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Daikokuya Holdings (6993) · RiskAdvanced

Risk to the Stable Sourcing of Secondhand Branded Goods

First written in FY2016. 4 of 8 entries say "Restated". Latest entry: FY2026.

8entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2018-Q1RestatedFY2019 – FY20252016: 120162017: 220172018: 020182019: 120192020: 020202021: 020212022: 120222023: 020232024: 020242025: 120252026: 22026
Same theme, other companies
Difficulty securing products for purchase due to intensifying competitionA theme 11 companies write about · 12 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 1 of 6 companies on the "Worse" side.

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「The Company currently sources merchandise through in-store purchases, event purchases, mail-in purchases, and used-goods auctions, and will further diversify its procurement channels by acquiring an in-home purchase business.」

    A policy of expanding used-goods procurement channels through in-store, event, mail-in, and auction purchases, as well as the acquisition of an in-home purchase business, took concrete form.
  2. 2026-05-18MitigatedEarnings presentation materials

    「Inventory value: Strengthen sourcing through collaboration with the mobile purchase division in addition to market purchases」

    In addition to market purchases, collaboration with the mobile purchase division was presented as a sourcing-strengthening measure, expanding merchandise procurement channels.
  3. FY2025RestatedAnnual report

    「Unlike new products, used products are difficult to adjust in terms of procurement volume, making it extremely important as a management measure to secure a stable supply of merchandise. Accordingly, used branded goods are sourced through purchases from individual customers at stores, in-home purchases, mail-in purchases, and the used branded-goods market.」

    The importance of stable sourcing of used branded goods and the procurement methods of in-store, in-home, mail-in, and market purchases were reconfirmed.
  4. FY2022RestatedAnnual report

    「Accordingly, used branded goods are sourced through purchases from individual customers at stores, in-home purchases, mail-in purchases, and the used branded-goods market.」

    The procurement methods for used branded goods through in-store, in-home, mail-in, and market purchases were reconfirmed.
  5. FY2019RestatedAnnual report

    「Unlike new products, used products are difficult to adjust in terms of procurement volume, making it extremely important as a management measure to secure a stable supply of merchandise. Accordingly, used branded goods are sourced through purchases from individual customers at stores, in-home purchases, mail-in purchases, and the used branded-goods market.」

    The importance of securing a stable supply of used branded goods and the procurement methods of in-store, in-home, mail-in, and market purchases were reconfirmed.
  6. FY2018-Q1MitigatedAnnual report

    「Collaboration between the second- and third-largest companies in the industry will strengthen not only sales capabilities but also product procurement capabilities.」

    The memorandum of understanding for a capital and business alliance with ブランドオフ gave concrete form to a policy of strengthening product procurement capabilities.
  7. FY2017RestatedAnnual report

    「Unlike new products, used products are difficult to adjust in terms of procurement volume, making it extremely important as a management measure to secure a stable supply of merchandise.」

    The importance of stable sourcing of used branded goods and the risks of higher procurement prices and product shortages were reiterated.
  8. FY2016First statedAnnual report

    「Unlike new products, used products are difficult to adjust in terms of procurement volume, making it extremely important as a management measure to secure a stable supply of merchandise.」

    It was disclosed that higher procurement prices and product shortages caused by economic conditions or the emergence of competitors could hinder the stable procurement of merchandise.
Moved together

"Business Expansion through Acquisitions, Equity Investments and Business Alliances" moved the same way as this thread, in the same document, in 3 of its 8 moves.

333322★123456
  1. ★This thread
  2. 1Business Expansion through Acquisitions, Equity Investments and Business Alliances3×
  3. 2Securing Funding Through Operating Cash Flow, Borrowings and Equity Issuance3×
  4. 3Expanding the UK Business through the Acquisition of the SFL Group3×
  5. 4Risks of Delays in the SFL Business Turnaround and Overseas Store Openings3×
  6. 5Short-term adjustment of high-value inventory in response to yen appreciation and weaker demand2×
  7. 6New Customer Acquisition through Temporary Stores and Home-Visit Purchasing in Response to the Revised Antique Dealings Business Act2×

★ 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 Daikokuya Holdings yet. It last moved in the Earnings presentation materials of 2026-05-18: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk to the Stable Sourcing of Secondhand Branded Goods | Daikokuya Holdings Co.,Ltd. (6993) | Komori