Komori
I.A Group (7509) · FactDropped

Steady Demand for Dashcams

First written in FY2019-Q2. 5 of 13 entries say "Restated". Latest entry: FY2023.

13entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2020-Q3ReframedFY2020 – FY2021-Q2DroppedFY2021-Q3RestatedFY2022-Q3 – FY20232018: 12019: 420192020: 420202021: 220212022: 120222023: 12023
Same theme, other companies
Sales Fluctuations Driven by Adoption and Substitution in the Automotive Electronics MarketA theme 4 companies write about · 2 as a headwind · 2 as a tailwind

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

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. FY2023DroppedAnnual report
    The current fiscal year's explanation of the automotive products business contains no specific mention of dashcam demand, nor does it describe it as a special factor through the previous year.
  2. FY2022-Q3RestatedAnnual report

    「Sales of automotive products struggled as the dashcam demand boom in the previous fiscal year subsided.」

    Demand for dashcams is positioned not as a growth driver for the current fiscal year but as a factor behind the year-on-year revenue decline as the special demand in the previous fiscal year subsided.
  3. FY2022-Q2ReframedAnnual report

    「Sales of automotive products struggled as the dashcam demand boom in the previous fiscal year subsided.」

    Demand for dashcams was again positioned not as a growth driver for the current fiscal year but as a factor behind the year-on-year revenue decline as the special demand in the previous fiscal year subsided.
  4. FY2021-Q3DroppedAnnual report
    In the current-quarter explanation of the automotive products business, there was no mention of dashcam demand. Maintenance products, car-washing-related products and vehicle sales were listed as the main contributors.
  5. FY2021-Q2ReframedAnnual report

    「In addition to a decline in customer visits during the state of emergency and weak sales of high-priced products requiring a certain amount of customer service time, the previous fiscal year benefited from special factors, including demand for dashcams and front-loaded demand ahead of the consumption tax rate increase from October 2019. As a result, revenue and profit declined year on year.」

    Demand for dashcams was positioned as a special factor in the previous fiscal year rather than a growth driver for the current fiscal year. Together with the decline in customer visits during the state of emergency and weak sales of high-priced products, this resulted in lower revenue and profit in the automotive products business.
  6. FY2021-Q1ReframedAnnual report

    「In addition to a decline in customer visits during the state of emergency, sales of high-priced products requiring a certain amount of customer service time were weak. Demand for dashcams in the previous consolidated fiscal year also affected the comparison, resulting in lower revenue and profit than in the first quarter of the previous consolidated fiscal year.」

    Demand for dashcams was described not as a growth driver for the current quarter but as a comparison effect from demand in the previous fiscal year. The decline in customer visits and weak sales of high-priced products also contributed to lower revenue and profit year on year.
  7. FY2020ReframedAnnual report

    「Through the second quarter of the current consolidated fiscal year, which represents the first half, demand for dashcams drove merchandise sales, while front-loaded demand ahead of the consumption tax rate increase from October 2019 made a significant contribution to results.」

    The explanation has changed from treating the contribution from dashcam demand as a full-year theme to limiting it to the first half, as the second half was affected by a reactionary decline in front-loaded demand and the mild winter.
  8. FY2020-Q3RestatedAnnual report

    「Through the second quarter of the current consolidated fiscal year, which represents the first half, demand for dashcams drove merchandise sales, while front-loaded demand ahead of the consumption tax rate increase from October 2019 made a significant contribution to results.」

    The company again confirmed that demand for dashcams drove merchandise sales through the first half. It also stated that the second half was affected by a reactionary decline after the consumption tax rate increase and weak sales of winter products due to the mild winter.
  9. FY2020-Q2RestatedAnnual report

    「Demand for dashcams in merchandise sales remained strong, and pit services and vehicle sales also performed steadily.」

    The company again confirmed strong demand for dashcams and steady performance in pit services and vehicle sales.
  10. FY2020-Q1RestatedAnnual report

    「Demand for dashcams in merchandise sales remained strong, while pit services and vehicle sales also performed steadily, resulting in higher revenue and profit than in the same period of the previous year.」

    The company again confirmed strong demand for dashcams and steady performance in pit services and vehicle sales.
  11. FY2019RestatedAnnual report

    「In product sales, demand for winter products such as chains was strong in addition to demand for dashcams, and the pit services division and vehicle sales also remained solid.」

    The company again confirmed that, in addition to firm demand for dashcams, demand for winter products such as tire chains was strong.
  12. FY2019-Q3AdvancedAnnual report

    「In product sales, demand for winter products such as chains was strong in addition to demand for dashcams, while the pit services division and vehicle sales also remained solid.」

    The company stated that, in addition to firm demand for dashcams, demand for winter products such as tire chains became active.
  13. FY2019-Q2First statedAnnual report

    「Demand for dashcams and other products remained steady, while the pit service and vehicle sales businesses also performed well.」

    Demand for dashcams remained steady in product sales in the automotive products business.
Moved together

"Increase in Current Assets Due to Higher Inventories and Increase in Current Liabilities Due to Short-Term Borrowings" moved the same way as this thread, in the same document, in 5 of its 13 moves.

544333★123456
  1. ★This thread
  2. 1Increase in Current Assets Due to Higher Inventories and Increase in Current Liabilities Due to Short-Term Borrowings5×
  3. 2Slowing Emerging Markets, Falling Oil Prices, and Weak Consumer Spending4×
  4. 3Increase in Retirement Benefit Obligations Due to Interest Rate Trends4×
  5. 4Emphasis on Profitability, Growth, and Financial Soundness3×
  6. 5Declining Profitability Due to Lower Revenue and Earnings3×
  7. 6Business Impact of COVID-193×

★ 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.

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