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Storage-Oh (2997) · RiskMitigated

Dependence on Specific Sales Customers

First written in FY2022. 2 of 5 entries say "Worsened", first in FY2023. Latest entry: FY2026.

5entries
5years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022WorsenedFY2023 – FY2024OtherFY20252022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

Storage-Oh moved to the "Worse" side of this theme in 2023, the same year as the typical company in this theme.

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

39 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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「MetLife Insurance K.K.　2,424,748　56.9　1,947,000　48.7」

    MetLife Insurance K.K. remains the primary sales customer, but its share of sales declined from 56.9% to 48.7%, reducing the concentration in specific sales customers.
  2. FY2025Change in primary sales customer, with high concentration continuingAnnual report

    「MetLife Insurance K.K.　－　－　2,424,748　56.9／Route S.J. LLC　1,929,500　58.0　311,850　7.3」

    The primary sales customer changed from Route S.J. LLC to MetLife Insurance K.K., which accounted for 56.9% of sales in the current fiscal year. The high concentration in specific sales customers continues.
  3. FY2024WorsenedAnnual report

    「Route S.J. LLC　1,929,500　58.0」

    The proportion of sales to Route S.J. LLC, the primary sales customer, increased from 51.4% to 58.0%.
  4. FY2023WorsenedAnnual report

    「Route S.J. LLC　1,575,000　51.4／MetLife Insurance K.K.　655,307　21.4」

    In the current fiscal year, sales to Route S.J. LLC accounted for 51.4%, indicating a change in the primary sales customer and concentration from the previous fiscal year's 49.2% of sales to MetLife Insurance K.K.
  5. FY2022First statedAnnual report

    「For the fiscal year ended January 2022, the amount was ¥1,511,000 thousand, or 49.2%.」

    Sales to MetLife Insurance Company accounted for 49.2% of revenue, creating a risk from reliance on and reduced transactions with a fixed purchaser.
Moved together

"Dependence on Container Supply and Transactions with the Parent Company Group" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222★123
  1. ★This thread
  2. 1Dependence on Container Supply and Transactions with the Parent Company Group2×
  3. 2Dependence on the Development and Subdivision Business for Earnings2×
  4. 3Occupancy and Investment Recovery Risks Associated with Fixed-Rent Master Leases2×

★ 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.

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Dependence on Specific Sales Customers | STORAGE-OH Co.,Ltd. (2997) | Komori