Komori
Innovation Holdings (3484) · RiskWorsened

Disaster risk affecting store properties concentrated in Tokyo and surrounding areas

First written in FY2018. 7 of 8 entries say "Worsened", first in FY2019. Latest entry: FY2026.

8entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019 – FY20262018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies

Innovation Holdings moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).

The whole theme swung hardest in 2020: 6 of 9 companies on the "Worse" side.

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

    「The number of store properties leased by the Group was 3,021 as of 31 March 2026, all of which were concentrated in Tokyo and surrounding areas.」

    The number of store properties concentrated in Tokyo and surrounding areas increased from 2,706 in the previous fiscal year to 3,021, expanding exposure to disaster and reduced-demand risks arising from regional concentration.
  2. FY2025WorsenedAnnual report

    「The number of store properties leased by the Group was 2,706 as of 31 March 2025, all of which were concentrated in Tokyo and surrounding areas.」

    The number of store properties concentrated in Tokyo and surrounding areas increased from 2,216 in the previous fiscal year to 2,706, expanding exposure to disaster and reduced-demand risks arising from regional concentration.
  3. FY2023WorsenedAnnual report

    「The number of store properties leased by the Group was 2,216 as of 31 March 2023, all of which were concentrated in Tokyo and surrounding areas.」

    The number of store properties concentrated in Tokyo and surrounding areas increased from 1,951 in the previous fiscal year to 2,216, expanding exposure to disaster and reduced-demand risks.
  4. FY2022WorsenedAnnual report

    「The number of store properties leased by the Company was 1,951 as of 31 March 2022, all of which were concentrated in Tokyo and surrounding areas.」

    The number of store properties concentrated in Tokyo and surrounding areas increased from 1,706 to 1,951, expanding exposure to disaster and lower dining-out demand risks associated with the concentration.
  5. FY2021WorsenedAnnual report

    「The number of store properties leased by the Company was 1,706 as of 31 March 2021, all of which were concentrated in Tokyo and surrounding areas.」

    The number of store properties concentrated in Tokyo and surrounding areas increased from 1,684 to 1,706, expanding exposure to disaster and reduced-demand risks associated with the concentration. No actual occurrence of the risk is disclosed.
  6. FY2020WorsenedAnnual report

    「The number of store properties leased by the Company was 1,684 as of 31 March 2020, all of which were concentrated in Tokyo and surrounding areas.」

    The number of store properties concentrated in Tokyo and surrounding areas increased from 1,459 to 1,684, expanding exposure to disaster and lower dining-out demand risks associated with the concentration.
  7. FY2019WorsenedAnnual report

    「The number of store properties leased by the Company was 1,459 as of 31 March 2019, all of which were concentrated in Tokyo and surrounding areas.」

    The number of store properties concentrated in Tokyo and surrounding areas increased from 1,242 to 1,459, expanding exposure to disaster and reduced-demand risks associated with the concentration.
  8. FY2018First statedAnnual report

    「The number of store properties leased by the Company was 1,242 as of 31 March 2018, all of which were concentrated in Tokyo and surrounding areas.」

    The 1,242 store properties are concentrated in Tokyo and surrounding areas, and the risks of property damage caused by fires, terrorism, earthquakes, tsunamis and other events, as well as the impact of lower demand for dining out, are identified.
Moved together

"Downside Risk to the Global Economy from Geopolitical Tensions in Asia" moved the same way as this thread, in the same document, in 6 of its 8 moves.

632★123
  1. ★This thread
  2. 1Downside Risk to the Global Economy from Geopolitical Tensions in Asia6×
  3. 2Sharp changes in economic conditions, land prices, real estate market conditions, the food-service market, and financial trends3×
  4. 3Revenue classification into recurring (running) revenue and one-time (initial) revenue2×

★ 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
Innovation Holdings's next results are scheduled for 2026-11-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.