Shift in sales channels from specialty retailers to mass retailers and online channels
First written in FY2018-Q1. 14 of 32 entries say "Restated". Latest entry: FY2027-H1.
The whole theme swung hardest in 2018: 2 of 6 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
- FY2027-H1RestatedAnnual report
「By sales channel, the e-commerce market continues to expand, while brick-and-mortar sales have remained firm, centered on mass retailers, against a backdrop of robust spending by visitors to Japan and younger consumers. The range of outlets carrying these products has also continued to expand beyond existing specialty stationery and office supply stores to include general merchandise supermarkets, convenience stores, home improvement stores, drugstores and other formats.」
The company continues to report growth in the e-commerce market, brick-and-mortar sales centered on mass retailers against a backdrop of visitors to Japan and younger consumers, and expansion of distribution outlets into other retail formats. - FY2026ReframedAnnual report
「In addition, although growth in the e-commerce market continues as cashless transactions expand, in-store sales have remained firm, particularly at mass retailers, against a backdrop of strong spending by visitors to Japan and younger consumers. Outlets have also increasingly expanded beyond existing stationery and office-supply specialty stores to general merchandise supermarkets, convenience stores, home improvement stores, drugstores and other business formats.」
In addition to e-commerce growth, the continued strength of in-store sales, particularly at mass retailers, against a backdrop of visitors to Japan and younger consumers, and the expansion of outlets into other business formats are described. - 2026-04-03ReframedRevision of earnings forecasts
「In terms of sales channels, the e-commerce market has continued to expand as cashless transactions become more widespread, while in-store sales have remained firm, particularly at mass retailers, against the backdrop of strong consumption by visitors to Japan and younger consumers. The types of outlets handling our products have also continued to change beyond the traditional stationery and office-supplies specialty stores, increasingly including general merchandise supermarkets, convenience stores, home-improvement stores, and drugstores.」
The company identifies the expansion of cashless transactions as a driver of e-commerce growth and specifies mass retailers and cross-format changes, including home-improvement stores, in its physical-store and distribution channels. - FY2026-H1ReframedAnnual report
「In addition, while the e-commerce market is growing on the spread of QR-code payments via smartphones and other devices and the expansion of cashless transactions, in-store sales have remained firm, particularly at mass retailers, against a backdrop of strong spending by visitors to Japan and younger consumers. Outlets have also increasingly expanded beyond stationery stores and office-supply specialty stores to general merchandise supermarkets, convenience stores, home improvement stores, drugstores and other business formats.」
The factors behind e-commerce expansion are specified as QR-code payments and cashless transactions, while in-store sales are described as remaining firm, particularly at mass retailers, against a backdrop of visitors to Japan and younger consumers, together with the expansion of outlets into other business formats. - FY2025RestatedAnnual report
「As for sales channels, the e-commerce market continues to grow as the shift to cashless payments accelerates, while in-store sales, particularly at mass retailers, have remained firm as inbound demand expands. Outlets have also increasingly expanded beyond stationery stores and office-supply specialty stores to general merchandise supermarkets, convenience stores, home improvement stores, drugstores and other business formats.」
The changes in sales channels, including e-commerce growth, the recovery in in-store sales and the expansion of outlets into other business formats, continue to be described. - FY2025-H1ReframedAnnual report
「In addition, although the e-commerce market continues to grow as cashless payments become more widespread, in-store sales have also remained strong as inbound demand increases, and outlets have expanded beyond stationery stores and office-supply specialty stores to general merchandise supermarkets, convenience stores, home improvement stores, drugstores and other business formats.」
E-commerce market growth and strong in-store sales are described together, with the expansion of sales channels into other business formats made more specific by adding home improvement stores as outlets. - FY2025-Q1RestatedAnnual report
「In addition, although the e-commerce market continues to grow as cashless payments become more widespread, in-store sales are also increasing as inbound demand recovers, and outlets are increasingly expanding beyond stationery stores and office-supply specialty stores to general merchandise supermarkets, convenience stores, drugstores and other business formats.」
In addition to e-commerce market growth and the shift toward mail-order channels, the increase in in-store sales driven by the recovery in inbound demand and the expansion of outlets into other business formats continue to be described. - FY2024ReframedAnnual report
