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Generation Pass (3195) · RiskMaterialised

Risk of higher purchase prices due to sharp yen depreciation

First written in FY2022-Q3. 4 of 7 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2026-H1.

7entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022-Q3 – FY2026-H12022: 120222023: 220232024: 320242025: 020252026: 12026
Same theme, other companies
Rising import procurement costs due to yen depreciation and exchange-rate fluctuationsA theme 74 companies write about · 74 as a headwind · 0 as a tailwind

Generation Pass moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 33 of 59 companies on the "Worse" side.

9 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.
Showing 14 of the 74 companies compared. The sentences above are computed from all 74.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MaterialisedAnnual report

    「Foreign exchange losses 13,376」

    Foreign exchange gains of ¥46 million recorded in the previous interim consolidated accounting period changed to foreign exchange losses of ¥13.376 million in the current interim consolidated accounting period.
  2. FY2024-Q2MaterialisedAnnual report

    「With respect to the EC Marketing Business, although it was affected by higher procurement prices resulting from the sharp depreciation of the yen,」

    The impact of higher procurement prices resulting from the sharp depreciation of the yen continued to affect profit in the EC Marketing Business during the quarter.
  3. FY2024-Q1MaterialisedAnnual report

    「Although affected by higher procurement prices resulting from the sharp depreciation of the yen,」

    The filing states that higher procurement prices resulting from the sharp depreciation of the yen actually affected profit in the EC Marketing Business. However, the profit margin improved through expanded sales of D2C products and logistics measures.
  4. FY2023WorsenedAnnual report

    「Concerns are growing over soaring crude oil and raw material prices resulting from the prolonged situation in Ukraine and the yen's depreciation, as well as deterioration in consumer sentiment caused by rising prices, and the outlook remains uncertain.」

    The impact of higher raw material and procurement prices resulting from the yen's depreciation continued, alongside concerns over the situation in Ukraine, rising prices and deteriorating consumer sentiment.
  5. FY2023-Q3WorsenedAnnual report

    「As increases in procurement prices resulting from yen depreciation and higher energy prices, together with higher logistics costs, outweighed other factors, results remained below the level of the same period of the previous year.」

    In addition to higher procurement prices resulting from the yen's depreciation, increases in energy prices and logistics costs exceeded the measures taken to improve profitability, with the impact on profit continuing and expanding.
  6. FY2023-Q2WorsenedAnnual report

    「In terms of profit, we implemented various profit improvement measures, including developing private-label products and logistics initiatives. However, costs increased as higher procurement prices resulting from the weaker yen and higher energy prices, together with rising logistics costs, outweighed these measures, and performance remained below the level of the same period of the previous year.」

    The impact of higher procurement prices resulting from the sharp depreciation of the yen continued, and higher energy prices and logistics costs added to the increase in costs, which exceeded the measures taken to improve profitability.
  7. FY2022-Q3MaterialisedAnnual report

    「In the EC Marketing Business, although it has been affected by higher procurement prices resulting from the sharp depreciation of the yen,」

    The filing describes for the first time the sharp depreciation of the yen as an independent business impact, in the form of higher procurement prices, on the EC Marketing Business.
Moved together

"Deterioration in Retail Market Conditions Due to Sluggish Personal Consumption and a Record Warm Winter" moved the same way as this thread, in the same document, in 5 of its 7 moves.

554433★123456
  1. ★This thread
  2. 1Deterioration in Retail Market Conditions Due to Sluggish Personal Consumption and a Record Warm Winter5×
  3. 2Overseas Economic Risks from a Slowdown in Emerging-Market Economies and Falling Resource Prices5×
  4. 3Revenue and profit growth in the e-commerce marketing business4×
  5. 4Risk of Higher Delivery Fees and Reduced Business with Carriers4×
  6. 5Higher revenue from the product planning-related business and the incurrence of inspection and prototype production costs3×
  7. 6Growth in Net Sales, Operating Profit and Net Income3×

★ 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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Risk of higher purchase prices due to sharp yen depreciation | GENERATION PASS CO.,LTD. (3195) | Komori