Impact of adverse weather and slowing sales of inbound tourism-related products on drugstore same-store sales
First written in FY2017-Q2. 15 of 33 entries say "Materialised", first in FY2017-Q2. Latest entry: FY2027-H1.
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- FY2027-H1MaterialisedAnnual report
「The drugstore business was affected by prolonged rain from the rainy season through September, mainly in eastern Japan, as well as fronts, typhoons and other factors, causing summer seasonal products to struggle. Although inbound demand declined against a backdrop of travel restrictions and other factors, revenue increased year on year due to the effects of renovations at existing stores and strong performance in the dispensing pharmacy and e-commerce businesses.」
The effects of prolonged rain on summer seasonal products and the decline in inbound demand against a backdrop of travel restrictions and other factors occurred as factors affecting the drugstore business's performance. - 2026-08-14MaterialisedResults
「ドラッグストア事業は、雨天等の天候不順の影響による夏物季節品の販売不振や、渡航規制等を背景としたインバウンド需要の減少があったものの」
天候不順による夏物季節品の販売不振とインバウンド需要の減少が、当第1四半期の実績として記載された。 - FY2026DroppedAnnual reportThe FY2026 full-year results discussion contains no specific reference to the previously cited recovery in inbound demand or decline in wholesale summer cosmetics sales. Only the absence of such references is recorded.
- FY2025Inbound demand recovered while wholesale sales declined.Annual report
「The drugstore business was affected through the interim period by a decline in wholesale sales, mainly of summer cosmetics, due to overseas economic conditions. Meanwhile, revenue exceeded the previous fiscal year's level as inbound demand continued to recover gradually.」
A decline in wholesale sales of summer cosmetics due to overseas economic conditions was cited, while the drugstore business increased revenue as inbound demand continued to recover. - FY2025-H1Inbound demand continued to recover, reaching approximately 70% of pre-pandemic levels.Annual report
「Inbound demand gradually recovered and exceeded the year-earlier level, but remained at approximately 70% of pre-pandemic levels.」
Inbound demand exceeded the year-earlier level and recovered from the approximately 50% of pre-pandemic levels cited previously, but was stated to remain at approximately 70% of pre-pandemic levels. - FY2024Inbound demand recovered to approximately 75% of pre-pandemic levels.Annual report
「The drugstore business's existing-store sales performed steadily as inbound demand recovered to approximately 75% of pre-pandemic levels in the second half, alongside a recovery in cosmetics and cold medicine demand as opportunities to go out increased.」
It was stated that inbound demand recovered from approximately 60% of pre-pandemic levels previously cited to approximately 75% in the second half. The recovery in cosmetics and cold medicine demand was also mentioned. - FY2024-Q3Inbound demand continued to recover, reaching approximately 60% of pre-pandemic levels.Annual report
「Inbound demand gradually recovered to approximately 60% of pre-pandemic levels, and existing-store sales performed steadily due to the recovery in cosmetics and cold medicine demand as opportunities to go out increased.」
Inbound demand recovered from the approximately 50% of pre-pandemic levels cited previously to approximately 60%. The recovery in cosmetics and cold medicine demand was also cited. - FY2024-Q2Inbound and cosmetics demand continued to recover but remained at low levels.Annual report
「Inbound demand gradually recovered and exceeded the year-earlier level, but remained at approximately 50% of pre-pandemic levels. Existing-store sales performed steadily due to the recovery in cosmetics demand as opportunities to go out increased and the recovery in cold medicine demand.」
A recovery in inbound, cosmetics and cold medicine demand was cited, while inbound demand remained at approximately 50% of pre-pandemic levels. - FY2023Some demand recovered, while entertainment-district stores remained at low levels.Annual report
「Inbound demand showed signs of recovery, but this was limited to some cosmetics and pharmaceutical products, and stores in entertainment districts remained at approximately 50% of pre-pandemic levels.」
A partial recovery in inbound demand and cosmetics and pharmaceutical demand was indicated, while stores in entertainment districts were stated to remain at approximately 50% of pre-pandemic levels. - FY2023-Q3Some demand recovered, while station-front stores remained on the road to recovery.Annual report
