Komori
Dairei (2883) · RiskWorsened

Dependence on specific suppliers

First written in FY2016. 12 of 23 entries say "Restated". Latest entry: FY2026.

23entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY20202016: 220162017: 420172018: 420182019: 320192020: 220202021: 220212022: 120222023: 220232024: 120242025: 120252026: 12026
Same theme, other companies
Concentrated dependence on specific suppliersA theme 109 companies write about · 109 as a headwind · 0 as a tailwind

Dairei moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2020: 22 of 69 companies on the "Worse" side.

18 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 109 companies compared. The sentences above are computed from all 109.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「The proportion of purchases from Sansho Co., Ltd. and Seisho Foods Co., Ltd., both important suppliers, as a percentage of our total purchases was 13.0% in the fiscal year ended March 2025 and 13.0% in the fiscal year ended March 2026 for the former, and 12.6% in the fiscal year ended March 2025 and 14.2% in the fiscal year ended March 2026 for the latter.」

    Dependence on Sansho remained flat at 13.0%, while dependence on Seisho Foods rose from 12.6% to 14.2%.
  2. FY2025MitigatedAnnual report

    「The proportion of purchases from Sansho Co., Ltd. and Seisho Foods Co., Ltd., both important suppliers, as a percentage of our total purchases was 13.7% in the fiscal year ended March 2024 and 13.0% in the fiscal year ended March 2025 for the former, and 12.8% in the fiscal year ended March 2024 and 12.6% in the fiscal year ended March 2025 for the latter. We seek to reduce our dependence on specific suppliers by sourcing from multiple partner factories.」

    Dependence on Sansho declined from 13.7% to 13.0%, while dependence on Seisho Foods declined from 12.8% to 12.6%, and the diversified sourcing policy remains in place.
  3. FY2024WorsenedAnnual report

    「The proportion of purchases from Sansho Co., Ltd. and Seisho Foods Co., Ltd., both important suppliers, as a percentage of our total purchases was 13.3% in the fiscal year ended March 2023 and 13.7% in the fiscal year ended March 2024 for the former, and 12.8% in the fiscal year ended March 2023 and 12.8% in the fiscal year ended March 2023 for the latter.」

    As stated, dependence on Sansho Co., Ltd. rose from 13.3% to 13.7%. Seisho Foods is stated at 12.8%, with no progress in reducing dependence indicated.
  4. FY2024-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states that there have been no new developments or material changes.
  5. FY2023Dependence on individual suppliers declined for one and increased for the otherAnnual report

    「The proportion of purchases from Sansho Co., Ltd. and Seisho Foods Co., Ltd., both important suppliers, as a percentage of our total purchases was 14.0% in the fiscal year ended March 2022 and 13.3% in the fiscal year ended March 2023 for the former, and 12.7% in the fiscal year ended March 2022 and 12.8% in the fiscal year ended March 2023 for the latter.」

    Dependence on Sansho declined from 14.0% to 13.3%, while dependence on Seisho Foods rose from 12.7% to 12.8%. The policy of reducing dependence through diversified sourcing remains in place.
  6. FY2022MitigatedAnnual report

    「The proportion of purchases from Sansho Co., Ltd. and Seisho Foods Co., Ltd., both important suppliers, as a percentage of our total purchases was 14.1% in the fiscal year ended March 2021 and 14.0% in the fiscal year ended March 2022 for the former, and 14.2% in the fiscal year ended March 2021 and 12.7% in the fiscal year ended March 2022 for the latter. We seek to reduce our dependence on specific suppliers by sourcing from multiple partner factories.」

    Dependence on Sansho declined from 14.1% to 14.0%, while dependence on Seisho Foods declined from 14.2% to 12.7%, and the diversified sourcing policy remains in place.
  7. FY2022-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states comprehensively that there have been no new developments or material changes.
  8. FY2021WorsenedAnnual report

    「The proportion of purchases from Sansho Co., Ltd. and Seisho Foods Co., Ltd., both important suppliers, as a percentage of our total purchases was 13.7% in the fiscal year ended March 2020 and 14.1% in the fiscal year ended March 2021 for the former, and 13.4% in the fiscal year ended March 2020 and 14.2% in the fiscal year ended March 2021 for the latter.」

    Dependence on Sansho rose from 13.7% to 14.1%, while dependence on Seisho Foods rose from 13.4% to 14.2%, with both increasing. The policy of reducing dependence through diversified sourcing remains in place.
  9. FY2020Dependence on individual suppliers increased for one and declined for the otherAnnual report

