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Hob (1382) · RiskIncreased dependence on the top 3 customers and lower concentration of trade receivables

Dependence on Sales to Specific Large Customers

First written in FY2016. 4 of 7 entries say "Worsened", first in FY2018. Latest entry: FY2026.

7entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2018 – FY20242016: 12017: 020172018: 120182019: 120192020: 020202021: 120212022: 020222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

Hob moved to the "Worse" side of this theme in 2018, 5 years before the typical company in this theme (2023).

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

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

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026Increased dependence on the top 3 customers and lower concentration of trade receivablesAnnual report

    「Of the customers purchasing strawberries, fruits and vegetables, sales to the top 3 customers—株式会社シャトレーゼ, 三井物産流通グループ株式会社 and トーワ物産株式会社—accounted for 41.6% of sales in the consolidated fiscal year. The strawberry, fruit and vegetable business had approximately 308 customers in the consolidated fiscal year, and the company was actively working to expand its customer base in order to reduce the proportion of sales to the 3 customers listed above.」

    Sales to the top 3 customers increased from 41.2% in the previous period to 41.6%. Meanwhile, the customer base was approximately 308, and the policy of expanding the customer base to reduce dependence remained in place. It was disclosed that 80.3% of trade receivables were concentrated among specific major customers.
  2. FY2025Updated Reliance on the Top 3 Customers and Concentration of Trade ReceivablesAnnual report

    「Of the customers purchasing strawberries, fruits and vegetables, sales to the top 3 customers—トーワ物産株式会社, 株式会社シャトレーゼ and 三井物産流通グループ株式会社—accounted for 41.2% of sales in the consolidated fiscal year. As of the consolidated fiscal year-end, 81.6% of trade receivables were attributable to specific major customers.」

    Sales to the top 3 customers accounted for 41.2%, and the company indicated a policy of expanding its customer base to approximately 308 customers to reduce its dependence. Meanwhile, 81.6% of trade receivables were attributable to specific major customers.
  3. FY2024WorsenedAnnual report

    「Of the customers purchasing strawberries, fruits and vegetables, sales to the top 4 customers—トーワ物産株式会社, 株式会社シャトレーゼ, 三井物産流通グループ株式会社 and Fujiya Co.,Ltd.—accounted for 48.5% of sales in the consolidated fiscal year. As of the consolidated fiscal year-end, 78.5% of trade receivables were attributable to specific major customers.」

    Sales dependence on the top 4 customers increased from 43.9% in the previous period to 48.5%, while 78.5% of trade receivables were attributable to specific major customers.
  4. FY2021WorsenedAnnual report

    「Of the customers purchasing strawberries, fruits and vegetables, sales to the top 4 customers—ベンダーサービス株式会社, トーワ物産株式会社, EYEZ,INC. and 株式会社シャトレーゼ—accounted for 52.2% of sales in the consolidated fiscal year.」

    The number of covered customers changed from the previous top 3 to the top 4, and sales to the top 4 accounted for 52.2%. It was also disclosed that 64.7% of trade receivables were attributable to specific major customers.
  5. FY2019WorsenedAnnual report

    「Of the customers for strawberries and produce, sales to the top 3 customers, 株式会社アイズ, トーワ物産株式会社 and ベンダーサービス株式会社, accounted for 38.8% in the consolidated fiscal year.」

    Sales dependence on the top 3 customers increased from 34.9% in the previous period to 38.8%. It was also disclosed that 72.8% of trade receivables were attributable to specific major customers.
  6. FY2018WorsenedAnnual report

    「Of the customers for strawberries and produce, sales to the top 3 customers, 株式会社アイズ, トーワ物産株式会社 and 株式会社シャトレーゼ, accounted for 34.9% in the consolidated fiscal year.」

    Sales concentration among the top 3 customers was 34.9%, indicating increased concentration despite efforts to reduce dependence by expanding the customer base.
  7. FY2016First statedAnnual report

    「Of our customers for the procurement and sales business, sales to the three largest customers, 株式会社SCI, Towa Bussan Co., Ltd. and Chateraise Co., Ltd., accounted for 21.8% of total sales in the fiscal year.」

    The customer base has expanded to approximately 420 companies, with the company seeking to reduce its reliance on the top 3 customers.
Moved together

"Market Price Fluctuations for Forced-Grown Strawberries" moved the same way as this thread, in the same document, in 4 of its 7 moves.

4322★1234
  1. ★This thread
  2. 1Market Price Fluctuations for Forced-Grown Strawberries4×
  3. 2Dependence on Strawberry Fruit Revenue3×
  4. 3Maintaining and Improving Transport Business Profitability2×
  5. 4Variability in Strawberry and Potato Harvests Due to Adverse Weather2×

★ 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
Hob's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Sales to Specific Large Customers | HOB Co.,Ltd. (1382) | Komori