Cooling consumer sentiment and intensifying competition driven by thrift and low-price preferences
First written in FY2017-Q1. 17 of 27 entries say "Restated". Latest entry: 2026-09-14.
OM2Network moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).
The whole theme swung hardest in 2024: 3 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Restated".
- 2026-09-14RestatedFinancial results
「一方で個人消費は賃上げ効果への期待がある反面、継続的な物価高を背景に節約志向が強まりを見せました。」
物価高を背景とする消費者の節約志向を引き続き記載している。 - FY2027-H1WorsenedAnnual report
「While personal consumption benefited from expectations for the effects of wage increases, consumers showed a stronger preference for saving against the backdrop of persistently high prices.」
It states that consumers' preference for saving strengthened against the backdrop of higher prices, increasing the risks affecting the consumption environment. - 2026-06-12RestatedFinancial results
「Business conditions remain challenging due to soaring raw material and energy prices, higher labour costs, a severe labour shortage and weaker consumer sentiment, among other factors.」
The Company continued to cite weaker consumer sentiment, together with raw material and energy prices, labour costs and labour shortages, as factors contributing to the difficult operating environment in the food retail industry. - FY2026ReframedAnnual report
「Amid consumers' preference for saving, concerns remain over soaring raw material and energy prices, higher labor costs, and severe labor shortages, and challenging operating conditions continue.」
It cites consumers' preference for saving, together with soaring raw material and energy prices, higher labor costs, and labor shortages, as factors contributing to the challenging conditions in the food retail industry. - FY2026-H1ReframedAnnual report
「The risks of weaker consumer sentiment due to higher prices and the impact of U.S. tariff policy, among other factors, have not been dispelled,」
Consumers' preference for saving and weaker consumer sentiment, which were not directly mentioned previously, are again described in connection with higher prices and the impact of tariff policy. - FY2025DroppedAnnual reportThis filing contains no direct reference to consumers' preference for saving or low prices.
- FY2024-Q3RestatedAnnual report
「In the food retail industry, which includes the Group's core businesses, although the products handled are essential to people's daily lives, the uncertain situation continues due to the contraction in household demand following the easing of restrictions on activities, the continued labor shortage and rising labor costs, soaring raw material prices, and higher logistics costs.」
It continues to describe the uncertain conditions in the food retail industry due to the contraction in household demand following the easing of restrictions on activities, labor shortages, rising labor costs, soaring raw material prices, and higher logistics costs. - FY2024-Q2RestatedAnnual report
「In the food retail industry, which includes the Group's core businesses, although the products handled are essential to people's daily lives, the uncertain situation continues due to the contraction in household demand following the easing of restrictions on activities, the continued labor shortage and rising labor costs, soaring raw material prices, and higher logistics costs.」
It continues to describe the uncertain conditions in the food retail industry due to the contraction in household demand following the easing of restrictions on activities, labor shortages, rising labor costs, soaring raw material prices, and higher logistics costs. - FY2024-Q1ReframedAnnual report
「Although the products handled are essential to people's daily lives, the uncertain situation continues due to the contraction in household demand following the easing of restrictions on activities, the continued labor shortage and rising labor costs, soaring raw material prices, and higher logistics costs.」
Regarding the contraction in household demand, the cause is now explicitly identified as the easing of restrictions on activities rather than the previous reference to the lifting of measures, alongside labor shortages, labor costs, raw materials, and logistics costs. - FY2023-Q3RestatedAnnual report
「Although the products handled are essential to people's daily lives, the uncertain situation is becoming even more pronounced due to the contraction in household demand following the lifting of priority preventive measures, the continued labor shortage and rising labor costs, soaring raw material prices, and higher logistics costs.」
It continues to describe the challenging conditions in the food retail industry due to the contraction in household demand following the lifting of priority preventive measures, labor shortages, rising labor costs, soaring raw material prices, and higher logistics costs. - FY2023-Q2RestatedAnnual report
「In addition to the contraction in household demand following the lifting of priority preventive measures in March, the continued labor shortage, rising labor costs, soaring raw material prices, and higher logistics costs, the uncertain situation is becoming even more pronounced.」
It continues to describe the contraction in household demand following the lifting of priority preventive measures and the challenging conditions in the food retail industry, including consumer saving behavior and the demand environment. - FY2023-Q1WorsenedAnnual report
「The contraction in household demand following the lifting of priority preventive measures in March and」
The contraction in household demand following the lifting of priority preventive measures is explicitly noted, marking a shift from descriptions of support from household demand to descriptions indicating deterioration in the consumption environment. - FY2021-Q3RestatedAnnual report
「As the government implemented various policies, including a declaration of a state of emergency, in response to the COVID-19 pandemic, personal outings and consumption declined substantially,」
It continues to cite the substantial decline in personal outings and consumption against the backdrop of the declaration of a state of emergency and other measures as a factor affecting the consumption environment. - FY2021-Q2WorsenedAnnual report
