth, purchasing decision-making through social media is becoming more diverse, and this is explicitly identified as a challenge in responding to sales channels.
  2. FY2021WorsenedAnnual report

    「In addition, the e-commerce market is expanding at an accelerating pace, and changes in customers' purchasing behavior are progressing.」

    The company states that the expansion of the e-commerce market is accelerating and that changes in customers' purchasing behavior are progressing, indicating intensifying changes in the sales environment.
  3. FY2021-Q3RestatedAnnual report

    「Meanwhile, changes in customers' purchasing trends are progressing as the e-commerce market expands.」

    The company states that changes in customers' purchasing trends are continuing alongside the expansion of the e-commerce market.
  4. FY2021-Q2RestatedAnnual report

    「Meanwhile, changes in customers' purchasing trends are progressing as the e-commerce market expands.」

    The company states that changes in customers' purchasing trends are continuing alongside the expansion of the e-commerce market.
  5. FY2020-Q2RestatedAnnual report

    「Meanwhile, changes in customers' purchasing trends are progressing as the e-commerce market expands.」

    The company states that changes in customers' purchasing trends are continuing alongside the expansion of the e-commerce market.
  6. FY2020-Q1RestatedAnnual report

    「Meanwhile, changes in customers' purchasing trends are progressing as the e-commerce market expands.」

    The company states that changes in customers' purchasing trends are continuing alongside the expansion of the e-commerce market.
  7. FY2019-Q2RestatedAnnual report

    「Meanwhile, changes in customers' purchasing trends are progressing as the e-commerce market expands.」

    The company states that changes in customers' purchasing trends are continuing alongside the expansion of the e-commerce market.
  8. FY2019-Q1WorsenedAnnual report

    「Meanwhile, changes in customers' purchasing trends are progressing as the e-commerce market expands.」

    The company states that changes in customers' purchasing trends are progressing alongside the expansion of the e-commerce market, indicating that changes in the sales environment, including physical stores, are continuing.
  9. FY2018RestatedAnnual report

    「Meanwhile, as purchasing outside physical stores has become commonplace with the expansion of the e-commerce market, we expect personal consumption to continue to involve stringent consumer selection, and are closely monitoring developments.」

    The company reiterates concerns about the widespread adoption of purchasing outside physical stores resulting from the expansion of the e-commerce market and increasingly selective consumer spending.
  10. FY2018-Q1WorsenedAnnual report

    「The sporting-goods retail market faces changes in the operating environment, including over-storing resulting from major chains, including our group, expanding their store networks, and the rapid growth of the e-commerce market.」

    Regarding the e-commerce market, the impact on the operating environment is highlighted more strongly as rapid growth, rather than the previous description of the widespread adoption of purchasing outside physical stores, and this is also linked to a review of the growth strategy.
  11. FY2017First statedAnnual report

    「As purchasing outside physical stores has become commonplace with the expansion of the e-commerce market, we expect personal consumption to continue to involve stringent consumer selection, and are closely monitoring developments.」

    The company explicitly identifies for the first time the widespread adoption of purchasing outside physical stores resulting from the expansion of the e-commerce market as a risk relating to personal consumption and physical-store operations.
Moved together

"Impairment risk at low-profitability stores and elsewhere" moved the same way as this thread, in the same document, in 3 of its 11 moves.

3222★1234
  1. ★This thread
  2. 1Impairment risk at low-profitability stores and elsewhere3×
  3. 2Decline in the Equity Ratio2×
  4. 3Weak Sales of General Sporting Goods2×
  5. 4Expanding the Business Through Proactive Store Openings2×

★ 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
Himaraya's next results are scheduled for 2026-10-15. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.