Challenges facing the toy market due to the declining birthrate and increasingly diverse consumer needs
First written in FY2017-Q1. 19 of 31 entries say "Restated". Latest entry: 2026-08-10.
Happinet moved to the "Worse" side of this theme in 2020.
0 other companies' latest entry also says "Restated".
- 2026-08-10RestatedEarnings
「While demand from adults and other areas continued to expand, the business environment remained uncertain as energy and raw-material prices rose, the birthrate declined, consumer needs diversified and entertainment continued to become more digital.」
The disclosure continues to describe uncertainty about the outlook, while also citing expanding demand from adults. - FY2026SoftenedAnnual report
「In the toy business, although Japan’s declining birthrate is progressing, the customer base and product range are expanding and needs are diversifying, with products capturing demand from adults performing well.」
While continuing to recognize Japan’s declining birthrate, the company also cites strong performance by products capturing demand from adults and an expanding customer base and product range, weakening the previously uniform description of the market as difficult. - 2026-05-14RestatedRevision of earnings forecasts
「During the consolidated fiscal year under review, the industries relevant to the Group remained in an uncertain environment. Markets that have captured expanding consumer segments, including demand from adults, performed well, while energy and raw-material prices rose, the birthrate declined, consumer needs diversified, and entertainment continued to become more digital.」
The disclosure cites both strong market conditions supported by demand from adults and continued uncertainty caused by the declining birthrate and diversifying consumer needs. - FY2026-H1SoftenedAnnual report
「In the industries related to our Group during the interim consolidated accounting period, the market incorporating demand from adults and inbound demand remained solid. However, the outlook remained uncertain as prices rose and Japan’s declining birthrate, increasingly diverse consumer needs and the digitalization of entertainment continued.」
Japan’s declining birthrate and increasingly diverse consumer needs persist, but the solid performance of the market incorporating demand from adults and inbound demand is also cited, weakening the previously uniform description of the toy market as difficult. - FY2025SoftenedAnnual report
「In the toy business, although Japan’s declining birthrate is progressing, the customer base and product range are expanding and needs are diversifying, with products targeting high-end customers and trading cards performing well.」
While continuing to recognize the risk posed by Japan’s declining birthrate, the company also cites strong performance by products targeting high-end customers and trading cards, as well as an expanding customer base and product range, weakening the previously uniform description of the toy market as difficult. - FY2025-H1RestatedAnnual report
「In the industries related to our Group during the interim consolidated accounting period, foot traffic to commercial facilities and other locations and inbound demand are expanding. However, the outlook remains uncertain as Japan’s declining birthrate, increasingly diverse consumer needs and the digitalization of entertainment continue.」
While acknowledging the expansion of foot traffic and inbound demand, the company continues to describe the uncertain outlook for the related industries resulting from Japan’s declining birthrate, increasingly diverse consumer needs and digitalization. - FY2024-Q3RestatedAnnual report
「Foot traffic to commercial facilities and other locations has recovered from the COVID-19 pandemic and inbound demand is expanding. However, the outlook remains uncertain as raw-material prices rise and Japan’s declining birthrate, increasingly diverse consumer needs and the digitalization of entertainment continue.」
While acknowledging the recovery in foot traffic and expansion of inbound demand, the company reconfirms the uncertain outlook for the related industries, including Japan’s declining birthrate and increasingly diverse consumer needs. - FY2024-Q2RestatedAnnual report
「In the industries related to our Group during the cumulative six-month period under review, foot traffic to commercial facilities and other locations has recovered from the COVID-19 pandemic. However, the outlook remains uncertain as raw-material and consumer prices continue to rise amid Japan’s declining birthrate, increasingly diverse consumer needs and the digitalization of entertainment.」
The company reconfirms the uncertain outlook for the related industries against a backdrop of Japan’s declining birthrate, increasingly diverse consumer needs and digitalization. - FY2024-Q1RestatedAnnual report
「In the industries related to our Group during the cumulative three-month period under review, foot traffic to commercial facilities and other locations has gradually recovered from the COVID-19 pandemic. However, the outlook remains uncertain as Japan’s declining birthrate and increasingly diverse consumer needs persist and entertainment continues to become more digitalized.」
The company continues to cite the uncertain outlook for the related industries resulting from Japan’s declining birthrate, increasingly diverse consumer needs and digitalization. - FY2023ReframedAnnual report
「In the industries related to our Group, foot traffic to commercial facilities and other locations has recovered from the COVID-19 pandemic, but the outlook remains uncertain as raw-material and consumer prices continue to rise amid Japan’s declining birthrate, increasingly diverse consumer needs and advancing digitalization.」
