Komori
Nishimatsuya Chain (7545) · RiskMitigated

Impact on demand when declining birth rates coincide with market share expansion

First written in FY2017. 3 of 6 entries say "Restated". Latest entry: FY2025.

6entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2020MitigatedFY2021 – FY20252017: 120172018: 120182019: 120192020: 120202021: 120212022: 020222023: 020232024: 020242025: 12025
Same theme, other companies
Contraction of the kids and juniors market due to the declining birth rateA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Mitigated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「In addition to its existing range of maternity products and daily necessities from baby through children's sizes, the Company will work to expand the product categories and sizes of products for upper elementary school students (school sizes). It will also work to enlarge stores to accommodate the expanded product range.」

    The policy of expanding school-size products and enlarging stores as measures against the impact of a declining birth rate on demand continues.
  2. FY2021MitigatedAnnual report

    「In addition to its existing range of maternity clothing and daily necessities from baby through children's sizes, the Company will work to expand the product categories and sizes of products for upper elementary school students (school sizes). It will also work to enlarge stores to accommodate the expanded product range.」

    As a response to the risk of an impact on demand from the declining birth rate, the Company identified expanding school-size products and enlarging stores as measures.
  3. FY2020RestatedAnnual report

    「The birth rate of newborns in Japan has been trending downward over the long term, but to date there have been no signs that the decline in the birth rate has affected the Company's results. However, if the Company's market share expands significantly while the birth rate of newborns declines further, its results may be affected.」

    The risk of an impact on demand if a declining birth rate coincides with an increase in market share is reiterated.
  4. FY2019RestatedAnnual report

    「The birth rate of newborns in Japan has been trending downward over the long term, but to date there have been no signs that the decline in the birth rate has affected the Company's results. However, if the Company's market share expands significantly while the birth rate of newborns declines further, its results may be affected.」

    The risk of an impact on demand if a declining birth rate coincides with an increase in market share is reiterated.
  5. FY2018RestatedAnnual report

    「The birth rate of newborns in Japan has been trending downward over the long term, but to date there have been no signs that the decline in the birth rate has affected the Company's results.」

    The risk of an impact on demand if a declining birth rate coincides with an increase in market share is reiterated.
  6. FY2017First statedAnnual report

    「The birth rate of newborns in Japan has been trending downward over the long term, but to date there have been no signs that the decline in the birth rate has affected the Company's results. However, if the Company's market share expands significantly while the birth rate of newborns declines further, its results may be affected.」

    Although the birth rate has been trending downward over the long term, the disclosure states that there were no signs of an impact on results at that time, and identifies the risk arising if an increase in market share coincides with a decline in the birth rate.
Moved together

"Share Repurchases" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222222★123456
  1. ★This thread
  2. 1Share Repurchases2×
  3. 2Expansion of the standardized store network across all 47 prefectures2×
  4. 3Expansion of Internet Sales2×
  5. 4Issuance of stock acquisition rights for directors and employees2×
  6. 5Differentiation through customer-led private-brand product development2×
  7. 6Expansion of the Superintendent System for Managing Multiple Stores2×

★ 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
No upcoming earnings preview for Nishimatsuya Chain yet.
News
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