「In addition, although the e-commerce market continues to grow as cashless payments become more widespread, in-store sales are also recovering as inbound demand increases, and outlets are increasingly expanding beyond stationery stores and office-supply specialty stores to general merchandise supermarkets, convenience stores, drugstores and other business formats.」
In addition to e-commerce market growth, the recovery in-store sales driven by the recovery in inbound demand and the expansion of outlets to general merchandise supermarkets, convenience stores and drugstores are described. - FY2024-Q3RestatedAnnual report
「In addition, sales channels are shifting toward mail-order channels, and the e-commerce market continues to grow as cashless payments become more widespread. In-store sales channels are also expanding beyond stationery and office-supply specialty stores, with the number of outlets across formats such as general merchandise supermarkets, convenience stores and drugstores increasing.」
The shift toward mail-order and e-commerce channels and the expansion of in-store outlets to general merchandise supermarkets, convenience stores and drugstores continue to be described. - FY2024-Q2RestatedAnnual report
「In addition, sales channels are shifting toward mail-order channels, and the e-commerce market continues to grow as cashless payments become more widespread. In-store sales channels are also expanding beyond stationery and office-supply specialty stores, with the number of outlets across formats such as supermarkets, convenience stores and drugstores increasing.」
The shift toward mail-order and e-commerce channels and the expansion of in-store outlets to supermarkets, convenience stores and drugstores continue to be described. - FY2024-Q1ReframedAnnual report
「In addition, while the e-commerce market continues to grow both domestically and overseas and the shift toward mail-order channels is expected to advance further, the share of in-store sales accounted for by supermarkets, convenience stores and drugstores is also gradually increasing.」
In addition to e-commerce market growth and the shift toward mail-order channels, the increasing share of supermarkets, convenience stores and drugstores in in-store sales has been newly specified. - FY2023RestatedAnnual report
「In addition, the expansion of the e-commerce market has made the shift in sales channels toward mail-order channels increasingly pronounced both domestically and overseas, while the barriers between it and related industries are also gradually disappearing.」
The shift toward mail-order channels, driven by the expansion of the domestic and overseas e-commerce markets, continues to be described. - FY2023-Q3RestatedAnnual report
「In addition, as the e-commerce market continues to grow both domestically and overseas, the shift in sales channels toward mail-order channels is expected to accelerate further.」
The view that continued growth in the domestic and overseas e-commerce markets will accelerate the shift in sales channels toward mail-order channels remains unchanged. - FY2023-Q1Acceleration of the shift to e-commerceAnnual report
「In addition, with the e-commerce market expanding both domestically and overseas, the shift in sales channels toward mail-order channels is expected to accelerate further.」
The view is that the shift in sales channels toward mail-order channels will accelerate further, driven by the expansion of the domestic and overseas e-commerce markets. - FY2022ReframedAnnual report
「In addition, due to the impact of calls for people to refrain from going out, the shift in sales channels toward mail-order and e-commerce has accelerated further, while in-store sales have also expanded across business formats, from specialty stores to supermarkets, convenience stores and drugstores.」
In addition to the shift to e-commerce, the destinations for in-store sales have been specified as supermarkets, convenience stores and drugstores, and this has been organized as cross-format channel expansion. - FY2022-Q3RestatedAnnual report
「In addition, as calls for people to refrain from going out continued, the shift in sales channels toward e-commerce accelerated further, while in-store sales also expanded across business formats, from specialty stores to supermarkets, convenience stores and discount stores.」
The shift to e-commerce and the expansion of in-store sales from specialty stores to supermarkets, convenience stores and discount stores continue to be described. - FY2022-Q2ReframedAnnual report
「In addition, amid continued calls for people to refrain from going out, the shift in sales channels toward e-commerce has accelerated further, while in-store sales have expanded across business formats, from specialty stores to supermarkets, convenience stores and discount stores.」
In addition to the shift to domestic and overseas e-commerce, the change across business formats, with in-store sales expanding from specialty stores to supermarkets, convenience stores and discount stores, has been newly specified. - FY2022-Q1RestatedAnnual report
「As non-face-to-face sales methods become more widespread, the shift toward e-commerce markets in both Japan and overseas is also expected to progress further.」
It continues to describe the shift toward e-commerce markets in Japan and overseas against the backdrop of the spread of non-face-to-face sales. - FY2021RestatedAnnual report
「As non-face-to-face sales methods become more widespread, the shift toward e-commerce markets in both Japan and overseas is expected to progress further.」
It continues to describe the shift toward e-commerce markets in Japan and overseas against the backdrop of the spread of non-face-to-face sales. - FY2021-Q3ReframedAnnual report
