Happinet (7552) · RiskWorsened
Dependence on sales to Seven-Eleven Japan
First written in FY2025. 1 of 2 entries say "Worsened", first in FY2026. Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Dependence on sales to specific customersA theme 37 companies write about · 39 as a headwind · 0 as a tailwind
Happinet moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2025: 12 of 25 companies on the "Worse" side.
8 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 37 companies compared. The sentences above are computed from all 37.Full recordFilings, disclosures and news, newest first
- FY2026WorsenedAnnual report
「Seven-Eleven Japan Co., Ltd. 47,684 10.9」
The percentage of revenue attributable to Seven-Eleven Japan rose from 10.2% in the previous fiscal year to 10.9%, indicating greater customer concentration. - FY2025First statedAnnual report
「Revenue from Seven-Eleven Japan Co., Ltd. was ¥37,281 million, accounting for 10.2% of the Group's total revenue.」
The Company has disclosed independently, for the first time, in a form that identifies it as a customer-concentration risk, that sales to Seven-Eleven Japan, a major customer, exceeded 10% of consolidated revenue.