Komori
Jsp (7942) · RiskWorsened

Saturated Domestic Demand, Rising Costs and Price Volatility

First written in FY2016. 12 of 35 entries say "Worsened", first in FY2020-Q3. Latest entry: 2026-10-30.

35entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2018-Q1 – FY2021-Q1RestatedFY2021-Q2 – FY2022-Q3WorsenedFY2025-H1 – 2026-10-302016: 320162017: 420172018: 420182019: 320192020: 320202021: 420212022: 320222023: 220232024: 220242025: 120252026: 62026
Same theme, other companies
Earnings pressure from saturated domestic food packaging demand and rising costsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「The domestic expanded plastics industry faced a difficult situation, with demand in the food tray segment trending downward, demand recovery in the fisheries sector remaining stalled, and the impact of rising prices.」

    Regarding domestic demand, the disclosure highlights the ongoing stagnation in recovery in the fisheries sector, as well as the downward trend in demand for food trays and the impact of rising prices.
  2. FY2026-H1WorsenedAnnual report

    「The domestic expanded plastics industry faced a difficult situation, with demand in the food tray segment trending downward, demand recovery in the fisheries and agriculture sectors remaining stalled, and the impact of rising prices.」

    In the domestic market, the disclosure highlights the ongoing stagnation in demand recovery in the fisheries and agriculture sectors, as well as the downward trend in demand for food trays and the impact of rising prices, noting that difficult conditions continue.
  3. FY2025-H1WorsenedAnnual report

    「In Japan's expanded plastics industry, inflation, including surging raw material prices, had an impact. Demand recovery for the fisheries and agriculture sectors stalled, while the automotive sector was also affected by some manufacturers suspending production and shipments, resulting in an extremely challenging environment.」

    In addition to rising prices, soaring raw material costs and stalled demand recovery in the fisheries and agriculture sectors, production and shipment suspensions by some automakers affected the automotive sector. The domestic industry continues to be described as being in a "very difficult situation."
  4. FY2024-Q3Automotive Recovery Coexisting with Stagnant Demand in the Fisheries and Agriculture SectorsAnnual report

    「In Japan's expanded plastics industry, inflation had an impact, and demand recovery for the fisheries and agriculture sectors stalled, but the automotive sector moved toward recovery as shortages of components such as semiconductors eased.」

    Although the impact of inflation and stalled demand recovery in the fisheries and agriculture sectors continued, the automotive sector moved toward recovery as component shortages eased.
  5. FY2024-Q1WorsenedAnnual report

    「In Japan's expanded plastics industry, demand recovery stalled, while raw material prices and utility costs also surged, resulting in an extremely challenging environment.」

    While domestic demand recovery has stalled, the Company has also explicitly cited surging raw material prices and utility costs, and the challenging business environment has continued.
  6. FY2023-Q3RestatedAnnual report

    「In Japan's expanded plastics industry, demand recovery stalled and raw material prices surged, resulting in an extremely challenging environment.」

    The Company reaffirms its recognition that the domestic industry remains in an extremely challenging situation, with demand recovery stalled and raw material prices continuing to surge.
  7. FY2023-Q2RestatedAnnual report

    「In Japan's expanded plastics industry, demand recovery stalled and raw material prices continued to surge, resulting in an extremely challenging environment.」

    The Company reaffirms its recognition from the previous quarter that the domestic industry remains in an extremely challenging situation, with demand recovery stalled and raw material prices continuing to surge.
  8. FY2023-Q1WorsenedAnnual report

    「In Japan's expanded plastics industry, demand recovery stalled and raw material prices continued to surge, resulting in an extremely challenging environment.」

    The Company explained that the gradual demand recovery seen through the previous quarter had stalled, and together with continued surging raw material prices, this indicated the continued challenging conditions in the domestic industry.
  9. FY2022-Q3RestatedAnnual report

    「In Japan's expanded plastics industry, stay-at-home demand continued and declining demand recovered gradually, but the impact of surging raw material prices and other factors resulted in an extremely challenging environment.」

    Although stay-at-home demand continued and declining demand recovered gradually, the domestic industry was reported to remain in an extremely challenging situation due to surging raw material prices.
  10. FY2022-Q2Demand Recovery Coexisting with a Challenging Environment Due to Surging Raw Material PricesAnnual report

    「In Japan's expanded plastics industry, stay-at-home demand continued and declining demand recovered gradually, but the impact of surging raw material prices and other factors resulted in an extremely challenging environment.」

    Although stay-at-home demand continued and declining demand recovered gradually, the domestic industry was reported to be in an extremely challenging situation due to surging raw material prices.
  11. FY2022-Q1A Gradual Recovery Coexisting with Pressure from Surging Raw Material PricesAnnual report

