Komori
Car Mate Mfg. (7297) · RiskWorsened

Dependence on Major Customers

First written in FY2017. 3 of 8 entries say "Worsened", first in FY2020. Latest entry: FY2026.

8entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2017ReframedFY2021MitigatedFY2023 – FY2024WorsenedFY2025 – FY20262017: 120172018: 020182019: 120192020: 120202021: 120212022: 020222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 117 companies write about · 117 as a headwind · 0 as a tailwind

Car Mate Mfg. moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).

The whole theme swung hardest in 2025: 27 of 87 companies on the "Worse" side.

20 other companies' latest entry also says "Worsened".

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 117 companies compared. The sentences above are computed from all 117.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「AUTOBACS SEVEN CO.,LTD. 2,800,922 18.0 2,383,719 16.4 YELLOW HAT LTD. 1,213,807 7.8 1,455,635 10.0」

    The combined sales share of the 2 companies increased from 25.8% in the previous fiscal year to 26.4%. Although AUTOBACS SEVEN CO.,LTD.'s share declined, YELLOW HAT LTD.'s increased from 7.8% to 10.0%, increasing sales concentration.
  2. FY2025WorsenedAnnual report

    「To diversify our dependence on specialty automotive stores, we are working to strengthen sales through e-commerce channels, home improvement stores, drugstores and other outlets.」

    The sales shares of the principal customers increased from 17.3% to 18.0% for AUTOBACS SEVEN CO.,LTD. and from 7.6% to 7.8% for YELLOW HAT LTD., increasing the combined sales concentration of the 2 companies. The company continues to diversify its sales channels.
  3. FY2024MitigatedAnnual report

    「To diversify our dependence on specialty automotive stores, we are working to strengthen sales through e-commerce channels, home improvement stores, drugstores and other outlets.」

    AUTOBACS SEVEN CO.,LTD.'s sales share declined from 18.4% to 17.3%, and YELLOW HAT LTD.'s from 7.7% to 7.6%, reducing the combined sales concentration of the 2 companies. The company continues to diversify through e-commerce and other channels.
  4. FY2023MitigatedAnnual report

    「To diversify our dependence on specialty automotive stores, we are working to strengthen sales through e-commerce channels, home improvement stores, drugstores and other outlets.」

    The sales shares of the principal customers declined from 22.3% to 18.4% for AUTOBACS SEVEN CO.,LTD. and from 8.2% to 7.7% for YELLOW HAT LTD., reducing the combined sales concentration of the 2 companies.
  5. FY2021ReframedAnnual report

    「To diversify our dependence on specialty automotive stores, we are working to strengthen sales through home improvement stores, drugstores, e-commerce channels and other outlets.」

    Dependence on the 2 principal customers continues, but AUTOBACS SEVEN CO.,LTD.'s share declined from 21.7% to 20.4%, while YELLOW HAT LTD.'s share increased from 9.1% to 9.9%. The company continues to diversify its sales channels.
  6. FY2020WorsenedAnnual report

    「AUTOBACS SEVEN CO.,LTD. 3,788,311 19.9 3,634,935 21.7 YELLOW HAT LTD. 1,608,332 8.4 1,521,823 9.1」

    The sales percentages for the 2 principal customers increased from 19.9% to 21.7% for AUTOBACS SEVEN CO.,LTD. and from 8.4% to 9.1% for YELLOW HAT LTD., increasing total customer concentration.
  7. FY2019ReframedAnnual report

    「The company's principal customers are AUTOBACS SEVEN CO.,LTD. and YELLOW HAT LTD.」

    The company continues to depend on its 2 principal customers, although the sales mix changed from 18.9% and 9.8% in the previous fiscal year to 19.9% for AUTOBACS SEVEN CO.,LTD. and 8.4% for YELLOW HAT LTD.
  8. FY2017First statedAnnual report

    「The company's principal customers are AUTOBACS SEVEN CO.,LTD. and YELLOW HAT LTD. Sales to these 2 companies and their percentages of total sales are as follows.」

    The company discloses sales percentages of 19.2% for AUTOBACS SEVEN CO.,LTD. and 10.7% for YELLOW HAT LTD. among its 2 principal customers.
Moved together

"Uncertainty over the Outlook Due to the UK's Withdrawal from the EU, Emerging-Market Slowdown, Yen Appreciation and Falling Stock Prices" moved the same way as this thread, in the same document, in 5 of its 8 moves.

554444★123456
  1. ★This thread
  2. 1Uncertainty over the Outlook Due to the UK's Withdrawal from the EU, Emerging-Market Slowdown, Yen Appreciation and Falling Stock Prices5×
  3. 2Declines in Revenue and Profit in the Outdoor, Leisure and Sports-Related Business5×
  4. 3Continued Sales Growth and Operating, Ordinary and Net Losses4×
  5. 4Declining demand for remote-control engine starters and other products4×
  6. 5Reduction in cash outflows from investing activities4×
  7. 6Recognition of depreciation expense of ¥256.257 million4×

★ 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
Car Mate Mfg.'s next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.