Komori
Hobonichi (3560) · RiskSoftened

Dependence on sales to 株式会社ロフト

First written in FY2017. 3 of 6 entries say "Softened", first in FY2020. Latest entry: FY2023.

6entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2019SoftenedFY2020 – FY20232017: 12018: 120182019: 120192020: 120202021: 120212022: 020222023: 12023
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

Hobonichi moved to the "Worse" side of this theme in 2020, 3 years before the typical company in this theme (2023).

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

10 other companies' latest entry also says "Softened".

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2023SoftenedAnnual report

    「Details of sales by major customer have been omitted because no customer accounted for 10% or more of total sales.」

    Regarding dependence on major customers, states that no customer accounted for 10% or more of total sales, indicating low customer concentration.
  2. FY2021SoftenedAnnual report

    「Sales to 株式会社ロフト decreased from 640,976 thousand yen, representing 12.1% of total sales in the previous fiscal year, to 433,729 thousand yen, or 7.7%, in the current fiscal year.」

    株式会社ロフト's share of sales declined from 12.1% to 7.7%, further reducing customer concentration.
  3. FY2020SoftenedAnnual report

    「Sales to 株式会社ロフト decreased from 946,109 thousand yen, representing 17.3% of total sales in the previous fiscal year, to 640,976 thousand yen, or 12.1%, in the current fiscal year.」

    株式会社ロフト's share of sales, as a major sales customer, declined from 17.3% to 12.1%, reducing customer concentration.
  4. FY2019RestatedAnnual report

    「The Company sells some major products, including the "Hobonichi Techo" planner, through wholesale channels, with 株式会社ロフト as its main sales customer.」

    Continues to disclose the wholesale sales structure in which 株式会社ロフト is the main sales customer, and the possibility of an impact from changes in its sales policies.
  5. FY2018RestatedAnnual report

    「The Company sells some major products, including the "Hobonichi Techo" planner, through wholesale channels, with 株式会社ロフト as its main sales customer.」

    Continues to disclose the wholesale sales structure in which 株式会社ロフト is the main sales customer, and the possibility of an impact from changes in its sales policies.
  6. FY2017First statedAnnual report

    「The Company sells some major products, including the "Hobonichi Techo" planner, through wholesale channels, with 株式会社ロフト as its main sales customer.」

    While focusing on direct sales, discloses the possibility that changes in the sales policies of 株式会社ロフト, its main wholesale customer, could affect operating results.
Moved together

"Increase in sales of the “Hobonichi Techo 2017 Edition”" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2★1
  1. ★This thread
  2. 1Increase in sales of the “Hobonichi Techo 2017 Edition”2×

★ 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
Hobonichi's next results are scheduled for 2026-10-14. Read the earnings preview
News
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