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Daitobo (3202) · RiskWorsened

Sluggish Performance Among Certain OEM Customers in the Healthcare Business

First written in FY2018-Q1. 9 of 13 entries say "Worsened", first in FY2018-Q2. Latest entry: FY2026.

13entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1WorsenedFY2020-Q3 – FY20262017: 220172018: 320182019: 020192020: 320202021: 020212022: 020222023: 120232024: 020242025: 120252026: 32026
Same theme, other companies
Revenue decline caused by weaker orders for OEM products at a domestic subsidiaryA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

Daitobo moved to the "Worse" side of this theme in 2017.

0 other companies' latest entry also says "Worsened".

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. FY2026WorsenedAnnual report

    「In the healthcare business, market conditions remained firm amid growing demand for healthy longevity, and efficiency improvements in the manufacturing division began to have an effect. However, the health division struggled as higher material procurement costs and procurement delays held back growth, while new activities also performed poorly, resulting in sales falling below the same period of the previous year.」

    While market conditions and manufacturing efficiency provided positive factors, higher material procurement costs, procurement delays and poor performance in new activities continued, resulting in lower healthcare business revenue.
  2. FY2026-H1WorsenedAnnual report

    「Although market conditions remained firm amid growing health-related demand, sales were sluggish because delays in procuring materials in the manufacturing division in response to increased demand, as well as the time required for internal activities such as inventory disposal, caused new customer development activities to stagnate.」

    Delays in procuring materials and internal activities associated with inventory disposal caused new customer development activities to stagnate, which emerged as weak sales.
  3. FY2023-Q3WorsenedAnnual report

    「Although conditions were improving, the company struggled mainly because sales to major existing business partners in the Tokyo area had not recovered.」

    Weak sales to major existing business partners in the Tokyo area continued and were explicitly identified as a factor behind the healthcare business's difficulties.
  4. FY2021-Q2WorsenedAnnual report

    「In the general bedding products division, sales fell below the same period of the previous year because a decline in orders from business partners that had voluntarily suspended operations due to the spread of COVID-19 weighed on results.」

    Continued voluntary suspension of operations by business partners and declines in orders accompanying the spread of COVID-19 emerged as a decline in general bedding products sales.
  5. FY2020MaterialisedAnnual report

    「In the health business division, demand declined at most business partners due to the impact of COVID-19 from February onward, but sales exceeded the previous fiscal year as the benefits of the business acquisition at the end of the previous fiscal year provided support.」

    Demand did decline at most business partners due to COVID-19, but the benefits of the business acquisition supported sales.
  6. FY2020-Q3MaterialisedAnnual report

    「In the general bedding products division, sales exceeded the same period of the previous year because orders for commercial bedding increased as a result of the business acquisition at the end of the previous fiscal year, despite inventory adjustments at some business partners.」

    Inventory adjustments did occur at some business partners, but the increase in orders for commercial bedding resulting from the business acquisition had a greater impact.
  7. FY2019-Q1RestatedAnnual report

    「In the health business division, sales fell below the same period of the previous year because health products related to hemp performed poorly, but profit increased year on year as profitability improved.」

    Although the poor performance of hemp-related health products continued, improved profitability was reported in the health business division.
  8. FY2018WorsenedAnnual report

    「In the health business division, sales fell below the previous fiscal year, mainly because sales of the company's proprietary bio-hemp products and other products were sluggish at some OEM customers.」

    Continued stagnation in sales of bio-hemp products and other products at some OEM customers became a factor behind the full-year decline in revenue.
  9. FY2018-Q3WorsenedAnnual report

    「In the health business division, sales fell below the same period of the previous year, mainly because sales of the company's proprietary bio-hemp products and other products were sluggish at some OEM customers.」

    Continued stagnation in sales of bio-hemp products and other products at some OEM customers became a factor behind the decline in healthcare business revenue.
  10. FY2018-Q2WorsenedAnnual report

    「In the health business division, sales fell below the same period of the previous year, mainly because sales of the company's proprietary bio-hemp products and other products were sluggish at some OEM customers.」

    Continued stagnation in sales of bio-hemp products at some OEM customers led to a decline in healthcare business sales.
  11. FY2018-Q1First statedAnnual report

    「In the health business division, sales fell below the same period of the previous year, mainly because sales of bio-hemp products using the company's proprietary technology were sluggish at some OEM customers. In the general bedding products division, sales exceeded the same period of the previous year, mainly due to the results of proposal-based sales of duvets. As a result, healthcare business sales were ¥202 million, down 6.9% year on year, and the operating loss was ¥13 million, compared with an operating loss of ¥4 million in the same period of the previous year.」

    Stagnant sales of bio-hemp products at some OEM customers became an actual factor behind the decline in revenue, resulting in a 6.9% year-on-year decline in healthcare business sales and an operating loss of ¥13 million.
Moved together

"Sluggish OEM Sales and New Orders in the Textile and Apparel Business" moved the same way as this thread, in the same document, in 10 of its 13 moves.

1087544★123456
  1. ★This thread
  2. 1Sluggish OEM Sales and New Orders in the Textile and Apparel Business10×
  3. 2Persistently High Raw Material Costs and Rising SG&A Expenses in the Healthcare Business8×
  4. 3Deteriorating business environment due to yen appreciation, emerging-market economies and the UK's EU withdrawal issue7×
  5. 4Slowing Consumer Sentiment and Inbound Demand5×
  6. 5Temporary slowdown in earnings growth and increase in costs associated with Phase 4 development4×
  7. 6Sluggish Fall/Winter Sales in the Textile and Apparel Business Due to Extreme Heat4×

★ 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
Daitobo's next results are scheduled for 2026-11-04. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-06-01: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sluggish Performance Among Certain OEM Customers in the Healthcare Business | Daitobo Co.,Ltd. (3202) | Komori