Komori
Chiikishinbunsha (2164) · RiskUpdated interim revenue mixLatest Share Issuance and Disposal (2026-04-14): "Worsened"

Maturation and Contraction of Advertising-Related Markets and High Dependence on Advertising Businesses

First written in FY2016. 5 of 20 entries say "Mitigated", first in FY2017. Latest entry: 2026-04-14.

20entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2017 – FY2019OtherFY2024-Q1 – FY2025-H12016: 12017: 120172018: 120182019: 120192020: 120202021: 120212022: 320222023: 420232024: 320242025: 220252026: 2
Same theme, other companies
Shrinking demand for traditional print, publishing and media, and the shift to digitalA theme 32 companies write about · 31 as a headwind · 1 as a tailwind

Chiikishinbunsha moved to the "Worse" side of this theme in 2026, 7 years after the typical company in this theme (2019).

The whole theme swung hardest in 2020: 13 of 25 companies on the "Worse" side.

2 other companies' latest entry also says "Worsened".

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 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. 2026-04-14WorsenedShare Issuance and Disposal

    「コア事業であるフリーペーパー市場は成熟期を迎え、市場規模が緩やかに縮小しており、地域経済の成長が鈍化した場合には、販促需要が低下するリスクを抱えております。」

    フリーペーパー市場について、成熟期に入り市場規模が緩やかに縮小しているとの認識と、地域経済の成長鈍化による販促需要低下リスクを記載している。
  2. FY2026-H1Updated interim revenue mixAnnual report

    「Revenue from newspaper and other publications ¥582.781 million ¥607.902 million Revenue from distributing inserted flyers ¥617.806 million ¥703.653 million Revenue from comprehensive sales promotion support ¥169.599 million ¥223.234 million Other ¥74.864 million ¥78.927 million Revenue from contracts with customers ¥1,504.983 million ¥1,613.717 million」

    Revenue from the 3 advertising-related businesses in the current interim accounting period was ¥1,534.789 million, representing approximately 95.1% of revenue from contracts with customers of ¥1,613.717 million. High dependence on the advertising-related businesses continues.
  3. FY2025MitigatedAnnual report

    「The combined revenue of the 3 advertising-related businesses, namely the newspaper and other publications business, the inserted flyer distribution business and the comprehensive sales promotion support business, accounted for 94.6% of the Company's total revenue in the fiscal year ended August 2020, 93.4% in the fiscal year ended August 2021, 94.2% in the fiscal year ended August 2022, 95.0% in the fiscal year ended August 2023, 94.9% in the fiscal year ended August 2024 and 94.0% in the fiscal year ended August 2025, respectively.」

    Revenue dependence on the 3 advertising-related businesses declined from 94.9% in the previous fiscal year to 94.0%. Dependence remains high, although their share of the revenue mix has declined slightly.
  4. FY2025-H1Updated interim revenue mixAnnual report

    「Revenue from newspaper and other publications ¥642.713 million ¥582.781 million Revenue from distributing inserted flyers ¥617.806 million ¥651.978 million Revenue from comprehensive sales promotion support ¥169.599 million ¥201.586 million Other ¥74.864 million ¥89.755 million Revenue from contracts with customers ¥1,504.983 million ¥1,526.101 million」

    Revenue from the 3 advertising-related businesses in the current interim accounting period totaled ¥1,436.345 million, representing approximately 94.1% of revenue from contracts with customers of ¥1,526.101 million. High dependence on the advertising-related businesses continues.
  5. FY2024-Q3Update to third-quarter revenue mixAnnual report

    「Revenue from newspaper and other publications ¥910.690 million ¥993.648 million Revenue from distributing inserted flyers ¥1,035.421 million ¥940.570 million Revenue from comprehensive sales promotion support ¥181.925 million ¥255.189 million Other ¥111.824 million ¥113.438 million Revenue from contracts with customers ¥2,239.861 million ¥2,302.847 million」

    In the cumulative third quarter, revenue from the 3 advertising-related businesses totaled ¥2,189.407 million, representing approximately 95.1% of revenue from contracts with customers of ¥2,302.847 million, updating the revenue mix. High dependence on the advertising-related businesses continues.
  6. FY2024-Q2Updated second-quarter revenue mixAnnual report

    「Revenue from newspaper and other publications ¥642.713 million Revenue from distributing inserted flyers ¥617.806 million Revenue from comprehensive sales promotion support ¥169.599 million Other ¥74.864 million Revenue from contracts with customers ¥1,504.983 million」

    In the cumulative second quarter, revenue from the 3 advertising-related businesses totaled ¥1,430.118 million, representing approximately 95.0% of revenue from contracts with customers of ¥1,504.983 million, updating the revenue mix. High dependence on the advertising-related businesses continues.
  7. FY2024-Q1Updated first-quarter revenue mixAnnual report

