Increased demand for e-commerce marketplaces driven by stay-at-home consumption
First written in FY2021-Q3. 4 of 8 entries say "Restated". Latest entry: FY2024.
itsumo. moved to the "Worse" side of this theme in 2024, 1 year after the typical company in this theme (2023).
The whole theme swung hardest in 2022: 3 of 13 companies on the "Worse" side.
0 other companies' latest entry also says "Softened".
- FY2024SoftenedAnnual report
「Although the economy is on a moderate recovery trend against the backdrop of normalization of economic activity following the relaxation of the legal classification of COVID-19 and increased inbound demand, uncertainty about the outlook continues due to volatility in the yen exchange rate and rising prices.」
The previous explanation of a temporary demand boost from stay-at-home consumption is no longer included, and the discussion has shifted to one premised on the normalization of economic activity. - FY2023-Q3RestatedAnnual report
「Although the temporary demand generated by stay-at-home consumption during the COVID-19 pandemic is beginning to subside, we expect e-commerce purchasing to continue increasing over the medium to long term.」
Continues to describe the subsiding of the temporary demand boost from stay-at-home consumption and the outlook for medium- to long-term growth in EC purchases. - FY2023-Q2SoftenedAnnual report
「Although the temporary demand generated by stay-at-home consumption during the COVID-19 pandemic is beginning to subside, we expect e-commerce purchasing to continue increasing over the medium to long term.」
Again states that the temporary demand boost from stay-at-home consumption is beginning to subside. At the same time, it maintains its outlook for medium- to long-term growth in EC purchases. - FY2023-Q1SoftenedAnnual report
「Although the temporary surge in consumer demand during the COVID-19 pandemic has subsided and purchasing patterns are gradually returning to their previous form, we expect e-commerce purchasing to continue increasing.」
States that the temporary demand boost from stay-at-home consumption and other effects of the COVID-19 pandemic is beginning to subside, while maintaining its outlook for increased EC purchases. - FY2022-Q2RestatedAnnual report
「This was because, mainly due to the impact of COVID-19, stay-at-home consumption resulting from requests to refrain from going out and working from home became established for the second consecutive year, increasing procurement in line with higher revenue from the EC marketplace service.」
Continues to identify the entrenchment of stay-at-home consumption as a factor behind higher procurement and revenue in the EC marketplace service. - FY2022-Q1RestatedAnnual report
「Revenue from the EC marketplace service increased because, mainly due to the impact of COVID-19, stay-at-home consumption resulting from requests to refrain from going out and working from home became established for the second consecutive year.」
Continues to identify the entrenchment of stay-at-home consumption as a factor behind higher procurement and sales in the EC marketplace service. - FY2021RestatedAnnual report
「This was mainly due to higher revenue from the EC marketplace service as stay-at-home consumption emerged amid requests to refrain from going out and the shift to working from home, primarily as a result of the impact of COVID-19.」
Continues to identify stay-at-home consumption as a factor behind higher procurement and sales in the full-year results for the EC marketplace service. - FY2021-Q3First statedAnnual report
「This was mainly due to higher revenue from the EC marketplace service as stay-at-home consumption emerged amid requests to refrain from going out and the shift to working from home, primarily as a result of the impact of COVID-19.」
Explains changes in consumer behavior caused by requests to refrain from going out and working from home as factors behind higher revenue from the EC marketplace service.