Dependence on major customers
First written in FY2021. 4 of 7 entries say "Mitigated", first in FY2023. Latest entry: FY2026.
The whole theme swung hardest in 2023: 35 of 119 companies on the "Worse" side.
40 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「オージオ ¥826.996 million 8.2% QVCジャパン ¥937.192 million 9.3%」
オージオ and QVCジャパン, the Company's major customers, accounted for 8.2% and 9.3% of net sales, respectively, down from 17.7% and 14.0% in the previous fiscal year. Dependence on both companies is disclosed, but their shares have declined to approximately 10%. - FY2025MitigatedAnnual report
「Among the Company's customers, the 2 major customers accounting for approximately 15% to 20% of net sales are QVCジャパン for TV shopping sales and オージオ for OEM product sales.」
オージオ's share of net sales was 17.7%, while QVCジャパン's was 14.0%, both down from 21.2% and 18.1%, respectively, in the previous fiscal year. Dependence on major customers remains, but customer concentration has weakened. - FY2023MitigatedAnnual report
「オージオ ¥1,474.573 million 22.6% QVCジャパン ¥1,401.526 million 21.5%」
Dependence on the 2 major customers continues, but オージオ's share of sales declined from 31.4% to 22.6%, while QVCジャパン's declined from 25.1% to 21.5%. Both remain above 20%, so the risk itself remains. - FY2022The concentration of dependence changedAnnual report
「For the fiscal year, sales to オージオ amounted to ¥1,683.433 million, representing 31.4% of total sales, while sales to QVCジャパン amounted to ¥1,347.076 million, representing 25.1%.」
Dependence on the 2 major customers continues, but オージオ's share rose from 23.0% to 31.4%, while QVCジャパン's share declined from 32.5% to 25.1%. The risk of dependence on QVC's programme guests was also added. - FY2021First statedAnnual report
「Among the Company's customers, the 2 major customers accounting for more than 20% of net sales are QVCジャパン for TV shopping sales and オージオ for OEM product sales.」
For the fiscal year ended March 2021, QVCジャパン accounted for 32.5% of net sales and オージオ for 23.0%. Changes in the performance, inventory and product policies of these customers are identified as risks.