    「Newspaper and other publishing revenue ¥323,880 thousand Insert flyer distribution revenue ¥313,007 thousand Comprehensive sales promotion support revenue ¥80,920 thousand Other ¥36,650 thousand Revenue from contracts with customers ¥754,459 thousand」

    In the cumulative first quarter, revenue from the 3 advertising-related businesses was ¥717.807 million, representing approximately 95.1% of revenue from contracts with customers of ¥754.459 million, updating the revenue mix.
  8. FY2023WorsenedAnnual report

    「The three advertising-related businesses, namely the newspaper and other publishing business, the insert flyer distribution business and the comprehensive sales promotion support business, accounted for 94.6% of total revenue in the fiscal year ended August 2019, 94.6% in the fiscal year ended August 2020, 93.4% in the fiscal year ended August 2021, 94.2% in the fiscal year ended August 2022 and 95.0% in the fiscal year ended August 2023.」

    Dependence on the three advertising-related businesses increased from 94.2% in the previous fiscal year to 95.0%, further reversing the previous declining trend.
  9. FY2023-Q3Updated third-quarter revenue mixAnnual report

    「Newspaper and other publishing revenue ¥927,222 thousand ¥910,690 thousand Insert flyer distribution revenue ¥945,043 thousand ¥1,035,421 thousand Comprehensive sales promotion support revenue ¥180,359 thousand ¥181,925 thousand Other ¥122,009 thousand ¥111,824 thousand Revenue from contracts with customers ¥2,174,634 thousand ¥2,239,861 thousand」

    For the cumulative third quarter, revenue from the three advertising-related businesses was ¥2,128,036 thousand, representing approximately 95.0% of revenue from contracts with customers of ¥2,239,861 thousand.
  10. FY2023-Q2Updated second-quarter revenue mixAnnual report

    「Newspaper and other publishing revenue ¥611,114 thousand ¥585,270 thousand Insert flyer distribution revenue ¥621,070 thousand ¥666,337 thousand Comprehensive sales promotion support revenue ¥125,211 thousand ¥119,486 thousand Other ¥82,881 thousand ¥78,637 thousand Revenue from contracts with customers ¥1,440,278 thousand ¥1,449,732 thousand」

    For the cumulative second quarter, revenue from the three advertising-related businesses was ¥1,371,093 thousand, representing approximately 94.6% of revenue from contracts with customers of ¥1,449,732 thousand.
  11. FY2023-Q1Updated first-quarter revenue mixAnnual report

    「Newspaper and other publishing revenue ¥305,734 thousand Insert flyer distribution revenue ¥317,187 thousand Comprehensive sales promotion support revenue ¥62,345 thousand Other ¥41,515 thousand Revenue from contracts with customers ¥726,782 thousand」

    For the cumulative first quarter, revenue from the three advertising-related businesses was ¥685,266 thousand, representing approximately 94.3% of revenue from contracts with customers of ¥726,782 thousand.
  12. FY2022WorsenedAnnual report

    「The three advertising-related businesses, namely the newspaper and other publishing business, the insert flyer distribution business and the comprehensive sales promotion support business, accounted for 95.2% of total revenue in the fiscal year ended August 2018, 94.6% in the fiscal year ended August 2019, 94.6% in the fiscal year ended August 2020, 93.4% in the fiscal year ended August 2021 and 94.2% in the fiscal year ended August 2022.」

    Dependence on the three advertising-related businesses increased from 93.4% in the previous fiscal year to 94.2%, reversing the previous declining trend.
  13. FY2022-Q3Updated third-quarter revenue mixAnnual report

    「Newspaper and other publishing business ¥927,222 thousand Insert flyer distribution business ¥945,043 thousand Comprehensive sales promotion support business ¥180,359 thousand Other businesses ¥122,009 thousand Revenue from contracts with customers ¥2,174,634 thousand」

    For the cumulative third quarter, revenue from the three advertising-related businesses totaled ¥2,052,624 thousand, representing approximately 94.4% of revenue from contracts with customers.
  14. FY2022-Q2Updated second-quarter revenue mixAnnual report

    「Newspaper and other publishing business ¥611,114 thousand Insert flyer distribution business ¥621,070 thousand Comprehensive sales promotion support business ¥125,211 thousand Other businesses ¥82,881 thousand Revenue from contracts with customers ¥1,440,278 thousand」

    For the cumulative second quarter, revenue from the three advertising-related businesses totaled ¥1,357,395 thousand, representing approximately 94.2% of revenue from contracts with customers of ¥1,440,278 thousand.
  15. FY2021MitigatedAnnual report

