Komori
Shobido (7819) · RiskMitigated

Dependence on Sales to the Top 10 Customers

First written in FY2016. 5 of 9 entries say "Worsened", first in FY2017. Latest entry: FY2025.

9entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019 – FY20222016: 12017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 020232024: 120242025: 12025
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

Shobido moved to the "Worse" side of this theme in 2019, 4 years before the typical company in this theme (2023).

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

39 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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「The company has deliberately concentrated transactions in recent years among leading companies in each retail segment to improve sales efficiency. Approximately 60% of the group's consolidated sales in the fiscal year ended September 2025 came from transactions with its top 20 customers.」

    Sales concentration among the top 20 customers declined from approximately 70% in the previous fiscal year to approximately 60%. The sales policy of deliberately concentrating transactions remains in place.
  2. FY2024RestatedAnnual report

    「Approximately 70% of the group's consolidated sales in the fiscal year ended September 2024 came from transactions with its top 20 customers.」

    The company continues to disclose that approximately 70% of sales are concentrated among its top customers. This time, it explained that it is deliberately concentrating on major customers to improve sales efficiency.
  3. FY2022WorsenedAnnual report

    「Approximately 70% of the group's consolidated sales in the fiscal year ended September 2022 came from transactions with its top 20 customers.」

    The company disclosed that sales concentration among the top 20 customers was approximately 70%, shifting from the previous focus on the top 10. While deliberately increasing transactions with large retailers, it is pursuing selection and concentration among smaller customers.
  4. FY2021WorsenedAnnual report

    「Sales to the top 10 customers accounted for 51.1% of the group's sales in the fiscal year ended September 2021. ... For small customers, the company has been strategically pursuing selection and concentration and improving profitability by guiding them to remote channels after taking profitability into consideration.」

    Sales concentration among the top 10 customers rose to 51.1%. At the same time, the company describes measures to improve profitability through selection and concentration by guiding small customers to remote channels.
  5. FY2020WorsenedAnnual report

    「Sales to the top 10 customers accounted for 49.2% of the group's sales in the fiscal year ended September 2020.」

    Sales concentration among the top 10 customers rose from 48.2% in the previous fiscal year to 49.2%. The company also describes measures to expand sales channels through new customers, online sales and its subsidiaries in China and Taiwan.
  6. FY2019WorsenedAnnual report

    「Sales to the top 10 customers accounted for 48.2% of the group's sales in the fiscal year ended September 2019.」

    Sales concentration among the top 10 customers edged up from 48.0% in the previous fiscal year to 48.2%. The company continues to describe mitigation measures, including expanding sales to new customers, online sales, and overseas sales through its subsidiaries in China and Taiwan.
  7. FY2018MitigatedAnnual report

    「Sales to the top 10 customers accounted for 48.0% of the group's sales in the fiscal year ended September 2018.」

    Sales concentration among the top 10 customers declined from 49.5% in the previous fiscal year to 48.0%. The company also describes measures to mitigate the risk by expanding sales channels and increasing e-commerce and overseas sales.
  8. FY2017WorsenedAnnual report

    「Sales to the top 10 customers accounted for 49.5% of the group's sales in the fiscal year ended September 2017.」

    Sales concentration among the top 10 customers rose from 45.8% in the previous fiscal year to 49.5%.
  9. FY2016First statedAnnual report

    「Transactions are concentrated among the top 10 customers, including Shimamura Co., Ltd. and PALTAC CORPORATION, with sales to the top 10 customers accounting for 45.8% of the group's sales in the fiscal year ended September 2016.」

    The company discloses customer concentration risk, with sales to the top 10 customers accounting for 45.8% of sales in the fiscal year ended September 2016.
Moved together

"Become a leading company in eye-area products and establish the SHO-BI brand" moved the same way as this thread, in the same document, in 4 of its 9 moves.

432222★123456
  1. ★This thread
  2. 1Become a leading company in eye-area products and establish the SHO-BI brand4×
  3. 2Uncertainty in the Global Economy, Yen Appreciation, and Weak Private Consumption3×
  4. 3Expanding profit figures through revenue growth2×
  5. 4Intensifying Competition and Growing Demand for Differentiation in the Retail Industry2×
  6. 5Exchange-Rate Risk from Foreign-Currency Purchases and U.S. Dollar Settlements2×
  7. 6Future investment in overseas expansion, logistics, and systems development2×

★ 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 Shobido yet.
News
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Dependence on Sales to the Top 10 Customers | SHOBIDO Corporation (7819) | Komori