Komori
Zojirushi (7965) · RiskRestated

Impact of Inflation Risk on the Global Economic Recovery

First written in FY2021-Q2. 8 of 16 entries say "Worsened", first in FY2021. Latest entry: 2026-10-02.

16entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2021 – FY2023-Q1RestatedFY2023-Q3 – FY2024-Q12021: 120212022: 420222023: 320232024: 220242025: 220252026: 42026
Same theme, other companies
Downside risks to the global economic recovery from inflationA 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. 2026-10-02RestatedEarnings

    「The impact of rising prices and geopolitical risks is a concern as a factor that could cause the economy to undershoot expectations.」

    Concerns over an economic downturn caused by rising prices and geopolitical risks continued to be highlighted.
  2. FY2026-H1RestatedAnnual report

    「In Japan, personal consumption increased, partly due to the effects of government measures to address higher prices, and the economy showed a gradual recovery. However, the effects of higher prices and geopolitical risks are expected to weigh on the outlook.」

    Concerns about an economic downturn caused by rising prices and geopolitical risks continued to be identified.
  3. 2026-06-29WorsenedEarnings

    「The impact of rising prices and geopolitical risks is a concern as a factor that could cause the economy to undershoot expectations.」

    Rising prices and geopolitical risks were identified as downside factors for the domestic economy.
  4. FY2025MitigatedAnnual report

    「Although solid growth is expected for the global economy against the backdrop of easing inflation and a recovery in trade, downside risks nevertheless remain high.」

    Easing inflation was identified as a factor supporting the global economic recovery. However, it was stated that downside risks remain high.
  5. FY2025-H1WorsenedAnnual report

    「In Japan, the economy is showing a modest recovery, supported by strong inbound demand and improving personal consumption, but the effects of rising prices and geopolitical risks are concerns as downside factors.」

    While easing inflation had been identified as a recovery factor in the previous fiscal year, rising prices were explicitly identified this time as a downside factor for the economy.
  6. FY2024MitigatedAnnual report

    「Although solid growth is expected for the global economy against the backdrop of easing inflation and a recovery in trade,」

    In contrast to the previous concern that high prices and inflation would slow the economy, easing inflation was explicitly identified as a recovery factor. Downside risks nevertheless remain.
  7. FY2024-Q1RestatedAnnual report

    「The global economy slowed moderately due to weaker consumption caused by worldwide inflation and monetary tightening and a decline in China's real estate-related industries.」

    Weaker consumption due to high prices and monetary tightening continues, and inflation risk continues to emerge as a factor slowing the global economy.
  8. FY2023RestatedAnnual report

    「Expectations for an economic recovery are increasing as the economy normalizes following the COVID-19 pandemic, supply constraints ease and inflation moderates, but geopolitical risks, including the Ukraine crisis, the effects of monetary tightening in the United States and Europe, and the slowdown in China's economy are concerns as potential adverse effects on the economy.」

    While expectations for a recovery driven by easing supply constraints and moderating inflation were indicated, geopolitical risks, monetary tightening and the slowdown in China's economy remain concerns.
  9. FY2023-Q3RestatedAnnual report

    「During the nine-month consolidated period under review, the global economy slowed moderately due to worldwide inflation and monetary tightening. Expectations for an economic recovery are increasing as the economy normalizes following the COVID-19 pandemic, supply constraints ease and inflation moderates, but the prolonged Ukraine crisis, continued monetary tightening in the United States and Europe, and the slowdown in China's economy are concerns as potential adverse effects on the economy.」

    While moderating inflation and easing supply constraints were indicated, high prices and monetary tightening continue to weigh on the global economy, and the effects of inflation risk remain.
  10. FY2023-Q1WorsenedAnnual report

    「The global economy slowed moderately due to weaker consumption caused by worldwide inflation and monetary tightening, as well as the renewed spread of COVID-19 infections in China.」

    Higher prices, inflation and monetary tightening emerged as weaker consumption, while the renewed spread of infections in China was added, making the factors slowing the global economy more concrete.
  11. FY2022WorsenedAnnual report

    「The global economy was recovering from the COVID-19 crisis on both the demand and supply sides, but the pace of recovery is expected to slow due to persistently high inflation, monetary tightening, surging energy prices and slower growth in household incomes.」

    The wording regarding inflation became stronger, moving from a temporary concern to a persistent condition, while concerns about an economic slowdown caused by monetary tightening and soaring energy prices were added.
  12. FY2022-Q3WorsenedAnnual report

    「However, the economy showed increasing signs of a slowdown as supply constraints resulting from the prolonged Russian invasion of Ukraine and stronger inflationary pressure driven by surging resource prices accelerated the pace of monetary tightening.」

    Regarding inflation risk, intensifying inflationary pressure against the backdrop of soaring resource prices materialized as accelerating monetary tightening and signs of a slowdown in the global economy.
  13. FY2022-Q2WorsenedAnnual report

    「Global conditions are expected to remain highly uncertain, with the risk of China's zero-COVID policy also materializing, in addition to growing inflationary pressure and constraints on the procurement of raw materials and components.」

    In addition to the existing concerns about inflation, the filing explicitly identified intensifying inflationary pressure, procurement constraints for raw materials and components, and the materialization of risks associated with China's zero-COVID policy.
  14. FY2022-Q1WorsenedAnnual report

    「Uncertainty is expected to persist, with concerns including a global stock-market decline against the backdrop of the Ukraine crisis and prolonged inflation caused by soaring resource prices.」

    Regarding inflation risk, concerns about prolongation due to soaring resource prices were identified in addition to the existing issues of supply shortages, supply chain disruptions and higher raw material costs.
  15. FY2021WorsenedAnnual report

    「Concerns about global inflation have emerged due to supply shortages resulting from increased demand, supply chain disruptions and higher raw material costs.」

    Inflation risk materialized from a general concern into a specific global concern involving supply shortages due to increased demand, supply chain disruptions and higher raw material costs.
  16. FY2021-Q2First statedAnnual report

    「Although the global economy is expected to recover as vaccines become more widely available, concern over new virus variants and inflation is mounting.」

    Inflation risk was identified for the first time as a new concern regarding the outlook for the global economic recovery. Because new virus variants overlap with existing infectious disease risks, this thread will focus on tracking inflationary factors.
Moved together

"Economic Slowdown in Emerging Asian Economies and Uncertainty About the Outlook" moved the same way as this thread, in the same document, in 7 of its 16 moves.

765554★123456
  1. ★This thread
  2. 1Economic Slowdown in Emerging Asian Economies and Uncertainty About the Outlook7×
  3. 2Maintaining a consolidated ordinary profit margin on sales of 8% or higher6×
  4. 3Improving Profitability Through Better Margins on Core Products and a Higher Overseas Sales Ratio5×
  5. 4Risk of Rising Raw Material Prices5×
  6. 5Decline in inbound demand from visitors to Japan and stagnation in the domestic market5×
  7. 6Mixed performance in product sales of electric cooking appliances4×

★ 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
No upcoming earnings preview for Zojirushi yet. It last moved in the Earnings of 2026-10-02: "Restated".
News
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