Komori
Happiness and D (3174) · RiskMitigated

Concentration of Trade Receivables in a Major Customer

First written in FY2016. 4 of 6 entries say "Mitigated", first in FY2018. Latest entry: FY2022.

6entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2017MitigatedFY2018 – FY20222016: 12017: 120172018: 120182019: 020192020: 120202021: 120212022: 12022
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 165 companies write about · 165 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2017: 10 of 66 companies on the "Worse" side.

64 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 165 companies compared. The sentences above are computed from all 165.
Full recordFilings, disclosures and news, newest first
  1. FY2022MitigatedAnnual report

    「As of the balance sheet date for the fiscal year, 50.9% of trade receivables were due from specific major customers.」

    The concentration of trade receivables with specific major customers decreased from 53% in the previous fiscal year to 50.9%.
  2. FY2021MitigatedAnnual report

    「As of the balance sheet date for the fiscal year, 53% of trade receivables were due from specific major customers.」

    The concentration of trade receivables with specific major customers decreased from 54% in the previous fiscal year to 53%.
  3. FY2020MitigatedAnnual report

    「As of the balance sheet date for the fiscal year, 54% of trade receivables were due from specific major customers.」

    The concentration of trade receivables with specific major customers decreased from 57% in the previous fiscal year to 54%.
  4. FY2018MitigatedAnnual report

    「As of the balance sheet date for the fiscal year, 57% of trade receivables were due from specific major customers.」

    The concentration of trade receivables with specific major customers decreased from 62% in the previous fiscal year to 57%.
  5. FY2017WorsenedAnnual report

    「As of the balance sheet date for the fiscal year, 62% of trade receivables were due from specific major customers.」

    The concentration of trade receivables with specific major customers increased from 61% in the previous fiscal year to 62%.
  6. FY2016First statedAnnual report

    「As of the balance sheet date for the fiscal year, 61% of trade receivables were due from specific major customers.」

    The disclosure identifies credit risk arising from the concentration of 61% of trade receivables with specific major customers.
Moved together

"Store portfolio restructuring through new openings and closure of underperforming stores" moved the same way as this thread, in the same document, in 4 of its 6 moves.

433322★123456
  1. ★This thread
  2. 1Store portfolio restructuring through new openings and closure of underperforming stores4×
  3. 2Strengthening recruitment and employee development3×
  4. 3Reconfiguring sales floors through store renovations, relocations and expansions3×
  5. 4Issuance of Stock Compensation Stock Acquisition Rights3×
  6. 5¥15 dividend per share on common stock2×
  7. 6Impairment Risk from Declining Store Profitability2×

★ 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.

When this could move next
Happiness and D's next results are scheduled for 2026-10-15. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.