Komori
Kisoji (8160) · RiskWorsened

Dependence on the core product, shabu-shabu

First written in FY2016. 5 of 12 entries say "Worsened", first in FY2021. Latest entry: FY2026.

12entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019MitigatedFY2022 – FY2023WorsenedFY2024 – FY20262016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Dependence on the specific OOTOYA restaurant format (大戸屋ごはん処)A theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Kisoji moved to the "Worse" side of this theme in 2020.

0 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. FY2026WorsenedAnnual report

    「Sales from Kisoji, the Group's core shabu-shabu and Japanese cuisine business, accounted for 79.5% of total sales (cumulative results for the fiscal year ending March 2026). If sales from the core business were to decline significantly due to unforeseen circumstances, it may be difficult to make up the shortfall with sales from other businesses.」

    Kisoji's share of sales rose from 79.3% in the previous period to 79.5%, indicating a marginal increase in dependence on the core business.
  2. 2026-06-03WorsenedGeneral Meetings of Shareholders

    「売上高は434億5百万円」

    木曽路部門の連結売上高構成比は約79.5%となり、前期の79.3%から小幅に上昇した。
  3. FY2025WorsenedAnnual report

    「Sales from Kisoji, the Group's core shabu-shabu and Japanese cuisine business, accounted for 79.3% of total sales (cumulative results for the fiscal year ended March 2025). If sales from the core business were to decline significantly due to unforeseen circumstances, it may be difficult to make up the shortfall with sales from other businesses.」

    Kisoji's share of sales rose slightly from 79.2% in the previous period to 79.3%, indicating a marginal increase in dependence on the core business.
  4. FY2024WorsenedAnnual report

    「Sales from shabu-shabu and Japanese cuisine at Kisoji, the Group's core business format, accounted for 79.2% of total sales (cumulative results for the fiscal year ended March 2024). If sales from the core business format decline substantially due to unforeseen circumstances, it may be difficult to offset the decline with sales of other products.」

    The core business accounted for 79.2% of sales, up from 78.7% in the previous period, indicating a slight increase in dependence on Kisoji.
  5. FY2023MitigatedAnnual report

    「Sales from shabu-shabu and Japanese cuisine at Kisoji, the Group's core business format, accounted for 78.7% of total sales (cumulative results for the fiscal year ended March 2023).」

    The core business format accounted for 78.7% of the sales mix, down from 79.2% in the previous fiscal year. However, the disclosure continues to state that a decline in sales from the core business format may be difficult to offset with sales of other products.
  6. FY2022MitigatedAnnual report

    「Sales from shabu-shabu and Japanese cuisine at Kisoji, the Group's core business format, accounted for 79.2% of total sales (cumulative results for the fiscal year ended March 2022). If sales from the core business format decline substantially due to unforeseen circumstances, it may be difficult to offset the decline with sales of other products.」

    The core business format accounted for 79.2% of the sales mix, down from 89.3% in the previous fiscal year. However, the risk of dependence on the core business format itself remains.
  7. FY2021WorsenedAnnual report

    「Sales from shabu-shabu and Japanese cuisine at Kisoji, the Group's core business format, accounted for 89.3% of total sales (cumulative results for the fiscal year ended March 2021).」

    The degree of dependence on the core business format increased from the previously disclosed 84.5% to 89.3%. The disclosure continues to state that a decline in sales from the core business format may be difficult to offset with sales of other products.
  8. FY2020ReframedAnnual report

    「Sales from shabu-shabu and Japanese cuisine at Kisoji, our core business format, accounted for 84.5% of total sales (cumulative results for the fiscal year ended March 2020). If sales from the core business format decline substantially due to unforeseen circumstances, it may be difficult to offset the decline with sales of other products.」

    The risk has been reframed from dependence on the former core product, shabu-shabu, to dependence on Kisoji, the core business format, with the 84.5% sales mix disclosed.
  9. FY2019RestatedAnnual report

    「If sales of our core product, shabu-shabu, decline substantially due to unforeseen circumstances, it may be difficult to offset the decline with sales of other products.」

    Restates the dependence on the core product, shabu-shabu, and the difficulty of substitution.
  10. FY2018RestatedAnnual report

    「If sales of our core product, shabu-shabu, decline substantially due to unforeseen circumstances, it may be difficult to offset the decline with sales of other products.」

    Restates the dependence on the core product, shabu-shabu, and the difficulty of substitution.
  11. FY2017RestatedAnnual report

    「If sales of our core product, shabu-shabu, decline substantially due to unforeseen circumstances, it may be difficult to offset the decline with sales of other products.」

    Restates the dependence on the core product, shabu-shabu, and the difficulty of substitution.
  12. FY2016First statedAnnual report

    「If sales of our core product, shabu-shabu, decline substantially due to unforeseen circumstances, it may be difficult to offset the decline with sales of other products.」

    Explicitly identifies concentration of sales in the core product and the difficulty of substitution as risks.
Moved together

"Impairment and restaurant closures due to deterioration in location conditions" moved the same way as this thread, in the same document, in 4 of its 12 moves.

443333★123456
  1. ★This thread
  2. 1Impairment and restaurant closures due to deterioration in location conditions4×
  3. 2Growth investment through stable dividends and retained earnings4×
  4. 3Labor shortages and higher recruitment costs3×
  5. 4Uncertainty over the Outlook for Foreign Exchange, Financial Markets and Overseas Economies3×
  6. 5Dividend Increases and Stock Splits Based on Earnings Performance3×
  7. 6Store Closures and Business Impact from COVID-193×

★ 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
Kisoji's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-06-03: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.