Kuradashi. (5884) · RiskRestated
Risk of entry by well-capitalized, well-known competitors
First written in FY2023. 1 of 2 entries say "Restated". Latest entry: FY2025.
2entries
3years
0from disclosures
How it moved
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 607 threads.Full recordFilings, disclosures and news, newest first
- FY2025RestatedAnnual report
「However, if competition intensifies because companies with substantial capital and brand recognition enter similar services, we expect member outflows and higher customer-acquisition costs.」
The company continues to recognize the risk of member outflows and higher customer-acquisition costs from entry by well-capitalized, well-known companies into similar services. - FY2023First statedAnnual report
「If competition intensifies because companies with substantial capital and brand recognition enter similar services, we expect member outflows and higher customer-acquisition costs.」
The company recognizes member outflows and higher customer-acquisition costs resulting from new competitors as risks.