「Although cosmetics and other demand recently increased due to the resumption of foreign tourist arrivals and the easing of domestic activity restrictions, station-front stores remained on the road to recovery.」
The resumption of foreign tourist arrivals and the easing of activity restrictions were cited as contributing to a partial recovery in cosmetics and other demand, while station-front stores were still described as being on the road to recovery. - FY2023-Q2RestatedAnnual report
「Station-front stores in entertainment districts continued to perform poorly due to the disappearance of inbound demand and the continuing decline in cosmetics demand during the COVID-19 pandemic. Cross-border e-commerce also remained substantially lower due to China's continuing lockdowns.」
The disappearance of inbound demand and decline in cosmetics demand at station-front stores in entertainment districts, and the decline in cross-border e-commerce due to China's lockdowns, continued. - FY2023-Q1RestatedAnnual report
「The drugstore business actively renovated stores, including by introducing fresh food. However, the reactionary decline in stay-at-home consumption demand continued through May at suburban stores, while the disappearance of inbound demand and declining cosmetics demand during the COVID-19 pandemic continued at station-front stores. These factors coincided with unsettled weather and poor seasonal merchandise sales, as well as a substantial decline in cross-border e-commerce demand due to China's lockdowns, causing revenue to fall below the year-earlier level.」
The reactionary decline in stay-at-home demand at suburban stores, the disappearance of inbound demand and decline in cosmetics demand at station-front stores, and poor seasonal merchandise sales due to unsettled weather continued. - FY2022WorsenedAnnual report
「The drugstore business performed poorly due to the reactionary decline in stay-at-home consumption demand for infection-prevention products, food, daily necessities and other products, the effects of unsettled weather, the prolonged disappearance of inbound demand at station-front stores, and the prolonged decline in cosmetics demand during the COVID-19 pandemic.」
The disappearance of inbound demand and the decline in cosmetics demand were explicitly described as prolonged, and their effects continued alongside unsettled weather and the reactionary decline in stay-at-home demand. - FY2022-Q3RestatedAnnual report
「The drugstore business performed poorly due to unsettled weather, poor cold medicine sales as mask-wearing became commonplace, a temporary reactionary decline from the stay-at-home consumption demand for infection-prevention products, food, daily necessities and other products in the same period of the previous year, the continuing disappearance of inbound demand at station-front stores, and declining cosmetics demand during the COVID-19 pandemic.」
Unsettled weather, the disappearance of inbound demand and the reactionary decline in stay-at-home demand continued to be cited as factors behind the drugstore business's poor performance. - FY2022-Q2MaterialisedAnnual report
「The drugstore business performed poorly due to unsettled weather, a temporary reactionary decline from the stay-at-home consumption demand for infection-prevention products, food, daily necessities and other products in the same period of the previous year, the continuing disappearance of inbound demand at station-front stores, and reduced foot traffic caused by refraining from going out and telework.」
Unsettled weather, the reactionary decline in stay-at-home demand, the disappearance of inbound demand and reduced foot traffic were actually cited as factors behind the drugstore business's poor performance. - FY2022-Q1The end of the decline in some areas of demand was explicitly stated.Annual report
「Although station-front stores continued to perform poorly due to the disappearance of inbound demand, reduced foot traffic and other factors, revenue exceeded the year-earlier level as the decline in inbound and cosmetics demand began to run its course, alongside active store renovations such as the introduction of fresh food.」
While station-front stores continued to be affected by the disappearance of inbound demand and other factors, it was stated that the decline in inbound and cosmetics demand had run its course. - FY2021MaterialisedAnnual report
「The drugstore business's suburban stores performed steadily due to increased demand for infection-prevention products such as masks and disinfectant and for stay-at-home consumption of food, daily necessities and other products as COVID-19 spread. However, revenue at station-front stores fell below the previous fiscal year's level due to the disappearance of inbound demand, refraining from going out, and lower cosmetics sales and customer traffic resulting from lifestyle changes such as telework and working from home.」