The difficult conditions in the toy market resulting from Japan’s declining birthrate and increasingly diverse consumer needs have been reframed as broader market-environment risks, including digitalization, the recovery in foot traffic, and rising raw-material and consumer prices. - FY2023-Q3ReframedAnnual report
「In the industries related to our Group during the cumulative nine-month period under review, the transition to a new phase of living with COVID-19 progressed and signs of recovery were seen in foot traffic to commercial facilities and other locations. However, the outlook remained uncertain amid Japan’s declining birthrate, increasingly diverse consumer needs and advancing digitalization, as well as changes in the international situation and rising raw-material and consumer prices.」
The risk description has been reorganized as broader uncertainty in the business environment, including Japan’s declining birthrate, increasingly diverse consumer needs, digitalization, changes in the international situation, and rising raw-material and consumer prices. At the same time, foot traffic is described as showing signs of recovery. - FY2023-Q2RestatedAnnual report
「In the industries related to our Group during the cumulative six-month period under review, the outlook remained uncertain amid Japan’s declining birthrate, increasingly diverse consumer needs and advancing digitalization, as well as changes in the international situation.」
The company continues to cite the uncertain outlook for the related industries resulting from Japan’s declining birthrate, increasingly diverse consumer needs, digitalization and changes in the international situation. - FY2023-Q1RestatedAnnual report
「In the industries related to our Group during the cumulative three-month period under review, the outlook remained uncertain amid Japan’s declining birthrate, increasingly diverse consumer needs and advancing digitalization, as well as the continuing spread of COVID-19 and changes in the international situation.」
The company continues to describe Japan’s declining birthrate and increasingly diverse consumer needs, and explains the uncertain outlook for the related industries, including digitalization, the spread of infectious diseases and changes in the international situation. - FY2022SoftenedAnnual report
「In the toy business, although Japan’s declining birthrate is progressing, the customer base and product range are expanding and needs are diversifying, with products targeting high-end customers performing well.」
While continuing to recognize Japan’s declining birthrate, the company also cites strong performance by products targeting high-end customers and an expanding customer base and product range, further differentiating its assessment from the previous uniform description of the toy market as difficult. - FY2022-Q3Divergence by product category, with general toys for younger children underperformingAnnual report
「In the toy business, general toys for younger children underperformed, but products for convenience stores, including BANDAI SPIRITS’ “Ichiban Kuji” products and trading cards such as “Pokémon Trading Card Game,” continued to perform well, resulting in sales and profit both exceeding the levels of the same period of the previous year.」
While general toys for younger children underperformed, Ichiban Kuji products, trading cards and other products for convenience stores performed well, indicating divergent conditions within the toy business. - FY2021SoftenedAnnual report
「In the toy business, although Japan’s declining birthrate is progressing, the customer base is expanding and needs are diversifying, with products targeting high-end customers performing well.」
While continuing to recognize Japan’s declining birthrate, the company also cites strong performance by products targeting high-end customers and an expanding customer base, indicating a less uniformly negative assessment than the previous description of the overall toy market as difficult. - FY2021-Q1WorsenedAnnual report
「In the industries related to our Group during the cumulative three-month period under review, the spread of COVID-19 resulted in requests to refrain from going out and the closure or shortened operating hours of commercial facilities. The toy market and amusement market faced a decline in touchpoints with consumers, while the video and music market was affected by postponed releases of new titles and the cancellation of events, and conditions remained difficult.」
For the toy market, new deterioration factors were explicitly identified in addition to the previous factors of Japan’s declining birthrate and increasingly diverse consumer needs, including requests to refrain from going out and the closure of commercial facilities due to COVID-19. - FY2020-Q3RestatedAnnual report
「In the industries related to our Group during the cumulative nine-month period under review, conditions remained difficult due to the higher consumption tax rate, Japan’s declining birthrate and increasingly diverse consumer needs in the toy market, and the sluggish packaged-product market in the video and music market and video game market resulting from the growing adoption of streaming and services for smartphones.」
The difficult conditions in the toy market resulting from Japan’s declining birthrate and increasingly diverse consumer needs continue to be cited. - FY2020-Q2RestatedAnnual report
「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
The company reconfirms that there have been no material changes to the business and other risks related to the difficult conditions in the toy market resulting from Japan’s declining birthrate and increasingly diverse consumer needs. - FY2020-Q1SoftenedAnnual report
