Komori
Sanko Marketing Foods (2762) · RiskWorsenedLatest Occurring Fact (2026-08-14): "Materialised"

Risks Related to Lease Agreements and Deposits for Leased Properties

First written in FY2016. 2 of 4 entries say "Materialised", first in FY2018. Latest entry: 2026-08-14.

4entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016MaterialisedFY2018 – 2026-08-142016: 12017: 020172018: 120182019: 020192020: 020202021: 020212022: 020222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Risks related to lessor creditworthiness and lease termination associated with store leasesA theme 75 companies write about · 75 as a headwind · 0 as a tailwind

Sanko Marketing Foods moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).

The whole theme swung hardest in 2026: 12 of 31 companies on the "Worse" side.

2 other companies' latest entry also says "Materialised".

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 75 companies compared. The sentences above are computed from all 75.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-14MaterialisedOccurring Fact

    「The Group expects to record ¥19 million in compensation received in connection with the vacating of leased properties as extraordinary income.」

    The expected recording of compensation received for vacating leased properties was presented, specifying store exits under leases and other agreements accompanied by compensation.
  2. FY2023WorsenedAnnual report

    「In addition, unexpected costs associated with store closures may arise, including cases where a lease cannot be terminated early under the provisions of a fixed-term lease, where penalties or other charges arise upon termination, and where restoration costs arise because no successor tenant can be found.」

    The disclosure specifies additional risk factors relating to leased properties, including fixed-term leases, penalties, and restoration costs resulting from the absence of a successor tenant.
  3. FY2018MaterialisedAnnual report

    「We closed a total of 11 stores whose lease terms expired as a result of redevelopment, or which we determined would have difficulty securing profits due to changes in their trading areas and other factors.」

    A store was in fact closed because its lease term expired.
  4. FY2016First statedAnnual report

    「If a lease is terminated before the end of its term for reasons attributable to the landlord, we may be forced to close a store even if it is performing well.」

    The disclosure addresses risks associated with leasing store properties, including termination during the contract term, a shortage of properties for new stores, and the inability to recover key money and security deposits.
Moved together

"Risk of impairment losses on store assets" moved the same way as this thread, in the same document, in 2 of its 4 moves.

2★1
  1. ★This thread
  2. 1Risk of impairment losses on store assets2×

★ 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
Sanko Marketing Foods's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Occurring Fact of 2026-08-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.