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Jason (3080) · RiskRestated

Dependence on Leased Stores and Lease Renewals

First written in FY2020. 5 of 7 entries say "Restated". Latest entry: FY2026.

7entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY2023WorsenedFY2024RestatedFY2025 – FY20262020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Unplanned Store Closures Due to Non-Renewal or Early Termination of Store LeasesA theme 30 companies write about · 30 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 3 of 12 companies on the "Worse" side.

18 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 30 companies compared. The sentences above are computed from all 30.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「To minimize investment, at least 95% of our Jason stores and distribution centers are leased properties, and we conduct thorough credit management of lessors when entering into lease agreements.」

    The company continues to disclose its reliance on leased properties for more than 95% of its stores and distribution centers and its credit management of lessors.
  2. FY2025RestatedAnnual report

    「To minimize investment, at least 95% of our Jason stores and distribution centers are leased properties, and we conduct thorough credit management of lessors when entering into lease agreements.」

    The company continues to disclose its reliance on leased properties for more than 95% of its stores and distribution centers and its credit management of lessors.
  3. FY2024WorsenedAnnual report

    「To minimize investment, at least 95% of our Jason stores and distribution centers are leased properties, and we conduct thorough credit management of lessors when entering into lease agreements.」

    The company explicitly identifies distribution centers in addition to stores as subject to reliance on leased properties, expanding the scope of that reliance.
  4. FY2023RestatedAnnual report

    「To minimize investment, at least 95% of our Jason stores are leased properties, and we conduct thorough credit management of lessors when entering into lease agreements.」

    The company continues to disclose its reliance on leased properties for more than 95% of its stores and its credit management of lessors when entering into lease agreements.
  5. FY2022RestatedAnnual report

    「To minimize investment, at least 95% of our Jason stores are leased properties, and we conduct thorough credit management of lessors when entering into lease agreements.」

    The company continues to disclose its reliance on leased properties for more than 95% of its stores and its credit management of lessors when entering into lease agreements.
  6. FY2021RestatedAnnual report

    「To minimize investment, at least 95% of our Jason stores are leased properties, and we conduct thorough credit management of lessors when entering into lease agreements.」

    The company continues to disclose its reliance on leased properties for more than 95% of its stores and its credit management of lessors.
  7. FY2020First statedAnnual report

    「We lease the land and buildings for at least 95% of our Jason stores. Although lease terms may be renewed by agreement between us and the lessors, stores, including those performing well, may be forced to close if lease agreements are not renewed for reasons attributable to the lessors.」

    The company has newly disclosed separately the risk that its reliance on leased properties for more than 95% of its stores could result in the closure of well-performing stores if lease agreements are not renewed for reasons attributable to the lessors.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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Dependence on Leased Stores and Lease Renewals | JASON CO.,LTD. (3080) | Komori