Komori
Kamei (8037) · RiskDropped

Reduced medical visits and fewer pharmacy visitors due to the spread of COVID-19

First written in FY2021-Q1. 3 of 8 entries say "Restated". Latest entry: FY2025.

8entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q3 – FY2022-Q1MitigatedFY2022-Q2 – FY2024-Q22020: 220202021: 420212022: 020222023: 120232024: 020242025: 12025
Same theme, other companies

The whole theme swung hardest in 2024: 3 of 11 companies on the "Worse" side.

1 other company's latest entry also says "Dropped".

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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. FY2025DroppedAnnual report
    The FY2025 discussion of the pharmacy business does not identify the decline in pharmacy visitors due to restraint on medical visits as a standalone factor.
  2. FY2024-Q2MitigatedAnnual report

    「As the transition of COVID-19 to Category 5 eased the restraint on visits to medical institutions, prescription volumes grew steadily, supported by the expansion of the store network through new openings and initiatives to become the family pharmacists and pharmacies selected by local residents.」

    Demand for pharmacy visits recovered as restraint on medical visits eased, and the pharmacy business improved to an operating profit of ¥185 million.
  3. FY2022-Q2MitigatedAnnual report

    「In this business segment, the number of prescriptions increased due to the benefits of expanding the store network through new openings and initiatives to become the “primary-care pharmacist and pharmacy” chosen by local residents, among other factors, and performance remained solid. As a result, revenue was ¥8,723 million, up 3.2% year on year, and operating profit was ¥46 million, compared with an operating loss of ¥98 million in the same period of the previous year.」

    From the previous year, when the decline in pharmacy visitors due to restraint on medical visits and an operating loss were reported, prescription volumes grew and the business improved to an operating profit of ¥46 million.
  4. FY2022-Q1RestatedAnnual report

    「In this business segment, prescription volumes grew through initiatives to become the family pharmacists and pharmacies selected by local residents, but conditions remained somewhat difficult due to continued restraint on visits to medical institutions and higher selling, general and administrative expenses associated with new store openings.」

    While the impact on demand for pharmacy visits persisted as restraint on medical visits continued, the disclosure also reports growth in prescription volumes and a reduction in losses.
  5. FY2021RestatedAnnual report

    「In this business segment, although we promoted initiatives to become the “primary-care pharmacist and pharmacy” chosen by local residents, the number of visitors declined as people refrained from seeking medical care, resulting in difficult conditions. As a result, revenue was ¥17,260 million, down 3.5% year on year, and the operating loss was ¥2 million, compared with operating profit of ¥74 million in the previous fiscal year.」

    The ongoing decline in pharmacy visitors due to restraint on medical visits was again reflected in full-year revenue declines and an operating loss.
  6. FY2021-Q3RestatedAnnual report

    「Although the company promoted initiatives to provide a family pharmacist and pharmacy chosen by local residents, performance remained weak as the number of pharmacy visits declined because patients refrained from visiting medical institutions. As a result, net sales were ¥1,287.6 million, down 3.7% year on year, and the company recorded an operating loss of ¥4.8 million, compared with operating profit of ¥0 million in the previous fiscal year.」

    The decline in pharmacy visitors and the resulting operating loss due to restraint on medical visits have continued.
  7. FY2021-Q2WorsenedAnnual report

    「The number of pharmacy visitors declined and remained sluggish due to restraint on visits to medical institutions. As a result, revenue was ¥8,451 million, down 4.3% year on year, and the operating loss was ¥98 million, compared with an operating loss of ¥26 million in the same period of the previous year.」

    The decline in pharmacy visitors due to restraint on medical visits continued, and the pharmacy business operating loss widened from ¥26 million in the same period of the previous year to ¥98 million.
  8. FY2021-Q1MaterialisedAnnual report

    「The number of pharmacy visitors declined and remained sluggish due to restraint on visits to medical institutions. As a result, revenue was ¥4,197 million, down 5.1% year on year, and the operating loss was ¥117 million, compared with an operating loss of ¥12 million in the same period of the previous year.」

    The decline in pharmacy visitors due to restraint on medical visits materialized as lower pharmacy business revenue and an operating loss.
Moved together

"Impairment Risk from Market Deterioration and Weak Performance of Investee Companies" moved the same way as this thread, in the same document, in 4 of its 8 moves.

433222★123456
  1. ★This thread
  2. 1Impairment Risk from Market Deterioration and Weak Performance of Investee Companies4×
  3. 2Initiatives for family pharmacists and pharmacies3×
  4. 3Impact of COVID-19 on Business Activities and Demand3×
  5. 4Sustainable growth and further enhancement of corporate value2×
  6. 5Expansion into new business areas through M&A and new customer acquisition2×
  7. 6Strengthening domestic and international networks and the management foundation2×

★ 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.

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