Komori
Tay Two (7610) · RiskRestatedLatest Financial results presentation (2026-10-15): "Mitigated"

Volatility in the volume and quality of used-product procurement

First written in FY2016. 11 of 17 entries say "Restated". Latest entry: 2026-10-15.

17entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2021MitigatedFY2023-Q12016: 320162017: 320172018: 420182019: 320192020: 020202021: 120212022: 120222023: 020232024: 020242025: 120252026: 12026
Same theme, other companies
Risk of Procurement Difficulties and Purchasing Stolen Reused GoodsA theme 24 companies write about · 39 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 4 of 13 companies on the "Worse" side.

8 other companies' latest entry also says "Mitigated".

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 24 companies compared. The sentences above are computed from all 24.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-15MitigatedFinancial results presentation

    「ゲームハードを主力に関連商品の買取強化や、インバウンド需要が見込まれるレトロゲーム商品の買取強化など、引き続き積極的に取り組みます」

    関連商品及びレトロゲームの買取強化を継続し、中古商材の調達量確保に向けた対応を示している。
  2. FY2025RestatedAnnual report

    「Unlike new merchandise, used merchandise is difficult to adjust in terms of procurement volume. If the company is unable to secure a stable supply in terms of both volume and quality, its operating results may be affected.」

    The company continues to identify the risk of being unable to secure a stable supply of used merchandise in terms of procurement volume and quality. It identifies expanding purchasing channels through a new store-opening strategy as a countermeasure.
  3. FY2023-Q1MitigatedAnnual report

    「In parallel, the company is building up merchandise inventory through various purchasing-strengthening measures to achieve early business expansion after the launch.」

    In preparation for expansion of the e-commerce business, the company is building up merchandise inventory through purchasing-strengthening measures and taking steps to secure procurement volumes of used merchandise.
  4. FY2021RestatedAnnual report

    「If the company is unable to secure a stable supply in terms of both procurement volume and quality, its operating results may be affected.」

    The company continues to identify the risk of being unable to secure a stable supply of used merchandise in terms of procurement volume and quality.
  5. FY2020-Q1RestatedAnnual report

    「To cover merchandise categories in a downward trend, the company is expanding and strengthening purchases of used merchandise in terms of both quality and volume and rigorously managing sales floors.」

    To offset the downward trend in new merchandise and other categories, the company continues to strengthen purchases of used merchandise in terms of both quality and volume and manage sales floors.
  6. FY2019RestatedAnnual report

    「Unlike new merchandise, used merchandise is difficult to adjust in terms of procurement volume. If the company is unable to secure a stable supply in terms of both volume and quality, its operating results may be affected.」

    The company continues to identify the risk of being unable to secure a stable supply of used merchandise in terms of volume and quality.
  7. FY2019-Q3RestatedAnnual report

    「To cover merchandise categories in a downward trend, the company is expanding and strengthening purchases of recycled merchandise in terms of both quality and volume and rigorously managing sales floors.」

    To offset merchandise categories in a downward trend, the company continues to strengthen purchases of recycled merchandise in terms of both volume and quality and manage sales floors.
  8. FY2019-Q2RestatedAnnual report

    「To cover merchandise categories in a downward trend, the company is expanding and strengthening purchases of recycled merchandise in terms of both quality and volume and rigorously managing sales floors.」

    To offset merchandise categories in a downward trend, the company continues to strengthen purchases of recycled merchandise in terms of both volume and quality and manage sales floors.
  9. FY2019-Q1RestatedAnnual report

    「To cover merchandise categories in a downward trend, the company is expanding and strengthening purchases of recycled merchandise in terms of both quality and volume and rigorously managing sales floors.」

    To offset merchandise categories in a downward trend, the company continues to strengthen purchases of recycled merchandise in terms of both quality and volume and rigorously manage sales floors.
  10. FY2018RestatedAnnual report

    「The company continues to expand purchases of used merchandise in terms of both quality and volume and rigorously manage sales floors, including reviewing shelf composition, to improve inventory turnover.」

    As measures to secure a stable supply of used merchandise in terms of volume and quality, the company continues to expand purchases, review shelf composition, and manage sales floors.
  11. FY2018-Q3RestatedAnnual report

    「To cover merchandise categories in a downward trend, the company is expanding purchases of used merchandise in terms of both quality and volume and rigorously managing sales floors, including reviewing shelf composition, to improve inventory turnover.」

    The company continues to respond to procurement and inventory needs by expanding purchases of used merchandise in terms of both quality and volume, reviewing shelf composition, and managing sales floors.
  12. FY2018-Q2RestatedAnnual report

    「To cover merchandise categories in a downward trend, the company is expanding and strengthening purchases of used merchandise in terms of both quality and volume, while rigorously managing sales floors, including reviewing shelf composition.」

    The company continues to strengthen purchases of used merchandise in terms of both quality and volume and to respond by reviewing shelf composition and sales-floor management.
  13. FY2017MitigatedAnnual report

    「The company has started online purchasing in cooperation with TSUTAYA and a game/DVD purchasing service using FamilyMart's はこBOON mini service. Going forward, it will continue to strengthen alliances and diversify purchasing channels for each merchandise category.」

    The company has started online purchasing and a purchasing service using FamilyMart, thereby specifically diversifying purchasing channels for used merchandise.
  14. FY2017-Q3MitigatedAnnual report

    「The company has started online purchasing in cooperation with TSUTAYA. Going forward, it will take every measure, including considering alliances and diversifying purchasing channels for each merchandise category, and will continue to strengthen its existing businesses.」

    The company has started online purchasing in cooperation with TSUTAYA and is diversifying purchasing channels for used merchandise.
  15. FY2017-Q2RestatedAnnual report

    「Going forward, the company will take every measure, including considering alliances and diversifying purchasing channels for each merchandise category, and will continue to strengthen its existing businesses.」

    The company continues to secure used merchandise and strengthen its existing businesses by diversifying purchasing channels and strengthening purchasing activities.
  16. FY2017-Q1MitigatedAnnual report

    「Going forward, the company will take every measure to strengthen purchasing, including diversifying purchasing channels, and will continue to strengthen its existing businesses.」

    As measures to stabilize procurement of used merchandise, the company is diversifying purchasing channels and strengthening purchasing activities.
  17. FY2016First statedAnnual report

    「Unlike new merchandise, used merchandise is difficult to adjust in terms of procurement volume. If the company is unable to secure a stable supply in terms of both volume and quality, the group's operating results may be affected.」

    For used merchandise dependent on purchases from consumers, the company identifies the risk of being unable to secure a stable supply in terms of volume and quality.
Moved together

"Expanding the store network with a focus on profitability" moved the same way as this thread, in the same document, in 4 of its 17 moves.

444433★123456
  1. ★This thread
  2. 1Expanding the store network with a focus on profitability4×
  3. 2Stabilizing procurement and improving profitability in the e-commerce business4×
  4. 3Returning to used products and strengthening purchasing4×
  5. 4Building synergies among physical stores, e-commerce and new businesses, and monetizing know-how4×
  6. 5Sales-floor, store-network and B2B initiatives for the next phase of growth3×
  7. 6Franchising and wholesale of trading cards3×

★ 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
No upcoming earnings preview for Tay Two yet. It last moved in the Financial results presentation of 2026-10-15: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Volatility in the volume and quality of used-product procurement | TAY TWO CO.,LTD. (7610) | Komori