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Ait (9381) · FactApparel remains firm while general merchandise recovers

Steady sales of daily necessities, household goods and home appliances

First written in FY2021-Q1. 8 of 17 entries say "Restated". Latest entry: FY2027-H1.

17entries
7years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – FY2026-H12020: 220202021: 420212022: 320222023: 420232024: 120242025: 120252026: 22026
Same theme, other companies
Steady handling of household goods, lifestyle products and home appliancesA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Apparel remains firm while general merchandise recoversAnnual report

    「During the interim consolidated accounting period, the shift in the timing of the Lunar New Year holiday compared with the previous year temporarily reduced the volume handled in March in the Group's core ocean freight business. However, cargo movements for apparel-related products remained relatively firm, while general-merchandise cargo also showed signs of recovery. Together with the success of active sales activities, this led to a recovery trend thereafter.」

    Cargo movements for apparel-related products remained relatively firm, while general-merchandise products, previously described as weak, also showed signs of recovery.
  2. 2026-10-09MitigatedEarnings

    「アパレル関連商材の荷動きが引き続き比較的堅調に推移したほか、雑貨関連商材の荷動きにも持ち直しの動きがみられた」

    アパレル関連商材の堅調さが続き、雑貨関連商材にも持ち直しの動きが記載された。
  3. FY2026-H1Movement of apparel and summer merchandise remains relatively steadyAnnual report

    「During the current interim consolidated fiscal period, operating revenue increased as movement of goods, particularly apparel and summer merchandise, remained relatively steady, leading to growth in the number of customs-clearance orders. This was further supported by ocean freight rates during the first half of the interim period remaining above the level of the same period of the previous year.」

    Apparel-related products, which had been considered lacking in strength through the previous fiscal year, moved relatively steadily, particularly summer merchandise, leading to growth in the number of customs-clearance orders.
  4. FY2024-Q3Movement of winter and non-apparel goods slowed after apparel recoveryAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, handling of apparel-related products showed signs of recovery until around late September as opportunities to go out increased, but movement of goods slowed in October and November, particularly for winter merchandise. In addition, imports of consumer goods such as household goods and furniture, which had increased due to stay-at-home demand during the COVID-19 pandemic, declined as demand ran its course, importers adjusted inventories, and consumers refrained from purchasing because of higher prices, resulting in sluggish handling volumes for international cargo.」

    Apparel-related products recovered until around late September, after which movement of winter merchandise slowed in October and November. Imports of household goods, furniture and other products that had previously been steady also declined because demand had run its course, inventories were adjusted, and consumers refrained from purchasing.
  5. FY2024-Q2RestatedAnnual report

    「During the first 2 quarters of the current consolidated fiscal year, handling of apparel-related and travel-related products showed signs of recovery as opportunities to go out increased. On the other hand, imports of consumer goods such as household goods and furniture, which had increased due to stay-at-home demand during the COVID-19 pandemic, declined as demand ran its course and importers adjusted inventories, resulting in sluggish handling volumes for international cargo.」

    While apparel-related and travel-related products recovered as opportunities to go out increased, imports of consumer goods such as household goods and furniture continued to decline as demand ran its course and inventories were adjusted.
  6. FY2024-Q1Apparel recovery and weakening movement of non-apparel cargo coexistAnnual report

    「During the first quarter of the current consolidated fiscal year, handling of apparel-related products showed signs of recovery as opportunities to go out increased. On the other hand, movement of non-apparel products, including household goods, was weak because of customer inventory adjustments and the end of the demand created by the COVID-19 pandemic, resulting in sluggish handling volumes for international cargo.」

    While apparel-related products, which had previously been sluggish, recovered, movement of non-apparel products such as household goods, which had been steady, weakened because of inventory adjustments and the end of demand.
  7. FY2023RestatedAnnual report

    「Although handling of apparel-related products has gradually recovered, it remains lacking in strength, and the difficult environment for orders for ancillary services such as inspection and needle detection has continued. However, during the cumulative period from January to March last year, the volume of cargo bound for Japan increased because handling of daily necessities, household goods and other products remained steady.」

