Komori
Harima-Kyowa (7444) · RiskRestated

Dependence of contract-logistics revenue on specific retailers

First written in FY2016. 7 of 8 entries say "Restated". Latest entry: FY2025.

8entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20252016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 020232024: 020242025: 12025
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

23 other companies' latest entry also says "Restated".

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Showing 14 of the 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「Most of our sales are concentrated among suppliers serving specific retailers, and the performance of this segment is highly dependent on the sales trends of those retailers.」

    受託物流部門の特定小売企業への売上依存を継続して開示している。
  2. FY2022RestatedAnnual report

    「Most of our sales are concentrated among suppliers serving specific retailers, and the performance of this segment is highly dependent on the sales trends of those retailers.」

    受託物流部門の売上が特定小売企業の販売動向に依存する構造を継続してリスクとして開示している。
  3. FY2021RestatedAnnual report

    「㈱スギ薬局 6,822 12.5  ㈱ドン・キホーテ 5,574 10.2」

    主要小売顧客2社の売上割合は、スギ薬局12.5%、ドン・キホーテ10.2%となっており、顧客別比率の変動を伴いながら特定小売企業への売上集中を継続して開示している。
  4. FY2020RestatedAnnual report

    「㈱スギ薬局 5,859 11.3  ㈱ドン・キホーテ 5,986 11.5」

    主要小売顧客2社への販売割合が、スギ薬局11.3%、ドン・キホーテ11.5%となっており、特定小売企業への依存構造を継続して開示している。
  5. FY2019RestatedAnnual report

    「Most of our sales are concentrated among suppliers serving specific retailers, and the performance of this segment is highly dependent on the sales trends of those retailers.」

    受託物流部門の特定小売企業への売上依存を継続して開示している。
  6. FY2018RestatedAnnual report

    「Most of our sales are concentrated among suppliers serving specific retailers, and the performance of this segment is highly dependent on the sales trends of those retailers.」

    受託物流部門の特定小売企業への売上依存を継続して開示している。
  7. FY2017RestatedAnnual report

    「Most of our sales are concentrated among suppliers serving specific retailers, and the performance of this segment is highly dependent on the sales trends of those retailers.」

    受託物流部門の特定小売企業への売上依存を引き続きリスクとして開示している。
  8. FY2016First statedAnnual report

    「Most of our sales are concentrated among suppliers serving specific retailers, and the performance of this segment is highly dependent on the sales trends of those retailers.」

    The Company discloses the contract-logistics segment’s structural dependence on the sales trends of specific retailers as a risk.
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