    「In Japan's expanded plastics industry, the market was on a gradual recovery trend from the impact of the infectious disease, but surging raw material prices and other factors resulted in an extremely challenging environment.」

    Although a gradual recovery from the impact of the infectious disease was indicated, the domestic industry was reported to remain extremely challenging due to surging raw material prices.
  12. FY2021RestatedAnnual report

    「In Japan's expanded plastics industry, there was some stay-at-home demand in the food sector and others, but demand declined in the fisheries, industrial and building materials sectors due to restrictions on economic activity, resulting in an extremely challenging environment.」

    Although there was some stay-at-home demand, declining demand in the fisheries, industrial and building materials sectors has kept conditions in the domestic market challenging.
  13. FY2021-Q3RestatedAnnual report

    「In Japan's expanded plastics industry, there was some stay-at-home demand in the food sector and others, but demand declined in the fisheries, industrial and building materials sectors due to restrictions on economic activity, resulting in an extremely challenging environment.」

    Although there was some stay-at-home demand in the food sector, demand declined in the fisheries, industrial and building materials sectors due to restrictions on economic activity, and the domestic environment has remained extremely challenging.
  14. FY2021-Q2RestatedAnnual report

    「In Japan's expanded plastics industry, stay-at-home demand increased in the food sector and others, but demand declined in the fisheries, industrial and building materials sectors due to restrictions on economic activity, resulting in an extremely challenging environment.」

    Although stay-at-home demand increased in the food sector, demand declined in the fisheries, industrial and building materials sectors due to restrictions on economic activity, and the domestic industry's extremely challenging conditions have continued.
  15. FY2021-Q1WorsenedAnnual report

    「In Japan's expanded plastics industry, stay-at-home demand increased in the food sector and others, but demand declined in the fisheries, industrial and building materials sectors due to restrictions on economic activity accompanying the state of emergency, resulting in an extremely challenging environment.」

    Although stay-at-home demand increased in some areas, demand declined in the fisheries, industrial and building materials sectors due to restrictions on economic activity, and the domestic industry's conditions were reported as "extremely challenging."
  16. FY2020-Q3WorsenedAnnual report

    「In Japan's expanded plastics industry, weak demand in the food and fisheries sectors, combined with slowing external demand and rising transportation costs, created a challenging environment.」

    In addition to the previously weak demand in the food and fisheries sectors, slowing external demand and rising transportation costs have combined to keep conditions in the domestic industry challenging.
  17. FY2020-Q2MaterialisedAnnual report

    「In Japan's expanded plastics industry, weak demand in the food and fisheries sectors and the impact of rising transportation costs created a challenging environment.」

    Weak demand in the food and fisheries sectors and rising transportation costs have actually kept the domestic business environment challenging during the cumulative second quarter.
  18. FY2020-Q1MaterialisedAnnual report

    「In Japan's expanded plastics industry, raw material and fuel prices remained stable, but weak demand in the food, fisheries and agriculture sectors and the impact of rising transportation costs created a challenging environment.」

    Although raw material and fuel prices remained stable, weak demand in the food, fisheries and agriculture sectors and rising transportation costs have actually kept the domestic business environment challenging.
  19. FY2019-Q3MaterialisedAnnual report

    「In Japan's expanded plastics industry, the consumer electronics sector and others recovered, but weak demand in the food and fisheries sectors and the impact of rising raw material and fuel prices created a challenging environment in some fields.」

    Although the consumer electronics sector and others recovered, weak demand in the food and fisheries sectors and rising raw material and fuel prices have actually been reported as creating a challenging domestic business environment.
  20. FY2019-Q2MaterialisedAnnual report

    「In Japan's expanded plastics industry, the consumer electronics sector and others recovered, but weak demand in the food, fisheries and agriculture sectors and the impact of rising raw material and fuel prices created a challenging environment in some fields.」

    Although the consumer electronics sector and others recovered, weak demand in the food, fisheries and agriculture sectors and rising raw material and fuel prices have actually been reported as creating a challenging domestic business environment.
  21. FY2019-Q1MaterialisedAnnual report

    「In Japan's expanded plastics industry, the consumer electronics and automotive sectors and others recovered, but weak demand in the food, fisheries and agriculture sectors and the impact of rising raw material and fuel prices created a challenging environment in some fields.」

    Although the consumer electronics and automotive sectors recovered, weak demand in the food, fisheries and agriculture sectors and rising raw material and fuel prices have actually been reported as creating a challenging domestic business environment.
  22. FY2018MaterialisedAnnual report