    While apparel-related products and ancillary services such as inspection and needle detection lacked strength, the product mix continued to be supported by steady handling of daily necessities, household goods and other products.
  8. FY2023-Q3Apparel recovery remains weak while non-apparel products remain steadyAnnual report

    「Although handling of apparel-related products has gradually recovered, it remains lacking in strength, and the difficult environment for orders for ancillary services such as inspection and needle detection has continued. However, handling of non-apparel products remained steady.」

    While apparel-related products and ancillary services such as inspection and needle detection recovered only weakly, handling of non-apparel products remained steady, and this product mix continued.
  9. FY2023-Q1Apparel recovery remains weak while non-apparel products remain steadyAnnual report

    「Although handling of apparel-related products has gradually recovered, it remains lacking in strength, and the difficult environment for orders for ancillary services such as inspection and needle detection has continued. However, handling of non-apparel products remained steady.」

    While apparel-related products and ancillary services recovered only weakly, handling of non-apparel products remained steady, and this difference in the product mix continued.
  10. FY2022RestatedAnnual report

    「During the current consolidated fiscal year, handling of household goods, home appliances and other products grew steadily as stay-at-home consumption expanded. Handling of apparel-related products also shifted to a recovery trend, albeit slightly.」

    Steady handling of household goods, home appliances and other products continued throughout the fiscal year, while apparel-related products, which had been sluggish, also shifted to a recovery trend.
  11. FY2022-Q3Apparel handling shifted to a recovery trendAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, handling of household goods, home appliances and other products grew steadily as stay-at-home consumption expanded. Handling of apparel-related products also shifted to a recovery trend, albeit slightly.」

    While steady handling of household goods, home appliances and other products continued, apparel-related products, which had previously been sluggish, also shifted to a slight recovery trend.
  12. FY2022-Q2RestatedAnnual report

    「During the first 2 quarters of the current consolidated fiscal year, handling of apparel-related products showed a slight recovery compared with the same period of the previous year, but sluggish consumption continued because of calls to refrain from going out. Meanwhile, handling of household goods, home appliances and other products grew as stay-at-home consumption expanded and remained steady.」

    Apparel-related products showed a slight recovery, while household goods, home appliances and other products grew and remained steady, supported by increased stay-at-home consumption.
  13. FY2022-Q1RestatedAnnual report

    「During the first 2 quarters of the current consolidated fiscal year, handling of apparel-related products remained sluggish amid the COVID-19 pandemic, as in the previous consolidated fiscal year. However, handling of household goods, home appliances and other products remained steady as stay-at-home consumption expanded.」

    While apparel-related products remained sluggish, household goods, home appliances and other products continued to perform steadily, supported by increased stay-at-home consumption.
  14. FY2021RestatedAnnual report

    「Conversely, as time spent at home increased substantially, handling of daily necessities, household goods, home appliances and other products essential to everyday life remained steady, offsetting the decline in apparel-related products.」

    The product mix in which daily necessities, household goods, home appliances and other products offset the decline in apparel continued throughout the fiscal year.
  15. FY2021-Q3RestatedAnnual report

    「On the other hand, as time spent at home increased substantially, handling of daily necessities, household goods, home appliances and other products essential to everyday life remained steady, offsetting the decline in apparel-related products.」

    While handling of apparel-related products remained sluggish, daily necessities, household goods, home appliances and other products continued to perform steadily as time spent at home increased, offsetting the decline.
  16. FY2021-Q2RestatedAnnual report

    「Conversely, as time spent at home increased substantially, handling of daily necessities, household goods, home appliances and other products essential to everyday life grew steadily, offsetting the decline in apparel-related products.」

    While apparel-related products remained sluggish, daily necessities, household goods, home appliances and other products continued to perform steadily as time spent at home increased, offsetting the decline.
  17. FY2021-Q1First statedAnnual report

    「During the first 2 quarters of the current consolidated fiscal year, handling of apparel-related products remained sluggish, mainly among existing customers, while handling of daily necessities, household goods, home appliances and other products essential to everyday life grew steadily.」

    For business focused on existing customers, the company describes for the first time the product mix in which apparel-related products were sluggish, while daily necessities, household goods, home appliances and other products grew steadily.
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Steady sales of daily necessities, household goods and home appliances | AIT CORPORATION (9381) | Komori