Mic (300A) · RiskWorsened
Risk of Dependence on Certain Large Customers
First written in FY2025. 1 of 2 entries say "Worsened", first in FY2026. Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
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
Mic moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).
The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.
28 other companies' latest entry also says "Worsened".
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
- FY2026WorsenedAnnual report
「Rakuten Group companies 4,917,237 32.6 / FamilyMart Co., Ltd. 2,355,185 15.6」
The proportions attributable to major customers increased from 32.2% to 32.6% for the Rakuten Group companies and from 15.3% to 15.6% for FamilyMart. - FY2025First statedAnnual report
「In the fiscal year ended March 2025, the customer-by-customer revenue ratio was 32.2% for the Rakuten Group companies in aggregate (Note) and 15.3% for FamilyMart Co., Ltd.」
The company manages the proportion of revenue from major customers monthly and plans to expand sales activities and business relationships beyond specific customers.