Dependence on sales to specific customers
First written in FY2016. 3 of 11 entries say "Mitigated", first in FY2024. Latest entry: FY2026.
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- FY2026MitigatedAnnual report
「YAMADA HOLDINGS CO., LTD. 1,223,487 12.5 1,020,686 10.2」
Yamada Holdings, a major customer, accounted for 10.2% of sales in the current fiscal year, down from 12.5% in the previous fiscal year, indicating that concentration in specific customers is declining relatively. - FY2025MitigatedAnnual report
「YAMADA HOLDINGS CO., LTD. 1,468,729 14.8 1,223,487 12.5」
Yamada Holdings, a major customer, accounted for 12.5% of sales, down from 14.8% in the previous fiscal year, indicating that concentration in specific customers is declining relatively. - FY2024MitigatedAnnual report
「YAMADA HOLDINGS CO., LTD. 1,475,089 16.4 1,468,729 14.8」
It states that Yamada Holdings' share of sales declined from 16.4% in the previous fiscal year to 14.8%, indicating a relative decline in concentration in specific customers. - FY2023Decline in Yamada Holdings' share of salesAnnual report
「YAMADA HOLDINGS CO., LTD. 1,525,047 17.9 1,475,089 16.4」
Yamada Holdings, a major customer, accounted for 16.4% of sales, down from 17.9% in the previous fiscal year. The concentration structure involving specific customers remains. - FY2022Further divergence in the sales shares of major customersAnnual report
「YAMADA HOLDINGS CO., LTD. 1,525,047 17.9 Yellow Hat Co., Ltd. 620,463 7.3」
Yamada Holdings' share of sales rose from 15.7% in the previous fiscal year to 17.9%, while Yellow Hat's declined from 10.7% to 7.3%. Concentration in specific customers remains, but the shares of individual customers have diverged again. - FY2021Further divergence in the sales shares of major customersAnnual report
「Yamada Denki Co., Ltd. 1,065,073 15.7 Yellow Hat Co., Ltd. 726,834 10.7」
Yamada Denki's share of sales declined from 17.2% in the previous fiscal year to 15.7%, while Yellow Hat's rose from 8.7% to 10.7%. Concentration in specific customers remains, but the shares have diverged by customer. - FY2020Divergence in the sales shares of major customersAnnual report
「Yamada Denki Co., Ltd. 1,441,675 17.2 Yellow Hat Co., Ltd. 734,196 8.7」
Yamada Denki's share of sales rose from 16.4% in the previous fiscal year to 17.2%, while Yellow Hat's declined from 12.9% to 8.7%. Reliance on specific customers remains, but the shares of individual customers have diverged. - FY2019Increase in the sales shares of major customersAnnual report
「Yamada Denki Co., Ltd. 1,280,477 16.4 Yellow Hat Co., Ltd. 1,004,729 12.9」
Yamada Denki's share of sales rose from 15.8% in the previous fiscal year to 16.4%, while Yellow Hat's rose from 12.1% to 12.9%. Both companies' shares rose again while reliance on specific customers remained. - FY2018Further fluctuations in the sales shares of major customersAnnual report
「Yamada Denki Co., Ltd. 1,182,318 15.8 Yellow Hat Co., Ltd. 907,624 12.1」
Yamada Denki's share of sales declined from 18.9% in the previous fiscal year to 15.8%, while Yellow Hat's rose from 11.9% to 12.1%. Reliance on specific customers remains. - FY2017Fluctuations in the sales shares of major customersAnnual report
「Yamada Denki Co., Ltd. 1,542,116 18.9 Yellow Hat Co., Ltd. 975,972 11.9」
Yamada Denki's share of sales declined from 23.0% in the previous fiscal year to 18.9%, while Yellow Hat's rose from 11.0% to 11.9%. Reliance on specific customers remains, but the shares of individual customers have fluctuated. - FY2016First statedAnnual report
「As certain sales destinations grew, their share of our revenue increased. The business policies of these sales destinations could reduce our revenue and adversely affect our operating results and financial position.」
The major sales destinations for the fiscal year were Yamada Denki at 23.0% and Yellow Hat at 11.0%, quantifying the concentration in the sales mix.