Komori
Kimuratan (8107) · TargetWorsened

Reaching the break-even point at BOBSON shops

First written in FY2016. 9 of 21 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2022-Q3.

21entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2017-Q3AdvancedFY2018-Q1 – FY2018RestatedFY2019-Q12016: 320162017: 420172018: 320182019: 320192020: 320202021: 420212022: 1
Same theme, other companies
Declining store profitability due to lower same-store salesA theme 8 companies write about · 8 as a headwind · 0 as a tailwind

Kimuratan moved to the "Worse" side of this theme in 2022, 5 years after the typical company in this theme (2017).

The whole theme swung hardest in 2020: 6 of 7 companies on the "Worse" side.

2 other companies' latest entry also says "Worsened".

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. FY2022-Q3WorsenedAnnual report

    「During the quarter, existing-store sales declined 7.3% year on year at Baby Plaza, 3.9% at BOBSON shops and 1.4% at tenant shops.」

    BOBSON shops' existing-store sales declined 3.9% year on year, turning negative from the previous quarter's 0.9% increase.
  2. FY2022-Q2Narrowing growth in existing-store salesAnnual report

    「During the quarter, existing-store sales declined 4.8% year on year at Baby Plaza, while increasing 0.9% at BOBSON shops and 7.3% at tenant shops.」

    BOBSON shops' existing-store sales increased 0.9% year on year. This improved from the 9.8% decline in the previous full year, but growth narrowed from 22.1% in the immediately preceding quarter. The company did not state that it had reached the break-even point.
  3. FY2022-Q1AdvancedAnnual report

    「During the quarter, existing-store sales increased 1.8% year on year at Baby Plaza, 22.1% at BOBSON shops and 25.0% at tenant shops.」

    BOBSON shops' existing-store sales increased 22.1% year on year, improving from the decline recorded in the previous full year.
  4. FY2021Narrowing the full-year revenue declineAnnual report

    「During the period, existing-store sales declined 9.5% year on year at Baby Plaza and 9.8% at BOBSON shops.」

    BOBSON shops' existing-store sales declined 9.8% year on year for the full year. The decline narrowed from the 18.0% decrease in the first 3 quarters, but sales remained below the previous year's level.
  5. FY2021-Q3Narrowing the decline in same-store salesAnnual report

    「During the quarter, existing-store sales declined 11.6% year on year at Baby Plaza and 18.0% at BOBSON shops.」

    BOBSON shops' existing-store sales declined 18.0% year on year. The decline narrowed from 23.8% in the previous quarter, but sales remained below the previous year's level.
  6. FY2021-Q2WorsenedAnnual report

    「BOBSON shops' sales declined 23.8% year on year.」

    BOBSON shops' existing-store sales declined 23.8% year on year, widening the decline from the 9.8% full-year decrease in the previous period.
  7. FY2020WorsenedAnnual report

    「BOBSON shops' existing-store sales declined 9.8% year on year.」

    BOBSON's existing-store sales declined 9.8% year on year for the full year, worsening from the decline through the previous quarter.
  8. FY2020-Q3RestatedAnnual report

    「BOBSON shops' existing-store sales declined 2.1% year on year.」

    BOBSON's existing-store sales declined 2.1% year on year, with cumulative sales continuing to fall below the previous year's level.
  9. FY2020-Q2AdvancedAnnual report

    「BOBSON shops' existing-store sales declined 2.1% year on year. Existing-store sales in the second quarter recovered to exceed the previous period's results.」

    On a cumulative basis, sales declined only 2.1% year on year, an improvement from the previous quarter's decline, while second-quarter existing-store sales exceeded the previous year's results. However, securing business profitability was not explicitly stated.
  10. FY2020-Q1WorsenedAnnual report

    「BOBSON shops' existing-store sales declined 7.7% year on year.」

    BOBSON's existing-store sales declined 7.7% year on year, and weakness in existing-store sales continued. The company also stated that reviewing its summer product assortment contributed to improving the gross margin.
  11. FY2019WorsenedAnnual report

    「BOBSON shops' existing-store sales declined 3.5% year on year.」

    Although sales of miscellaneous goods at BOBSON increased sharply, this was insufficient to offset weak sales of new products, and existing-store sales declined 3.5% year on year.
  12. FY2019-Q1RestatedAnnual report

    「At BOBSON, we worked to expand miscellaneous-goods items, prevent stockouts of best-selling items and establish a system for timely replenishment, with the aim of increasing sales and securing business profitability.」

