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Ryohin Keikaku (7453) · RiskWorsened

Risk of declining inventory profitability and write-downs

First written in FY2020. 3 of 5 entries say "Mitigated", first in FY2021. Latest entry: FY2025.

5entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020MitigatedFY2021 – FY20242020: 120202021: 120212022: 020222023: 120232024: 120242025: 12025
Same theme, other companies
Decline in the Net Realizable Value of InventoriesA theme 206 companies write about · 209 as a headwind · 0 as a tailwind

Ryohin Keikaku moved to the "Worse" side of this theme in 2025, 1 year after the typical company in this theme (2024).

The whole theme swung hardest in 2018: 11 of 37 companies on the "Worse" side.

41 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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 210 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「Merchandise 153,572 169,766 (Excerpt) Inventory valuation loss (△ indicates a reversal) △434 635」

    The inventory valuation loss changed from a ¥434 million reversal in the previous fiscal year to a ¥635 million valuation loss in the current fiscal year, indicating a deterioration in merchandise valuation risk.
  2. FY2024MitigatedAnnual report

    「The ending inventory balance is stated after a write-down of carrying value due to declining profitability, and the following inventory valuation loss or reversal from the replacement of an inventory valuation loss (△) is included in operating costs. △¥434 million」

    The inventory valuation loss became a ¥434 million reversal in the current fiscal year, compared with a ¥33 million reversal in the previous fiscal year, further reducing the burden of inventory write-downs.
  3. FY2023MitigatedAnnual report

    「The ending inventory balance is stated after a write-down of carrying value due to declining profitability, and the following inventory valuation loss or reversal from the replacement of an inventory valuation loss (△) is included in operating costs. △¥33 million」

    The inventory valuation loss of ¥92 million in the previous fiscal year became a ¥33 million reversal in the current fiscal year, reducing the burden of inventory write-downs.
  4. FY2021Reversal of inventory valuation lossAnnual report

    「The ending inventory balance is stated after a write-down of carrying value due to declining profitability, and the following inventory valuation loss or reversal from the replacement of an inventory valuation loss (△) is included in cost of sales. △ 2,365 million yen」

    In the current fiscal year, the Company recognized a ¥2,365 million reversal from the replacement of an inventory valuation loss, reducing the burden of inventory write-downs from the previous fiscal year's recognition of a valuation loss.
  5. FY2020MaterialisedAnnual report

    「The ending inventory balance is stated after a write-down of carrying value due to declining profitability, and the following inventory valuation loss is included in cost of sales. ¥2,511 million」

    A write-down due to declining inventory profitability was incurred, and an inventory valuation loss of ¥2,511 million was recognized in cost of sales.
Moved together

"Performance-linked bonuses tied to consolidated ordinary profit" moved the same way as this thread, in the same document, in 5 of its 5 moves.

544333★123456
  1. ★This thread
  2. 1Performance-linked bonuses tied to consolidated ordinary profit5×
  3. 2Turnaround of the Europe and North America Business and Improved Profitability4×
  4. 3Increase in Cash Flow from Operating Activities4×
  5. 4Expansion of the Store Network in Japan and Overseas and Enhancement of the In-Store Experience3×
  6. 5Improving operations, pricing and inventory at overseas stores3×
  7. 6Rebuilding Global Supply Chain Management and Investing in Systems3×

★ 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
Ryohin Keikaku's next results are scheduled for 2026-10-14. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of declining inventory profitability and write-downs | RYOHIN KEIKAKU CO.,LTD. (7453) | Komori