Komori
Yamato International (8127) · RiskMitigated

Dependence on sales of the Crocodile brand

First written in FY2016. 3 of 7 entries say "Worsened", first in FY2017. Latest entry: FY2025.

7entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseWorsenedFY2017 – FY2018MitigatedFY2020WorsenedFY2022MitigatedFY2024 – FY20252016: 12017: 120172018: 120182019: 020192020: 120202021: 020212022: 120222023: 020232024: 120242025: 12025
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

Yamato International moved to the "Worse" side of this theme in 2017, 6 years before the typical company in this theme (2023).

The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.

23 other companies' latest entry also says "Mitigated".

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 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「The Crocodile group, a core brand operated by our group, accounted for 88.0% of sales in the consolidated fiscal year under review, representing a very large share.」

    The Crocodile group's share of sales fell from 91.1% to 88.0%, but it still represents a very large share.
  2. FY2024MitigatedAnnual report

    「The Crocodile group accounted for 91.1% of sales in the consolidated fiscal year under review, representing a very large share.」

    The Crocodile group's share of sales edged down from the previously reported 91.3% to 91.1%. It nevertheless remains a very large share.
  3. FY2022WorsenedAnnual report

    「Of the brands operated by our group, Crocodile is a core brand and accounted for 91.3% of sales in the consolidated fiscal year under review, representing a very large share. Depending on sales trends for this brand, the group's performance may be affected.」

    Crocodile's share of sales rose from the previously reported 89.4% to 91.3%, further increasing dependence on a single brand.
  4. FY2020MitigatedAnnual report

    「Of the brands operated by our group, Crocodile is a core brand and accounted for 89.4% of sales in the consolidated fiscal year under review, representing a very large share.」

    Crocodile's share of sales fell from 90.3% to 89.4%, but it still represents a very large share.
  5. FY2018WorsenedAnnual report

    「Of the brands operated by our group, Crocodile is a core brand and accounted for 90.3% of sales in the consolidated fiscal year under review, representing a very large share. Depending on sales trends for this brand, the group's performance may be affected.」

    Crocodile's share of sales rose from 78.7% previously to 90.3%, further increasing dependence on the core brand.
  6. FY2017WorsenedAnnual report

    「Of the brands operated by our group, Crocodile is a core brand and accounted for 78.7% of sales in the consolidated fiscal year under review, representing a very large share. Depending on sales trends for this brand, the group's performance may be affected.」

    Crocodile's share of sales rose from the previously reported 67.5% to 78.7%, increasing dependence on a specific brand.
  7. FY2016First statedAnnual report

    「Of the brands operated by our group, Crocodile is a core brand and accounted for 67.5% of sales in the consolidated fiscal year under review, representing a very large share. Depending on sales trends for this brand, the group's performance may be affected.」

    The 67.5% share of sales attributable to Crocodile quantitatively illustrates the risk of dependence on a specific product.
Moved together

"Impairment of Unprofitable Stores and Stores Scheduled for Closure" moved the same way as this thread, in the same document, in 2 of its 7 moves.

222222★123456
  1. ★This thread
  2. 1Impairment of Unprofitable Stores and Stores Scheduled for Closure2×
  3. 2New Crocodile Branding for the Premium-Age Segment2×
  4. 3Reducing Production Costs and Achieving Low-Cost Operations by Increasing the Proportion of Production in Southeast Asia2×
  5. 4Sales Declines and Business Interruptions Caused by Weather, Natural Disasters and Infectious Diseases2×
  6. 5Transition to a Medium-Term Growth Strategy and Three-Year Investment Phase2×
  7. 6Driving Customer Traffic and Earnings Growth2×

★ 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
Yamato International's next results are scheduled for 2026-10-09. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on sales of the Crocodile brand | YAMATO INTERNATIONAL INC. (8127) | Komori