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Nakamuraya (2204) · RiskMitigated

Concentration of trade receivables with a specific major customer

First written in FY2016. 6 of 11 entries say "Worsened", first in FY2017. Latest entry: FY2026.

11entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019 – FY2021MitigatedFY2022 – FY2023WorsenedFY2024 – FY20252016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 189 companies write about · 189 as a headwind · 0 as a tailwind

Nakamuraya moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).

The whole theme swung hardest in 2017: 17 of 83 companies on the "Worse" side.

74 other companies' latest entry also says "Mitigated".

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 189 companies compared. The sentences above are computed from all 189.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Seven-Eleven Japan Co., Ltd. 14,326,201 38.4」

    The proportion of total sales attributable to Seven-Eleven Japan declined from 38.6% in the previous fiscal year to 38.4%. However, concentration in a specific customer remained high.
  2. FY2025WorsenedAnnual report

    「Seven-Eleven Japan Co., Ltd. 14,373,356 38.6」

    The proportion of total sales attributable to Seven-Eleven Japan rose from 37.5% in the previous fiscal year to 38.6%, indicating increased customer concentration.
  3. FY2024WorsenedAnnual report

    「Seven-Eleven Japan Co., Ltd. 14,178,365 37.5」

    The proportion of total sales attributable to Seven-Eleven Japan rose from 34.0% in the previous fiscal year to 37.5%.
  4. FY2023MitigatedAnnual report

    「Seven-Eleven Japan Co., Ltd. 12,087,020 34.0」

    The proportion of total sales attributable to Seven-Eleven Japan declined from 36.5% in the previous fiscal year to 34.0%. Concentration in a specific customer continued, but the proportion narrowed.
  5. FY2022MitigatedAnnual report

    「Seven-Eleven Japan Co., Ltd. 12,062,574 36.5」

    The proportion of total sales attributable to Seven-Eleven Japan declined from 37.3% in the previous fiscal year to 36.5%. Concentration in a specific customer continued, but the proportion narrowed slightly.
  6. FY2021WorsenedAnnual report

    「Seven-Eleven Japan Co., Ltd. 11,904,557 37.3」

    The proportion of total sales attributable to Seven-Eleven Japan rose from 37.2% to 37.3%, with customer concentration continuing and increasing slightly.
  7. FY2020WorsenedAnnual report

    「Seven-Eleven Japan Co., Ltd. 13,442,440 37.2」

    Sales to Seven-Eleven Japan rose from 35.9% of total sales in the previous fiscal year to 37.2%, indicating increased customer concentration.
  8. FY2019WorsenedAnnual report

    「Seven-Eleven Japan Co., Ltd. 13,913,740 35.9」

    Sales to Seven-Eleven Japan accounted for 35.9% of total sales, up from 33.9% in the previous fiscal year.
  9. FY2018MitigatedAnnual report

    「As of the consolidated balance sheet date, 27.2% of trade receivables were from a specific major customer.」

    The concentration of trade receivables from a specific major customer declined from 32.4% in the previous fiscal year to 27.2%. Meanwhile, sales to Seven-Eleven Japan accounted for 33.9% of total sales.
  10. FY2017WorsenedAnnual report

    「As of the consolidated balance sheet date, 32.4% of trade receivables were from a specific major customer.」

    The concentration of trade receivables from a specific major customer increased from 27.7% in the previous fiscal year to 32.4%. Sales to Seven-Eleven Japan also rose to 31.0% of total sales.
  11. FY2016First statedAnnual report

    「As of the consolidated balance sheet date, 27.7% of trade receivables were from a specific major customer.」

    The company quantified the concentration of trade receivables from a specific major customer at 27.7%. Sales to Seven-Eleven Japan accounted for 28.9% of total sales.
Moved together

"Strengthening the Earnings Base through Business Structure Reform and Transition to a Growth Trajectory" moved the same way as this thread, in the same document, in 6 of its 11 moves.

666555★123456
  1. ★This thread
  2. 1Strengthening the Earnings Base through Business Structure Reform and Transition to a Growth Trajectory6×
  3. 2Significant Decrease in Cash and Cash Equivalents During the Quarter6×
  4. 3Investment in Equipment to Improve the Quality of Chinese Steamed Buns and Reduce Labor6×
  5. 4Operating income and net income improve despite a slight decline in sales5×
  6. 5Weak consumer spending, market maturation, rising costs, and labor shortages5×
  7. 6Improving Restaurant Locations and Developing New Formats5×

★ 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
Nakamuraya's next results are scheduled for 2026-11-11. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Concentration of trade receivables with a specific major customer | NAKAMURAYA CO.,LTD. (2204) | Komori