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Cs-C. (9258) · RiskMitigated

Revenue concentration in the beauty and food-service industries

First written in FY2021. 6 of 8 entries say "Mitigated", first in FY2023. Latest entry: 2026-08-10.

8entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021WorsenedFY2022MitigatedFY2023 – 2026-08-102021: 12022: 120222023: 120232024: 120242025: 120252026: 32026
Same theme, other companies
Revenue concentration in the beauty and food-service industriesA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「In addition to the traditional food service, beauty and accommodation sectors, the formal commercialization of a new service for dental clinics has expanded the types of industries eligible for support and substantially increased the market size that the group can address.」

    By formally launching the dental-clinic services business, the Company is reducing its previous concentration in the food-service, beauty and accommodation sectors and expanding its customer and market portfolio.
  2. FY2025MitigatedAnnual report

    「Business portfolio trends (cumulative quarterly) Local-business DX 97.6% 93.1% 89.3% 86.0% Physical-store business 0.8% 1.0% 6.3% 8.8% Other 1.6% 5.9% 4.4% 5.2%」

    Revenue contributions from the physical-store business and other businesses increased, reducing the concentration of revenue in local-business DX to 86.0% on a cumulative fourth-quarter basis.
  3. FY2024MitigatedAnnual report

    「Revenue from services for the travel industry, which were fully launched in October 2023, accounted for 10.7% of the Company’s revenue and remained firm.」

    The industry revenue mix for the cumulative fourth quarter of the fiscal year ending September 2024 was 41.5% food service, 47.8% beauty and 10.7% travel, indicating progress in diversification from the previous concentration in food service and beauty.
  4. FY2023MitigatedAnnual report

    「Revenue from the beauty and food-service industries accounted for 98.9% of the Company’s revenue in the fiscal year ended September 2023. Revenue from the beauty industry, which was relatively less affected by the spread of COVID-19, accounted for 53.0%.」

    Revenue dependence on the 2 major industries declined from 99.7% in the fiscal year ended September 2022 to 98.9%, while the beauty-industry ratio declined from 56.5% to 53.0% and the ratio for other industries increased to 1.1%.
  5. FY2022WorsenedAnnual report

    「Revenue from the beauty and food-service industries accounted for 99.7% of the Company’s revenue in the fiscal year ended September 2022. Revenue from the beauty industry, which was relatively less affected by the spread of COVID-19, accounted for 56.5%.」

    Revenue dependence on the 2 major industries increased from 99.5% in the fiscal year ended September 2021 to 99.7%, while the beauty-industry ratio increased from 47.0% to 56.5%.
  6. FY2021First statedAnnual report

    「Revenue from the beauty and food-service industries accounted for 99.5% of the Company’s revenue in the fiscal year ended September 2021. Revenue from the beauty industry, which was relatively less affected by the spread of COVID-19, accounted for 47.0%.」

    The Company quantitatively discloses its revenue dependence on the 2 major industries in the fiscal year ended September 2021.
Moved together

"Diversifying the customer portfolio by entering the travel and apparel industries" moved the same way as this thread, in the same document, in 6 of its 8 moves.

644444★123456
  1. ★This thread
  2. 1Diversifying the customer portfolio by entering the travel and apparel industries6×
  3. 2Expanding the earnings base through new businesses and services4×
  4. 3Diversifying the business portfolio by making company-operated stores a core earnings pillar4×
  5. 4Expanding from the food-service and beauty industries into other local-business sectors4×
  6. 5Strengthening direct sales and cooperation with sales partners4×
  7. 6Addressing productivity and labor-shortage challenges through marketing DX and BPO4×

★ 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 Cs-C. yet. It last moved in the Presentation materials for financial results of 2026-08-10: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Revenue concentration in the beauty and food-service industries | CS-C.Co.,Ltd. (9258) | Komori