Komori
The Monogatari (3097) · RiskChanges in the Supplier Dependence Profile

Dependence on major suppliers

First written in FY2016. 1 of 4 entries say "Mitigated", first in FY2018. Latest entry: FY2019.

4entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MitigatedFY20182016: 120162017: 120172018: 120182019: 12019
Same theme, other companies
Concentrated dependence on specific suppliersA theme 102 companies write about · 102 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 20 of 63 companies on the "Worse" side.

8 other companies' latest entry also says "Other".

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 102 companies compared. The sentences above are computed from all 102.
Full recordFilings, disclosures and news, newest first
  1. FY2019Changes in the Supplier Dependence ProfileAnnual report

    「For the fiscal year ended June 2019, purchases from ワルツ株式会社 accounted for 46.3% of total purchases, while purchases from 株式会社トーホーフードサービス accounted for 31.6%.」

    Total dependence on the 2 major suppliers was nearly unchanged from the previous fiscal year, but dependence on ワルツ株式会社 rose from 41.3% to 46.3%, while dependence on 株式会社トーホーフードサービス declined from 36.5% to 31.6%.
  2. FY2018MitigatedAnnual report

    「For the fiscal year ended June 2018, purchases from ワルツ株式会社 accounted for 41.3% of total purchases, while purchases from 株式会社トーホーフードサービス accounted for 36.5%.」

    Dependence on the 2 major suppliers declined from 42.1% and 36.8%, respectively, in the previous fiscal year. However, dependence on both companies remains high.
  3. FY2017Changes in Dependence on Major SuppliersAnnual report

    「For the fiscal year ended June 2017, purchases from ワルツ株式会社 accounted for 42.1% of total purchases, while purchases from 株式会社トーホーフードサービス accounted for 36.8%.」

    Dependence on ワルツ株式会社 declined from 43.2% to 42.1%, while dependence on 株式会社トーホーフードサービス rose from 35.9% to 36.8%.
  4. FY2016First statedAnnual report

    「For the fiscal year ended June 2016, purchases from ワルツ株式会社 accounted for 43.2% of total purchases, while purchases from 株式会社トーホーフードサービス accounted for 35.9%.」

    The company quantified its dependence on purchases from the 2 companies and identified risks to logistics and procurement accounting.
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