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Plant (7646) · FactExpectations for a consumer recovery as activity restrictions are eased

Growth in Food and Daily-Use Goods Consumption Driven by Stockpiling and Stay-at-Home Demand During COVID-19

First written in FY2020-Q3. 1 of 4 entries say "Restated". Latest entry: FY2023-Q3.

4entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2020-Q3 – FY2023-Q32020: 120202021: 120212022: 120222023: 12023
Same theme, other companies
Food demand fluctuations driven by stay-at-home and home consumption during COVID-19A theme 18 companies write about · 2 as a headwind · 11 as a tailwind

The whole theme swung hardest in 2023: 5 of 15 companies on the "Worse" side.

3 other companies' latest entry also says "Other".

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 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3Expectations for a consumer recovery as activity restrictions are easedAnnual report

    「国内における行動制限や海外からの入国制限の緩和に伴う消費の回復が期待される一方」

    コロナ対策商品需要や巣ごもり需要の沈静化後の環境について、行動制限・入国制限の緩和に伴う消費回復への期待を記載している。
  2. FY2022コロナ関連需要の沈静化Annual report

    「売上高につきましては、コロナ対策商品需要や巣ごもり需要が落ち着いたことにより、95,331百万円(通期計画達成率99.8%)となりました。」

    従来の買いだめ・巣ごもり需要による伸長から、コロナ対策商品需要や巣ごもり需要が落ち着いたとの認識に変化している。
  3. FY2021RestatedAnnual report

    「売上高につきましては、買いだめ需要や巣ごもり需要により、食品や日用品を中心に伸長し、96,241百万円(前年同期比0.1%増)となりました。」

    COVID-19下の買いだめ・巣ごもり需要により、食品・日用品を中心とした消費の伸長が通期の売上増加要因として記載されている。
  4. FY2020-Q3First statedAnnual report

    「Consumption increased in some areas, particularly food and daily necessities, due to stockpiling and stay-at-home demand.」

    The company stated that consumption of food and daily necessities grew in part due to stockpiling and stay-at-home demand during the spread of COVID-19.
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Plant's next results are scheduled for 2026-10-27. Read the earnings preview
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