Komori
Eslead (8877) · RiskRestated

Declining Population and Household Numbers and Diversifying Customer Needs

First written in FY2016. 4 of 8 entries say "Restated". Latest entry: FY2025.

8entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018RestatedFY2020WorsenedFY2022 – FY20242016: 120162017: 120172018: 120182019: 120192020: 120202021: 020212022: 120222023: 020232024: 120242025: 12025
Same theme, other companies
Diversification of Housing Needs Due to Changes in Population and Household CompositionA theme 3 companies write about · 2 as a headwind · 0 as a tailwind

Eslead moved to the "Worse" side of this theme in 2022.

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

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. FY2025RestatedAnnual report

    「If declining demand and changes in the social structure resulting from the declining birthrate and aging population, as well as diversifying customer needs, progress, it may become difficult to develop business activities sustainably through the real estate sales business, our Group's core business, alone.」

    Risk awareness has been reconfirmed that declining demand due to the declining birthrate and aging population, changes in the social structure and diversifying customer needs could constrain the sustainable development of the core business.
  2. FY2024WorsenedAnnual report

    「Going forward, land prices are expected to rise, construction costs are expected to increase due to higher raw material and labor costs, and housing demand is expected to decline as a result of the declining birthrate and aging population. Accordingly, we expect the environment surrounding our Group to become increasingly challenging.」

    The future decline in housing demand associated with the declining birthrate and aging population is explicitly identified, with rising costs also cited in addition to the previously identified risk of changes in the social structure.
  3. FY2022WorsenedAnnual report

    「However, we expect the environment surrounding our Group to become increasingly challenging due to the impact of declining housing demand associated with the declining birthrate and aging population, as well as rising costs resulting from higher raw material and labor costs.」

    In addition to declining housing demand due to the declining birthrate and aging population, rising costs due to higher raw material and labor costs are cited, presenting an outlook that the business environment will become even more challenging in the future.
  4. FY2020RestatedAnnual report

    「However, the business environment surrounding our Group is expected to become increasingly challenging in the future due to declining demand and changes in the social structure resulting from the declining birthrate and aging population, as well as diversifying customer needs.」

    Risk awareness continues that the business environment will become challenging in the future due to the declining birthrate and aging population, declining demand, changes in the social structure and diversifying customer needs.
  5. FY2019WorsenedAnnual report

    「However, the business environment surrounding our Group is expected to become increasingly challenging due to declining demand and changes in the social structure resulting from the declining birthrate and aging population, as well as diversifying customer needs.」

    An outlook is presented that the business environment will become increasingly challenging against the backdrop of changes in the population structure, declining demand and diversifying customer needs.
  6. FY2018RestatedAnnual report

    「In our Group's core condominium development business, the challenging environment is expected to continue, given the uncertain outlook for investment demand, declining demand and changes in the social structure associated with the declining birthrate and aging population, and anticipated changes in the consumer sentiment of first-time buyers arising from concerns about future social security.」

    Uncertainty over investment demand, declining demand associated with the declining birthrate and aging population, changes in the social structure, and changes in the consumer sentiment of first-time buyers continue to be identified as business-environment risks.
  7. FY2017RestatedAnnual report

    「In our Group's core condominium development business, the business environment surrounding our Group is expected to remain challenging, given the uncertain outlook for investment demand, declining demand and changes in the social structure associated with the declining birthrate and aging population, and anticipated changes in the consumer sentiment of first-time buyers arising from concerns about future social security.」

    Changes in the population structure, declining demand, concerns about social security and changes in customer consumer sentiment continue to be identified as business-environment risks.
  8. FY2016First statedAnnual report

    「To respond flexibly to changes in the social structure resulting from future declines in the population and number of households, as well as to diversifying customer needs」

    Future declines in the population and number of households and diversifying customer needs are cited as the backdrop for adapting the business model flexibly.
Moved together

"Rising Condominium Prices and Persistently High Land and Construction Costs" moved the same way as this thread, in the same document, in 3 of its 8 moves.

3★1
  1. ★This thread
  2. 1Rising Condominium Prices and Persistently High Land and Construction Costs3×

★ 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
Eslead's next results are scheduled for 2026-10-30. Read the earnings preview
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