「In the industries related to our Group during the cumulative three-month period under review, the toy market remained broadly flat as the target customer base and product genres expanded despite Japan’s declining birthrate. The video and music market and video game market remained difficult owing to the sluggish packaged-product market resulting from the growing adoption of streaming and services for smartphones.」
Despite Japan’s declining birthrate, the toy market is described as “flat” due to the expansion of its target customer base and product genres, a less negative assessment than the previous description of “remaining difficult.” - FY2019RestatedAnnual report
「In the industries related to our Group, conditions in the toy market remain difficult due to Japan’s declining birthrate and increasingly diverse consumer needs. The video and music market and video game market also remain difficult, owing to the sluggish packaged-product market resulting from the growing adoption of streaming and services for smartphones.」
The difficult conditions in the toy market resulting from Japan’s declining birthrate and increasingly diverse consumer needs continue to be cited for the full fiscal year as well. - FY2019-Q3RestatedAnnual report
「In the industries related to our Group during the cumulative nine-month period under review, the toy market remained difficult due to Japan’s declining birthrate and increasingly diverse consumer needs. Although there were some hit products in the video and music market and video game market, both markets remained difficult owing to the sluggish packaged-product market resulting from the growing adoption of streaming and services for smartphones.」
The toy market is described as continuing to face difficult conditions due to Japan’s declining birthrate and increasingly diverse consumer needs. - FY2019-Q2RestatedAnnual report
「In the industries related to our Group during the cumulative six-month period under review, the video and music market performed well, driven by several hit products. However, the toy market remained difficult due to Japan’s declining birthrate and increasingly diverse consumer needs, while the video game market remained difficult owing to the sluggish packaged-product market resulting from the growing adoption of games for smartphones.」
The toy market is described as continuing to face difficult conditions due to Japan’s declining birthrate and increasingly diverse consumer needs. - FY2019-Q1SoftenedAnnual report
「In the industries related to our Group during the cumulative three-month period under review, the video game market performed well, driven by several hit products. However, the toy market remained difficult due to increasingly diverse consumer needs, while the video and music market remained difficult due to the diversification of viewing methods, including the growing adoption of streaming services.」
Conditions in the toy market remain difficult, but the previous reference to Japan’s declining birthrate has been removed, narrowing the stated cause to increasingly diverse consumer needs. - FY2018-Q3RestatedAnnual report
「In the industries related to our Group during the cumulative nine-month period under review, the video game market continued to show signs of recovery. However, the toy market remained difficult due to Japan’s declining birthrate and increasingly diverse consumer needs, while the video and music market remained difficult due to the diversification of viewing methods, including the growing adoption of streaming services.」
The difficult conditions in the toy market resulting from Japan’s declining birthrate and increasingly diverse consumer needs continue to be cited. - FY2018-Q2RestatedAnnual report
「The toy market remains difficult due to Japan’s declining birthrate and increasingly diverse consumer needs, while the video and music market remains difficult owing to the sluggish packaged-product market resulting from the growing adoption of software streaming.」
The difficult conditions in the toy market resulting from Japan’s declining birthrate and increasingly diverse consumer needs continue to be cited. - FY2018-Q1RestatedAnnual report
「The toy market remains difficult due to Japan’s declining birthrate and increasingly diverse consumer needs, while the video and music market remains difficult owing to the sluggish packaged-product market resulting from the growing adoption of software streaming.」
The difficult conditions in the toy market resulting from Japan’s declining birthrate and increasingly diverse consumer needs continue to be cited. - FY2017RestatedAnnual report
「The toy market continues to face difficult market conditions due to Japan’s declining birthrate and increasingly diverse consumer needs.」
The difficult conditions in the toy market resulting from Japan’s declining birthrate and increasingly diverse consumer needs are restated for the full fiscal year as well. - FY2017-Q3RestatedAnnual report
「The toy market remains difficult due to Japan’s declining birthrate and increasingly diverse consumer needs.」
The difficult conditions in the toy market resulting from Japan’s declining birthrate and increasingly diverse consumer needs are restated. - FY2017-Q2RestatedAnnual report
「The toy market remains difficult due to Japan’s declining birthrate and increasingly diverse consumer needs.」
The difficult conditions in the toy market resulting from Japan’s declining birthrate and increasingly diverse consumer needs are restated. - FY2017-Q1First statedAnnual report
「The toy market remains difficult due to Japan’s declining birthrate and increasingly diverse consumer needs.」
Japan’s declining birthrate and increasingly diverse consumer needs are cited as factors contributing to difficult conditions in the toy market.