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Generation Pass (3195) · RiskMitigated

Revenue decline in the product planning-related business due to fewer orders received from business partners

First written in FY2023-Q2. 3 of 6 entries say "Materialised", first in FY2023-Q3. Latest entry: FY2025.

6entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2023-Q3 – FY2024-Q1MitigatedFY2024-Q2 – FY20252023: 220232024: 320242025: 020252026: 1
Same theme, other companies
Decline in revenue and profit due to sluggish ordersA theme 7 companies write about · 7 as a headwind · 0 as a tailwind

Generation Pass moved to the "Worse" side of this theme in 2023.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「In the product planning-related business, revenue increased year on year, mainly because orders and deliveries at Qingdao Xintanfan Trading Co., Ltd. and Genepa Vietnam Co., Ltd. remained strong.」

    The risk of lower revenue caused by weak orders and delivery delays at business partners has reversed to full-year revenue growth, supported by strong orders and deliveries at the Chinese and Vietnamese subsidiaries.
  2. FY2024-Q2MitigatedAnnual report

    「In the product planning-related business, although shipments were delayed in the cumulative first quarter due to weak sales at customers, shipments and deliveries progressed in the cumulative second quarter. In addition, orders at our Chinese subsidiary 青島新綻紡貿易有限会社 remained strong, resulting in higher revenue year on year.」

    The risk of lower revenue caused by weak sales by business partners and delays in orders and deliveries has reversed to revenue growth this quarter, supported by progress in shipments and deliveries and strong orders at the Chinese subsidiary.
  3. FY2024-Q1MaterialisedAnnual report

    「Revenue and profit both declined year on year because weak sales by customers caused many shipments to be pushed into the following quarter.」

    Weak sales by business partners and shipments pushed into the following quarter materialized as a 12.6% decline in revenue and an 83.0% decline in profit for the Product Planning-Related Business.
  4. FY2023MaterialisedAnnual report

    「Sales declined year on year because deliveries of new orders were pushed into the following fiscal year and orders from existing customers remained weak.」

    Weak orders from business partners and delivery of new orders pushed into the following fiscal year materialized as a 34.2% full-year decline in revenue.
  5. FY2023-Q3MaterialisedAnnual report

    「Net sales declined year on year because delivery of orders was pushed into the following period and orders from existing business partners remained weak.」

    Fewer and weaker orders from business partners and deliveries pushed into the following period actually occurred, resulting in lower revenue from the Product Planning-Related Business.
  6. FY2023-Q2First statedAnnual report

    「Revenue declined because products for the spring and summer seasons ordered from business partners in the same period of the previous year could not be ordered in the current period.」

    The risk of securing orders materialized as a decline in revenue from the Product Planning-Related Business because spring and summer products ordered in the same period of the previous year could not be ordered in the current period.
Moved together

"Higher revenue from the product planning-related business and the incurrence of inspection and prototype production costs" moved the same way as this thread, in the same document, in 4 of its 6 moves.

443333★123456
  1. ★This thread
  2. 1Higher revenue from the product planning-related business and the incurrence of inspection and prototype production costs4×
  3. 2Further Improvement in Net Sales and Ordinary Profit4×
  4. 3Revenue and profit growth in the e-commerce marketing business3×
  5. 4Growth in Net Sales, Operating Profit and Net Income3×
  6. 5Foreign Exchange Loss on Foreign-Currency-Denominated Assets Due to a Sharp Appreciation of the Yen3×
  7. 6Risk of Higher Delivery Fees and Reduced Business with Carriers3×

★ 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
No upcoming earnings preview for Generation Pass yet.
News
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Revenue decline in the product planning-related business due to fewer orders received from business partners | GENERATION PASS CO.,LTD. (3195) | Komori