Komori
Shinobu Foods Products (2903) · RiskSoftened

Risk of Sales Concentration in FamilyMart

First written in FY2016. 6 of 10 entries say "Softened", first in FY2021. Latest entry: FY2026.

10entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017WorsenedFY2018 – FY2020SoftenedFY2021 – FY20262016: 120162017: 120172018: 120182019: 020192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

Shinobu Foods Products moved to the "Worse" side of this theme in 2018, 5 years before the typical company in this theme (2023).

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

14 other companies' latest entry also says "Softened".

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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「FamilyMart Co., Ltd.　29,393　47.4」

    Sales to FamilyMart amounted to ¥2,939.3 million, accounting for 47.4%, down from 50.1% in the previous fiscal year and falling below half of total sales. The concentration of sales concentration risk declined further.
  2. FY2025SoftenedAnnual report

    「FamilyMart Co., Ltd.　28,869　50.1」

    The proportion of sales to FamilyMart declined from 52.6% in the previous fiscal year to 50.1%. Although it still exceeded half of total sales, the concentration declined further.
  3. FY2024SoftenedAnnual report

    「FamilyMart Co., Ltd.　28,831　52.6」

    The proportion of sales to FamilyMart declined from 54.5% in the previous fiscal year to 52.6%. However, it continued to represent more than half of total sales.
  4. FY2023SoftenedAnnual report

    「FamilyMart Co., Ltd.　27,813　54.5」

    The proportion of sales to FamilyMart declined from 54.7% in the previous fiscal year to 54.5%, but still represented more than half of total sales.
  5. FY2022SoftenedAnnual report

    「FamilyMart Co., Ltd.　26,632　54.7」

    Sales to FamilyMart amounted to ¥2,663.2 million, accounting for 54.7%, down from 55.7% in the previous consolidated fiscal year. However, they continued to represent more than half of total sales.
  6. FY2021SoftenedAnnual report

    「FamilyMart Co., Ltd.　28,053　56.4」

    The proportion of sales to FamilyMart declined from 56.6% in the previous fiscal year to 56.4%. However, it still represented more than half of total sales.
  7. FY2020WorsenedAnnual report

    「FamilyMart Co., Ltd.　29,707　56.6」

    Sales to FamilyMart amounted to ¥2,970.7 million, accounting for 56.6%, up from 55.7% in the previous period. They continued to represent more than half of total sales, and 50.8% of trade receivables were stated to be attributable to specific major customers.
  8. FY2018WorsenedAnnual report

    「FamilyMart Co., Ltd.　26,363　55.7」

    Sales to FamilyMart amounted to ¥2,636.3 million, accounting for 55.7%, up from 54.8% in the previous period. They continued to represent more than half of total sales.
  9. FY2017Lower sales concentrationAnnual report

    「FamilyMart Co., Ltd.　25,222　54.8」

    Sales to FamilyMart amounted to ¥2,522.2 million, accounting for 54.8%, down from 56.2% in the previous period, but still representing more than half of total sales.
  10. FY2016First statedAnnual report

    「FamilyMart Co., Ltd. accounts for more than half of our group's total sales. If FamilyMart changes its business strategies, such as its store-opening or pricing policies, this could affect our group's operating results and financial position.」

    For the current period, sales to FamilyMart amounted to ¥2,495.6 million, accounting for 56.2%.
Moved together

"Impairment risk for fixed assets" moved the same way as this thread, in the same document, in 5 of its 10 moves.

53222★12345
  1. ★This thread
  2. 1Impairment risk for fixed assets5×
  3. 2Risk of an uncertain outlook due to economic downside, falling share prices, a stronger yen and stagnant personal consumption3×
  4. 3Risk of fluctuations in rice, agricultural and livestock product, and crude oil prices, among others2×
  5. 4Risk of higher logistics costs2×
  6. 5Risk of Factory Shutdowns and System Failures Caused by Natural Disasters2×

★ 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
Shinobu Foods Products's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Sales Concentration in FamilyMart | SHINOBU FOODS PRODUCTS CO.,LTD. (2903) | Komori