Soaring Energy and Food Prices, Exchange-Rate Fluctuations, and Household Thrift
First written in FY2024-Q2. 6 of 7 entries say "Worsened", first in FY2024-Q3. Latest entry: FY2027-H1.
Genda moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).
The whole theme swung hardest in 2020: 40 of 57 companies on the "Worse" side.
37 other companies' latest entry also says "Worsened".
- FY2027-H1WorsenedAnnual report
「Meanwhile, concerns about the outlook for the domestic and global economies remain amid the domestic impact of natural disasters, including the Reiwa 8 Kumamoto Earthquake that occurred in July 2026, continued geopolitical risks, including the situation in the Middle East, and fluctuations in foreign exchange markets.」
In addition to the previously cited concerns over high prices, exchange rates and geopolitical risks, the company explicitly cited concerns about natural disasters such as the Kumamoto Earthquake, the situation in the Middle East and rising crude oil prices. - 2026-05-12WorsenedResults presentation
「We expect to maintain margins against higher costs caused by inflation and tariffs by adjusting prize settings and pursuing procurement efficiencies.」
Inflation and tariff-driven cost increases were identified as risk factors for the North American business, with prize-setting adjustments and procurement efforts listed as responses. - FY2026-H1WorsenedAnnual report
「Meanwhile, uncertainty about the outlook continues amid persistent concerns over high prices and concerns about a slowdown in the global economy due to the impact of trade policies and other measures in various countries.」
In addition to the previously cited concern over high prices, the company explicitly cited concerns about a slowdown in the global economy due to trade policies and other measures in various countries. - FY2025-H1WorsenedAnnual report
「Meanwhile, uncertainty about the outlook continues amid concerns about political changes, adverse weather and major earthquakes, as well as exchange-rate and geopolitical risks and a slowdown in the global economy resulting from stagnation in the U.S. and Chinese economies.」
In addition to the previously cited concerns over exchange rates, geopolitical risks and a slowdown in the global economy, the company explicitly cited concerns about political changes, adverse weather, major earthquakes and stagnation in the U.S. and Chinese economies. - FY2025-Q1WorsenedAnnual report
「In addition to concerns that high prices will persist as some of the Japanese government's measures to address higher prices end in part in May and the weaker yen becomes entrenched, uncertainty about the outlook continues amid concerns about geopolitical risks and a slowdown in the global economy resulting from stagnation in the Chinese economy.」
In addition to the previously cited concerns over high prices, the weaker yen and a slowdown in the global economy, the company explicitly cited the partial end of measures to address higher prices, geopolitical risks and stagnation in the Chinese economy. - FY2024-Q3WorsenedAnnual report
「Meanwhile, as concerns grow that households are becoming more inclined to economize in response to higher prices caused by surging global energy and food prices and exchange-rate fluctuations, along with concerns about a slowdown in the global economy, uncertainty about the outlook continues.」
In addition to the previously cited concerns over energy and food prices, exchange rates and household cost-saving behavior, the company explicitly cited concerns about a slowdown in the global economy. - FY2024-Q2First statedAnnual report
「Meanwhile, as concerns grow that households are becoming more inclined to economize in response to higher prices caused by surging global energy and food prices and exchange-rate fluctuations, uncertainty about the outlook continues.」
The company cited higher prices resulting from surging costs and exchange-rate fluctuations, as well as growing household cost-saving behavior, as concerns.