Komori
Yutaka Foods (2806) · RiskWorsened

Dependence on Sales to TOYO SUISAN KAISHA, LTD.

First written in FY2017. 13 of 21 entries say "Restated". Latest entry: FY2026.

21entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2018 – FY2019RestatedFY2021-Q1 – FY2022-Q3RestatedFY2025-H1 – 2026-06-022017: 120172018: 120182019: 220192020: 320202021: 320212022: 320222023: 220232024: 220242025: 120252026: 32026
Same theme, other companies
Dependence on sales to specific customersA theme 43 companies write about · 45 as a headwind · 0 as a tailwind

Yutaka Foods moved to the "Worse" side of this theme in 2018, 2 years before the typical company in this theme (2020).

The whole theme swung hardest in 2018: 9 of 27 companies on the "Worse" side.

11 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 43 companies compared. The sentences above are computed from all 43.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Sales to TOYO SUISAN KAISHA,LTD. were ¥9,689 million, accounting for 67.0% of total sales.」

    The ratio of sales to TOYO SUISAN KAISHA,LTD. rose from 67.0% in the previous fiscal year to 67.2%, slightly increasing the concentration of sales to a specific customer.
  2. FY2025RestatedAnnual report

    「Sales to TOYO SUISAN KAISHA,LTD. were ¥9,689 million, accounting for 67.0% of total sales.」

    The ratio of sales to TOYO SUISAN KAISHA,LTD. was unchanged from the previous fiscal year at 67.0%, maintaining the level reached after the decline in sales dependence.
  3. FY2025-H1RestatedAnnual report

    「During the current interim accounting period, there were no new occurrences of the major risks that management recognizes as potentially having a material impact on the company's financial position, operating results or cash flows, among the matters relating to the business and accounting conditions described in the interim report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no significant changes in the business and other risks, including dependence on sales to TOYO SUISAN KAISHA,LTD.
  4. FY2024MitigatedAnnual report

    「Sales to TOYO SUISAN KAISHA,LTD. were ¥9,245 million, accounting for 67.0% of total sales.」

    The ratio of sales to TOYO SUISAN KAISHA,LTD. declined from 72.0% in the previous fiscal year to 67.0%, further reducing the concentration of sales to a specific customer.
  5. FY2024-Q2RestatedAnnual report

    「During the second quarter cumulative period, there were no material changes in the occurrence of major risks among those relating to the business and accounting conditions described in this quarterly report that management recognizes could materially affect the company's financial position, results of operations, or cash flows, or in the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no significant changes in the business and other risks, including dependence on sales to TOYO SUISAN KAISHA,LTD.
  6. FY2023MitigatedAnnual report

    「Sales to TOYO SUISAN KAISHA,LTD. were ¥9,896 million, accounting for 72.0% of total sales.」

    The ratio of sales to TOYO SUISAN KAISHA,LTD. declined from 74.9% in the previous fiscal year to 72.0%, further reducing the concentration of sales to a specific customer.
  7. FY2023-Q2RestatedAnnual report

    「During the second quarter cumulative period, there were no material changes in the occurrence of major risks among those relating to the business and accounting conditions described in this quarterly report that management recognizes could materially affect the company's financial position, results of operations, or cash flows, or in the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no significant changes in the business and other risks, including dependence on sales to TOYO SUISAN KAISHA,LTD.
  8. FY2022MitigatedAnnual report

    「More than 80% of our sales are to TOYO SUISAN KAISHA,LTD. TOYO SUISAN KAISHA,LTD. 11,242 74.9」

    While the risk section states that more than 80% of sales are to TOYO SUISAN KAISHA,LTD., the ratio in the sales results table declined from 81.1% in the previous fiscal year to 74.9%.
  9. FY2022-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no occurrences of the major risks that management recognizes could materially affect financial condition, operating results or cash flows, and no significant changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no significant changes in the business and other risks, including dependence on sales to TOYO SUISAN KAISHA,LTD.
  10. FY2022-Q2RestatedAnnual report

