Komori
Yomeishu Seizo (2540) · RiskWorsened

Concentration of Sales Among Specific Pharmaceutical Wholesalers

First written in FY2016. 24 of 33 entries say "Restated". Latest entry: FY2026.

33entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q2RestatedFY2023-Q1 – FY2025-H12016: 320162017: 420172018: 420182019: 420192020: 320202021: 420212022: 320222023: 320232024: 220242025: 220252026: 12026
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 164 companies write about · 164 as a headwind · 0 as a tailwind

Yomeishu Seizo moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2017: 10 of 65 companies on the "Worse" side.

49 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 164 companies compared. The sentences above are computed from all 164.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「アルフレッサヘルスケア㈱ 3,517,726 36.5 ㈱大木 1,797,413 18.7」

    主要販売先ではアルフレッサヘルスケアの販売割合が前事業年度の36.3%から36.5%へ上昇し、最大取引先への集中がやや進んだ。
  2. FY2026-H1RestatedAnnual report

    「当中間会計期間において、当半期報告書に記載した事業の状況、経理の状況等に関する事項のうち、経営者が提出会社の財政状態、経営成績及びキャッシュ・フローの状況に重要な影響を及ぼす可能性があると認識している主要なリスクの発生又は前事業年度の有価証券報告書に記載した「事業等のリスク」についての重要な変更はありません。」

    特定の医薬品卸売業者への販売集中について、重要な変更はないとしている。
  3. FY2025WorsenedAnnual report

    「アルフレッサヘルスケア㈱ 3,634,613 36.3 ㈱大木 2,223,313 22.2」

    主な販売先ではアルフレッサヘルスケアの販売割合が前事業年度の30.5%から36.3%へ上昇し、最大取引先への集中が進んだ。
  4. FY2025-H1RestatedAnnual report

    「During the interim accounting period under review, there were no new major risks that management recognizes could have a material impact on the financial condition, operating results or cash flows of the filing company, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないとしている。
  5. FY2024主要取引先別販売割合の変化Annual report

    「アルフレッサヘルスケア㈱ 2,813,765 26.4 3,124,240 30.5 ㈱大木 3,711,390 34.9 2,995,357 29.2」

    主要取引先の販売割合は、アルフレッサヘルスケアが26.4%から30.5%へ上昇し、㈱大木が34.9%から29.2%へ低下した。
  6. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no new major risks that management recognizes could have a material impact on the financial condition, operating results or cash flows of the filing company, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないとしている。
  7. FY2023主要取引先別販売割合の変化Annual report

    「㈱大木 3,711,390 34.9 アルフレッサヘルスケア㈱ 2,813,765 26.4 ㈱PALTAC 1,161,014 10.9」

    主要3社の販売割合を34.9%、26.4%、10.9%として開示している。最大取引先の割合は前事業年度の37.2%から低下し、アルフレッサヘルスケアの割合は25.0%から上昇した。
  8. FY2023-Q3RestatedAnnual report

    「当第3四半期累計期間において、当四半期報告書に記載した事業の状況、経理の状況等に関する事項のうち、経営者が提出会社の財政状態、経営成績及びキャッシュ・フローの状況に重要な影響を及ぼす可能性があると認識している主要なリスクの発生又は前事業年度の有価証券報告書に記載した「事業等のリスク」についての重要な変更はありません。」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  9. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no new major risks that management recognizes could have a material impact on the financial condition, operating results or cash flows of the filing company, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  10. FY2023-Q1RestatedAnnual report

    「当第1四半期累計期間において、当四半期報告書に記載した事業の状況、経理の状況等に関する事項のうち、経営者が提出会社の財政状態、経営成績及びキャッシュ・フローの状況に重要な影響を及ぼす可能性があると認識している主要なリスクの発生又は前事業年度の有価証券報告書に記載した「事業等のリスク」についての重要な変更はありません。」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  11. FY2022WorsenedAnnual report

    「㈱大木 3,931,807 37.2 アルフレッサヘルスケア㈱ 2,649,218 25.0 ㈱PALTAC 1,192,874 11.3」

    主要3社の販売割合は37.2%、25.0%、11.3%となり、最大取引先の割合は前事業年度の36.9%から上昇した。
  12. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no new major risks that management recognizes could have a material impact on the financial condition, operating results or cash flows of the filing company, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  13. FY2022-Q1RestatedAnnual report

