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All About (2454) · RiskMaterialisedLatest Financial results presentation (2026-09-29): "Mitigated"

Risk of Excess Inventory and Inventory Shortages

First written in FY2019. 6 of 13 entries say "Materialised", first in FY2024-Q2. Latest entry: 2026-09-29.

13entries
8years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019MitigatedFY2020 – FY2021RestatedFY2022-Q1MaterialisedFY2024-Q22019: 120192020: 120202021: 220212022: 020222023: 120232024: 020242025: 120252026: 72026
Same theme, other companies
Inventory management risk involving slow-moving inventory and stockoutsA theme 62 companies write about · 62 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2022: 14 of 40 companies on the "Worse" side.

14 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 62 companies compared. The sentences above are computed from all 62.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「At サンプル百貨店, the business was affected by insufficient product procurement due to supply chain issues」

    Among inventory and procurement risks, the disclosure states that insufficient product procurement actually resulted in a decline in full-year sales.
  2. FY2026-H1MitigatedAnnual report

    「Revenue and profit increased as product procurement progressed smoothly and the gross margin also rose.」

    Regarding the previously disclosed shortage of product procurement and inventory, the disclosure states that product procurement progressed smoothly and the gross margin also rose.
  3. FY2024-Q2MaterialisedAnnual report

    「At サンプル百貨店, insufficient procurement of beverages and other products resulted in lost sales opportunities, due to a return to in-person activities as the impact of COVID-19 eased and the exceptionally hot summer this year」

    Among the risks of excess inventory and inventory shortages, the disclosure states that insufficient product procurement actually resulted in inventory shortages and lost sales opportunities.
  4. FY2022-Q1RestatedAnnual report

    「The Group has also been improving inventory efficiency.」

    The Group continues to address inventory risk by improving inventory efficiency.
  5. FY2021MitigatedAnnual report

    「The Group analyzes user needs and information on best-selling products, formulates strategic sales plans, and works to maintain appropriate inventory at all times. It is also promoting the expansion of order-based transactions, which do not involve inventory risk.」

    In addition to demand analysis and sales planning, the disclosure explicitly identifies expanding order-based transactions, which do not involve inventory risk, as a response measure.
  6. FY2020MitigatedAnnual report

    「As a result of optimizing inventory balances, merchandise and products decreased by ¥69 million」

    The results of measures to address excess inventory risk through inventory optimization are also reflected in the financial position.
  7. FY2019First statedAnnual report

    「However, if sales analysis or demand forecasts differ substantially from actual results, or if the effectiveness of advertising on the Group’s site is insufficient, for example, deficiencies in inventory management could arise, and excess inventory or inventory shortages could affect the Group’s performance.」

    While seeking to maintain appropriate inventory through analysis of user needs and best-selling products, the disclosure states that deficiencies in demand forecasts and other factors could result in excess inventory or inventory shortages.
Moved together

"Consumer Services Sales Growth and Advertising and Promotion Expense Burden" moved the same way as this thread, in the same document, in 4 of its 13 moves.

433322★123456
  1. ★This thread
  2. 1Consumer Services Sales Growth and Advertising and Promotion Expense Burden4×
  3. 2Risk of dependence on search engines for user acquisition3×
  4. 3Foreign exchange risks stemming from slowing overseas economies and the UK's decision to leave the EU3×
  5. 4Payment of a ¥1.5 Dividend per Share3×
  6. 5Strengthening Content Marketing and Data-Driven Advertising Solutions2×
  7. 6Improving the profitability of Sample Department Store2×

★ 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
No upcoming earnings preview for All About yet. It last moved in the Financial results presentation of 2026-09-29: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Excess Inventory and Inventory Shortages | All About,Inc. (2454) | Komori