    The company continues to pursue a policy of increasing sales and securing business profitability at BOBSON through expanding its miscellaneous goods range, preventing stockouts and establishing an additional follow-up system.
  13. FY2018AdvancedAnnual report

    「At BOBSON, the company worked to normalize the timing of product launches in stores and further strengthen the product assortment, particularly in miscellaneous goods, with the aim of securing business profitability.」

    The company continued to normalize product launch timing and strengthen miscellaneous goods, and existing-store sales increased 5.5% year on year. Securing business profitability itself remained stated as a goal.
  14. FY2018-Q3AdvancedAnnual report

    「At BOBSON, the company worked to normalize the timing of product launches in stores and further strengthen the product assortment, particularly in miscellaneous goods, with the aim of securing business profitability.」

    The company continued to normalize product launch timing and strengthen the assortment of miscellaneous goods, and BOBSON's existing-store sales increased 9.3% year on year. Securing business profitability itself remained stated as a goal.
  15. FY2018-Q2AdvancedAnnual report

    「At BOBSON, the company worked to normalize the timing of product launches in stores and further strengthen the product assortment, particularly in miscellaneous goods, with the aim of securing business profitability.」

    The company continued to normalize product launch timing and strengthen the assortment of miscellaneous goods, and BOBSON's existing-store sales increased 7.0% year on year. Securing business profitability itself continued to be stated as a goal.
  16. FY2018-Q1AdvancedAnnual report

    「At BOBSON, the company worked to normalize the timing of product launches in stores and further strengthen the product assortment, particularly in miscellaneous goods, with the aim of securing business profitability.」

    The company worked to normalize product launch timing and strengthen miscellaneous goods, and BOBSON's existing-store sales increased 11.4% year on year. Securing business profitability itself was stated as a goal.
  17. FY2017WorsenedAnnual report

    「At BOBSON, the company worked to optimize merchandising, including product assortment, pricing and launch timing, with the aim of reaching the break-even point. Existing-store sales remained weak, declining cumulatively by 2.2% year on year.」

    Measures aimed at reaching the break-even point are continuing, but existing-store sales for the year declined 2.2% year on year, and no progress in improving profitability was explicitly stated.
  18. FY2017-Q3AdvancedAnnual report

    「Meanwhile, at BOBSON shops, sales increased cumulatively by 1.3% year on year at existing stores as a result of efforts to introduce miscellaneous goods and boost sales of carryover products. Sales across all stores increased cumulatively by 22.7% year on year, driven by the increase in the number of stores.」

    Through the introduction of miscellaneous goods and stronger sales of carryover products, BOBSON's existing-store sales increased cumulatively by 1.3% year on year, while sales across all stores increased 22.7%. The company did not state that it had reached the break-even point.
  19. FY2017-Q2AdvancedAnnual report

    「At BOBSON shops, sales at existing stores increased 3.2% year on year as a result of efforts to introduce miscellaneous goods and boost sales of carryover products. Sales across all stores increased 27.0% year on year, driven by the increase in the number of stores.」

    Sales increased through the introduction of miscellaneous goods and stronger sales of carryover products. The company did not state that it had reached the break-even point.
  20. FY2017-Q1AdvancedAnnual report

    「As a result of introducing miscellaneous-goods items and strengthening sales of carried-over products, BOBSON shops' same-store sales rose 22.2% year on year, while sales across all stores rose 51.7% due to an increase in the number of stores.」

    Sales increased through the introduction of miscellaneous goods and stronger sales of carried-over products. However, this filing does not state that break-even has been achieved.
  21. FY2016First statedAnnual report

    「We recognize reaching break-even at an early stage as a key challenge. By optimizing merchandising as a toddler brand, we will eliminate mismatches with customer needs and seek early improvement.」

    BOBSON shops were below plan and had not reached break-even, so the company is targeting improvement through optimization of the product mix.
Moved together

"Improving Baby Plaza's Same-Store Sales and Profitability" moved the same way as this thread, in the same document, in 11 of its 21 moves.

11109877★123456
  1. ★This thread
  2. 1Improving Baby Plaza's Same-Store Sales and Profitability11×
  3. 2Expanding E-Commerce Sales Opportunities10×
  4. 3Store Network Expansion and Closures9×
  5. 4Expanding Share of Existing Customers and the Customer Base in the Wholesale Business8×
  6. 5Establishing the Overseas Business as a New Pillar of Growth7×
  7. 6Suspension of New BOBSON Shop Openings and Improvement of Existing Stores7×

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