Komori
Koike-Ya (2226) · RiskMitigated

Declining tablet business sales and insufficient contribution following the brand renewal

First written in FY2016. 6 of 11 entries say "Worsened", first in FY2017-Q2. Latest entry: FY2020.

11entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2016 – FY2017-Q2WorsenedFY2018-Q2 – FY2018WorsenedFY2019-Q2 – FY2019-Q3RestatedFY20192016: 120162017: 220172018: 420182019: 320192020: 12020
Same theme, other companies
Declining sales in the tablet segment due to the insufficient contribution from its brand refreshA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2020MitigatedAnnual report

    「We will work to make the earnings structure, which has improved over the past several years, even more robust.」

    Regarding the tablet division, the company explains that its earnings structure has improved over the past several years, indicating an improvement from the previous decline in sales and limited contribution.
  2. FY2019RestatedAnnual report

    「However, sales declined from the previous consolidated fiscal year because the LS1 business curtailed advertising placements to conduct clinical research and other activities for the development of new products, and because sales of the “Pinky” brand ended in September 2018.」

    The note states that the tablet division’s sales decline continued for the full year due to reduced advertising placements and the discontinuation of Pinky.
  3. FY2019-Q3WorsenedAnnual report

    「The tablet confectionery brand “Pinky” has also been discontinued. As a result, tablet division sales for the cumulative third quarter of the current consolidated fiscal year were ¥171 million, down 13.6% year on year.」

    In addition to the discontinuation of the “Pinky” brand, the decline in tablet division sales widened to 13.6% year on year.
  4. FY2019-Q2WorsenedAnnual report

    「The tablet confectionery brand “Pinky” was also discontinued. As a result, tablet division sales for the cumulative second quarter of the current consolidated fiscal year were ¥134 million, down 6.2% year on year.」

    The “Pinky” brand was discontinued, and tablet division sales also fell 6.2% year on year.
  5. FY2019-Q1RestatedAnnual report

    「As a result, tablet division sales were ¥73 million, down 4.1% year on year.」

    Tablet division sales continued to decline, with sales of ¥73 million, down 4.1% year on year.
  6. FY2018WorsenedAnnual report

    「However, as advertising placements were curtailed to conduct clinical research and other activities for the development of new products, sales were ¥253 million, down 28.1% from the previous consolidated fiscal year.」

    As a result of curtailing advertising placements for clinical research and other activities, the decline in tablet division sales widened to 28.1% year on year.
  7. FY2018-Q3WorsenedAnnual report

    「However, as advertising placements were temporarily reduced to verify and scrutinize new advertising initiatives, sales for the cumulative third quarter of the current consolidated fiscal year were ¥198 million, down 26.0% year on year.」

    Against a backdrop of a temporary reduction in advertising placements to verify and scrutinize new advertising initiatives, the decline in tablet division sales widened to 26.0% year on year.
  8. FY2018-Q2WorsenedAnnual report

    「However, as advertising placements were temporarily reduced to verify and scrutinize their effectiveness, sales for the cumulative second quarter of the current consolidated fiscal year were ¥143 million, down 20.3% year on year.」

    Tablet division sales fell 20.3% year on year against a backdrop of a temporary reduction in advertising placements to verify and scrutinize advertising effectiveness.
  9. FY2017MitigatedAnnual report

    「Although sales of “LS1” lactic acid bacteria exceeded those of the previous fiscal year, sales in the tablet division were ¥352 million, down 2.1% year on year, due to the downsizing of the tablet confectionery brand “Pinky.”」

    Sales of LS1 lactic acid bacteria exceeded those of the previous fiscal year, limiting the decline in tablet division sales to 2.1% year on year, while the division’s overall sales continued to decline due to the downsizing of Pinky.
  10. FY2017-Q2WorsenedAnnual report

    「However, due to weak sales of the tablet confectionery brand “Pinky,” sales for the cumulative second quarter of the current consolidated fiscal year were ¥180 million, down 6.3% year on year.」

    Weak sales of the tablet confectionery brand “Pinky” continued to drive a numerical decline in tablet division sales.
  11. FY2016MaterialisedAnnual report

    「However, because the renewal took place in April, its contribution to performance for the consolidated fiscal year was limited to part of the year, and sales in the tablet division were ¥360 million, down 14.4% year on year.」

    The note states that the brand refresh made only a limited contribution to performance and that tablet division sales fell 14.4% year on year.
Moved together

"Raw Material Price Fluctuations and Domestic Potato Procurement Risk" moved the same way as this thread, in the same document, in 3 of its 11 moves.

322222★123456
  1. ★This thread
  2. 1Raw Material Price Fluctuations and Domestic Potato Procurement Risk3×
  3. 2Expansion of Overseas Sales Channels Centered on Taiwan and Rollout of Company-Owned Factories Overseas2×
  4. 3Development of Snacks Offering New Value and New Categories2×
  5. 4Capital investment to maintain and expand existing facilities2×
  6. 5Lactobacillus LS1 Brand Refresh and Development of Latent Customers2×
  7. 6Dissolution and Liquidation of an Employees’ Pension Fund2×

★ 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
Koike-Ya's next results are scheduled for 2026-11-11. Read the earnings preview
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