Komori
Jm Holdings (3539) · RiskMitigated

Dependence on Joyful Honda for Store Locations and Sales

First written in FY2016. 8 of 9 entries say "Mitigated", first in FY2017. Latest entry: FY2025.

9entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2017 – FY20252016: 12017: 120172018: 120182019: 120192020: 120202021: 020212022: 120222023: 120232024: 120242025: 12025
Same theme, other companies
Dependence on the ability of AEON Group commercial facilities to attract customersA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

2 other companies' 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 fiscal year ended July 2025, approximately 27.3% of our group’s net sales consisted of sales from stores located within the company’s home improvement centers.」

    The number of stores within 株式会社ジョイフル本田’s home improvement centers remained 14, while dependence on sales declined from approximately 28.2% in the previous fiscal year to approximately 27.3%.
  2. FY2024MitigatedAnnual report

    「As of the end of the fiscal year, our group operated 14 Japan Meat Fresh Food Market stores on the sites of home improvement centers developed and operated by 株式会社ジョイフル本田. In the fiscal year ended July 2024, approximately 28.2% of our group’s net sales consisted of sales from stores located within the company’s home improvement centers.」

    The number of stores within 株式会社ジョイフル本田’s home improvement centers remained 14, while dependence on sales declined from approximately 29.5% in the previous fiscal year to approximately 28.2%.
  3. FY2023MitigatedAnnual report

    「As of the end of the fiscal year, our group operated 14 Japan Meat Fresh Food Market stores on the sites of home improvement centers developed and operated by 株式会社ジョイフル本田. In the fiscal year ended July 2023, approximately 29.5% of our group’s net sales consisted of sales from stores located within the company’s home improvement centers.」

    The number of stores within 株式会社ジョイフル本田’s home improvement centers increased to 14, while dependence on those stores was approximately 29.5%. Dependence as a percentage of net sales declined from approximately 30.1% previously.
  4. FY2022MitigatedAnnual report

    「In addition, as of the end of the fiscal year, our group operated 13 Japan Meat Fresh Food Market stores on the sites of home improvement centers developed and operated by 株式会社ジョイフル本田. In the fiscal year ended July 2022, approximately 30.1% of our group’s net sales consisted of sales from stores located within the company’s home improvement centers.」

    The number of stores within 株式会社ジョイフル本田’s home improvement centers remained 13, but dependence on sales declined from approximately 33% in the previous fiscal year to approximately 30.1%.
  5. FY2020MitigatedAnnual report

    「In the fiscal year ended July 2020, approximately 33% of our group’s net sales consisted of sales from stores located within the company’s home improvement centers.」

    The group operated 13 stores within home improvement centers, including those of 株式会社ジョイフル本田, and dependence on those stores as a percentage of sales declined from approximately 35% in the previous fiscal year to approximately 33%.
  6. FY2019MitigatedAnnual report

    「As of the end of the fiscal year, our group operated 13 Japan Meat Fresh Food Market stores on the sites of home improvement centers developed and operated by 株式会社ジョイフル本田 and its affiliates. In the fiscal year ended July 2019, approximately 35% of our group’s net sales consisted of sales from stores located within the company’s home improvement centers.」

    The number of stores within home improvement centers remained 13, but dependence on those stores as a percentage of net sales declined from approximately 36% to approximately 35%.
  7. FY2018MitigatedAnnual report

    「As of the end of the fiscal year, our group operated 13 Japan Meat Fresh Food Market stores on the sites of home improvement centers developed and operated by 株式会社ジョイフル本田 and its affiliates. In the fiscal year ended July 2018, approximately 36% of our group’s net sales consisted of sales from stores located within the company’s home improvement centers.」

    The number of stores within home improvement centers, including those of 株式会社ジョイフル本田, remained 13, but dependence on those stores as a percentage of net sales declined from approximately 38% to approximately 36%.
  8. FY2017MitigatedAnnual report

    「Approximately 38% of our group’s net sales consisted of sales from stores located within the company’s home improvement centers.」

    The number of stores within home improvement centers, including those of 株式会社ジョイフル本田, remains 13, but the dependence on those stores as a percentage of net sales declined from the previously stated 40% to approximately 38%.
  9. FY2016First statedAnnual report

    「As of the date of filing this document, our group operates 13 Japan Meat Fresh Food Market stores on the sites of home improvement centers developed and operated by 株式会社ジョイフル本田 and its affiliates. In the fiscal year ended July 2016, 40% of our group’s net sales consisted of sales from stores located within the company’s home improvement centers.」

    The group operates 13 stores in home improvement centers, including those of 株式会社ジョイフル本田, and sales from stores at those locations account for 40% of consolidated net sales, so changes in customer traffic and store policies could affect performance.
Moved together

"Recognition of Net Sales, Operating Income and Profit Attributable to Owners of Parent" moved the same way as this thread, in the same document, in 8 of its 9 moves.

876665★123456
  1. ★This thread
  2. 1Recognition of Net Sales, Operating Income and Profit Attributable to Owners of Parent8×
  3. 2Dividends Funded by Retained Earnings7×
  4. 3Developing the Store Network Through Renovations and New Openings6×
  5. 4Allocation of Raised Funds to Capital Investment and Repayment of Borrowings6×
  6. 5Shareholdings Held to Maintain and Strengthen Cooperation with Joyful Honda6×
  7. 6Opening 2–4 New Stores Annually and Developing New Store Formats in Central Urban Areas5×

★ 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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News
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Dependence on Joyful Honda for Store Locations and Sales | JM HOLDINGS CO.,LTD. (3539) | Komori