Komori
Kamei (8037) · RiskMaterialised

Decline in pharmacy business profit due to higher personnel expenses

First written in FY2025-H1. 4 of 5 entries say "Materialised", first in FY2025. Latest entry: 2026-05-14.

5entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025-H1MaterialisedFY2025 – 2026-05-142024: 120242025: 220252026: 22026
Same theme, other companies

Kamei moved to the "Worse" side of this theme in 2025, 5 years after the typical company in this theme (2020).

The whole theme swung hardest in 2026: 7 of 9 companies on the "Worse" side.

4 other companies' latest entry also says "Materialised".

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. FY2026-H1MaterialisedAnnual report

    「In this business segment, the average revenue per prescription and revenue increased as a result of promoting initiatives to become the “primary-care pharmacist and pharmacy” chosen by local residents. However, operating profit declined due to higher personnel expenses, among other factors. As a result, revenue was ¥9,898 million, up 2.2% year on year, and the operating loss was ¥89 million, compared with operating profit of ¥106 million in the same period of the previous year.」

    The decline in pharmacy business profit due to higher personnel expenses continued, and operating income shifted from operating income in the same period of the previous year to an operating loss.
  2. FY2025MaterialisedAnnual report

    「In this business segment, prescription volumes increased due to the benefits of expanding the store network through new openings and initiatives to become the community's preferred family pharmacist and pharmacy, but operating income declined due to higher personnel expenses and other factors. As a result, net sales were ¥19,861 million, up 2.6% year on year, and operating income was ¥244 million, down 35.5% year on year.」

    The decline in pharmacy business profit due to higher personnel expenses was confirmed for the full year, with operating income down 35.5% year on year.
  3. FY2025-H1First statedAnnual report

    「Operating income declined due to higher personnel expenses and other factors. As a result, net sales were ¥9,682 million, up 2.3% year on year, and operating income was ¥106 million, down 42.6% year on year.」

    Higher personnel expenses materialised as a decline in operating income from the pharmacy business.
Moved together

"Downside risks to overseas economies and the economic impact of Brexit" moved the same way as this thread, in the same document, in 4 of its 5 moves.

42★12
  1. ★This thread
  2. 1Downside risks to overseas economies and the economic impact of Brexit4×
  3. 2Foreign Exchange Rate Fluctuation Risk2×

★ 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 Kamei yet. It last moved in the Earnings presentation of 2026-05-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.