    「During the second quarter cumulative period, there were no material changes in the occurrence of major risks among those relating to the business and accounting conditions described in this quarterly report that management recognizes could materially affect the company's financial position, results of operations, or cash flows, or in the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no significant changes in the business and other risks, including dependence on sales to TOYO SUISAN KAISHA,LTD.
  11. FY2021RestatedAnnual report

    「Sales to TOYO SUISAN KAISHA,LTD. were ¥17,214 million, accounting for 81.1% of total sales.」

    The ratio of sales to TOYO SUISAN KAISHA,LTD. was unchanged from the previous fiscal year at 81.1%, indicating that the high dependence on a specific customer continues.
  12. FY2021-Q3RestatedAnnual report

    「During the third quarter cumulative period, there were no material changes in the occurrence of major risks among those relating to the business and accounting conditions described in this quarterly report that management recognizes could materially affect the company's financial position, results of operations, or cash flows, or in the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no significant changes in the major business and other risks, including dependence on sales to TOYO SUISAN KAISHA,LTD.
  13. FY2021-Q2RestatedAnnual report

    「During the second quarter cumulative period, there were no material changes in the occurrence of major risks among those relating to the business and accounting conditions described in this quarterly report that management recognizes could materially affect the company's financial position, results of operations, or cash flows, or in the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no significant changes in the business and other risks, including dependence on sales to TOYO SUISAN KAISHA,LTD.
  14. FY2021-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no occurrences of the major risks that management recognizes could materially affect financial condition, operating results or cash flows, and no significant changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no significant changes in the major business and other risks, including dependence on sales to TOYO SUISAN KAISHA,LTD.
  15. FY2020WorsenedAnnual report

    「Sales to TOYO SUISAN KAISHA,LTD. were ¥16,447 million, accounting for 81.1% of total sales.」

    The ratio of sales to TOYO SUISAN KAISHA,LTD. rose from 79.9% in the previous fiscal year to 81.1%, further increasing the concentration of sales to a specific customer.
  16. 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.」

    The disclosure broadly states that there have been no significant changes in the business and other risks, including dependence on sales to TOYO SUISAN KAISHA,LTD.
  17. FY2019WorsenedAnnual report

    「Sales to TOYO SUISAN KAISHA,LTD. were ¥17,362 million, accounting for 78.2% of total sales.」

    The ratio of sales to TOYO SUISAN KAISHA,LTD. rose from 78.2% in the previous fiscal year to 79.9%, further increasing the concentration of sales to a specific customer.
  18. FY2018WorsenedAnnual report

    「Sales to TOYO SUISAN KAISHA,LTD. were ¥17,362 million, accounting for 78.2% of total sales.」

    The ratio of sales to TOYO SUISAN KAISHA,LTD. rose from 74.4% in the previous fiscal year to 78.2%, increasing the concentration of sales to a specific customer.
  19. FY2017First statedAnnual report

    「More than 70% of our sales are to TOYO SUISAN KAISHA,LTD.」

    The concentration of sales to a specific customer is identified as a business and other risk, and the disclosure states that the TOYO SUISAN Group's sales strategy and realignment of production bases could affect business results and financial condition.
Moved together

"Decrease in Seafood Handling Volume" moved the same way as this thread, in the same document, in 3 of its 21 moves.

333222★123456
  1. ★This thread
  2. 1Decrease in Seafood Handling Volume3×
  3. 2Plan to Install New Wastewater Treatment, Instant Noodle and Liquid Seasoning Food Manufacturing Equipment3×
  4. 3Increase in earnings per share (EPS)3×
  5. 4Rising Raw Material Prices2×
  6. 5Rising Personnel, Depreciation and Other Expenses2×
  7. 6Stagnant growth in contract manufacturing of granule products2×

★ 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
Yutaka Foods's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-06-02: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Sales to TOYO SUISAN KAISHA, LTD. | YUTAKA FOODS CORPORATION (2806) | Komori