Pickles Holdings (2935) · RiskReframed
Sales Dependence Risk Related to Seven & i Holdings Group
First written in FY2023. 1 of 4 entries say "Reframed", first in FY2026. Latest entry: FY2026.
4entries
4years
0from disclosures
How it moved
Same theme, other companies
Dependence on specific business partnersA theme 36 companies write about · 38 as a headwind · 0 as a tailwind
Pickles Holdings moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2025: 12 of 25 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
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 36 companies compared. The sentences above are computed from all 36.Full recordFilings, disclosures and news, newest first
- FY2026ReframedAnnual report
「Seven-Eleven Japan Co., Ltd. 6,637 16.0 6,999 17.1」
The disclosure has changed from dependence on sales to the Seven & i Holdings Group as a whole to showing sales of ¥6,999 million to Seven-Eleven Japan Co., Ltd. alone and its 17.1% share of total sales. - FY2025Lower sales and lower dependenceAnnual report
「Total 11,711 27.2 11,046 26.6」
Sales to the Seven & i Holdings Group declined from ¥11,711 million and 27.2% to ¥11,046 million and 26.6%, with both the amount and the proportion of consolidated sales decreasing. - FY2024Higher sales, slightly lower dependenceAnnual report
「Total: 11,711, 27.2」
Sales to the Seven & i Holdings Group changed from ¥11,260 million and 27.4% to ¥11,711 million and 27.2%. While the amount increased, the proportion of consolidated sales declined slightly. - FY2023First statedAnnual report
「The Group's sales to the Seven & i Holdings Group (the company and its affiliated companies) as a proportion of total sales are as follows. Total: ¥11,260 million, 27.4%.」
Sales to the Seven & i Holdings Group are stated as ¥11,260 million, accounting for 27.4% of total sales, with the impact of changes in transaction policies identified as a risk to operating results.