    「There were no new major risks during the three months ended 30 June, and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  14. FY2021WorsenedAnnual report

    「㈱大木 3,832,543 36.9 アルフレッサヘルスケア㈱ 2,492,211 24.0 ㈱PALTAC 1,153,452 11.1」

    主要3社の販売割合は36.9%、24.0%、11.1%となり、最大取引先の割合は前事業年度の34.9%から上昇した。
  15. FY2021-Q3RestatedAnnual report

    「During the first three quarters of the current fiscal year, there were no new occurrences of the major risks that management recognises could materially affect the filing company's financial position, operating results or cash flows among the matters relating to business conditions, financial conditions and other matters described in the quarterly report, and no material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  16. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no new major risks that management recognizes could have a material impact on the financial condition, operating results or cash flows of the filing company, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  17. FY2021-Q1RestatedAnnual report

    「There were no new major risks during the three months ended 30 June, and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  18. FY2020WorsenedAnnual report

    「㈱大木 3,657,017 34.9 アルフレッサヘルスケア㈱ 2,395,201 22.9 ㈱PALTAC 1,314,852 12.5」

    主要3社の販売割合を34.9%、22.9%、12.5%として開示している。最大取引先の割合は前事業年度の30.5%から上昇した。
  19. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  20. FY2020-Q1RestatedAnnual report

    「During the cumulative first quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  21. FY2019Disclosure of sales percentages by major customerAnnual report

    「㈱大木 3,205,475 30.5 アルフレッサヘルスケア㈱ 2,305,251 21.9 PALTAC CORPORATION 1,581,150 15.0」

    特定取引先への販売集中リスクについて、上位3社の販売割合を30.5%、21.9%、15.0%として開示している。
  22. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  23. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  24. FY2019-Q1RestatedAnnual report

    「During the cumulative first quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  25. FY2018RestatedAnnual report

    「昨今の医薬品卸業界の再編により、当社の販売に占める、特定の取引先への割合が高くなっております。当社は日頃より、慎重な取引先の選定を心掛けるとともに販売管理規程に基づいた適正な条件による取引を行っております。また、売上債権については与信管理制度に基づき、取引先の経営状況に応じた与信枠の設定、取引保証金の受け入れにより、貸倒損失の発生防止に努めておりますが、取引先の経営状況の悪化や信用不安が生じた場合等には、当社の業績及び財政状態に影響を及ぼす可能性があります。」

    特定取引先への販売集中リスクと、取引先選定、販売管理、与信枠設定および取引保証金による対応を再掲している。
  26. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  27. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  28. FY2018-Q1RestatedAnnual report

    「During the cumulative first quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  29. FY2017RestatedAnnual report

    「昨今の医薬品卸業界の再編により、当社の販売に占める、特定の取引先への割合が高くなっております。当社は日頃より、慎重な取引先の選定を心掛けるとともに販売管理規定に基づいた適正な条件による取引を行っております。」

    特定取引先への販売集中と、取引先選定・販売管理・与信管理による対応を再掲している。
  30. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  31. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  32. FY2017-Q1RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    特定の医薬品卸売業者への販売集中について、重要な変更はないと記載している。
  33. FY2016First statedAnnual report

    「As a result of recent consolidation in the pharmaceutical wholesaling industry, sales to specific customers account for a larger proportion of our total sales.」

    The company explains that concentration among major customers has increased and indicates the potential impact of customer credit concerns or deteriorating financial conditions.
Moved together

"Slowing Overseas Economies, Yen Appreciation, Falling Share Prices and Uncertainty Related to Brexit" moved the same way as this thread, in the same document, in 4 of its 33 moves.

433222★123456
  1. ★This thread
  2. 1Slowing Overseas Economies, Yen Appreciation, Falling Share Prices and Uncertainty Related to Brexit4×
  3. 2Dependence on Yomeishu for Sales3×
  4. 3Legal Regulations Governing Pharmaceuticals, Food and Alcoholic Beverages3×
  5. 4Maintaining the Profitability of Yakult?2×
  6. 5Expanding the Business by Leveraging Kurasuwa and the Yomeishu Health Forest2×
  7. 6Strengthening the Overseas Business with Taiwan as a Priority Market2×

★ 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 Yomeishu Seizo yet.
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Concentration of Sales Among Specific Pharmaceutical Wholesalers | YOMEISHU SEIZO CO.,LTD. (2540) | Komori