The disappearance of inbound demand, refraining from going out, and lower cosmetics sales and customer traffic at station-front stores due to telework and other factors were reflected in full-year revenue declines in the drugstore business. - FY2021-Q3MaterialisedAnnual report
「The drugstore business's suburban stores performed steadily due to increased demand for infection-prevention products such as masks and disinfectant and for stay-at-home consumption of food, daily necessities and other products as COVID-19 spread. However, revenue fell below the year-earlier level at station-front stores, particularly those in urban entertainment districts, due to the disappearance of inbound demand, lower cosmetics sales caused by telework and working from home, and lower customer traffic caused by refraining from going out.」
In addition to the disappearance of inbound demand, lower cosmetics sales due to telework and working from home and lower customer traffic at urban station-front stores due to refraining from going out were reflected in lower drugstore business sales. - FY2021-Q2MaterialisedAnnual report
「The drugstore business's suburban stores performed steadily due to increased demand for infection-prevention products such as masks and disinfectant and for stay-at-home consumption of food, daily necessities and other products as COVID-19 spread. However, revenue fell below the year-earlier level due to the disappearance of inbound demand, lower customer traffic at station-front stores caused by lifestyle changes such as working from home and refraining from going out, poor seasonal product sales due to unsettled summer weather, and a reactionary decline from the rush demand before last year's consumption tax increase.」
The disappearance of inbound demand, lower customer traffic at station-front stores, poor seasonal product sales due to unsettled weather and the reactionary decline from special demand before the consumption tax increase were reflected this quarter as lower drugstore business sales. - FY2021-Q1WorsenedAnnual report
「The drugstore business's suburban stores performed steadily due to increased demand for infection-prevention products such as masks and disinfectant and for stay-at-home consumption of food, daily necessities and other products as COVID-19 spread. However, revenue fell below the year-earlier level due to the disappearance of inbound demand resulting from entry restrictions, lower customer traffic at station-front stores due to working from home, school closures and calls to refrain from going out under the state of emergency, and shortened operating hours to prevent the spread of infection.」
In addition to the previous slowdown in sales of inbound-related products and unsettled weather, the disappearance of inbound demand due to entry restrictions, lower customer traffic at station-front stores and shortened operating hours occurred, causing drugstore business revenue to fall below the year-earlier level. - FY2020-Q3MaterialisedAnnual report
「Although the drugstore business faced negative factors, including poor seasonal merchandise sales due to natural disasters and unsettled weather and a post-consumption-tax-increase reactionary decline, it worked to expand its product assortment through store renovations and strengthen sales promotions.」
Poor seasonal merchandise sales due to natural disasters and unsettled weather continued to be reflected in actual results, and the post-consumption-tax-increase reactionary decline was also cited this time as a negative factor for the drugstore business. - FY2020-Q2MaterialisedAnnual report
「Although the drugstore business was affected by weak summer seasonal merchandise sales due to unsettled weather and a decline in bulk purchases following the enforcement of China's E-Commerce Law, it increased revenue by expanding its product assortment through store renovations, promoting sales and launching campaigns ahead of the consumption tax increase.」
The effects of weak summer seasonal merchandise sales due to unsettled weather and declining bulk purchases following the enforcement of China's E-Commerce Law continued to be cited as actual impacts on the drugstore business. - FY2020-Q1MaterialisedAnnual report
「The drugstore business performed poorly due to weak summer seasonal merchandise sales caused by unsettled weather and a decline in bulk purchases following the enforcement of China's E-Commerce Law. However, it promoted sales through store renovations to improve convenience and an expanded product assortment.」
