Komori
Twinbird (6897) · InitiativeAdvanced

Reviewing the Sales Portfolio and Revising Selling Prices

First written in FY2016. 20 of 28 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2027-H1.

28entries
11years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q3 – FY2019AdvancedFY2021-Q1 – FY2023-Q1AdvancedFY2023-Q3 – FY2026-H12016: 320162017: 220172018: 020182019: 120192020: 320202021: 320212022: 420222023: 320232024: 220242025: 220252026: 52026
Same theme, other companies
Profitability-Focused Sales and Product Mix ShiftA theme 39 companies write about · 0 as a headwind · 41 as a tailwind

The whole theme swung hardest in 2025: 3 of 23 companies on the "Worse" side.

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

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 39 companies compared. The sentences above are computed from all 39.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1AdvancedAnnual report

    「In fiscal 2025, the company adopted “rebuilding the earnings structure,” “optimizing fixed and variable costs” and “promoting growth businesses” as its management policies and pursued various reforms. In particular, it decided to scale back its household refrigerator and washing machine businesses, for which profitability was not expected, and carried out a large-scale impairment charge.」

    Regarding its product and business portfolio, the company decided to scale back its household refrigerator and washing machine businesses, for which profitability was not expected, and is shifting its focus toward profitability.
  2. 2026-08-31AdvancedManagement plan

    「Maximizing profit by shifting to high-profitability businesses rather than focusing excessively on sales」

    The company shifted its focus from profitability improvement centered on price revisions to maximizing profit through business portfolio redesign and a shift to higher-profitability channels.
  3. FY2026RestatedAnnual report

    「Although the company continued its earnings improvement efforts through price revisions and ongoing cost reductions, sales remained weak during the year-end and new-life-season shopping periods because of intensifying competition in the refrigerator and washing machine markets. In addition, after recording business restructuring costs as described above, revenue in the home appliance business for the fiscal year was ¥8,611 million, down 10.6% year on year, and the segment recorded a loss of ¥90 million, compared with segment profit of ¥664 million in the previous fiscal year.」

    Although the home appliance business continued earnings improvement through price revisions and cost reductions, revenue declined and the segment recorded a loss because of intensifying competition in the refrigerator and washing machine markets and business restructuring costs.
  4. FY2026-H1AdvancedAnnual report

    「In addition, the implementation of profitability improvement measures, including price revisions, increased gross profit by ¥255 million from the first quarter to ¥705 million, an improvement of ¥131 million year on year, or 22.9%. The gross profit margin improved by 9.8 percentage points from the first quarter to 31.9%, up 6.5 percentage points year on year. As a result, the operating loss in the second quarter was ¥47 million, an improvement of ¥304 million from the first quarter and ¥112 million from the same period of the previous year.」

    The company disclosed measurable effects from profitability improvement measures including price revisions, in the form of improvements in gross profit, the gross profit margin and the second-quarter operating loss.
  5. FY2025AdvancedAnnual report

    「As announced on 14 January 2025, we will sequentially revise the shipping prices of home appliances from 1 March 2025 to approximately 10% or more above their previous prices, in order to mitigate the effects of yen depreciation and higher energy resource prices.」

    For the price revisions initiated in the previous fiscal year, the company specified the implementation timing and level, stating that prices would be sequentially revised from 1 March 2025 to approximately 10% or more above the previous prices.
  6. FY2024AdvancedAnnual report

    「Price revisions, concentrated launches of new products and cost reductions resulted in gross profit of ¥3,384 million, a gross profit margin of 32.9% (up 1.1 percentage points year on year) and an operating profit margin of 1.1% (up 0.7 percentage points year on year).」

    The company disclosed the effects of implementing price revisions, concentrated new product launches and cost reductions in the form of improvements in the gross profit margin and operating profit margin.
  7. FY2024-Q3AdvancedAnnual report

    「As a result of the effects of price revisions, new product introductions and cost reductions implemented in the second half of the previous fiscal year, gross profit improved by ¥68 million year on year, while the gross profit margin improved by 2.4 percentage points year on year to the standalone figure of the same period, and the operating loss was reduced from the same period of the previous year.」

    Price revisions, new product introductions and cost reductions improved the gross profit margin by 2.4 percentage points and reduced the operating loss.
  8. FY2024-Q2AdvancedAnnual report

