Komori
Yamada Holdings (9831) · RiskMitigated

Impairment Losses from Deteriorating Store Profitability

First written in FY2016. 12 of 30 entries say "Worsened", first in FY2019-Q2. Latest entry: FY2026.

30entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q2 – FY2022-Q1WorsenedFY2023-Q1 – FY2024-Q3MitigatedFY2025-H1 – 2026-05-082016: 220162017: 220172018: 420182019: 420192020: 220202021: 320212022: 420222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Impairment losses on store assetsA theme 93 companies write about · 94 as a headwind · 0 as a tailwind

Yamada Holdings moved to the "Worse" side of this theme in 2016, 1 year before the typical company in this theme (2017).

The whole theme swung hardest in 2025: 32 of 75 companies on the "Worse" side.

28 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 93 companies compared. The sentences above are computed from all 93.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「The consolidated fiscal year included ¥5,244 million in impairment losses on fixed assets, of which ¥5,093 million related to the Denki segment.」

    Impairment losses on fixed assets decreased from ¥6,279 million in the previous fiscal year to ¥5,244 million, but impairment at stores and other facilities continued to occur.
  2. FY2026-H1MitigatedAnnual report

    「Impairment losses decreased from ¥2,316 million in the same period of the previous year to ¥1,358 million.」

    Impairment losses in the Denki segment decreased from ¥2,316 million in the same period of the previous year to ¥1,358 million, but impairment itself continued to occur.
  3. FY2025-H1MitigatedAnnual report

    「The Denki segment recorded impairment losses on fixed assets. The amount recorded was ¥2,316 million.」

    Impairment losses in the Denki segment decreased from ¥3,670 million in the same period of the previous year to ¥2,316 million. Impairment itself continued to occur.
  4. FY2024-Q3WorsenedAnnual report

    「The Denki and Juken segments recorded impairment losses on fixed assets. For the cumulative third-quarter consolidated period, the amounts recorded were ¥3,670 million in the Denki segment and ¥74 million in the Juken segment.」

    Total impairment losses for the cumulative third quarter amounted to ¥3,744 million, up from ¥2,653 million in the same period of the previous year.
  5. FY2024-Q2WorsenedAnnual report

    「The Denki segment recorded impairment losses on fixed assets. The amount recorded was ¥3,670 million.」

    Impairment losses for the cumulative second quarter amounted to ¥3,670 million, up from ¥2,653 million in the same period of the previous year.
  6. FY2023WorsenedAnnual report

    「The company recorded ¥6,445 million as an impairment loss under extraordinary losses.」

    Impairment losses increased from ¥3,961 million in the previous fiscal year to ¥6,445 million, and the amount of impairment losses arising from deteriorating profitability at stores and other facilities increased.
  7. FY2023-Q3WorsenedAnnual report

    「¥1,202 million in the Denki segment and ¥1,451 million in the Juken segment.」

    Total impairment losses for the cumulative third quarter amounted to ¥2,653 million, up from ¥898 million in the same period of the previous year. Impairment occurred in the Juken segment in addition to the Denki segment, and the Juken segment also recorded ¥807 million in goodwill impairment.
  8. FY2023-Q2WorsenedAnnual report

    「¥1,202 million in the Denki segment and ¥1,451 million in the Juken segment.」

    Impairment losses for the cumulative second quarter amounted to ¥2,653 million, up from ¥898 million in the same period of the previous year. Impairment occurred in the Juken segment in addition to the Denki segment, and the Juken segment also recorded ¥807 million in goodwill impairment.
  9. FY2023-Q1MaterialisedAnnual report

    「Impairment losses ¥45 million」

    The company recorded impairment losses of ¥45 million in the first quarter. This was up from ¥25 million in the same period of the previous year and occurred in both the Denki and Juken segments.
  10. FY2022MitigatedAnnual report

    「The company recorded ¥3,961 million as an impairment loss under extraordinary losses.」

    Impairment losses decreased substantially from ¥14,030 million in the previous fiscal year to ¥3,961 million. Impairment itself continued to occur.
  11. FY2022-Q3MitigatedAnnual report

    「Impairment losses ¥898 million」

    Impairment losses for the cumulative third quarter amounted to ¥898 million, down substantially from ¥12,099 million in the same period of the previous year. Impairment continued to occur, but the amount decreased.
  12. FY2022-Q1MaterialisedAnnual report

    「Impairment losses ¥25 million」

    The company recorded impairment losses of ¥25 million in the cumulative first-quarter consolidated period, indicating that impairment losses related to the profitability of stores and other facilities continued to occur.
  13. FY2021WorsenedAnnual report

    「For store assets, business-use assets, idle assets, subleased assets, rental assets and common assets for which the company determined that, because losses from operating activities had remained negative, it was unlikely that the full carrying amounts of the fixed assets in the asset groups could be recovered, the carrying amounts of the asset groups were reduced to their recoverable amounts. The resulting reduction of ¥14,030 million was recorded as an impairment loss under extraordinary losses.」

    Impairment losses increased from ¥8,742 million in the previous fiscal year to ¥14,030 million, with ¥12,116 million recorded in the Denki segment alone.
  14. FY2021-Q3WorsenedAnnual report

    「Impairment losses ¥12,099 million」

    Impairment losses for the cumulative third quarter amounted to ¥12,099 million, up from ¥4,896 million in the same period of the previous year. The amount of losses arising from deteriorating profitability at stores and other facilities increased.
  15. FY2021-Q2WorsenedAnnual report

