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Sekichu (9976) · RiskRestated

Competition for Customer Acquisition with Other Industries and Industry Restructuring

First written in FY2017-Q1. 21 of 30 entries say "Restated". Latest entry: 2026-09-29.

30entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q2 – 2026-09-292016: 320162017: 420172018: 420182019: 420192020: 320202021: 220212022: 220222023: 320232024: 220242025: 120252026: 22026
Same theme, other companies

Sekichu moved to the "Worse" side of this theme in 2017, 5 years before the typical company in this theme (2022).

The whole theme swung hardest in 2026: 21 of 39 companies on the "Worse" side.

39 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.
Showing 14 of the 72 companies compared. The sentences above are computed from all 72.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「Amid intense competition across industries and business formats, selection and industry consolidation are expected to progress as the home improvement retail industry becomes increasingly oligopolistic.」

    The company continues to describe intensifying competition across industries and business formats and the outlook for selection and industry consolidation accompanying the increasing oligopolization of the home improvement retail industry.
  2. FY2025-H1RestatedAnnual report

    「The home improvement retail industry remains in a fiercely competitive environment, with higher procurement prices for merchandise due to inflation and increases in selling, general and administrative expenses, including utilities, and conditions remain difficult.」

    The company continues to describe a difficult industry environment resulting from intense competition, higher procurement prices for merchandise, and increases in selling, general and administrative expenses, including utilities.
  3. FY2025-Q1RestatedAnnual report

    「The home-centre industry remains in a difficult environment amid intense competition, with higher procurement prices for merchandise against a backdrop of rising prices and increases in selling, general and administrative expenses, including utilities costs.」

    Amid continuing intense competition, the difficult industry environment, including higher procurement prices due to inflation and increases in selling, general and administrative expenses, continues to be described.
  4. FY2024-Q3RestatedAnnual report

    「The home improvement retail industry remains in a fiercely competitive environment, with higher procurement prices for merchandise due to inflation, increases in selling, general and administrative expenses, and the effects of unusually adverse weather, and conditions remain difficult.」

    Amid continuing intense competition, higher procurement prices, increases in selling, general and administrative expenses, and a difficult industry environment including unusually adverse weather continue to be described.
  5. FY2024-Q2RestatedAnnual report

    「The home improvement retail industry remains in a fiercely competitive environment, with higher procurement prices for merchandise due to inflation, increases in selling, general and administrative expenses, and the effects of unusually adverse weather, and conditions remain difficult.」

    Amid continuing intense competition, higher procurement prices, increases in selling, general and administrative expenses, and adverse weather continue to be identified as factors contributing to the difficult industry environment.
  6. FY2024-Q1RestatedAnnual report

    「The home improvement retail industry remains in a fiercely competitive environment, with higher procurement prices for merchandise due to inflation and increases in selling, general and administrative expenses, and conditions remain difficult.」

    Amid continuing intense competition, higher procurement prices due to inflation and increases in selling, general and administrative expenses are also identified as factors contributing to the difficult conditions.
  7. FY2023-Q3RestatedAnnual report

    「The home improvement retail industry remains in a difficult business environment as competition for customer acquisition across business formats becomes increasingly intense, together with consumers' cost-consciousness and the risk of higher personnel and logistics costs.」

    Competition for customer acquisition across business formats, consumers' cost-consciousness, and the risk of higher personnel and logistics costs continue to be identified as factors contributing to the difficult business environment.
  8. FY2022RestatedAnnual report

    「However, competition for customer acquisition across industry and business-format boundaries continues to intensify, and the business environment remains difficult.」

    The company continues to describe intensifying competition for customer acquisition across industry and business-format boundaries and the difficult business environment.
  9. FY2022-Q3RestatedAnnual report

    「The home improvement retail industry remains in a difficult business environment as competition for customer acquisition across business formats becomes increasingly intense, together with consumers' cost-consciousness and the risk of higher personnel and logistics costs.」

    Competition for customer acquisition across business formats, consumers' cost-consciousness, and the risk of higher personnel and logistics costs continue to be identified as factors contributing to the difficult business environment.
  10. FY2021RestatedAnnual report

