Komori
Aeon (8267) · RiskWorsened

Increase in costs due to rising real estate prices, etc.

First written in FY2018. 1 of 2 entries say "Worsened", first in FY2020. Latest entry: FY2020.

2entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY20182018: 120182019: 020192020: 12020
Same theme, other companies
Rising costs in the real estate and hotel businesses due to inflation, yen depreciation and higher interest ratesA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

Aeon moved to the "Worse" side of this theme in 2020, 6 years before the typical company in this theme (2026).

The whole theme swung hardest in 2026: 4 of 6 companies on the "Worse" side.

2 other companies' latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2020WorsenedAnnual report

    「Rising real estate prices, chronic labor shortages in the construction industry caused by reconstruction demand following large-scale disasters, and higher building material prices may result in higher real estate acquisition and construction costs, as well as longer construction periods.」

    The risks of higher costs and longer construction periods due to rising real estate prices, construction labor shortages, and higher building material prices were specified.
  2. FY2018First statedAnnual report

    「Because our retail and developer businesses acquire or lease real estate, rising real estate prices will increase the costs of acquiring or leasing real estate.」

    The risk of higher real estate acquisition and leasing costs in the retail and developer businesses was newly identified.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Aeon yet.
News
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