Komori
Zozo (3092) · RiskRestated

Decline in product supply and consignment volumes due to changes in brand policies and other factors

First written in FY2016. 10 of 12 entries say "Restated". Latest entry: FY2026-H1.

12entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q3 – FY2026-H12016: 220162017: 320172018: 120182019: 120192020: 020202021: 220212022: 120222023: 120232024: 020242025: 12025
Same theme, other companies
Business Impact from Termination or Unfavorable Amendment of Important ContractsA theme 95 companies write about · 101 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 6 of 28 companies on the "Worse" side.

51 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 95 companies compared. The sentences above are computed from all 95.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business conditions, financial position and other matters described in this interim report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of declines in product supply and consignment volumes due to changes in brand policies and other factors.
  2. FY2024-Q2RestatedAnnual report

    「During the second quarter of the fiscal year, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business conditions, financial position and other matters described in this quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of declines in product supply and consignment volumes due to changes in brand policies and other factors.
  3. FY2023-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no additional material changes regarding the risk of declines in product supply and consignment volumes due to changes in brand policies and other factors.
  4. FY2022-Q2RestatedAnnual report

    「During the second quarter of the fiscal year, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business conditions, financial position and other matters described in this quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of declines in product supply and consignment volumes due to changes in brand policies and other factors.
  5. FY2022-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of declines in product supply and consignment volumes due to changes in brand policies and other factors.
  6. FY2020-Q2RestatedAnnual report

    「During the cumulative second-quarter consolidated period, there were no significant changes in the matters described in the quarterly report concerning business conditions and financial information that could materially affect investors’ decisions, or in the business risks described in the securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of declines in product supply and consignment volumes due to changes in brand policies and other factors.
  7. FY2019-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of declines in product supply and consignment volumes due to changes in brand policies and other factors.
  8. FY2018-Q2RestatedAnnual report

    「During the cumulative second-quarter consolidated period, there were no significant changes in the matters described in the quarterly report concerning business conditions and financial information that could materially affect investors’ decisions, or in the business risks described in the securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of declines in product supply and consignment volumes due to changes in brand policies and other factors.
  9. FY2018-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of declines in product supply and consignment volumes due to changes in brand policies and other factors.
  10. FY2017-Q3RestatedAnnual report

    「During the cumulative third-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of declines in product supply and consignment volumes due to changes in brand policies and other factors.
  11. FY2017-Q1MitigatedAnnual report

    「Closer relationships with existing brands, driven by the active implementation of point promotions and other measures, and increased inventory also contributed to the rise in GMV.」

    The company describes stronger relationships with existing brands and increased inventory as strengthening the foundation for product supply.
  12. FY2016First statedAnnual report

    「If product supply or consignment volumes decline, contracts are breached, transactions are discontinued or similar events occur due to future reviews of brands' business policies or strategies, changes in operating conditions or deterioration in financial condition, psychological concerns about our handling of private-label brands or other factors, this may affect the business and financial results of our group.」

    The trading and supply relationships with brands, which underpin growth in GMV, are identified as a key risk.
Moved together

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

When this could move next
Zozo's next results are scheduled for 2026-10-29. Read the earnings preview
News
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