Komori
Shirohato (3192) · RiskMaterialised

Sales Constraints Resulting from Amazon SKU Consolidation and FBA Stockouts

First written in FY2024-Q2. 2 of 3 entries say "Materialised", first in FY2024-Q2. Latest entry: FY2024.

3entries
2years
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2024-Q2ReframedFY2024-Q32023: 120232024: 22024
Same theme, other companies
Dependence on Internet Shopping Malls as Sales ChannelsA theme 12 companies write about · 14 as a headwind · 0 as a tailwind

Shirohato moved to the "Worse" side of this theme in 2023, 2 years before the typical company in this theme (2025).

The whole theme swung hardest in 2023: 2 of 8 companies on the "Worse" side.

2 other companies' latest entry also says "Materialised".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2024MaterialisedAnnual report

    「●Amazon: The shopping cart win rate for higher-priced NB (national brand) products declined, reducing average spend per customer. Although the Company attempted to offset this by strengthening FBA (Fulfillment by Amazon) inventory for PB (private brand) products and implementing advertising initiatives, sales declined slightly to 97.1% of the previous fiscal year's level.」

    The decline in the shopping cart win rate for NB products and the decrease in average spend per customer continued. Despite strengthening FBA inventory and implementing advertising initiatives, sales were 97.1% of the previous fiscal year's level.
  2. FY2024-Q3ReframedAnnual report

    「On Amazon, the shopping cart win rate has declined due to the price gap between NB (national brand) products and competing sellers' prices. However, traffic and the number of purchases remained strong as a result of advertising initiatives, and sales grew slightly to 102.6% year on year.」

    In addition to the previous constraints from product-number consolidation and FBA stockouts, the decline in the shopping cart win rate caused by price gaps between NB products and competing sellers was identified as a constraint on Amazon sales. Meanwhile, advertising initiatives brought sales to 102.6% year on year.
  3. FY2024-Q2MaterialisedAnnual report

    「On Amazon, the shopping cart win rate declined as a result of Amazon's product-number consolidation, and FBA stockouts occurred for some products, but」

    The shopping cart win rate declined as a result of Amazon's product-number consolidation, and FBA stockouts occurred for some products.
Moved together

"Growth in Revenue and Profit" moved the same way as this thread, in the same document, in 3 of its 3 moves.

322222★123456
  1. ★This thread
  2. 1Growth in Revenue and Profit3×
  3. 2Growth of Japan’s E-Commerce Market and Intensifying Competition among Portal Sites2×
  4. 3Strengthening Creditworthiness and the Financial Base Through Participation by Major Capital Partners2×
  5. 4Downside Risk to Economic Activity from Economic and Policy Uncertainty in Emerging Asian Economies2×
  6. 5A Challenging Retail Demand Environment Due to Consumers’ Focus on Saving2×
  7. 6Risk of an Economic Downturn Due to Supply-Side Constraints and Raw Material Prices2×

★ 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.

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Shirohato's next results are scheduled for 2026-10-09. Read the earnings preview
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