Expanding mass-retailer share and consumers' preference for lower prices
First written in FY2017-Q1. 10 of 26 entries say "Worsened", first in FY2019-Q2. Latest entry: 2026-11-13.
Ota Floriculture Auction moved to the "Worse" side of this theme in 2024, 5 years after the typical company in this theme (2019).
The whole theme swung hardest in 2019: 21 of 41 companies on the "Worse" side.
11 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「On the retail side, stagnation was observed, particularly on the sales floors of supermarkets and similar stores, due to broad-based price increases and declining disposable income.」
Rising prices and declining disposable income have materialized in the sales environment as stagnation on the sales floors of supermarkets and similar stores. - FY2026-H1WorsenedAnnual report
「In the floral industry, consumers showed less inclination to purchase flowers as price revisions for everyday necessities took effect, and demand struggled amid the impact of extreme summer heat.」
The decline in consumers' willingness to purchase due to price revisions has materialized as sluggish growth in flower demand, coinciding with exceptionally hot weather. - FY2025WorsenedAnnual report
「Although it is necessary to pass rising production costs on to product prices amid broad-based price increases, consumers are showing a tendency to reduce spending on flowers, a discretionary item, due to rising prices, leaving the outlook uncertain.」
The report explicitly identifies consumers' restraint on spending on flowers due to rising prices and the difficulty of passing higher production costs on to product prices, indicating that the preference for low prices and the risk of being unable to pass on costs persist. - FY2025-H1WorsenedAnnual report
「Consumers remain highly conscious of protecting their household finances amid rising prices, making it difficult to pass these increases on to flower selling prices.」
Consumers' strong focus on protecting their household finances amid rising prices continues to make it difficult to pass higher costs on to flower selling prices. - FY2024MaterialisedAnnual report
「Mass retailers showed a tendency to struggle with sales as consumers became more inclined to save.」
Consumers' stronger preference for saving has materialized in the business environment as weaker sales at mass retailers. - FY2024-Q3Renewed preference for low pricesAnnual report
「In the floriculture industry, consumers' preference for saving strengthened and the frequency of purchases of flowers and greenery tended to decline. At the same time, growing interest in the SDGs has led to a trend, particularly among younger generations, toward more people enjoying a lifestyle with flowers and greenery on a daily basis, indicating a change in perceptions of the value of purchasing flowers and greenery.」
Although there is no description of an increase in mass retailers' share, the description that consumers are becoming more inclined to save and are purchasing less frequently indicates the re-emergence of an issue in the consumption environment akin to a preference for low prices. - FY2023DroppedAnnual reportThe previous description separately indicating an increase in mass retailers' sales share and consumers' preference for low prices cannot be found in the securities report for the year under review.
- FY2022RestatedAnnual report
「Retailers struggled to develop products that would not make consumers feel they were overpriced.」
Retailers are struggling to develop products that do not make consumers feel they are overpriced amid rising market prices, continuing to indicate a burden on consumers in terms of pricing. - FY2021-Q2MaterialisedAnnual report
「In the floral industry, business-use flowers remained in a difficult situation due to the decline in wedding receptions, funerals and events, but demand for home use increased as people spent more time at home, and flowers sold well at supermarkets and home-improvement stores.」
While demand for business use has come under pressure due to declines in weddings, funerals and events, demand for household use has increased, and changes have materialized in sales channels as well. - FY2021-Q1WorsenedAnnual report
「In April, when a state of emergency was declared, opportunities to use flowers, including weddings, funerals and events, fell sharply, and April sales declined to approximately half the level of the previous year.」
The use and consumption of flowers declined sharply as people refrained from going out and attending events, with April sales falling to approximately half the previous year's level, further revealing the weakness in personal consumption. - FY2020MaterialisedAnnual report
「The Japanese economy during the fiscal year under review had been on a gradual recovery trend, supported by improvements in employment and income conditions. However, personal consumption declined following the consumption tax increase in October 2019, and economic activity was restricted and deteriorated sharply from the beginning of 2020 due to the global spread of the novel coronavirus, leaving the outlook uncertain.」
The decline in personal consumption and economic activity against a backdrop of the consumption tax increase and the spread of the novel coronavirus has materialized. - FY2020-Q3MaterialisedAnnual report
「In addition to unfavorable weather, the consumption tax increase caused flower consumption to lack strength, with a particularly sharp decline in October.」
The impact on the consumption environment has materialized, with flower consumption weakening against a backdrop of the consumption tax increase and unfavorable weather, and declining sharply in October in particular. - FY2020-Q1RestatedAnnual report
「The Japanese economy during the cumulative first quarter under review remained firm, supported by improvements in employment and income conditions, but uncertainty persisted as the US-China trade war intensified, and personal consumption lacked strength.」
The continued weakness in personal consumption is being cited as a concern in the operating environment. - FY2019RestatedAnnual report
「In addition, flower prices were held down in line with fresh food prices, making it difficult to secure profits.」
It describes suppressed flower prices linked to fresh food prices and the difficulty of securing profits as a business environment in which downward price pressure continues. - FY2019-Q3RestatedAnnual report
「Personal consumption remained sluggish.」
It describes a situation in which personal consumption continues to lack strength. - FY2019-Q2WorsenedAnnual report
「However, consumer sentiment remained weak, as fresh food prices rose due to the extremely hot weather and energy prices, including gasoline prices, were also trending higher against a backdrop of elevated crude oil prices.」
Following the signs of a recovery in real wages and household purchasing power reported in the previous quarter, consumer sentiment has returned to a weak position against a backdrop of rising fresh food and energy prices. - FY2019-Q1SoftenedAnnual report
「Although concerns over persistently high energy prices remained, real wages improved as the surge in fresh food prices eased, and signs of a recovery in household purchasing power emerged.」
While concerns over energy prices remain, the reported improvement in real wages and signs of a recovery in household purchasing power indicate that concerns over the previously stagnant purchasing power environment have eased in part. - FY2018RestatedAnnual report
「During the consolidated fiscal year, Japan's economy was in a phase of moderate recovery, supported by strength in the global economy. However, real wages remained stagnant due to higher energy prices and surging fresh food prices, making it difficult for households to feel an improvement in purchasing power.」
It describes stagnant real wages and subdued household purchasing power, due to higher energy and fresh food prices, as the consumption environment. - FY2018-Q3RestatedAnnual report
「Personal consumption remained constrained, as stagnant real wage growth and rising social insurance premiums reinforced households' preference for saving.」
It describes an environment in which households' preference for saving remains strong, against a backdrop of stagnant real wage growth and the burden of social insurance premiums. - FY2017-Q3RestatedAnnual report
「In terms of consumption, mass retailers are expected to increase their overall share of sales, while consumers' preference for lower prices is expected to strengthen.」
It continues to identify the expansion of mass retailers' share of sales and the strengthening of consumers' preference for lower prices as the consumption environment. - FY2017-Q2RestatedAnnual report
「In terms of consumption, mass retailers are expected to increase their overall share of sales, while consumers' preference for lower prices is expected to strengthen.」
It continues to identify the expansion of mass retailers' share of sales and the strengthening of consumers' preference for lower prices as the consumption environment. - FY2017-Q1First statedAnnual report
「In terms of consumption, mass retailers are expected to increase their overall share of sales, while consumers' preference for lower prices is expected to strengthen.」
It identifies the expansion of mass retailers' share of sales and the strengthening of consumers' preference for lower prices as the outlook for the consumption environment.