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Gakken Holdings (9470) · RiskMitigated

Lower Revenue and Profit in the Logistics Business Due to a Downturn at a Major Customer

First written in FY2022-Q3. 1 of 2 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2023-Q3.

2entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q32022: 120222023: 12023
Same theme, other companies
Deterioration in performance due to customer-specific factors affecting key customersA theme 15 companies write about · 15 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 3 of 8 companies on the "Worse" side.

2 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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3MitigatedAnnual report

    「その他事業全体では、物流事業の受注増などにより増収となりましたが、利益面ではデジタル・グローバル関連の人件費や開発費等の増加に伴い、減益となりました。」

    主要顧客の不振による物流事業の減収リスクを記載していたが、当期は物流事業の受注増が増収要因となったと記載している。
  2. FY2022-Q3First statedAnnual report

    「他方、物流事業は主要顧客の不振影響が大きく、全体でも減収減益となりました。」

    物流事業について、主要顧客の不振が大きく影響し、その他事業全体の減収減益要因となったと初めて記載している。
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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Lower Revenue and Profit in the Logistics Business Due to a Downturn at a Major Customer | GAKKEN HOLDINGS CO.,LTD. (9470) | Komori