Komori
Kibun Foods (2933) · FactRestated

Concentration of Results in the Third Quarter Due to Demand for Surimi Products and Osechi Foods

First written in FY2022-Q1. 13 of 14 entries say "Restated". Latest entry: 2026-08-12.

14entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q1 – 2026-08-122021: 220212022: 320222023: 420232024: 220242025: 120252026: 22026
Same theme, other companies
Seasonality in performance due to concentration of demand in DecemberA theme 18 companies write about · 18 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 2 of 8 companies on the "Worse" side.

12 other companies' latest entry also says "Restated".

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 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-12RestatedEarnings

    「The Group's net sales and operating profit tend to be weighted toward the third quarter because demand for its core surimi products and prepared foods rises during the autumn and winter, mainly for oden and hot-pot dishes, and sales of osechi-related products are recorded in December.」

    The company reconfirmed the seasonal concentration of results in the third quarter, driven by autumn and winter demand for surimi products and prepared foods and December demand for osechi products.
  2. FY2026RestatedAnnual report

    「The Group's net sales and operating profit tend to be weighted toward the third quarter because demand for its core surimi products and prepared foods rises during the autumn and winter, mainly for oden and hot-pot dishes, and sales of osechi-related products are recorded in December.」

    We are reconfirming the structural concentration of performance in the third quarter due to autumn and winter demand for surimi products and prepared foods and December demand for osechi products.
  3. FY2026-H1RestatedAnnual report

    「The Group's net sales and operating profit tend to be concentrated in the third quarter because demand for its core surimi products and prepared foods rises during the winter for oden, hot-pot dishes and other products, while sales of osechi-related products are concentrated in December.」

    We are reconfirming the seasonality under which net sales and operating profit are concentrated in the third quarter due to winter demand for surimi products and prepared foods and December demand for osechi products.
  4. FY2024RestatedAnnual report

    「Net sales for the third-quarter consolidated accounting period of the fiscal year (October to December) were ¥34,370 million, representing 32.2% of full-year sales, and operating profit was ¥3,823 million.」

    Full-year results reconfirm the concentration of net sales and operating profit in the third quarter, driven by autumn and winter demand for oden and hot-pot products and December demand for osechi.
  5. FY2024-Q3RestatedAnnual report

    「The Group's sales and operating profit tend to be concentrated in the third quarter because demand for its core fish paste products and prepared foods rises in winter for oden, hot-pot dishes and other products, while sales of New Year food products are concentrated in December.」

    We are reconfirming the structural concentration of performance in the third quarter due to concentrated demand for winter products and osechi-related products in December. Third-quarter net sales were 32.1% of the full-year forecast, while operating profit was ¥3,823 million.
  6. FY2024-Q2RestatedAnnual report

    「The Group's sales and operating profit tend to be concentrated in the third quarter because demand for its core fish paste products and prepared foods rises in winter for oden, hot-pot dishes and other products, while sales of New Year food products are concentrated in December.」

    This reconfirms the structure in which results are concentrated in the third quarter due to demand for winter and New Year food products. Second-quarter sales accounted for 22.4% of the full-year forecast, and the operating loss was ¥56 million.
  7. FY2024-Q1RestatedAnnual report

    「The Group's sales and operating profit tend to be concentrated in the third quarter because demand for its core fish paste products and prepared foods rises in winter for oden, hot-pot dishes and other products, while sales of New Year food products are concentrated in December.」

    This reconfirms the seasonal concentration of results in the third quarter due to autumn and winter demand and demand related to New Year food products in December. First-quarter sales accounted for 22.2% of the full-year forecast, and operating profit was ¥101 million.
  8. FY2023RestatedAnnual report

    「In the third quarter of the consolidated fiscal year, covering October to December, sales were ¥34,982 million, accounting for 33.1% of the full-year total, and operating profit was ¥2,371 million.」

    Full-year results reconfirm the structure in which results are concentrated in the third quarter due to autumn and winter demand and demand for New Year food products.
  9. FY2023-Q3RestatedAnnual report

    「The Group's sales and operating profit tend to be concentrated in the third quarter because demand for its core fish paste products and prepared foods rises in winter for oden, hot-pot dishes and other products, while sales of New Year food products are concentrated in December.」

    This reconfirms the seasonal concentration of results in the third quarter due to concentrated demand for winter products and New Year food products in December. Third-quarter sales accounted for 33.2% of the full-year forecast, and operating profit was ¥2,371 million.
  10. FY2023-Q2RestatedAnnual report

    「The Group's sales and operating profit tend to be concentrated in the third quarter because demand for its core fish paste products and prepared foods rises in winter for oden, hot-pot dishes and other products, while sales of New Year food products are concentrated in December.」

    This reconfirms the seasonal concentration of sales and operating profit in the third quarter due to concentrated demand for winter products and New Year food products in December. The second-quarter operating loss was ¥715 million.
  11. FY2023-Q1RestatedAnnual report

    「The Group's sales and operating profit tend to be concentrated in the third quarter because demand for its core fish paste products and prepared foods rises in winter for oden, hot-pot dishes and other products, while sales of New Year food products are concentrated in December.」

    This reconfirms the seasonal concentration of results in the third quarter due to autumn and winter demand and demand related to New Year food products in December. First-quarter sales were ¥22,848 million and the operating loss was ¥70 million.
  12. FY2022-Q3RestatedAnnual report

    「The Group's sales and operating profit tend to be concentrated in the third quarter because demand for its core fish paste products and prepared foods rises in autumn and winter, and sales of products related to New Year food are concentrated in December.」

    This reconfirms the seasonal concentration of sales and operating profit in the third quarter due to autumn and winter demand and demand related to New Year food products in December. Actual third-quarter sales accounted for 31.2% of the full-year forecast, and operating profit was ¥3,059 million.
  13. FY2022-Q2RestatedAnnual report

    「The Group's sales and operating profit tend to be concentrated in the third quarter because demand for its core fish paste products and prepared foods rises in autumn and winter, and sales of New Year food products are concentrated in December.」

    This reconfirms the seasonal concentration of sales and operating profit in the third quarter due to autumn and winter demand and demand for New Year food products in December.
  14. FY2022-Q1First statedAnnual report

    「The Group's sales and operating profit tend to be concentrated in the third quarter because demand for its core fish paste products and prepared foods increases in winter for oden, hot-pot dishes and other products, while sales of New Year food products are concentrated in December.」

    This indicates a business structure in which sales and operating profit are concentrated in the third quarter due to concentrated demand for winter products and New Year food products in December.
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