Komori
K.R.S. (9369) · RiskThe proportion of sales to Kewpie Corporation increased from 6.0% to 6.2%.

Reliance on sales to Kewpie

First written in FY2016. 5 of 7 entries say "Mitigated", first in FY2017. Latest entry: FY2025.

7entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2017 – FY20232017: 120172018: 120182019: 120192020: 120202021: 120212022: 020222023: 020232024: 120242025: 020252026: 1
Same theme, other companies
Business continuity risk arising from changes in parent company policies and transactionsA theme 37 companies write about · 38 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 3 of 18 companies on the "Worse" side.

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

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 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. FY2025The proportion of sales to Kewpie Corporation increased from 6.0% to 6.2%.Annual report

    「Kewpie Corporation 12,458 6.2」

    Kewpie Corporation's share of operating revenue increased from 6.0% in the previous fiscal year to 6.2%. The policy of customer diversification and the risk of an impact on operating results from declining freight volumes at major customers continue.
  2. FY2023MitigatedAnnual report

    「Kewpie Corporation 11,312 6.3 11,135 6.0」

    Kewpie Corporation's share of operating revenue declined from 6.3% in the previous fiscal year to 6.0%. The customer diversification policy and the risk of an impact on operating results from declining freight volumes at specific customers continue to be identified.
  3. FY2020MitigatedAnnual report

    「Kewpie Corporation 11,182 6.5」

    Kewpie Corporation's share of operating revenue declined from 7.2% in the previous fiscal year to 6.5%, continuing the decline in dependence on the company for sales.
  4. FY2019MitigatedAnnual report

    「To further strengthen its business relationships with all customers, the Company is working to maintain a trusted operating structure and promote customer diversification. However, a decline in the freight volume of a customer accounting for a high proportion of operating revenue could affect the Group's operating results.」

    Kewpie Corporation's share of operating revenue declined from 7.9% in the previous fiscal year to 7.2%. The customer diversification policy and dependence risk remain in place.
  5. FY2018MitigatedAnnual report

    「Nippon Access, Inc. 26,756 15.8% Kewpie Corporation 13,409 7.9%」

    Kewpie Corporation's share of operating revenue declined from 8.2% in the previous fiscal year to 7.9%, continuing the trend toward customer diversification. Meanwhile, Nippon Access's share increased to 15.8%.
  6. FY2017MitigatedAnnual report

    「To further strengthen its business relationships with all customers, the Company is working to maintain a trusted operating structure and promote the diversification of its customer base. However, a decline in the freight volume of a customer accounting for a high proportion of sales could affect the Group's operating results.」

    The Company explicitly states its customer diversification policy, and Kewpie Corporation's share of consolidated operating revenue declined from 9.1% in the previous fiscal year to 8.2%. At the same time, the risk of declining freight volumes among customers accounting for a high proportion of sales remains.
  7. FY2016First statedAnnual report

    「The Group's dependence on the company for operating revenue was 9.8% in the fiscal year ended November 2014, 9.0% in the fiscal year ended November 2015 and 9.1% in the fiscal year ended November 2016. The company is one of the Group's important customers, and a decline in its freight volume could affect the Group's operating results.」

    The Group's dependence on its parent company, Kewpie Corporation, for operating revenue was 9.8%, 9.0% and 9.1%, respectively, and the impact of declining freight volumes on operating results is identified as a risk.
Moved together

"Standardizing, Leveling Out and Simplifying Operations Through Large-Scale Capital Investment" moved the same way as this thread, in the same document, in 4 of its 7 moves.

432222★123456
  1. ★This thread
  2. 1Standardizing, Leveling Out and Simplifying Operations Through Large-Scale Capital Investment4×
  3. 2Acquisition of shares in an affiliate3×
  4. 3Strengthening Profitability2×
  5. 4Expansion of Shared and Dedicated Logistics to New Customers and Areas2×
  6. 5Improving Storage Efficiency and Rationalizing Transport Operations2×
  7. 6Core Systems Rebuilding2×

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