Komori
itsumo. (7694) · RiskMaterialisedLatest Earnings presentation (2026-09-03): "Mitigated"

Risks of Lost Sales Opportunities and Excess Inventory Due to Demand Forecast Errors

First written in FY2021. 11 of 15 entries say "Restated". Latest entry: 2026-09-03.

15entries
6years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY2026-H12021: 320212022: 320222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Risk of excess inventory and obsolescence due to demand forecasting errors and supply-demand fluctuationsA theme 63 companies write about · 65 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 13 of 39 companies on the "Worse" side.

9 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 63 companies compared. The sentences above are computed from all 63.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-03MitigatedEarnings presentation

    「固定費の削減や過剰在庫の抑制などに取り組んだ結果、当第1四半期の同社の営業損失は前年同期に比べて改善しております。」

    過剰在庫の抑制と適正な在庫コントロールを対応策として具体化し、関連する営業損失の改善を開示した。リスク解消の確定ではない。
  2. FY2026MaterialisedAnnual report

    「Extraordinary loss: inventory valuation loss ¥9.959 million」

    For the fiscal year ending March 2026, the Company recorded an inventory valuation loss of ¥9.959 million, indicating that the risks of excess inventory and declining profitability related to demand forecasting and inventory management have materialized as a loss.
  3. 2026-06-05MitigatedEarnings presentation

    「そのため滞留在庫になるリスクが極めて低く、当社の「iDM」や AI を活用した需要予測に基づき、仕入れおよび在庫水準を常に最適な一定水準へコントロールすることで、在庫回転期間は常に健全な水準を維持しております。」

    滞留在庫リスクについて、需要予測と仕入れ・在庫水準の管理を対応策として示し、リスクが低いとの見解を示している。
  4. FY2026-H1RestatedAnnual report

    「During the current interim consolidated accounting period, there were no material changes in the matters concerning business conditions, financial conditions and other items described in this interim report that management recognizes as major risks potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, nor in the “Business and Other Risks” described in the securities report for the previous consolidated fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  5. FY2025-H1RestatedAnnual report

    「During the current interim consolidated accounting period, there were no material changes in the matters concerning business conditions, financial conditions and other items described in this interim report that management recognizes as major risks potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, nor in the “Business and Other Risks” described in the securities report for the previous consolidated fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  6. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the matters described under “Business and Other Risks” in the annual securities report for the previous consolidated fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  7. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the matters described under “Business and Other Risks” in the annual securities report for the previous consolidated fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  8. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the matters described under “Business and Other Risks” in the annual securities report for the previous consolidated fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  9. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the matters described under “Business and Other Risks” in the annual securities report for the previous consolidated fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  10. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the matters described under “Business and Other Risks” in the annual securities report for the previous consolidated fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  11. FY2023-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the matters described under “Business and Other Risks” in the annual securities report for the previous consolidated fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  12. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating performance or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  13. FY2022-Q2RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  14. FY2022-Q1RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding the risk of lost sales opportunities and excess inventory due to demand forecast errors.
  15. FY2021First statedAnnual report

    「If actual orders exceed the demand forecast, sales opportunities will be lost. Conversely, if actual orders fall below the demand forecast, excess inventory may arise, affecting cash flow and potentially resulting in inventory valuation losses.」

    Indicates both stockout risk and excess inventory risk in procurement based on demand forecasts.
Moved together

"Moving ビーラン Away from Its Winter-Heavy Product Mix and Achieving Profitability Early" moved the same way as this thread, in the same document, in 3 of its 15 moves.

32★12
  1. ★This thread
  2. 1Moving ビーラン Away from Its Winter-Heavy Product Mix and Achieving Profitability Early3×
  3. 2Transforming Business Operations and Services through AI-SHIFT2×

★ 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 itsumo. yet. It last moved in the Earnings presentation of 2026-09-03: "Mitigated".
News
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