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Seed (7743) · RiskReturns to revenue growth amid intensified competition and diversification of distribution channelsLatest Financial Results Presentation (2026-08-25): "Materialised"

Intensifying competition over functionality, quality, pricing and distribution channels

First written in FY2016. 12 of 21 entries say "Restated". Latest entry: 2026-08-25.

21entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q3WorsenedFY2022 – FY2025-H12016: 220162017: 320172018: 320182019: 320192020: 120202021: 020212022: 120222023: 020232024: 120242025: 220252026: 52026
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.

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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 607 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-25MaterialisedFinancial Results Presentation

    「By contrast, sales of the AirGrade Series grew.」

    The company stated that sales of spherical lenses remained at the same level as the previous year because of price competition with competing products, indicating that the impact of competition was reflected in sales performance.
  2. FY2026Returns to revenue growth amid intensified competition and diversification of distribution channelsAnnual report

    「Although sales of circle and color lenses were affected by the diversification of sales channels and the increase in competing products, sales increased 2.0% from the previous fiscal year as the Company launched new colors and promoted the products through social media.」

    Despite continued diversification of sales channels and an increase in competing products, circle and color lenses increased 2.0% from the previous fiscal year due to the launch of new colors and social media promotion.
  3. FY2026-H1WorsenedAnnual report

    「Although the Company conducted sales promotion, including web advertising, sales of circle and color contact lenses decreased 1.4% year on year, partly due to the diversification of sales channels and the increase in competing products.」

    Although the Company conducted sales promotion, the circle and color segment declined 1.4% year on year due to the impact of diversified sales channels and an increase in competing products.
  4. FY2025Circle and color segment returns to revenue growth amid competitionAnnual report

    「Although sales of circle and color contact lenses were affected by the diversification of sales channels and the increase in competing products, sales increased 1.9% from the previous fiscal year as the Company promoted them through social media and expanded multifunctional products tailored to customer needs.」

    Despite the impact of diversified sales channels and an increase in competing products, circle and color contact lenses increased 1.9% from the previous fiscal year due to social media promotion and the rollout of multifunctional products.
  5. FY2025-H1WorsenedAnnual report

    「Although the Company promoted circle and color contact lenses using social media, sales decreased 1.2% year on year, partly due to the diversification of sales channels and the increase in competing products.」

    Although the Company conducted sales promotion through social media, diversification of sales channels and an increase in competing products led to a 1.2% year-on-year decline in circle and color contact lenses.
  6. FY2022WorsenedAnnual report

    「In addition to the risk of a renewed spread of infections due to new COVID-19 variants and further intensification of price competition as consumers become more concerned about protecting their livelihoods, Russia's invasion of Ukraine and other factors have led to trends in rising prices for commodities, particularly crude oil, persistently high energy prices, and the weakening yen, which are affecting personal consumption.」

    In addition to traditional competition regarding functionality and quality, recognizes further intensification of price competition resulting from consumers' increased focus on protecting their livelihoods.
  7. FY2020-Q3RestatedAnnual report

    「However, the competitive environment surrounding the Company, particularly in the domestic market, remains challenging, partly due to the expansion of silicone hydrogel product lineups competing with the Company's products, the diversification of sales channels, and the increase in new entrants, particularly in the circle and color lens categories.」

    The competitive environment in silicone hydrogel lenses, sales channels, and circle and color lenses remains challenging, particularly in the domestic market.
  8. FY2020-Q2RestatedAnnual report

    「However, the competitive environment surrounding the Company, particularly in the domestic market, remains challenging, partly due to the expansion of silicone hydrogel product lineups competing with the Company's products, the diversification of sales channels, and the increase in new entrants, particularly in the circle and color lens categories.」

    The competitive environment in silicone hydrogel lenses, sales channels, and circle and color lenses remains challenging, particularly in the domestic market.
  9. FY2020-Q1RestatedAnnual report