    「The proportion of purchases from Sansho Co., Ltd. and Seisho Foods Co., Ltd., both important suppliers, as a percentage of our total purchases was 13.6% in the fiscal year ended March 2019 and 13.7% in the fiscal year ended March 2020 for the former, and 15.4% in the fiscal year ended March 2019 and 13.4% in the fiscal year ended March 2020 for the latter.」

    Dependence on Sansho rose from 13.6% to 13.7%, while dependence on Seisho Foods declined from 15.4% to 13.4%. The policy of reducing dependence through diversified sourcing remains in place.
  10. FY2020-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states that there have been no new developments or material changes.
  11. FY2020-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states comprehensively that there have been no new developments or material changes.
  12. FY2019Dependence on individual suppliers declined for one and increased for the otherAnnual report

    「The proportion of purchases from Seisho Foods Co., Ltd. and Sansho Co., Ltd., both important suppliers, as a percentage of our total purchases was 17.3% in the fiscal year ended March 2018 and 15.4% in the fiscal year ended March 2019 for the former, and 13.0% in the fiscal year ended March 2018 and 13.6% in the fiscal year ended March 2019 for the latter. We seek to reduce our dependence on specific suppliers by sourcing from multiple partner factories.」

    Dependence on Seisho Foods declined from 17.3% to 15.4%, while dependence on Sansho rose from 13.0% to 13.6%. The policy of reducing dependence through diversified sourcing remains in place.
  13. FY2019-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states that there have been no new developments or material changes.
  14. FY2019-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states that there have been no new developments or material changes.
  15. FY2019-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter, and there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states that there have been no new developments or material changes.
  16. FY2018Dependence on individual suppliers increased for one and declined for the otherAnnual report

    「The proportion of purchases from Seisho Foods Co., Ltd. and Sansho Co., Ltd., both important suppliers, as a percentage of our total purchases was 16.6% in the fiscal year ended March 2017 and 17.3% in the fiscal year ended March 2018 for the former, and 13.9% in the fiscal year ended March 2017 and 13.0% in the fiscal year ended March 2018 for the latter. We seek to reduce our dependence on specific suppliers by sourcing from multiple partner factories.」

    Dependence on Seisho Foods rose from 16.6% to 17.3%, while dependence on Sansho declined from 13.9% to 13.0%. The policy of reducing dependence through diversified sourcing remains in place.
  17. FY2018-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter. There were also no material changes to the business or other risks described in the securities report submitted for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states that there have been no new developments or material changes.
  18. FY2018-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states that there have been no new developments or material changes.
  19. FY2018-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states comprehensively that there have been no new developments or material changes.
  20. FY2017MitigatedAnnual report

    「The proportion of purchases from Seisho Foods Co., Ltd. and Sansho Co., Ltd., both important suppliers, as a percentage of our total purchases was 17.0% in the fiscal year ended March 2016 and 16.6% in the fiscal year ended March 2017 for the former, and 14.5% in the fiscal year ended March 2016 and 13.9% in the fiscal year ended March 2017 for the latter. We seek to reduce our dependence on specific suppliers by sourcing from multiple partner factories.」

    Dependence on the 2 main suppliers declined from 17.0% and 14.5% in the previous year to 16.6% and 13.9%, respectively, and the company also states that diversified sourcing reduces dependence.
  21. FY2017-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter, and there were no material changes to the business or other risks described in the securities report submitted for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states comprehensively that there have been no new developments or material changes.
  22. FY2017-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter, and there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Regarding the risk of dependence on specific suppliers, the company states comprehensively that there have been no new developments or material changes.
  23. FY2016First statedAnnual report

    「The proportion of purchases from Seisho Foods Co., Ltd. and Sansho Co., Ltd., both important suppliers, as a percentage of our total purchases was 17.8% in the fiscal year ended March 2015 and 17.0% in the fiscal year ended March 2016 for the former, and 14.4% in the fiscal year ended March 2015 and 14.5% in the fiscal year ended March 2016 for the latter.」

    The company specifically discloses its dependence on its 2 main suppliers and identifies the risk of terminated transactions and disruptions to its production system.
Moved together

"Strong sales of other products, including garlic shrimp" moved the same way as this thread, in the same document, in 5 of its 23 moves.

543332★123456
  1. ★This thread
  2. 1Strong sales of other products, including garlic shrimp5×
  3. 2Reduction in costs, storage fees and other expenses4×
  4. 3Policy to grow the meat business into a second core business3×
  5. 4Management Numerical Targets for FY20193×
  6. 5Uncertainty in the Global Economy and an Unclear Outlook3×
  7. 6Fluctuations in Raw Material Prices and Supply of Seafood, Meat and Other 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
Dairei's next results are scheduled for 2026-10-30. Read the earnings preview
News
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