Komori
Imuraya Group (2209) · RiskRestated

Risks from reliance on long-selling products and intensifying competition

First written in FY2016. 18 of 21 entries say "Restated". Latest entry: FY2025.

21entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2022-Q1RestatedFY2024-Q1 – FY20252016: 320162017: 420172018: 320182019: 220192020: 220202021: 220212022: 020222023: 320232024: 120242025: 12025
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.

29 other companies' latest entry also says "Restated".

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 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「また、当社の販売商品には「水ようかん」「ゆであずき」「肉まん・あんまん」「あずきバー」等ロングセラー商品が多くあり販売ウエイトも高いものですが、商品サイクルが短期化している業界にあって、市場のニーズに適合する新商品の開発も必要となっております。」

    ロングセラー商品の販売比重と、新商品開発・競争対応の必要性を再確認している。
  2. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new major risks or significant changes to the business risks described in the annual securities report that management recognized as potentially having a material effect on the financial position, operating results, or cash flows of the consolidated companies, among the matters concerning business conditions and financial matters described in this Semiannual Report.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  3. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  4. FY2024-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  5. FY2023WorsenedAnnual report

    「競合の出現・参入障壁が低い事業分野において、多数の競合企業が存在・競合に対する差別化、技術、サービス向上」

    従来の新規参入・類似商品・価格競争リスクに加え、競合の出現と多数の競合企業への対応を明示した。
  6. FY2022-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  7. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  8. FY2021-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  9. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  10. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  11. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  12. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  13. FY2018RestatedAnnual report

    「菓子・食品の製品については、元来その成分および製造方法について、業界自体が特許権のハードルが低く、比較的容易に新規参入や類似商品の販売が予想され加えて競合先との価格競争激化の可能性があります。」

    新規参入、類似商品、価格競争に加え、ロングセラー商品への依存を事業リスクとして記載している。
  14. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  15. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないとしている。
  16. FY2018-Q1RestatedAnnual report

    「菓子・食品業界におきましても、消費動向は予断が許されない状況の中、企業間の競争は激化し、厳しい経営環境が続いてきました。」

    消費動向の不透明さ、競争激化、厳しい経営環境が続いていると記載している。
  17. FY2017WorsenedAnnual report

    「菓子食品業界におきましても、人口減少や高齢化社会の進行による国内市場の伸び悩みから、競争の激化が懸念され、経営環境は引き続き厳しい状況が続くと想定されます。」

    従来の競争激化に加え、人口減少・高齢化による国内市場の伸び悩みを競争環境の要因として明示した。
  18. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないと記載されている。
  19. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    ロングセラー製品への依存と競争激化リスクについて重要な変更はないと記載されている。
  20. FY2017-Q1RestatedAnnual report

    「菓子・食品業界におきましても、消費動向は予断が許されない状況の中、企業間の競争は激化し、厳しい経営環境が続いております。」

    消費動向の不透明さと競争激化が続く事業環境を記載しているが、前年度リスクについて重要な変更はないとしている。
  21. FY2016First statedAnnual report

    「また、当社の販売商品には「水ようかん」「ゆであずき」「肉まん・あんまん」「あずきバー」等ロングセラー商品が多くあり販売ウエイトも高いものですが、商品サイクルが短期化している業界にあって、市場のニーズに適合する新商品の開発も必要となっております。」

    ロングセラー商品の販売比重と、類似商品・価格競争・商品サイクル短期化をリスクとしている。
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Imuraya Group's next results are scheduled for 2026-11-06. Read the earnings preview
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