Komori
Creema (4017) · RiskRestated

Dependence on App Stores, Payment Providers and Delivery Companies

First written in FY2021. 3 of 4 entries say "Restated". Latest entry: FY2026.

4entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY20262021: 120212022: 020222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Dependence on the Contracts, Fees, and Policies of Multiple Platform OperatorsA theme 22 companies write about · 22 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 3 of 9 companies on the "Worse" side.

11 other companies' latest entry also says "Restated".

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 22 companies compared. The sentences above are computed from all 22.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The Group depends on delivery providers such as Yamato Transport Co., Ltd. and Japan Post Co., Ltd. to deliver its products. Accordingly, changes in transaction terms, revisions to business policies or changes in delivery conditions at these providers could affect the Group's business, operating results and financial condition.」

    The company has reiterated the risks arising from dependence on apps, external payment providers and delivery companies, and the impact of changes to the terms or policies of these providers.
  2. FY2025RestatedAnnual report

    「The Group depends on delivery providers such as Yamato Transport Co., Ltd. and Japan Post Co., Ltd. to deliver its products. Accordingly, changes in transaction terms, revisions to business policies or changes in delivery conditions at these providers could affect the Group's business, operating results and financial condition.」

    The company has reiterated the risks arising from dependence on apps, external payment providers and delivery companies, and the impact of changes to the terms or policies of these providers.
  3. FY2024RestatedAnnual report

    「The Group depends on delivery providers such as Yamato Transport Co., Ltd. and Japan Post Co., Ltd. to deliver its products. Accordingly, changes in transaction terms, revisions to business policies or changes in delivery conditions at these providers could affect the Group's business, operating results and financial condition.」

    The company has reiterated the risks arising from dependence on app platforms, external payment providers and delivery companies, and the impact of changes to their policies or terms.
  4. FY2021First statedAnnual report

    「Accordingly, the trends, business strategies and relationships with the Group of these providers may affect the Group's business, results and financial condition.」

    The Company identifies dependence on Apple's and Google's app platforms, external payment providers and delivery companies as a risk.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Creema yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.