Komori
Axxzia (4936) · RiskWorsened

Risk of Slow-Moving Inventory Due to Demand Fluctuations

First written in FY2021. 3 of 6 entries say "Worsened", first in FY2024. Latest entry: FY2026.

6entries
6years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2021WorsenedFY2024 – FY20252021: 12022: 020222023: 020232024: 120242025: 120252026: 32026
Same theme, other companies
Risk of Excess Inventory and Obsolescence Due to Demand Forecast and Supply-Demand FluctuationsA theme 61 companies write about · 63 as a headwind · 0 as a tailwind

Axxzia moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).

The whole theme swung hardest in 2022: 13 of 37 companies on the "Worse" side.

16 other companies' latest entry also says "Worsened".

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 61 companies compared. The sentences above are computed from all 61.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Merchandise and products 1,674,161 1,477,115; inventory valuation loss 58,135 58,224」

    Although the balance of merchandise and products declined, the inventory valuation loss increased slightly from ¥58.135 million to ¥58.224 million, with valuation effects from slow-moving and excess inventory continuing to arise.
  2. 2026-10-05OtherGeneral Meetings of Shareholders

    「商品及び製品 評価損計上前金額 1,535,339千円 棚卸資産評価損 58,224千円 商品及び製品 連結貸借対照表価額 1,477,115千円」

    商品及び製品について、収益性の低下および滞留在庫を考慮した評価損の金額と算定方法を具体的に記載している。
  3. FY2026-H1Decrease in merchandise and finished goods balancesAnnual report

    「The main factors behind changes in current assets were an increase of ¥239.546 million in cash and deposits and a decrease of ¥164.851 million in merchandise and finished goods, among others.」

    The merchandise and finished goods balance declined from ¥1,674.161 million at the end of the previous fiscal year to ¥1,509.310 million. Regarding the risk of stagnant inventory due to demand fluctuations, the company disclosed a decrease in the inventory balance.
  4. FY2025WorsenedAnnual report

    「Merchandise and finished goods 1,892,571 1,674,161; Inventory valuation loss 40,979 58,135」

    While the merchandise and finished goods balance decreased, the inventory valuation loss increased from ¥40.979 million to ¥58.135 million, indicating a greater inventory valuation impact from the divergence between expected and actual demand.
  5. FY2024WorsenedAnnual report

    「Current consolidated fiscal year: Merchandise and finished goods 1,892,571; Inventory valuation loss 40,979」

    The merchandise and finished goods balance increased from ¥1,616.600 million in the previous fiscal year to ¥1,892.571 million, while the inventory valuation loss was ¥40.979 million. The company disclosed the actual valuation of stagnant and excess inventory.
  6. FY2021First statedAnnual report

    「If expected demand and sales diverge from actual conditions due to changes in the market environment resulting from changes in laws and regulations in Japan and overseas, changes in consumer needs, or competition from other companies' products, stagnant inventory may arise and adversely affect the group's operating results and financial position.」

    The company indicates the possibility that expected demand may diverge from actual demand due to the market environment, consumer needs, and competing products, resulting in stagnant inventory.
Moved together

"Emphasis on Consolidated Revenue Growth and Operating Profit Margin" moved the same way as this thread, in the same document, in 3 of its 6 moves.

3222★1234
  1. ★This thread
  2. 1Emphasis on Consolidated Revenue Growth and Operating Profit Margin3×
  3. 2Performance-Linked Share-Based Compensation Based on a 3-Fiscal-Year Evaluation2×
  4. 3Dependence on a Specific Contract Manufacturer2×
  5. 4Basic Sustainability Policy and Materiality Target-Setting2×

★ 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
No upcoming earnings preview for Axxzia yet. It last moved in the General Meetings of Shareholders of 2026-10-05: "Other".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.