Komori
itsumo. (7694) · RiskMitigated

Dependence on Sales to Specific Brands

First written in FY2021. 11 of 13 entries say "Restated". Latest entry: FY2026.

13entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY2026-H12021: 320212022: 320222023: 320232024: 220242025: 120252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 316 companies write about · 330 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2022: 26 of 105 companies on the "Worse" side.

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 334 threads.
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  1. FY2026MitigatedAnnual report

    「We will take measures to address this risk, including continuously monitoring market conditions and seeking to reduce the impact of any one brand on the Company by developing new business partners and increasing the number of brands.」

    Specifies measures to reduce dependence on specific brands through market monitoring, the development of new business partners and an increase in the number of brands.
  2. 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 dependence of sales on specific brands.
  3. 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 dependence of sales on specific brands.
  4. 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 dependence of sales on specific brands.
  5. 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 dependence of sales on specific brands.
  6. 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 dependence of sales on specific brands.
  7. 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 dependence of sales on specific brands.
  8. 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 dependence of sales on specific brands.
  9. 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 dependence of sales on specific brands.
  10. 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 dependence of sales on specific brands.
  11. 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 dependence of sales on specific brands.
  12. 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 dependence of sales on specific brands.
  13. FY2021First statedAnnual report

    「In the e-commerce marketplace service, sales of the SK-II and BRAUN Silk-expert brands account for more than half of e-commerce marketplace service revenue.」

    Shows that 2 specific brands account for more than half of e-commerce marketplace service revenue and cites the impact of changes in consumer preferences, declining popularity and contract termination.
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