「As non-face-to-face sales methods become more widespread, the shift toward e-commerce markets in both Japan and overseas is also expected to progress further.」
In addition to the previous shift from specialty retailers to mass retailers, mail-order channels and overseas markets, it explicitly identifies the move toward e-commerce markets in Japan and overseas against the backdrop of the spread of non-face-to-face sales. - FY2021-Q2RestatedAnnual report
「As a result, the shift in sales channels from specialty retailers to mass retailers and mail-order channels is expected to progress further, while efforts to expand distribution routes into overseas markets are also expected to be strengthened.」
It continues to describe the expected further shift from specialty retailers to mass retailers and mail-order channels, and expansion of distribution routes into overseas markets. - FY2021-Q1Progress in the shift in sales channelsAnnual report
「The shift in sales channels toward mass retailers, mail-order channels and overseas markets is also expected to progress further.」
It indicates that the shift in sales channels toward mass retailers, mail-order channels and overseas markets is expected to progress further. - FY2020ReframedAnnual report
「While personal demand is expected to expand and diversify, corporate demand is expected to decline and price competition to intensify. In addition, as structural changes in distribution and sales channels progress, industry淘汰 will advance, and industry consolidation spanning manufacturers and retailers may accelerate.」
The description has expanded from the previous shift from specialty retailers to mass retailers and mail-order channels to cover diversification of individual demand, the daily necessities market, and changes in sales channels including overseas markets and e-commerce. - FY2020-Q3RestatedAnnual report
「In this industry, structural demand decline driven by corporate adoption of paperless operations and the declining birth rate and aging population is steadily progressing. As a result, efforts to capture individual demand, primarily among women and younger consumers, and to shift sales channels to mass retailers, mail-order and overseas markets are strengthening further.」
It continues to describe the expected further shift in sales channels toward mass retailers, mail-order channels and overseas markets. - FY2020-Q2Increasing shift in sales channelsAnnual report
「The shift in sales channels from specialty retailers to mass retailers and mail-order channels, as well as efforts to enter overseas markets, is expected to strengthen further.」
It indicates that, in addition to the shift from specialty retailers to mass retailers and mail-order channels, efforts to enter overseas markets are also expected to strengthen further. - FY2020-Q1Increasing shift in sales channelsAnnual report
「The shift in sales channels from traditional specialty retailers to mass retailers and mail-order channels, as well as efforts to enter overseas markets, is expected to strengthen further.」
It indicates that, in addition to the shift from specialty retailers to mass retailers and mail-order channels, efforts to enter overseas markets are also expected to strengthen further. - FY2019-Q3RestatedAnnual report
「In this industry, as the shift from corporate demand to personal demand continues to strengthen, structural changes in distribution and sales channels are progressing rapidly, making industry consolidation unavoidable.」
The structural transformation of distribution and sales channels and industry consolidation described previously continue as an unavoidable trend. - FY2019-Q2WorsenedAnnual report
「In this industry, as the shift from corporate demand to personal demand continues to strengthen, structural changes in sales channels, including logistics, have become unavoidable, and industry consolidation is gradually progressing.」
The changes in sales channels have advanced from the previous recognition of a shift to unavoidable structural transformation, including logistics, and ongoing industry consolidation. - FY2019-Q1ReframedAnnual report
「Structural changes in sales channels, including logistics, are progressing rapidly, creating an environment in which significant industry consolidation may be expected in the future.」
The description has expanded from the previous view of a shift from specialty retailers to mass retailers, mail-order and other channels to the possibility of structural changes across sales channels, including logistics, and industry consolidation. - FY2018-Q3ReframedAnnual report
「Sales channels are also clearly shifting from traditional specialty retailers to mass retailers, mail-order and other channels, and from the domestic market to overseas markets.」
In addition to the shift from specialty retailers to mass retailers, mail-order and other channels, it describes the shift from the domestic market to overseas markets as a change in sales channels. - FY2018-Q2RestatedAnnual report
「The shift in sales channels from specialty retailers to mass retailers, mail-order and other channels has become increasingly pronounced.」
It continues to recognize the shift in sales channels from specialty retailers to mass retailers, mail-order and other channels. - FY2018-Q1First statedAnnual report
「The shift in sales channels from specialty retailers to mass retailers, mail-order and other channels has become increasingly pronounced.」
It presents the industry's view that sales channels are shifting from specialty retailers to mass retailers, mail-order and other channels.