Yamano Holdings (7571) · RiskMaterialised
Sales Concentrated in the Third Quarter and Fixed-Cost Burden
First written in FY2016. 1 of 3 entries say "Restated". Latest entry: FY2019-Q3.
3entries
4years
0from disclosures
How it moved
Same theme, other companies
Second-half earnings concentration due to sales campaign timingA theme 14 companies write about · 14 as a headwind · 0 as a tailwind
Yamano Holdings moved to the "Worse" side of this theme in 2019.
The whole theme swung hardest in 2025: 2 of 9 companies on the "Worse" side.
1 other company's latest entry also says "Materialised".
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
- FY2019-Q3MaterialisedAnnual report
「Due to changes in the timing of major events held by a subsidiary and other factors, net sales were ¥10.426 billion, down 7.4% year on year.」
The change in the timing of a major event from the third quarter of the previous fiscal year to the fourth quarter of the current fiscal year has actually emerged as a factor behind the decline in sales for the cumulative third-quarter period. - FY2017RestatedAnnual report
「Net sales are concentrated in the third quarter due to trade shows and new product launch events held by the Group's various businesses.」
The seasonal risk of sales being concentrated in the third quarter while fixed costs are incurred every month continues. - FY2016First statedAnnual report
「Net sales are concentrated in the third quarter due to sales of winter-related products and the holding of trade shows and new product launch events by the Group's various businesses.」
The company explains that advertising expenses, personnel expenses, rent and other costs are incurred every month despite the seasonal concentration of sales.