Komori
and ST HD (2685) · RiskWorsenedLatest Financial results presentation (2026-04-06): "Achieved"

Sales Concentration in Four Core Brands

First written in FY2017. 2 of 6 entries say "Worsened", first in FY2019. Latest entry: 2026-04-06.

6entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019 – FY20202017: 120172018: 120182019: 120192020: 120202021: 020212022: 020222023: 020232024: 020242025: 020252026: 2
Same theme, other companies
Reliance on Specific Brands and the Beauty Category, and Competition from New EntrantsA theme 5 companies write about · 5 as a headwind · 1 as a tailwind

and ST HD moved to the "Worse" side of this theme in 2019.

0 other companies' latest entry also says "Achieved".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2020WorsenedAnnual report

    「Among the brands operated by our group, the combined domestic revenue of “GLOBAL WORK,” “niko and...,” “LOWRYS FARM” and “studio CLIP” accounted for 53.9% of consolidated revenue in the current consolidated fiscal year, and trends in these brands may affect our group’s business performance.」

    The sales concentration ratio of the 4 major brands increased from 53.0% in the previous fiscal year to 53.9%.
  2. FY2019WorsenedAnnual report

    「In the current consolidated fiscal year, the combined domestic sales of GLOBAL WORK, niko and ..., studio CLIP, and LOWRYS FARM accounted for 53.0% of consolidated sales, and trends at these brands could affect our group’s performance.」

    The sales concentration ratio of the 4 major brands increased from 51.9% in the previous fiscal year to 53.0%.
  3. FY2018MitigatedAnnual report

    「Among the brands operated by our group, the combined domestic revenue of “GLOBAL WORK,” “niko and...,” “studio CLIP” and “LOWRYS FARM” accounted for 51.9% of consolidated revenue in the current consolidated fiscal year, and trends in these brands may affect our group’s performance.」

    The sales concentration ratio of the 4 major brands declined from 54.0% in the previous fiscal year to 51.9%.
  4. FY2017First statedAnnual report

    「In the current consolidated fiscal year, the combined domestic revenue of “GLOBAL WORK,” “niko and...,” “LOWRYS FARM” and “studio CLIP” accounted for 54.0% of consolidated revenue, and trends in these brands may affect our group’s performance.」

    It describes concentration risk, with the combined domestic sales of 4 brands accounting for 54.0% of consolidated sales.
Moved together

"Active Advertising, Including Television Commercials" moved the same way as this thread, in the same document, in 3 of its 6 moves.

332222★123456
  1. ★This thread
  2. 1Active Advertising, Including Television Commercials3×
  3. 2Becoming a Global, Multi-Brand Fashion SPA Company3×
  4. 3Expanding Sales by Improving Product Development and Sales Capabilities2×
  5. 4Improving the Gross Profit Margin by Reducing Markdown Rates2×
  6. 5Uncertainty in overseas economies and volatility in financial and capital markets2×
  7. 6Recognition of Impairment Losses on Stores2×

★ 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 and ST HD yet. It last moved in the Financial results presentation of 2026-04-06: "Achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.