    「However, the competitive environment surrounding the Company remains persistently intense, partly due to the expansion of silicone hydrogel product lineups competing with the Company's products, the diversification of sales channels, and the increase in new entrants, particularly in the circle and color lens categories.」

    Continues to recognize intensifying competition in silicone hydrogel lenses, sales channels, and circle and color lenses.
  10. FY2019-Q3RestatedAnnual report

    「However, the competitive environment surrounding the Company remains intense, partly due to the expansion of silicone hydrogel product lineups, the diversification of sales channels, and the increase in new entrants, particularly in the circle and color lens categories.」

    Continues to recognize intensifying competition, including new entrants in the fields of new materials, sales channels, and circle and color lenses.
  11. FY2019-Q2RestatedAnnual report

    「However, the competitive environment surrounding the Company remains intense, partly due to the expansion of silicone hydrogel product lineups, the diversification of sales channels, and the increase in new entrants, particularly in the color and circle lens categories.」

    Continues to recognize intensifying competition, including new entrants in the fields of new materials, sales channels, and color and circle lenses.
  12. FY2019-Q1RestatedAnnual report

    「However, the competitive environment surrounding the Company remains intense, partly due to the expansion of product lineups using new materials, the diversification of sales channels, and the increase in new entrants, particularly in the color and circle lens categories.」

    Continues to recognize intensifying competition, including new entrants in the fields of new materials, sales channels, and color and circle lenses.
  13. FY2018-Q3RestatedAnnual report

    「However, competition among manufacturers remains intense, as product lineups using new materials are becoming more diverse, multifocal lens specifications are expanding, and new companies are entering the circle lens category one after another.」

    States that competition among manufacturers regarding new materials, multifocal lenses and circle lenses remains intense.
  14. FY2018-Q2RestatedAnnual report

    「However, competition among manufacturers remains intense, as product lineups using new materials are becoming more diverse, multifocal lens specifications are expanding, and new companies are entering the circle lens category one after another.」

    States that competition among manufacturers regarding new materials, multifocal lenses and circle lenses remains intense.
  15. FY2018-Q1RestatedAnnual report

    「Competition among manufacturers remains intense, amid the diversification of new-material product lineups, expanded specifications for multifocal lenses and continued entry into the circle lens category.」

    Competition among manufacturers regarding new materials, multifocal lenses and circle lenses remains intense.
  16. FY2017-Q3RestatedAnnual report

    「However, the competitive environment among manufacturers has intensified, with the launch of new silicone hydrogel products and expanded lineups of toric and multifocal lenses.」

    Continues to recognize intensifying competition among manufacturers regarding new materials and product lineups.
  17. FY2017-Q1RestatedAnnual report

    「Competition among manufacturers is intensifying, including through the launch of new silicone hydrogel products and the strengthening of offerings for astigmatism and presbyopia.」

    Continues to recognize intensifying competition among manufacturers regarding new materials and product lineups.
  18. FY2016First statedAnnual report

    「Competition among manufacturers in functionality and quality, distribution channels, advertising strategies and other areas is certain to intensify.」

    Describes intensifying competition in the contact lens sector in terms of functionality and quality, distribution channels and advertising strategies. It also describes lower prices and intensifying price competition for eyeglasses.
Moved together

"Exposure to Overseas Political and Economic Conditions and Exchange-Rate Fluctuations" moved the same way as this thread, in the same document, in 3 of its 21 moves.

32222★12345
  1. ★This thread
  2. 1Exposure to Overseas Political and Economic Conditions and Exchange-Rate Fluctuations3×
  3. 2Bringing “Japanese Seeds Reaching the World” to Life2×
  4. 3Procurement Risk for Products, Materials and Raw Materials2×
  5. 4Foreign Exchange Risk in Import Transactions2×
  6. 5Rising Business Costs Due to Price Increases in the Logistics Industry2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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No upcoming earnings preview for Seed yet. It last moved in the Financial Results Presentation of 2026-08-25: "Materialised".
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Intensifying competition over functionality, quality, pricing and distribution channels | SEED CO.,LTD. (7743) | Komori