    「The three advertising-related businesses, namely the newspaper and other publishing business, the insert flyer distribution business and the comprehensive sales promotion support business, accounted for 95.6% of total revenue in the fiscal year ended August 2017, 95.2% in the fiscal year ended August 2018, 94.6% in the fiscal year ended August 2019, 94.6% in the fiscal year ended August 2020 and 93.4% in the fiscal year ended August 2021.」

    Dependence on the three advertising-related businesses declined from 94.6% in the previous fiscal year to 93.4%. Dependence remains high, but the percentage declined.
  16. FY2020WorsenedAnnual report

    「The three advertising-related businesses, namely the newspaper and other publishing business, the insert flyer distribution business and the comprehensive sales promotion support business, accounted for 95.7% of total revenue in the fiscal year ended August 2016, 95.2% in the fiscal year ended August 2017, 93.9% in the fiscal year ended August 2018, 93.5% in the fiscal year ended August 2019 and 93.9% in the fiscal year ended August 2020.」

    Dependence on the three advertising-related businesses increased from 93.5% in the previous fiscal year to 93.9%, reversing the previous declining trend.
  17. FY2019MitigatedAnnual report

    「The three advertising-related businesses, namely the newspaper and other publishing business, the insert flyer distribution business and the comprehensive sales promotion support business, accounted for 97.0% of total revenue in the fiscal year ended August 2015, 95.7% in the fiscal year ended August 2016, 95.2% in the fiscal year ended August 2017, 93.9% in the fiscal year ended August 2018 and 93.5% in the fiscal year ended August 2019.」

    Dependence on the three advertising-related businesses declined from 93.9% in the previous fiscal year to 93.5%. Dependence remains high, but the percentage continued to decline.
  18. FY2018MitigatedAnnual report

    「The three advertising-related businesses, namely the newspaper and other publishing business, the insert flyer distribution business and the comprehensive sales promotion support business, accounted for 97.4% of total revenue in the fiscal year ended August 2014, 97.0% in the fiscal year ended August 2015, 95.7% in the fiscal year ended August 2016, 95.2% in the fiscal year ended August 2017 and 93.9% in the fiscal year ended August 2018.」

    Dependence on the three advertising-related businesses declined from 95.2% in the fiscal year ended August 2017 to 93.9% in the fiscal year ended August 2018. Dependence remains high, and the company has identified customer diversification and development of non-advertising businesses as responses to market maturity and an economic downturn.
  19. FY2017MitigatedAnnual report

    「The three advertising-related businesses, namely the newspaper and other publishing business, the insert flyer distribution business and the comprehensive sales promotion support business, accounted for 97.3% of total revenue in the fiscal year ended August 2013, 97.4% in the fiscal year ended August 2014, 97.0% in the fiscal year ended August 2015, 95.7% in the fiscal year ended August 2016 and 95.2% in the fiscal year ended August 2017.」

    Dependence on the three advertising-related businesses declined from 95.7% in the fiscal year ended August 2016 to 95.2% in the fiscal year ended August 2017. Dependence remains high, but the percentage declined slightly.
  20. FY2016First statedAnnual report

    「The three advertising-related businesses, namely the newspaper and other publishing business, the insert flyer distribution business and the comprehensive sales promotion support business, accounted for 97.3% of total revenue in the fiscal year ended August 2013, 97.4% in the fiscal year ended August 2014, 97.0% in the fiscal year ended August 2015 and 95.7% in the fiscal year ended August 2016. The company considers the advertising-related market to have transitioned from a growth phase to a mature phase and to be showing a trend toward a bifurcation in performance. It is expected that the market for the newspaper and other publishing business, the core business, will contract.」

    Although dependence on the advertising-related businesses still reached 95.7% in the fiscal year ended August 2016, the company identifies market maturity and contraction of the newspaper and other publishing business's market as risks.
Moved together

"Cost increases and impairment at ショッパー社 associated with area segmentation and systems investment" moved the same way as this thread, in the same document, in 5 of its 20 moves.

543332★123456
  1. ★This thread
  2. 1Cost increases and impairment at ショッパー社 associated with area segmentation and systems investment5×
  3. 2Expanding newspaper circulation areas and circulation through the establishment of subsidiaries4×
  4. 3Business restructuring based on 5 medium-term management strategy initiatives3×
  5. 4Supporting business expansion through the recruitment and development of talented personnel3×
  6. 5Reduce the sales mix of the newspaper and other publishing business to 30% over the medium to long term3×
  7. 6Stable Dividends Balancing Financial Strengthening and Performance Linkage2×

★ 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
Chiikishinbunsha's next results are scheduled for 2026-10-13. Read the earnings preview It last moved in the Share Issuance and Disposal of 2026-04-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Maturation and Contraction of Advertising-Related Markets and High Dependence on Advertising Businesses | CHIIKISHINBUNSHA CO.,LTD. (2164) | Komori