Trusco Nakayama (9830) · FactSoftened
Increased Demand for Masks, Protective Clothing and Disinfectant Due to COVID-19
First written in FY2020-Q1. 2 of 4 entries say "Restated". Latest entry: FY2021-Q1.
4entries
2years
0from disclosures
How it moved
Same theme, other companies
Expansion in Sales of DIY Products, Household Goods and Infection-Control Products Driven by Stay-at-Home DemandA theme 11 companies write about · 0 as a headwind · 11 as a tailwind
The whole theme swung hardest in 2022: 1 of 8 companies on the "Worse" side.
0 other companies' latest entry also says "Softened".
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
- FY2021-Q1SoftenedAnnual report
「新型コロナウイルス感染症対策に必要なマスクなど保護具の売上高は高水準なものの前年同四半期より減少しました。」
感染症対策用品の売上高はなお高水準だが、前年同四半期を下回ったと記載しており、需要拡大の勢いは弱まっている。 - FY2020RestatedAnnual report
「新型コロナウイルス感染症対策に必要な、マスクや保護服、消毒液などの引き合いは増加したものの」
感染症対策用品の需要増加を継続して記載している。 - FY2020-Q2RestatedAnnual report
「新型コロナウイルス感染症拡大の影響に伴い、マスクや保護服、消毒液などの需要が高まったことに加え」
新型コロナウイルス感染症対策用品の需要増加を引き続き事業上の変化として記載している。 - FY2020-Q1First statedAnnual report
「Demand for masks, protective clothing, disinfectant and other products rose due to the effects of the novel coronavirus, and sales in the E-Business Route, which serves online retailers and similar customers, increased to ¥10,116 million in the cumulative first-quarter period, up 19.2% year on year, contributing to overall sales growth.」
For the first time describes increased demand for infection-prevention products as a business change that contributed to higher E-Business Route sales.