    「Amid intense competition across industries and business formats, selection and industry consolidation are expected to progress as the home improvement retail industry becomes increasingly oligopolistic.」

    The company continues to describe intensifying competition across industries and business formats and the outlook for selection and industry consolidation accompanying the industry's increasing oligopolization.
  11. FY2021-Q3RestatedAnnual report

    「The home improvement retail industry remains in a difficult business environment as competition for customer acquisition across business formats becomes increasingly intense, together with consumers' cost-consciousness and the risk of higher personnel and logistics costs.」

    Intensifying competition for customer acquisition across business formats, consumers' cost-consciousness, and the risk of higher personnel and logistics costs continue to be identified as factors contributing to the difficult business environment.
  12. FY2021-Q2RestatedAnnual report

    「Although competition for customer acquisition across business formats has become increasingly intense and the home improvement retail industry remains in a difficult business environment,」

    The intensification of competition for customer acquisition across business formats continues to be identified as a factor contributing to the difficult business environment.
  13. FY2020WorsenedAnnual report

    「Amid intense competition across industries and business formats, selection and industry consolidation are expected to progress as the home improvement retail industry becomes increasingly oligopolistic.」

    In addition to intensifying competition across industries and business formats, the company newly states that selection and industry consolidation are expected to progress as the home improvement retail industry becomes increasingly oligopolistic.
  14. FY2020-Q3RestatedAnnual report

    「The home improvement retail industry remains in a difficult business environment as competition for customer acquisition across business formats becomes increasingly intense, together with consumers' cost-consciousness and the risk of higher personnel and logistics costs.」

    Intensifying competition for customer acquisition across business formats, consumers' cost-consciousness, and the risk of higher personnel and logistics costs continue to be identified as factors contributing to the difficult business environment.
  15. FY2020-Q2WorsenedAnnual report

    「The home improvement retail industry remains in a difficult business environment as competition for customer acquisition across business formats becomes increasingly intense, compounded by consumers' cost-consciousness and sluggish sales of seasonal products due to adverse weather.」

    Competition for customer acquisition across business formats is described as becoming "increasingly intense." In addition to consumers' cost-consciousness, sluggish sales of seasonal products due to adverse weather are identified as a factor contributing to the difficult environment.
  16. FY2020-Q1RestatedAnnual report

    「The home improvement retail industry remains in a difficult business environment due to consumers' cost-consciousness, higher personnel and logistics costs, and intensifying competition for customer acquisition across business formats.」

    Consumers' cost-consciousness, higher personnel and logistics costs, and intensifying competition for customer acquisition across business formats continue to be identified as factors contributing to the difficult business environment.
  17. FY2019RestatedAnnual report

    「The home improvement retail industry remains in a difficult business environment due to consumers' cost-consciousness, the risk of further increases in personnel and logistics costs, and intensifying competition crossing industry and business-format boundaries.」

    Consumers' cost-consciousness, the risk of higher personnel and logistics costs, and intensifying competition across industry and business-format boundaries continue to be identified as factors contributing to the difficult environment.
  18. FY2019-Q3RestatedAnnual report

    「The home improvement retail industry remains in a difficult business environment due to consumers' cost-consciousness, rising personnel and logistics costs and the risk of further increases, as well as intensifying competition for customer acquisition across business formats.」

    Consumers' cost-consciousness, higher personnel and logistics costs and the risk of further increases, and intensifying competition for customer acquisition across business formats continue to be identified as factors contributing to the difficult business environment.
  19. FY2019-Q2RestatedAnnual report

    「The home improvement retail industry remains in a difficult business environment due to consumers' cost-consciousness, rising personnel and logistics costs and the risk of further increases, as well as intensifying competition for customer acquisition across business formats.」

    Consumers' cost-consciousness, higher personnel and logistics costs, and intensifying competition across business formats continue to be identified as factors contributing to the difficult business environment.
  20. FY2019-Q1WorsenedAnnual report

    「The home improvement retail industry remains in a difficult business environment due to consumers' cost-consciousness, rising personnel and logistics costs and the risk of further increases, as well as intensifying competition for customer acquisition across business formats.」

