Komori
KENKO Mayonnaise (2915) · RiskMaterialised

Decline in sales opportunities as customers bring production in-house

First written in FY2026-H1. 2 of 4 entries say "Materialised", first in FY2026. Latest entry: 2026-08-07.

4entries
2years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2026-H1 – 2026-05-11MaterialisedFY2026 – 2026-08-072025: 120252026: 32026
Same theme, other companies
Declining Demand for Seasonings and Soup Due to Customer Insourcing and Extreme HeatA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

KENKO Mayonnaise moved to the "Worse" side of this theme in 2026.

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

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. 2026-08-07MaterialisedEarnings

    「Regarding sales, although we worked to expand sales by broadening our product categories and developing high-value-added products, revenue declined due in part to customers bringing some production in-house.」

    The decline in revenue resulting from customers bringing some production in-house, among other factors, continued in the first quarter.
  2. FY2026MaterialisedAnnual report

    「In the prepared-foods-related business and other operations, we worked to expand sales by broadening our product categories and developing high-value-added products, but sales declined due in part to the impact of customers bringing production in-house.」

    The decline in sales opportunities due to customers bringing some production in-house and other factors continued throughout the fiscal year, and sales in the prepared-foods-related business and other operations fell 4.1% year on year. Profit, however, increased due to the effect of price revisions.
  3. 2026-05-11RestatedEarnings

    「Although we worked to expand sales by broadening our product categories and developing high-value-added products, sales declined due in part to customers bringing production in-house.」

    The reduction in sales opportunities resulting from customers bringing production in-house was also cited as a factor behind the full-year decline in revenue.
  4. FY2026-H1First statedAnnual report

    「Regarding sales, although we worked to expand sales by broadening our product categories and developing high-value-added products, revenue declined due in part to customers bringing some production in-house.」

    The company has for the first time explicitly stated that customers bringing some production in-house and other factors reduced sales opportunities and revenue in the prepared-foods-related business and other operations.
Moved together

"Fluctuations in the prices of raw materials such as edible oils, eggs and vegetables" moved the same way as this thread, in the same document, in 2 of its 4 moves.

2222★1234
  1. ★This thread
  2. 1Fluctuations in the prices of raw materials such as edible oils, eggs and vegetables2×
  3. 2Full Outsourcing of Logistics Operations2×
  4. 3Labor cost volatility involving part-time and casual workers2×
  5. 4Yen Appreciation, Stagnation in Overseas Economies, and Instability in International Affairs2×

★ 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
No upcoming earnings preview for KENKO Mayonnaise yet. It last moved in the Earnings of 2026-08-07: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Decline in sales opportunities as customers bring production in-house | KENKO Mayonnaise Co.,Ltd. (2915) | Komori