「Personal outings and consumption declined substantially,」
It states that personal outings and consumption declined substantially against the backdrop of the declaration of a state of emergency and other measures, making the deterioration in the consumption environment more concrete. At the same time, it notes that household demand increased in the retail segment due to requests to refrain from going out and other factors. - FY2020-Q3WorsenedAnnual report
「The outlook remains uncertain, with the continued strength of customers' preference for saving and low prices, persistently high prices for raw materials such as beef, rising labor costs due to labor shortages, higher logistics costs, persistently high materials prices, intensifying competition across industries and business formats, the trend in consumer sentiment following the consumption tax rate increase, and the economic impact of a series of natural disasters all requiring close attention.」
Additional adverse factors are listed, including competition across industries and business formats, consumer sentiment following the consumption tax rate increase, and the impact of natural disasters, amid continued consumer preference for saving and low prices. - FY2020-Q2RestatedAnnual report
「Although personal consumption is gradually recovering, customers continue to have a strong preference for saving and low prices. In addition, social concern about food safety and security is growing, while higher logistics costs, persistently high materials prices and labor costs, and continued difficulty in recruiting due to demographic changes remain issues.」
It states that, although personal consumption is showing signs of recovery, the preference for saving and low prices remains strong. - FY2020-Q1RestatedAnnual report
「Although personal consumption is gradually recovering, customers' preference for savings and low prices remains deep-rooted」
It states that, although personal consumption is showing signs of recovery, consumers continue to have a strong preference for saving and low prices. - FY2019-Q3RestatedAnnual report
「Customers' preference for savings and low prices remains deep-rooted. In addition to growing social concern over food safety and security, high prices for materials and labor costs, and difficulties in recruiting due to demographic changes continue.」
It is noted that consumers' preference for savings and low prices remains deep-rooted and that the difficult environment in the food retail industry continues. - FY2019-Q2RestatedAnnual report
「Customers' preference for savings and low prices remains deep-rooted. In addition to growing social concern over food safety and security, high prices for materials and labor costs, and difficulties in recruiting due to demographic changes continue.」
It is noted that consumers' preference for savings and low prices remains deep-rooted and that the difficult environment in the food retail industry continues. - FY2019-Q1RestatedAnnual report
「Customers' preference for savings and low prices remains deep-rooted」
Consumers' continued deep-rooted preference for savings and low prices is noted. - FY2018RestatedAnnual report
「The business environment was difficult due to intensifying competition among companies amid consumers' deep-rooted preference for savings and low prices, and the impact of higher costs resulting from increases in labor and logistics expenses.」
Consumers' preference for savings and low prices, and the resulting intensification of competition among companies, continue to be identified as factors contributing to the difficult business environment. - FY2018-Q3RestatedAnnual report
「Customers' preference for savings and low prices remains deep-rooted」
Consumers' continued deep-rooted preference for savings and low prices is noted. - FY2018-Q2RestatedAnnual report
「Although the postponement of the consumption tax increase removed a downside factor, customers' preference for savings and low prices remained deep-rooted. In addition to growing social concern over food safety and security, high prices for materials and labor costs, and difficulties in recruiting due to demographic changes continued.」
Consumers' deep-rooted preference for savings and low prices continues to be noted. - FY2018-Q1WorsenedAnnual report
「The environment has become increasingly difficult amid growing social concern over food safety and security and customers' deep-rooted preference for savings and low prices.」
It is noted that the environment in the food retail industry has become increasingly difficult as the preference for savings and low prices persists. The risk has materialized. - FY2017-Q3RestatedAnnual report
「The business environment was difficult due to stagnant consumer sentiment, intensifying competition among companies amid customers' deep-rooted preference for savings and low prices, and soaring raw-material prices.」
Stagnant consumer sentiment, preferences for savings and low prices, and intensifying competition continue to be identified as factors contributing to the difficult environment in the food retail industry. - FY2017-Q2RestatedAnnual report
「The business environment was difficult due to stagnant consumer sentiment, intensifying competition among companies amid customers' deep-rooted preference for savings and low prices, and soaring raw-material prices.」
Stagnant consumer sentiment, preferences for savings and low prices, and intensifying competition continue to be identified as factors contributing to the difficult environment in the food retail industry. - FY2017-Q1First statedAnnual report
「Although rising prices contributed to higher sales, the business environment was difficult due to cooling consumer sentiment, intensifying competition among companies amid customers' deep-rooted preference for savings and low prices, and soaring raw-material prices.」
Consumers' preference for savings and low prices and intensifying competition among companies are identified as factors contributing to the difficult business environment in the food retail industry.