AlphaPurchase (7115) · RiskRestated
Performance Volatility from Dependence on Specific Customers
First written in FY2022. 1 of 2 entries say "Restated". Latest entry: FY2024.
2entries
3years
0from disclosures
How it moved
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind
The whole theme swung hardest in 2026: 39 of 122 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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.Full recordFilings, disclosures and news, newest first
- FY2024RestatedAnnual report
「The only 2 customer or business groups, including franchise companies, that account for at least 10% of our Group’s sales are ASKUL Corporation and Nippon McDonald’s Company, Ltd. and its franchise companies, although there are also many other major customer groups.」
The structure in which ASKUL Corporation and the Nippon McDonald’s group account for at least 10% of sales, and the risk of an impact if they churn, was reaffirmed. - FY2022First statedAnnual report
「The only 2 customer or business groups, including franchise companies, that account for at least 10% of our Group’s sales are ASKUL Corporation and Nippon McDonald’s Company, Ltd. and its franchise companies.」
Although the Group says close IT-system integration makes churn unlikely, it acknowledges that the loss of a major customer group could have an impact.