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Pharma Foods International (2929) · RiskSoftened

Dependence on Sales of TAMAGOSAMIN

First written in FY2019. 3 of 5 entries say "Softened", first in FY2022. Latest entry: FY2024.

5entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019SoftenedFY2021 – FY20242019: 12020: 020202021: 120212022: 120222023: 120232024: 12024
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

Pharma Foods International moved to the "Worse" side of this theme in 2021, 2 years before the typical company in this theme (2023).

The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.

4 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 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. FY2024SoftenedAnnual report

    「Sales of “Newmo hair-growth lotion,” the group’s core product, accounted for 33.9% of group sales in the fiscal year ended July 2024.」

    Reliance on Newmo hair-growth lotion sales continued, although the ratio declined from 38.2% in the previous fiscal year to 33.9%.
  2. FY2023SoftenedAnnual report

    「Sales of “Newmo hair-growth lotion,” the group’s core product, accounted for 38.2% of group sales in the fiscal year ended July 2023.」

    Reliance on Newmo hair-growth lotion sales continued, although the ratio declined from 46.5% in the previous fiscal year to 38.2%.
  3. FY2022SoftenedAnnual report

    「Sales of “Newmo® hair-growth lotion,” the group’s core product, accounted for 46.5% of group sales in the fiscal year ended July 2022.」

    Reliance on Newmo sales continued, although the ratio declined from 57.2% in the previous disclosure to 46.5%.
  4. FY2021ReframedAnnual report

    「Sales of “Newmo® hair-growth lotion,” the group’s core product, accounted for 57.2% of group sales in the fiscal year ended July 2021.」

    Reliance on a single product shifted from the former core product, Tamasamin, to Newmo hair-growth lotion, whose sales accounted for 57.2% of consolidated sales, according to the disclosure.
  5. FY2019First statedAnnual report

    「Sales of “Tamasamin®,” the group’s core product, accounted for 42.9% of group sales in the fiscal year ended July 2019.」

    Sales of the core product Tamasamin accounted for 42.9% of consolidated sales, indicating that unforeseen circumstances in procurement or sales could affect performance.
Moved together

"Guarantee Obligations to Affiliates and Business Partners" moved the same way as this thread, in the same document, in 2 of its 5 moves.

22222★12345
  1. ★This thread
  2. 1Guarantee Obligations to Affiliates and Business Partners2×
  3. 2Decline in Cash and Cash Equivalents2×
  4. 3Medium-Term Management Plan Theme: “Creating New Value”2×
  5. 4Price volatility and impairment risk for securities held2×
  6. 5Realizing “Pharma Foods” through the Fusion of Pharmaceuticals and Food2×

★ 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 Pharma Foods International yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Sales of TAMAGOSAMIN | Pharma Foods International Co.,Ltd. (2929) | Komori