Komori
Foodison (7114) · RiskChange in the definition of the dependence metric

Dependence on the foodservice market and restaurant customers

First written in FY2023. 2 of 4 entries say "Worsened", first in FY2024. Latest entry: FY2026.

4entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2023WorsenedFY2024 – FY20252023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Concentration of Sales to the Foodservice and Prepared-Food Industries and Economic SensitivityA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Foodison moved to the "Worse" side of this theme in 2024.

0 other companies' latest entry also says "Other".

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. FY2026Change in the definition of the dependence metricAnnual report

    「The Group's main customers are restaurants, which accounted for 81.2% of consolidated revenue from the BtoB commerce service for the fiscal year ended March 2026.」

    This time, the figure shows the proportion of consolidated revenue from the BtoB commerce service in total company revenue, while the previous figure of 79.7% represented the proportion of sales to restaurants. Since the denominators differ, the degree of dependence cannot be compared directly.
  2. FY2025WorsenedAnnual report

    「The Group's main customers are restaurants, which accounted for 79.7% of consolidated revenue from the BtoB commerce service for the fiscal year ended March 2025.」

    The proportion of sales to restaurants rose from 78.4% previously to 79.7%, increasing dependence on the foodservice market.
  3. FY2024WorsenedAnnual report

    「The foodservice market is also susceptible to domestic economic conditions. If the economy were to contract due to factors such as changes in the political situation, natural disasters or infectious disease outbreaks, and the performance of the Group's customers were to deteriorate, the resulting decline in average spend per customer could affect the Group's financial position and operating results.」

    The proportion of sales to restaurants in consolidated revenue from the BtoB commerce service rose from 75.3% previously to 78.4% in the fiscal year ended March 2024.
  4. FY2023First statedAnnual report

    「The foodservice market is also susceptible to domestic economic conditions. If the economy were to contract due to factors such as changes in the political situation, natural disasters or infectious disease outbreaks, and the performance of the Group's customers were to deteriorate, the resulting decline in average spend per customer could affect the Group's financial position and operating results.」

    The risk arising from restaurants being the main customers and accounting for 75.3% of BtoB commerce revenue.
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"Dilution of Share Value Resulting from the Exercise of Share Acquisition Rights" moved the same way as this thread, in the same document, in 2 of its 4 moves.

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