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Showcase (3909) · RiskDropped

Dependence on the Reuse-Related Business and Risks Associated with Device Procurement and Price Competition

First written in FY2023. 1 of 4 entries say "Advanced", first in FY2024-Q1. Latest entry: FY2026-H1.

4entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q1WorsenedFY20242024: 220242025: 22025
Same theme, other companies
Sensitivity to Market Changes Due to a Single Business or SegmentA theme 87 companies write about · 86 as a headwind · 0 as a tailwind

Showcase moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2025: 22 of 55 companies on the "Worse" side.

1 other company's latest entry also says "Dropped".

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 87 companies compared. The sentences above are computed from all 87.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1DroppedAnnual report

    「Accordingly, the company has withdrawn from the information and communications-related business.」

    Following ReYuu's exclusion from the scope of consolidation and withdrawal from the information and communications-related business, the assumptions underlying the previous risk concerning dependence of consolidated revenue on the reuse-related business changed.
  2. FY2024WorsenedAnnual report

    「The company's sales mix by business for the fiscal year was 98.7% for the reuse-related business and 1.3% for other businesses, indicating a high proportion of sales from the reuse-related business.」

    The reuse-related business's share of ReYuu's sales mix increased from 91.4% to 98.7%, further increasing its dependence on the reuse business.
  3. FY2024-Q1AdvancedAnnual report

    「ReYuu, which operates in the information and communications-related business, develops a reuse-related business centered on the sale of used smartphones.」

    It has been confirmed that, following the transfer and closure of the mobile communications-related business, the information and communications-related business is being operated as a reuse business centered on used smartphones.
  4. FY2023First statedAnnual report

    「In the current consolidated fiscal year, ReYuu's sales mix by business was 91.4% for the reuse-related business, 8.1% for the mobile communications-related business, and 0.5% for other businesses, indicating a high proportion of sales from the reuse-related business. Going forward, because the company transferred and closed stores operated by the mobile communications-related business, the reuse-related business is expected to account for nearly 100% of total sales.」

    The disclosure identifies as a risk the concentration of ReYuu's sales in the reuse-related business and the possibility that this dependence will increase further following the transfer and closure of the mobile communications business.
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Dependence on the Reuse-Related Business and Risks Associated with Device Procurement and Price Competition | Showcase Inc. (3909) | Komori