Reliance on specific customers for chilled-food sales
First written in FY2017. 5 of 10 entries say "Mitigated", first in FY2020. Latest entry: FY2026.
NittoBest moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).
The whole theme swung hardest in 2025: 27 of 87 companies on the "Worse" side.
30 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Mitsubishi Shokuhin Co., Ltd. 6,721,570 12.03 6,699,924 11.65」
Mitsubishi Shokuhin Co., Ltd.'s share of total sales decreased from 12.03% in the previous fiscal year to 11.65%. It remained above 10%, but customer concentration decreased. - FY2025MitigatedAnnual report
「Mitsubishi Shokuhin Co., Ltd. 6,599,930 12.16 6,721,570 12.03」
Mitsubishi Shokuhin Co., Ltd.'s share of total sales decreased from 12.16% in the previous fiscal year to 12.03%. It remained above 10%, but customer concentration decreased. - FY2024MitigatedAnnual report
「Mitsubishi Shokuhin Co., Ltd. 6,484,474 12.50 6,599,930 12.16」
Mitsubishi Shokuhin Co., Ltd.'s share of total sales decreased from 12.50% in the previous fiscal year to 12.16%. It remained above 10%, but customer concentration decreased. - FY2023MitigatedAnnual report
「Mitsubishi Shokuhin Co., Ltd. 6,633,273 13.33 6,484,474 12.50」
Mitsubishi Shokuhin Co., Ltd.'s share of total sales decreased from 13.33% in the previous fiscal year to 12.50%. It remained above 10%, but customer concentration decreased. - FY2022ReframedAnnual report
「If a customer company changes its management policies, if its financial condition deteriorates, or if it undergoes corporate restructuring through an M&A transaction involving a company in another industry or a competitor, this is expected to affect the Group's sales and could adversely affect its operating results and financial condition.」
The scope of the explanation has expanded from dependence on specific customers for daily-delivery foods to sales risks across customer companies generally, including their management policies, financial condition and corporate restructuring through M&A. Mitsubishi Shokuhin's share of sales decreased from 13.63% to 13.33%. - FY2021WorsenedAnnual report
「Mitsubishi Shokuhin Co., Ltd. 6,665,281 13.63」
Mitsubishi Shokuhin Co., Ltd.'s share of sales increased from 12.85% in the previous fiscal year to 13.63%, indicating greater customer concentration. - FY2020MitigatedAnnual report
「Mitsubishi Shokuhin Co., Ltd. 6,991,834 13.33 6,971,014 12.85」
Mitsubishi Shokuhin Co., Ltd.'s share of total sales decreased from 13.33% in the previous fiscal year to 12.85%. It nevertheless remained above 10%. - FY2019WorsenedAnnual report
「Mitsubishi Shokuhin Co., Ltd. 5,689,051 10.89 6,991,834 13.33」
Mitsubishi Shokuhin Co., Ltd.'s share of sales increased from 10.89% in the previous fiscal year to 13.33%, indicating greater dependence on a major customer. - FY2018ReframedAnnual report
「If a major customer accounting for 10.0% or more of the Group's total sales changes its management policies, this is expected to affect the Group's sales and could adversely affect its operating results and financial condition. Among the Group's major customers, sales to Mitsubishi Shokuhin Co., Ltd. were ¥5,689 million, accounting for 10.89% of total sales.」
The explanation of customer concentration risk has been reorganized from dependence on specific customers for daily-delivery foods to dependence on major customers accounting for 10% or more of total company sales. - FY2017First statedAnnual report
「Most of the Group's daily-delivery foods, which account for 14.9% of Group sales, are sold to specific customer companies. If any of these customers changes its management policies, this is expected to affect sales of daily-delivery foods and could adversely affect the Group's operating results and financial condition.」
The company identifies customer concentration risk for the first time, stating that daily-delivery foods account for 14.9% of Group sales and that most are sold to specific customers.