    「Impairment losses ¥11,961 million」

    Impairment losses for the cumulative second quarter increased from ¥3,944 million in the same period of the previous year to ¥11,961 million, and the amount of impairment losses arising from deteriorating profitability at stores and other facilities increased.
  16. FY2020-Q3WorsenedAnnual report

    「Extraordinary losses amounted to ¥8,369 million, due to the recording of impairment losses at certain stores, disaster losses associated with natural disasters, and other items.」

    Impairment losses for the cumulative third quarter amounted to ¥4,896 million, up from ¥4,226 million in the same period of the previous year. The amount of impairment losses arising from deteriorating store profitability and other factors increased.
  17. FY2020-Q2MaterialisedAnnual report

    「Impairment losses ¥3,944 million」

    The company recorded impairment losses of ¥3,944 million in the cumulative second-quarter consolidated period, indicating that impairment losses due to deteriorating profitability at stores and other facilities continue to occur.
  18. FY2020-Q1MaterialisedAnnual report

    「Impairment losses ¥244 million」

    The company recorded impairment losses of ¥244 million in the first quarter, indicating that impairment losses related to store profitability and other factors continue to occur.
  19. FY2019WorsenedAnnual report

    「For store assets, business-use assets, idle assets, subleased assets, rental assets and common assets for which the company determined that, because losses from operating activities had remained negative, it was unlikely that the full carrying amounts of the fixed assets in the asset groups could be recovered, the carrying amounts of the asset groups were reduced to their recoverable amounts. The resulting reduction of ¥9,965 million was recorded as an impairment loss under extraordinary losses.」

    Impairment losses increased from ¥5,515 million in the previous fiscal year to ¥9,965 million, with impairment occurring on intangible fixed assets, including goodwill, in addition to stores and other assets.
  20. FY2019-Q3WorsenedAnnual report

    「Extraordinary losses amounted to ¥6,485 million, due to losses from disasters caused by torrential rains, typhoons and earthquakes, impairment losses at stores, impairment losses at exhibition facilities of affiliated companies, and other factors.」

    Impairment losses increased from ¥4,013 million for the cumulative second quarter to ¥4,226 million for the cumulative third quarter, with impairment occurring at exhibition facilities of affiliated companies in addition to stores.
  21. FY2019-Q2WorsenedAnnual report

    「Extraordinary losses amounted to ¥5,987 million, due to losses from disasters caused by torrential rains, typhoons and earthquakes, impairment losses at stores, impairment losses at exhibition facilities of affiliated companies, and other factors.」

    Impairment losses increased from ¥1,417 million in the same period of the previous year to ¥4,013 million, with impairment losses at exhibition facilities of affiliated companies occurring in addition to those at stores.
  22. FY2019-Q1MaterialisedAnnual report

    「Impairment losses amounted to ¥128 million.」

    The company recorded impairment losses of ¥128 million in the first quarter, indicating that impairment losses related to store profitability and other factors continued to occur.
  23. FY2018MaterialisedAnnual report

    「Extraordinary losses amounted to ¥7,321 million, due to the recording of impairment losses at 株式会社ヤマダ・エスバイエルホーム and certain stores.」

    The company recorded extraordinary losses, including impairment losses at a housing subsidiary and certain stores. Consolidated impairment losses amounted to ¥5,515 million.
  24. FY2018-Q3MaterialisedAnnual report

    「Extraordinary losses amounted to ¥2,401 million, down 64.0% year on year, due to the recording of impairment losses at certain stores.」

    The company recorded ¥1,417 million in impairment losses at certain stores, indicating that impairment losses related to store profitability and other factors continue to occur.
  25. FY2018-Q2MaterialisedAnnual report

    「Extraordinary losses amounted to ¥1,490 million, due to the recording of impairment losses at certain stores.」

    The company recorded ¥1,417 million in impairment losses at certain stores, indicating that impairment losses due to deteriorating store profitability and other factors continue to occur.
  26. FY2017-Q3MaterialisedAnnual report

    「Impairment Losses」

    The company recorded impairment losses of ¥4,086 million for the cumulative third quarter, indicating that impairment losses due to deteriorating store profitability and other factors continue to occur.
  27. FY2017-Q2MaterialisedAnnual report

    「Extraordinary losses amounted to ¥4,372 million, due to losses from the disaster caused by the 2016 Kumamoto Earthquake and impairment losses at certain stores, among other factors.」

    The company recorded impairment losses at certain stores, bringing impairment losses to ¥2,105 million.
  28. FY2016First statedAnnual report

    「If impairment charges become necessary in the future because the profitability of stores and other facilities deteriorates or the market prices of owned assets fall substantially, among other factors,」

    Describes the possibility of additional impairment losses on fixed assets, including stores and goodwill.
Moved together

"Demand Fluctuations Caused by Seasonality, Climate and Events" moved the same way as this thread, in the same document, in 16 of its 30 moves.

161110987★123456
  1. ★This thread
  2. 1Demand Fluctuations Caused by Seasonality, Climate and Events16×
  3. 2Changes in Domestic Consumption, Economic Conditions and Demographics11×
  4. 3Visible Profit Improvement from Structural Reform10×
  5. 4Impact of Natural Disasters on Stores and Operations9×
  6. 5Cost Increases from Labor Shortages and Rising Logistics Expenses8×
  7. 6Developing Services Covering the Entire Home-Living Experience7×

★ 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
Yamada Holdings's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-29: "Materialised".
News
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