Komori
Naigai (8013) · RiskSoftened

Concentration of sales in the domestic market and to department stores and mass retailers

First written in FY2017. 7 of 14 entries say "Restated". Latest entry: FY2026.

14entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2020SoftenedFY2021 – FY2022SoftenedFY2024 – FY20262017: 120172018: 320182019: 420192020: 120202021: 120212022: 120222023: 120232024: 120242025: 020252026: 1
Same theme, other companies
Sales Concentration in the Domestic Market and Department Stores/Mass RetailersA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Naigai moved to the "Worse" side of this theme in 2021.

0 other companies' latest entry also says "Softened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「Approximately 90% of our group’s total sales are generated in the domestic market. In particular, sales to department stores and mass retailers, our main sales channels, account for approximately 60% of our sales, so changes in the business policies of these types of retailers, store openings and closures, and fluctuations in their performance could have a material impact on the performance of our group.」

    The concentration in the domestic market declined from approximately 93% to approximately 90%, while the concentration in department stores and mass retailers declined from approximately 62% to approximately 60%.
  2. FY2024SoftenedAnnual report

    「Approximately 93% of the group's total sales are generated in the domestic market. In particular, sales to department stores and mass retailers, its main sales channels, account for approximately 62% of total sales. Accordingly, changes in the business policies of these retail formats, store openings and closures, and fluctuations in their performance may have a significant effect on the group's performance.」

    Concentration in the domestic market declined from approximately 95% in the previous fiscal year to approximately 93%. Concentration in department stores and mass retailers remained at approximately 62%, unchanged from the previous fiscal year, indicating a partial reduction in the risk associated with concentration in the domestic market and major sales channels.
  3. FY2023Lower domestic concentration and a slight increase in the share of major sales channelsAnnual report

    「Approximately 95% of the group's total sales are generated in the domestic market. In particular, sales to department stores and mass retailers, its main sales channels, account for approximately 63% of total sales. Accordingly, changes in the business policies of these retail formats, store openings and closures, and fluctuations in their performance may have a significant effect on the group's performance.」

    Concentration in the domestic market declined from approximately 96% to approximately 95%, while concentration in department stores and mass retailers edged up from approximately 62% to approximately 63%.
  4. FY2022SoftenedAnnual report

    「Approximately 96% of the group's total sales are generated in the domestic market. In particular, sales to department stores and mass retailers, its main sales channels, account for approximately 62% of total sales. Accordingly, changes in the business policies of these retail formats, store openings and closures, and fluctuations in their performance may have a significant effect on the group's performance.」

    Domestic-market concentration remained at approximately 96%, while concentration in department stores and mass retailers declined from approximately 70% in the previous fiscal year to approximately 62%.
  5. FY2021SoftenedAnnual report

    「Approximately 96% of the group's total sales are generated in the domestic market. In particular, sales to department stores and mass retailers, its main sales channels, account for approximately 70% of total sales. Accordingly, changes in the business policies of these retail formats, store openings and closures, and fluctuations in their performance may have a significant effect on the group's performance.」

    Concentration in the domestic market remained at approximately 96%, while concentration in department stores and mass retailers declined from approximately 72% previously to approximately 70%.
  6. FY2020Higher domestic concentration and lower share of major sales channelsAnnual report

    「More than approximately 96% of the group's total sales are generated in the domestic market. In particular, sales to department stores and mass retailers, its main sales channels, account for more than 72% of total sales. Accordingly, changes in the business policies of these retail formats, store openings and closures, and fluctuations in their performance may have a significant effect on the group's performance.」

    The company disclosed that concentration in the domestic market rose from approximately 90% or more to approximately 96% or more, while concentration in department stores and mass retailers declined from 75% or more to 72% or more.
  7. FY2020-Q3RestatedAnnual report

    「(2) There were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes from the previous fiscal year in the risk arising from the concentration of sales in the domestic market and in department stores and mass retailers.
  8. FY2020-Q2RestatedAnnual report

    「(2) There were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes from the previous fiscal year in the risk arising from the concentration of sales in the domestic market and in department stores and mass retailers.
  9. FY2020-Q1RestatedAnnual report

    「(2) There were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes from the previous fiscal year in the risk arising from the concentration of sales in the domestic market and in department stores and mass retailers.
  10. FY2019RestatedAnnual report

    「More than approximately 90% of the group's total sales are generated in the domestic market. In particular, sales to department stores and mass retailers, its main sales channels, account for more than 75% of total sales. Accordingly, changes in the business policies of these retail formats and fluctuations in their performance are expected to have a significant effect on the group's performance.」

    The company continues to disclose, with figures of approximately 90% or more and 75% or more, the concentration of sales in the domestic market and in department stores and mass retailers.
  11. FY2019-Q3RestatedAnnual report

    「(2) There were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk arising from the concentration of sales in the domestic market and in department stores and mass retailers.
  12. FY2019-Q2RestatedAnnual report

    「There have been no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk arising from the concentration of sales in the domestic market and in department stores and mass retailers.
  13. FY2018RestatedAnnual report

    「More than approximately 90% of the group's total sales are generated in the domestic market. In particular, sales to department stores and mass retailers, its main sales channels, account for more than 75% of total sales. Accordingly, changes in the business policies of these retail formats and fluctuations in their performance are expected to have a significant effect on the group's performance.」

    The company continues to report, with figures of approximately 90% or more and 75% or more, the concentration of sales in the domestic market and in department stores and mass retailers.
  14. FY2017First statedAnnual report

    「More than approximately 90% of the group's total sales are generated in the domestic market. In particular, sales to department stores and mass retailers, its main sales channels, account for more than 75% of total sales. Accordingly, changes in the business policies of these retail formats and fluctuations in their performance are expected to have a significant effect on the group's performance.」

    The company disclosed, with figures, the concentration of sales in the domestic market and the concentration of sales channels, with department stores and mass retailers accounting for more than 75% of sales.
Moved together

"Impairment of fixed assets and losses from temporary closures due to COVID-19" moved the same way as this thread, in the same document, in 3 of its 14 moves.

322222★123456
  1. ★This thread
  2. 1Impairment of fixed assets and losses from temporary closures due to COVID-193×
  3. 2Improving the Wholesale Business’s Earnings Structure and Restoring Profitability2×
  4. 3Exposure to yen appreciation from foreign-currency deposits and foreign exchange forwards2×
  5. 4Achieving operating profitability through improved gross profit margins2×
  6. 5Execution of the 5th Medium-Term Management Plan (for the NEXT STAGE2024)2×
  7. 6Execution of growth initiatives under the 4th Medium-Term Management Plan2×

★ 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 Naigai yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.