Komori
Dairei (2883) · RiskDropped

Decline in Boneless Fish Sales Due to a Change in a Major Customer’s Purchasing Policy

First written in FY2017-Q2. 7 of 11 entries say "Restated". Latest entry: FY2020.

11entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY20202016: 120162017: 420172018: 220182019: 220192020: 22020
Same theme, other companies
Sales decline due to existing customers shifting to multi-supplier procurementA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

Dairei moved to the "Worse" side of this theme in 2016.

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

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. FY2020DroppedAnnual report
    This filing contains no explicit reference to the decline in boneless fish sales due to changes in the purchasing policies of major customers.
  2. 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.」

    It states that there was no new occurrence or material change in the risk of lower boneless fish sales due to changes in the purchasing policies of major customers.
  3. 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.」

    It states that there was no new occurrence or material change in the risk of lower boneless fish sales due to changes in the purchasing policies of major customers.
  4. 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.」

    It states that there was no new occurrence or material change in the risk of lower boneless fish sales due to changes in the purchasing policies of major customers.
  5. FY2018DroppedAnnual report
    This filing contains no explicit reference to the decline in boneless fish sales due to changes in the purchasing policies of major customers as a factor for the fiscal year.
  6. 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.」

    It states that there was no new occurrence or material change in the risk of lower boneless fish sales due to changes in the purchasing policies of major customers.
  7. 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.」

    It states that there was no new occurrence or material change in the risk of lower boneless fish sales due to changes in the purchasing policies of major customers.
  8. 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.」

    It comprehensively states that there was no new occurrence or material change in the risk of lower boneless fish sales due to changes in the purchasing policies of major customers.
  9. FY2017MaterialisedAnnual report

    「In the boneless fish business, the company sought to expand its market share by introducing new fish species and strengthening sales of private-label products for major wholesalers, but sales were affected by a decline resulting from changes in the purchasing policies of major customers, resulting in revenue of ¥12,329.036 million, down 5.6% year on year」

    The decline in boneless fish business sales due to changes in the purchasing policies of major customers occurred on a full-year basis.
  10. FY2017-Q3RestatedAnnual report

    「In the boneless fish business, the company strengthened sales by introducing new fish species, but revenue was affected by a decline in sales resulting from changes in the purchasing policies of a major customer, resulting in revenue of ¥9,548 million, down 5.8% year on year.」

    The decline in boneless fish business sales due to changes in the purchasing policies of major customers continued through the cumulative third quarter. No new cause or explicit expansion of the risk is described.
  11. FY2017-Q2MaterialisedAnnual report

    「In the boneless fish business, the company strengthened sales by introducing new fish species and marketing private-label products, but revenue declined due to changes in the purchasing policies of a major customer, resulting in revenue of ¥6,327 million, down 5.5% year on year.」

    It describes for the first time that changes in the purchasing policies of major customers actually contributed to the decline in sales in the boneless fish business.
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Dairei's next results are scheduled for 2026-10-30. Read the earnings preview
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