    「In terms of profit, although the price revisions, new product launches and cost reductions implemented in the second half of the previous fiscal year improved the gross profit margin by 3.7 percentage points year on year (compared with the standalone figures for the same period of the previous year), and reduced the selling, general and administrative expense ratio by 1.1 percentage points year on year (compared with the standalone figures for the same period of the previous year), the operating loss was halved and reduced from the same period of the previous year.」

    The company improved profitability through price revisions, new product introductions and cost reductions, and halved and reduced the operating loss from the same period of the previous year after also lowering the ratio of selling, general and administrative expenses by 1.1 percentage points.
  9. FY2024-Q1AdvancedAnnual report

    「Although the company recorded an operating loss, gross profit margin improved due to the price revisions, new product launches and cost reductions implemented in the previous fiscal year, reducing the loss compared with the same period of the previous year.」

    It states that the effects of price revisions, new product introductions and cost reductions implemented in the previous fiscal year emerged as an improvement in the gross profit margin and a reduction in the loss.
  10. FY2023-Q3AdvancedAnnual report

    「The company implemented substantial price revisions of more than 10% from September last year.」

    The company implemented price revisions of more than 10% from September and is working to improve profitability together with restrictions on sales of unprofitable products.
  11. FY2023-Q2RestatedAnnual report

    「In the home appliance business, revenue and profit declined from the same period of the previous year as higher procurement costs caused by soaring costs and sharp foreign exchange movements since March, together with the retreat in stay-at-home demand, led the company to restrict sales of some unprofitable entry-level products.」

    The company continues its product portfolio policy of restricting sales of entry-level products that have become unprofitable.
  12. FY2023-Q1AdvancedAnnual report

    「Sales declined year on year because the company restricted sales of unprofitable entry-level products. It has been working actively on price revisions for deliveries from September onward, with the full effect expected to emerge in the second half of the fiscal year.」

    In addition to restricting sales of unprofitable products, the company has been implementing price revisions for deliveries from September onward and expects the effects to emerge from the second half of the fiscal year.
  13. FY2022AdvancedAnnual report

    「Although the Company narrowed its product range to less than half its previous size over the past 2 years, sales per product increased, and the gross profit margin improved by 0.4 percentage points from the previous fiscal year through profitability improvements, including spillover effects.」

    The company advanced product portfolio optimization by reducing the number of products by more than half and increasing revenue per product, improving the gross profit margin by 0.4 percentage points from the previous fiscal year.
  14. FY2022-Q3AdvancedAnnual report

    「Although the Company reduced the number of SKUs from approximately 600 to approximately 300 over the past 2 years, it maintained its sales scale and improved the gross profit margin by 1.9 percentage points year on year.」

    As a specific product portfolio optimization measure, the company approximately halved its SKUs and improved the gross profit margin by 1.9 percentage points while maintaining the scale of revenue.
  15. FY2022-Q2AdvancedAnnual report

    「Profitability has continued to improve through measures including strategic SKU reductions, and the gross profit margin in the home appliances business rose 1.9 percentage points year on year.」

    As a measure related to product portfolio optimization, the company strategically reduced its SKUs, raising the home appliance business's gross profit margin by 1.9 percentage points year on year.
  16. FY2021AdvancedAnnual report

    「In terms of profit, the gross profit margin improved by 2.4 percentage points from the previous fiscal year as a result of focusing sales on more profitable products and other key measures under the medium-term management plan.」

    The company explains that it focused sales on highly profitable products as a product portfolio optimization measure, improving the gross profit margin by 2.4 percentage points.
  17. FY2021-Q3AdvancedAnnual report

    「However, as a result of focusing sales on more profitable products and other measures under the new medium-term management plan, the gross profit margin improved substantially by 3.5 percentage points from the cumulative third quarter of the previous fiscal year, and gross profit increased by ¥148 million year on year.」

    Regarding the focus on sales of highly profitable products as a measure related to product portfolio optimization, the company reported measurable results of a 3.5-percentage-point improvement in the gross profit margin and a ¥148 million increase in gross profit.
  18. FY2021-Q2AdvancedAnnual report

    「As a result of focusing sales on more profitable products, a key measure under the medium-term management plan for fiscal 2020–2022, and cost reduction efforts, the gross profit margin improved substantially by 3.9 percentage points from the cumulative second quarter of the previous fiscal year, and gross profit increased by ¥38 million year on year.」

