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Cresco (4674) · RiskRestated

Dependence on Specific Customers

First written in FY2018. 4 of 6 entries say "Mitigated", first in FY2019. Latest entry: FY2026.

6entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2019 – FY20232018: 120182019: 120192020: 120202021: 120212022: 020222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

22 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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「No information is provided on sales by major customer or the proportion of such sales to total sales because there were no customers whose sales accounted for 10% or more of total sales.」

    The company again stated that there were no customers accounting for 10% or more of consolidated sales, reaffirming the low level of sales concentration among specific customers.
  2. FY2023MitigatedAnnual report

    「No information is provided on sales by major customer or the proportion of such sales to total sales because there were no customers whose sales accounted for 10% or more of total sales.」

    For the current fiscal year, there were no customers accounting for 10% or more of consolidated sales, indicating that sales concentration among specific customers declined further.
  3. FY2021MitigatedAnnual report

    「IBM Japan, Ltd. 5,168,020 13.1 5,032,470 12.7」

    The proportion of consolidated sales to IBM Japan, Ltd. declined from 13.1% in the previous fiscal year to 12.7%, but the risk of dependence on a specific customer remains.
  4. FY2020MitigatedAnnual report

    「IBM Japan, Ltd. 4,714,620 13.4 5,168,020 13.1」

    The proportion of sales to IBM Japan, Ltd. declined from 13.4% to 13.1%, but the risk of dependence on a specific customer continues to be disclosed.
  5. FY2019MitigatedAnnual report

    「Sales to IBM Japan, Ltd. account for a high proportion of our corporate group’s consolidated sales, as follows.」

    The proportion of sales to IBM Japan, Ltd. declined from 14.1% in the previous fiscal year to 13.4% in the current fiscal year, but the risk of dependence on a specific customer remains.
  6. FY2018First statedAnnual report

    「Within the consolidated sales of our corporate group, sales to IBM Japan, Ltd. account for a high proportion, as follows.」

    Sales to IBM Japan, Ltd. were ¥4,697,689 thousand, representing 14.1% of consolidated sales. The company stated that changes in the customer’s business policies or outsourcing policies could affect its operating performance.
Moved together

"Expanding the Business Portfolio through Group Synergies, M&A, and Alliances" moved the same way as this thread, in the same document, in 4 of its 6 moves.

444333★123456
  1. ★This thread
  2. 1Expanding the Business Portfolio through Group Synergies, M&A, and Alliances4×
  3. 2Research and Expansion of Advanced Technologies, Including AI, Robotics and IoT4×
  4. 3Research and Development of Proposal-Based Businesses, New Technologies and Emerging Technologies4×
  5. 4Continued Revenue and Profit Growth and Improved Profitability3×
  6. 5Profit Returns and Stable Dividends Targeting a Payout Ratio of 40%3×
  7. 6Investment in Market-In Businesses3×

★ 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
Cresco's next results are scheduled for 2026-11-05. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Specific Customers | CRESCO LTD. (4674) | Komori