Komori
Sundrug (9989) · FactResumption of disclosure

Front-loaded demand ahead of the alcohol price increase

First written in FY2023-Q2. 1 of 4 entries say "Restated". Latest entry: FY2025-H1.

4entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q2 – FY2025-H12022: 120222023: 220232024: 12024
Same theme, other companies
Temporary Demand and Subsequent Reaction Before the October 2022 Price RevisionsA theme 4 companies write about · 0 as a headwind · 2 as a tailwind

0 other companies' latest entry also says "Other".

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Full recordFilings, disclosures and news, newest first
  1. FY2025-H1Resumption of disclosureAnnual report

    「In the discount store business, although sales declined as the front-loaded demand ahead of the alcohol tax increase in the same period of the previous year unwound and the special demand from the pet boom during the COVID-19 pandemic ran its course, the food division continued to perform well as market prices for groceries and other products rose, and sales exceeded those of the same period of the previous year.」

    The decline in sales as front-loaded demand ahead of the alcohol tax increase unwound was again cited as a reversal of the previous year's demand. Meanwhile, the food division was described as performing well due to higher market prices.
  2. FY2023DroppedAnnual report
    The FY2023 main text contains no reference to front-loaded demand ahead of an alcohol price increase.
  3. FY2023-Q3RestatedAnnual report

    「Sales exceeded those of the same period of the previous year as front-loaded demand ahead of the alcohol price increase and strong sales of groceries, pet supplies and other products continued.」

    In addition to front-loaded demand ahead of the alcohol price increase, continued strength in groceries and pet supplies helped sales in the discount store business exceed those of the same period of the previous year.
  4. FY2023-Q2First statedAnnual report

    「In addition, sales exceeded those of the same period of the previous year, partly due to front-loaded demand ahead of the alcohol price increase scheduled for October.」

    Front-loaded demand ahead of the alcohol price increase scheduled for October was cited for the first time as a factor behind the increase in sales in the discount store business.
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