    As a measure related to product portfolio optimization, the company focused sales on highly profitable products and reported a measurable 3.9-percentage-point improvement in the gross profit margin.
  19. FY2021-Q1AdvancedAnnual report

    「The gross profit margin improved significantly by 5.8 percentage points from the first quarter of the previous fiscal year, driven by the effects of focusing sales on highly profitable products and cost reduction efforts, thereby reducing the loss.」

    As a measure related to product portfolio optimization, the company focused sales on highly profitable products, resulting in a 5.8-percentage-point year-on-year improvement in the gross profit margin.
  20. FY2020ReframedAnnual report

    「We will optimize our product portfolio by streamlining the products we handle and maximizing sales volumes of high-margin products. We will also capture spillover effects across each function and seek to improve profitability.」

    The review of the sales portfolio, whose description had previously disappeared, has been reorganized as product portfolio optimization centered on maximizing sales volumes of high-margin products.
  21. FY2019DroppedAnnual report
    The management policy and issues to be addressed for the current fiscal year contain no reference to a review of the sales portfolio or sales price revisions associated with new product launches.
  22. FY2017RestatedAnnual report

    「Operating profit was ¥516 million, a decline of ¥73 million from the previous fiscal year. Although the company continued measures undertaken previously, including a review of its sales portfolio, the launch of high-value-added new products, quality improvements and manufacturing cost reductions, it was unable to fully absorb the effects of foreign exchange movements.」

    The company explains that, although it continued to review its sales portfolio, launch new products, improve quality and reduce manufacturing costs, operating profit declined because it was unable to fully absorb the effects of foreign exchange movements.
  23. FY2017-Q3RestatedAnnual report

    「The company has continued reviewing its sales portfolio, launching high-value-added new products, and improving quality and reducing manufacturing costs, but profit declined due to lower net sales and higher development, advertising and other expenses associated with new product launches.」

    While stating that it has continued to review its sales portfolio and launch new products, the company explains that profit declined because of lower revenue and increases in development, advertising and other expenses.
  24. FY2017-Q2AdvancedAnnual report

    「Operating profit was ¥371 million, an increase of ¥84 million year on year, or 29.6%. By improving profitability through the ongoing review of the sales portfolio, the launch of high-value-added new products, quality improvements and manufacturing cost reductions, among other measures, the Company increased operating profit despite a slight decline in net sales.」

    It states that operating profit reached ¥371 million, up 29.6% year on year, despite a slight decline in revenue, due to a review of the sales portfolio and new product launches, among other measures.
  25. FY2017-Q1AdvancedAnnual report

    「Operating profit was ¥157 million, an increase of ¥93 million year on year, or 147.4%. Profitability improved through the ongoing review of the sales portfolio, revisions to selling prices following the launch of new products, and manufacturing cost reductions, among other measures.」

    The company reports operating profit of ¥157 million, up 147.4% year on year, as progress from measures including a review of the sales portfolio and sales price revisions associated with new product launches.
  26. FY2016First statedAnnual report

    「However, in addition to the hedging effect of foreign exchange forward contracts, the company was able to significantly improve operating profit through measures including a review of its sales portfolio, sales price revisions following new product launches, an increase in the domestic manufacturing ratio, and reductions in manufacturing costs.」

    It cites the review of the sales portfolio and sales price revisions associated with new product launches as measures that contributed to the improvement in operating profit.
Moved together

"Reducing Manufacturing Costs and Strengthening Cost Management" moved the same way as this thread, in the same document, in 17 of its 28 moves.

1717131097★123456
  1. ★This thread
  2. 1Reducing Manufacturing Costs and Strengthening Cost Management17×
  3. 2Shareholder Returns Centered on a Consolidated Dividend Payout Ratio of at Least 25%17×
  4. 3Focusing the FPSC Business on Key Applications and Strengthening Sales13×
  5. 4Maintaining Ample Liquidity and Strengthening the Financial Position10×
  6. 5Cross-Functional Product Development and Continued New Product Launches9×
  7. 6Transforming the Sales Channel Structure and Expanding Overseas Sales7×

★ 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 Twinbird yet. It last moved in the Management plan of 2026-08-31: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Reviewing the Sales Portfolio and Revising Selling Prices | TWINBIRD CORPORATION (6897) | Komori