Komori
Base Food (2936) · RiskMitigated

Dependence on flagship product BASE BREAD

First written in FY2023. 1 of 3 entries say "Worsened", first in FY2025. Latest entry: FY2026.

3entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023WorsenedFY20252023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

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

23 other companies' latest entry also says "Mitigated".

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. FY2026MitigatedAnnual report

    「In the company’s own e-commerce sales for the fiscal year ended February 2026, BASE BREAD accounted for 85.8% of BASE FOOD series sales, BASE YAKISOBA and BASE RAMEN for 10.8%, and BASE Cookies, BASE Pancake Mix and other products for 3.4%, indicating that BASE BREAD currently accounts for a high proportion.」

    Dependence on BASE BREAD declined from 90.7% in the previous fiscal year to 85.8%, while the share of YAKISOBA, RAMEN and other products increased. However, dependence on the core product remains.
  2. FY2025WorsenedAnnual report

    「In the company’s own e-commerce sales for the fiscal year ended February 2025, BASE BREAD accounted for 90.7% of BASE FOOD series sales, BASE PASTA and BASE YAKISOBA for 4.7%, and BASE Cookies and BASE Pancake Mix for 4.7%, indicating that BASE BREAD currently accounts for a high proportion.」

    BASE BREAD’s share of the company’s own e-commerce sales rose from 90.3% to 90.7%, and dependence on the core product continues despite the introduction of new products.
  3. FY2023First statedAnnual report

    「In the company’s own e-commerce sales for the fiscal year ended February 2023, excluding source sales, BASE BREAD accounted for 90.3% of BASE FOOD series sales, BASE Cookies for 6.6% and BASE PASTA for 3.0%, indicating that BASE BREAD currently accounts for a high proportion.」

    The company quantifies its dependence on BASE BREAD sales and aims to reduce that dependence through new product development and expansion of its product portfolio.
Moved together

"Expansion of Own E-Commerce Membership and Retail Store Counts" moved the same way as this thread, in the same document, in 2 of its 3 moves.

2★1
  1. ★This thread
  2. 1Expansion of Own E-Commerce Membership and Retail Store Counts2×

★ 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 Base Food yet.
News
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