    「In Japan's expanded plastics industry, the IT and automotive sectors and others recovered, but public investment and housing starts showed signs of weakness, while unfavorable weather led to weak demand in the fisheries and agriculture sectors and rising raw material and fuel prices created a challenging environment in some fields.」

    Although some sectors recovered, a challenging domestic environment due to public investment and housing starts, the fisheries and agriculture sectors, and the impact of raw material and fuel prices has actually been reported.
  23. FY2018-Q3MaterialisedAnnual report

    「In Japan's expanded plastics industry, the IT and automotive sectors and others recovered, but public investment and housing starts showed signs of weakness, while demand remained weak in the fisheries and agriculture sectors and rising raw material and fuel prices created a challenging environment in some fields.」

    Although the IT and automotive sectors recovered, a slowdown in public investment and housing starts, weak demand in the fisheries and agriculture sectors, and rising raw material and fuel prices have actually been reported as creating a challenging environment.
  24. FY2018-Q2MaterialisedAnnual report

    「In Japan's expanded plastics industry, housing starts remained firm and automotive production recovered, but demand remained weak in the fisheries and agriculture sectors and the impact of rising raw material and fuel prices created a challenging environment in some fields.」

    Although the housing and automotive sectors recovered, weak demand in the fisheries and agriculture sectors and rising raw material and fuel prices actually created a challenging environment during the quarter.
  25. FY2018-Q1MaterialisedAnnual report

    「In Japan's expanded plastics industry, housing starts remained at the level of the same period of the previous year and automotive production recovered, but demand remained weak in the fisheries and agriculture sectors and the impact of rising raw material and fuel prices created a challenging environment in some fields.」

    Although some demand recovered in Japan, weak demand in the fisheries and agriculture sectors and rising raw material and fuel prices have actually created a challenging business environment in some fields.
  26. FY2017RestatedAnnual report

    「In Japan's expanded plastics industry, raw material and fuel prices stabilized and housing starts recovered, but the impact of disasters and unfavorable weather, along with the delayed recovery in personal consumption, meant that a full-fledged recovery in demand was not achieved.」

    Although some recovery factors were present, the Company reaffirms that domestic demand has not achieved a full-fledged recovery due to disasters, unfavorable weather and the delayed recovery in personal consumption.
  27. FY2017-Q3RestatedAnnual report

    「In Japan's expanded plastics industry, raw material and fuel prices stabilized and housing starts recovered, but the impact of disasters and unfavorable weather, along with the delayed recovery in personal consumption, meant that a full-fledged recovery in demand was not achieved.」

    Although raw material and fuel prices and housing starts provided some recovery factors, a full-fledged recovery in domestic demand was not achieved due to disasters, unfavorable weather and the delayed recovery in personal consumption.
  28. FY2017-Q2RestatedAnnual report

    「In Japan's expanded plastics industry, raw material and fuel prices stabilized and housing starts recovered, but automotive production declined due to the Kumamoto Earthquake and other factors, and the recovery in personal consumption was delayed, so a full-fledged recovery in demand was not achieved.」

    The delayed full-fledged recovery in domestic demand and lower automotive production due to the Kumamoto Earthquake continue to be reported as business conditions.
  29. FY2017-Q1MaterialisedAnnual report

    「In Japan's expanded plastics industry, there were signs of stable raw material and fuel prices and a recovery in housing starts, but automotive production declined due to the Kumamoto Earthquake and other factors, and the recovery in personal consumption was delayed, so a full-fledged recovery in demand was not achieved.」

    The delayed recovery in domestic demand and lower automotive production due to the Kumamoto Earthquake actually occurred as business conditions during the quarter.
  30. FY2016First statedAnnual report

    「The domestic business environment remains challenging, with overall demand saturation, rising electricity and transportation costs, and fluctuations in raw material and fuel prices and foreign exchange rates making it difficult to expand sales and secure stable earnings.」

    In the domestic market, demand saturation, electricity and transportation costs, raw material and fuel prices, and foreign exchange rates are identified as obstacles to sales growth and stable earnings.
Moved together

"Overseas business risks arising from changes in global conditions, foreign exchange rates and regulations" moved the same way as this thread, in the same document, in 15 of its 35 moves.

15134222★123456
  1. ★This thread
  2. 1Overseas business risks arising from changes in global conditions, foreign exchange rates and regulations15×
  3. 2Crude oil and naphtha price fluctuations and the risk of passing through higher costs13×
  4. 3Rising costs due to difficulties securing personnel and labor shortages4×
  5. 4Risk of failures at overseas manufacturing facilities and insurance response2×
  6. 5Impact of COVID-19 on Operations and Performance2×
  7. 6Impact of natural disasters on factories and production facilities2×

★ 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.

When this could move next
Jsp's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-10-30: "Worsened".
News
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