Komori
Trusco Nakayama (9830) · FactDropped

Lower gross margin due to a higher national-brand sales mix

First written in FY2017-Q2. 1 of 4 entries say "Worsened", first in FY2017. Latest entry: FY2018.

4entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2017-Q2 – FY2017-Q3WorsenedFY20172017: 220172018: 120182019: 12019
Same theme, other companies
Improving the Product Mix and Profitability by Increasing the Own-Brand RatioA theme 12 companies write about · 1 as a headwind · 12 as a tailwind

The whole theme swung hardest in 2023: 1 of 6 companies on the "Worse" side.

1 other company's latest entry also says "Dropped".

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. FY2018DroppedAnnual report
    当事業年度の通期業績説明では、ナショナル・ブランド商品の売上構成比率上昇を売上総利益率低下の要因とする記載がない。
  2. FY2017WorsenedAnnual report

    「ナショナル・ブランド商品の売上構成比率が前事業年度の79.1%から79.4%に高まったため、売上総利益率は低下しました。」

    NB商品の売上構成比率が79.1%から79.4%へ上昇し、売上総利益率は21.7%から21.2%へ低下した。前四半期までの利益率低下が通期でも継続している。
  3. FY2017-Q3Margin decline continuesAnnual report

    「得意先向けにナショナル・ブランド商品を中心として市場に即した販売価格の改定を行ったことに加え、ナショナル・ブランド商品の売上構成比率が前年同四半期累計78.7%から79.1%に高まったため、売上総利益率は低下しました。」

    ナショナル・ブランド商品の売上構成比率は78.7%から79.1%へ上昇し、売上総利益率は前年同四半期の21.8%から21.3%へ低下した。前回に続き、NB比率上昇と市場に即した価格改定が利益率低下の要因として記載されている。
  4. FY2017-Q2First statedAnnual report

    「The sales mix of national-brand products increased from 78.7% in the same quarter of the previous year to 79.1%, lowering the margin, while sales growth in the Factory Route and E-Business Route increased gross profit.」

    The national-brand sales mix rose from 78.7% to 79.1%, lowering the margin, while higher sales in the Factory Route and E-Business Route increased gross profit.
Moved together

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

When this could move next
Trusco Nakayama's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Lower gross margin due to a higher national-brand sales mix | TRUSCO NAKAYAMA CORPORATION (9830) | Komori