Impact of infectious diseases on demand and member acquisition efficiency
First written in FY2022. 4 of 8 entries say "Softened", first in FY2023-Q3. Latest entry: FY2025.
airCloset moved to the "Worse" side of this theme in 2022.
0 other companies' latest entry also says "Softened".
- FY2025SoftenedAnnual report
「We recognize the occurrence of unforeseen natural disasters and accidents exceeding expectations, such as earthquakes, typhoons and other natural disasters, unknown computer viruses, terrorist attacks, system failures and infectious diseases, as a material risk. Such events could cause damage to facilities held by logistics warehouses and other business partners to which we outsource operations, disruptions to power supplies and restricted internet access, or other events that hinder business continuity, thereby affecting our operating results and financial condition. However, it is difficult to predict the likelihood of this risk occurring.」
States that the risk is described as a general business continuity risk alongside natural disasters and system failures, rather than the previously identified specific issues of demand and member acquisition efficiency affected by infectious diseases. - FY2024-Q2RestatedAnnual report
「During the six months ended the second quarter, the movement of people increased and economic activity normalized following, among other factors, the transition of the novel coronavirus disease to a Class 5 infectious disease. However, the outlook for the economy remained uncertain because of geopolitical instability worldwide, surging resource prices and higher prices resulting from exchange-rate fluctuations.」
Describes the transition of the infectious disease to Class 5, increased movement of people and normalization of economic activity, while continuing to indicate geopolitical instability, surging resource prices, higher prices resulting from exchange-rate fluctuations and uncertainty over the economic outlook. - FY2024-Q1SoftenedAnnual report
「During the three months ended the first quarter, the movement of people increased and economic activity normalized following, among other factors, the transition of the novel coronavirus disease to a Class 5 infectious disease. However, the outlook for a complete reopening of economic activity remained uncertain because of geopolitical instability worldwide, surging resource prices and higher prices resulting from exchange-rate fluctuations.」
Describes the transition to a Class 5 infectious disease, increased movement of people and normalization of economic activity, indicating that infectious-disease-related risks are moving further toward normality. On the other hand, it states that uncertainty remains over a complete reopening of economic activity. - FY2023SoftenedAnnual report
「In Japan, developments contributing to a return to normality emerged, including expanded vaccination, eased restrictions on activities and the reclassification of the novel coronavirus disease as a Class 5 infectious disease from 8 May 2023. The movement of people also showed an upward trend, but the outlook for a complete reopening of economic activity remained uncertain because of factors including surging global resource prices and higher prices resulting from exchange-rate fluctuations.」
Regarding infectious disease risk, describes progress toward a return to normality, including the transition to a Class 5 infectious disease, eased restrictions on activities and increased movement of people, while stating that uncertainty over a complete reopening of economic activity remains. - FY2023-Q3SoftenedAnnual report
「During the nine months ended the third quarter, the global spread of the novel coronavirus disease continued to affect conditions. Although the economy was recovering, restrictions and voluntary restraints on economic activity continued, as they had in the previous fiscal year, amid concerns over the disease's prolongation and renewed expansion. In Japan, developments contributing to a return to normality emerged, including expanded vaccination, eased restrictions on activities and the reclassification of the novel coronavirus disease as a Class 5 infectious disease from 8 May 2023. The movement of people also showed an upward trend, but the outlook for a complete reopening of economic activity remained uncertain.」
In addition to concerns over renewed expansion in the previous quarter, describes developments toward a return to normality, including the recovery trend, eased restrictions on activities and the transition to a Class 5 infectious disease on 8 May 2023. On the other hand, it states that the outlook for a complete reopening of economic activity remains uncertain. - FY2023-Q2RestatedAnnual report
「The cumulative period through the second quarter was affected by the global spread of the novel coronavirus disease, and, amid concerns over its prolongation and renewed expansion, restrictions and voluntary restraints on economic activity continued, as they had in the previous fiscal year.」
Describes concerns over the prolongation and renewed expansion of the infectious disease and the continued restrictions and voluntary restraints on economic activity, stating that there was no material change in the risk assessment from the previous fiscal year. - FY2023-Q1RestatedAnnual report
「As the timing of the end of the novel coronavirus disease remains unforeseeable, including the expected emergence of an eighth wave of infections in the coming winter, events that could have an impact that remains difficult to predict may still arise with respect to operating results and financial condition from October 2022 onward. However, there has been no significant impact on the latest member figures.」
States that although the difficulty of predicting the impact continues because of the expected eighth wave and uncertainty over when the disease will subside, there has been no significant impact on the latest member figures. - FY2022MaterialisedAnnual report
「Although we have achieved member growth even amid the impact of the novel coronavirus disease, there is no doubt that the growth rate and acquisition efficiency were constrained to some extent.」
States that although the member base continued to grow, the infectious disease constrained the growth rate and acquisition efficiency.