Weak summer seasonal merchandise sales due to unsettled weather and a decline in bulk purchases following the enforcement of China's E-Commerce Law were reflected in the drugstore business's poor performance this quarter as well. - FY2019WorsenedAnnual report
「The drugstore business performed poorly due to the poor performance of summer and winter seasonal merchandise as a result of natural disasters, extremely hot weather and the mild winter, as well as a decline in bulk purchases following the enforcement of China's E-Commerce Law.」
In addition to poor performance by summer and winter merchandise due to natural disasters, extremely hot weather and the mild winter, the decline in bulk purchases following the enforcement of China's E-Commerce Law was cited as a new downside factor. - FY2019-Q3WorsenedAnnual report
「The drugstore business was affected by natural disasters, poor performance by summer seasonal merchandise such as insecticides due to extremely hot weather, and poor performance by winter seasonal merchandise such as disposable heat packs due to the mild winter. However, it strengthened its food assortment and expanded stores serving inbound demand in an effort to increase sales.」
In addition to the effects of natural disasters and extremely hot weather on summer seasonal merchandise, poor performance by winter seasonal merchandise such as disposable heat packs due to the mild winter was also explicitly stated, indicating a broader range of effects. - FY2019-Q2MaterialisedAnnual report
「Summer seasonal merchandise such as insecticides performed poorly due to the effects of natural disasters, including the Northern Osaka Earthquake, the Heavy Rains of July 2018 in Western Japan, the Hokkaido Eastern Iburi Earthquake and repeated damaging typhoons, as well as extremely hot weather.」
Multiple earthquakes, torrential rains, typhoons and extremely hot weather were reflected in poor performance by summer seasonal merchandise in the drugstore business. - FY2019-Q1MaterialisedAnnual report
「The drugstore business was affected by unsettled weather, and summer seasonal merchandise such as insecticides performed poorly, but it actively addressed inbound demand and renovated stores.」
Unsettled weather was reflected in poor performance by summer seasonal merchandise such as insecticides in the drugstore business. - FY2018MaterialisedAnnual report
「Some seasonal merchandise performed poorly due to prolonged rain and typhoons during the summer, and snowfall also affected certain regions.」
Prolonged rain, typhoons and snowfall were reflected over the full year in poor performance by seasonal merchandise and effects on certain regions in the drugstore business. - FY2018-Q3MaterialisedAnnual report
「The drugstore business responded to inbound demand and actively renovated stores, while focusing on food and other products. However, some seasonal merchandise performed poorly due to the effects of prolonged rain, typhoons and other repeated periods of unsettled weather.」
Prolonged rain, typhoons and other unsettled weather were reflected in poor performance by some seasonal merchandise in the drugstore business. - FY2018-Q2MaterialisedAnnual report
「Some summer seasonal merchandise trended weakly due to unsettled weather this summer.」
The unsettled weather this summer was reflected in weak performance by some summer seasonal merchandise in the drugstore business. - FY2018-Q1RestatedAnnual report
「Although the drugstore business was affected by slowing sales of inbound tourism-related products, same-store sales exceeded those of the same period of the previous year, owing in part to the continued active refurbishment of stores and focus on sales of food and other products.」
Slowing sales of inbound tourism-related products continued to be cited as a factor, but this time same-store sales in the drugstore business exceeded those of the same period of the previous year. - FY2017RestatedAnnual report
「Due to the impact of adverse weather and slowing sales of inbound tourism-related products, same-store sales were slightly below the same period of the previous year.」
Adverse weather and slowing sales of inbound tourism-related products were cited as factors behind lower same-store sales in the drugstore business for the full fiscal year as well. - FY2017-Q2MaterialisedAnnual report
「Due to the impact of adverse weather and slowing sales of inbound tourism-related products, same-store sales were slightly below the same period of the previous year.」
Adverse weather and slowing sales of inbound tourism-related products actually occurred as factors behind the decline in same-store sales in the drugstore business.