    In addition to intensifying competition and rising personnel costs, increases in logistics costs and the risk of further increases, as well as consumers' cost-consciousness, are identified as factors contributing to the difficult business environment.
  21. FY2018WorsenedAnnual report

    「The home improvement retail industry remains in a difficult business environment as competition crossing industry and business-format boundaries becomes increasingly intense in response to diversifying consumer lifestyles, moves toward industry consolidation and business alliances emerge in some sectors, the recovery in personal consumption is delayed, and personnel costs increase due to higher social insurance premiums and the minimum wage, together with labor shortages.」

    In addition to intensifying competition across industry and business-format boundaries, the company cites the delayed recovery in personal consumption, higher social insurance premiums and the minimum wage, and increased personnel costs resulting from labor shortages, broadening the factors contributing to the difficult environment.
  22. FY2018-Q3SoftenedAnnual report

    「The home improvement retail industry remains in a difficult situation due to the effects of adverse weather, including rain and typhoons, as well as intensifying competition with industry peers and other industries.」

    Although intensifying competition with industry peers and other industries continues, the current quarter's disclosure does not mention the growing perception of personnel shortages or the wording "increasingly difficult" included in the previous quarter.
  23. FY2018-Q2WorsenedAnnual report

    「The home improvement retail industry is also continuing to face an increasingly difficult business environment due to intensifying competition extending beyond traditional industry boundaries and a growing shortage of personnel.」

    In addition to intensifying competition, the growing perception of personnel shortages is cited as a new factor contributing to the worsening environment, and the business environment is described as continuing to become increasingly difficult.
  24. FY2018-Q1RestatedAnnual report

    「Competition for customer acquisition across business formats has also intensified, and the business environment remains difficult.」

    The intensification of competition for customer acquisition across business formats continues to be identified as a factor contributing to the difficult business environment.
  25. FY2017WorsenedAnnual report

    「The home improvement retail industry remains in a difficult business environment amid increasingly intense competition crossing industry and business-format boundaries, moves toward industry consolidation and business alliances in some sectors, and the delayed recovery in personal consumption and the effects of adverse weather, including typhoons.」

    The description of risk factors has expanded to include the difficult environment created by intensifying competition, industry consolidation and business alliances, the delayed recovery in personal consumption, and adverse weather.
  26. FY2017-Q3RestatedAnnual report

    「The home improvement retail industry remains in a difficult situation due to the effects of adverse weather, including rain and typhoons, as well as intensifying competition with industry peers and other industries.」

    Intensifying competition with industry peers and other industries continues to be described as part of the difficult business environment. Adverse weather was added as a separate risk.
  27. FY2017-Q2WorsenedAnnual report

    「The home improvement retail industry is also facing an increasingly difficult business environment, as competition extending beyond traditional industry boundaries intensifies, with aggressive store-opening strategies, particularly among major players, and moves toward industry consolidation emerging in some sectors.」

    The wording has broadened from competition for customer acquisition to competition extending beyond traditional industry boundaries, and states that competition has become increasingly intense.
  28. FY2017-Q1First statedAnnual report

    「The home improvement retail industry is also facing an increasingly difficult business environment, as competition for customer acquisition with other industries intensifies and moves toward industry consolidation emerge in some sectors.」

    Intensifying competition for customer acquisition with other industries and moves toward industry consolidation are identified as external environmental risks.
Moved together

"Uncertainty in Overseas Economies, Foreign Exchange and Stock Markets" moved the same way as this thread, in the same document, in 7 of its 30 moves.

754322★123456
  1. ★This thread
  2. 1Uncertainty in Overseas Economies, Foreign Exchange and Stock Markets7×
  3. 2Performance Trend of Declining Revenue and Rising Earnings5×
  4. 3Impairment risk for fixed assets4×
  5. 4Declining existing-store sales offset the effect of new stores3×
  6. 5Building proposal-driven stores that make customers’ lives more comfortable2×
  7. 6Impact of Adverse Weather Conditions, Including Rain and Typhoons2×

★ 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
No upcoming earnings preview for Sekichu yet. It last moved in the Earnings of 2026-09-29: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Competition for Customer Acquisition with Other Industries and Industry Restructuring | SEKICHU CO.,LTD. (9976) | Komori