Komori
Aseed Holdings (9959) · RiskRestated

Concentration of sales and card usage in the gaming venue industry

First written in FY2016. 6 of 14 entries say "Materialised", first in FY2019-Q1. Latest entry: FY2024.

14entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2018MaterialisedFY2019-Q1 – FY2021-Q1RestatedFY2021-Q2 – FY20242016: 120162017: 020172018: 320182019: 420192020: 320202021: 120212022: 020222023: 120232024: 12024
Same theme, other companies
Concentration of sales and card usage in the amusement venue industryA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2024RestatedAnnual report

    「In the vending-machine operated retail business, sales to the gaming-hall industry account for a relatively high proportion of total sales, and changes in that industry’s business environment or in regulations, ordinances and other rules applicable to it could affect operating performance and financial position.」

    The company is reiterating the concentration of sales in the pachinko hall industry and the potential impact of changes in that industry's environment and regulations, while continuing to diversify its sales mix through sales to offices and factories.
  2. FY2023RestatedAnnual report

    「The vending machine retail business has relatively high sales exposure to the pachinko hall industry, and changes in the industry's business environment or in regulations, ordinances and other requirements applicable to it could affect operating results and financial condition. To mitigate this risk, the company will continue to closely monitor developments in the industry while promoting sales efforts aimed at creating a broad and balanced sales mix, including by strengthening sales to offices and factories.」

    The company is reiterating the concentration of sales in the pachinko hall industry and the potential impact of regulations and other factors, while continuing to diversify its sales mix by strengthening sales to offices and factories.
  3. FY2021-Q3RestatedAnnual report

    「The gaming-hall industry, the company’s main sales channel, remained in a challenging business environment due to the impact of COVID-19. Sales and segment profit from the AONS Card, which provides premium coffee as prizes, declined substantially. As a result, sales in the beverage service systems business were ¥50 million, down 47.3% year on year, and segment profit was ¥3 million, down 47.9%.」

    The difficult environment in the pachinko hall industry and the impact of COVID-19 have continued, with the impact reflected in a 47.3% decline in revenue and a 47.9% decline in segment profit in the Beverage Service Systems business.
  4. FY2021-Q2RestatedAnnual report

    「The gaming-hall industry, the company’s main sales channel, remained in a challenging business environment due to the impact of COVID-19. Sales and segment profit from the AONS Card, which provides premium coffee as prizes, declined substantially. As a result, sales in the beverage service systems business were ¥32 million, down 50.0% year on year, and segment profit was ¥1 million, down 70.4%.」

    The difficult environment in the pachinko hall industry and the impact of COVID-19 have continued, with the impact reflected in declines in revenue and segment profit in the Beverage Service Systems business.
  5. FY2021-Q1WorsenedAnnual report

    「The gaming-hall industry, the company’s main sales channel, remained in a challenging business environment as it suspended operations and responded to requests to close temporarily to prevent the spread of COVID-19. Use of the AONS Card, which provides premium coffee as prizes, was also severely affected, resulting in substantial declines in sales and segment profit. As a result, sales in the beverage service systems business were ¥14 million, down 53.3% year on year, and segment profit was ¥1 million, down 61.2%.」

    In addition to regulations affecting the pachinko hall industry and the declining pachinko-playing population, businesses were asked to voluntarily suspend operations or close, causing the impact to expand to a 53.3% decline in revenue and a 61.2% decline in segment profit in the Beverage Service Systems business.
  6. FY2020MaterialisedAnnual report

    「The vending machine retail business has relatively high sales exposure to the pachinko hall industry, and changes in the industry's business environment or in regulations, ordinances and other requirements applicable to it could affect operating results and financial condition. The pachinko hall industry, which is a major customer, continues to face a difficult business environment due to the removal of machines with strong gambling incentives and the passive-smoking issue, among other factors. As a result, revenue from the Beverage Service Systems business was ¥123 million, down 17.7% year on year.」

    The risk associated with concentrated sales exposure to the pachinko hall industry has continued, and revenue from the Beverage Service Systems business declined 17.7% against the backdrop of regulations and the passive-smoking issue, among other factors.
  7. FY2020-Q2MaterialisedAnnual report

    「The gaming-hall industry, the company’s main sales channel, continues to face a challenging business environment due to the removal of highly gambling-oriented machines and issues relating to secondhand smoke. The introduction of the AONS Card, which provides customers inside the halls with premium coffee as prizes, also remains difficult. As a result, sales in the beverage service systems business were ¥64 million, down 17.1% year on year, and segment profit was ¥5 million, down 23.1%.」

    The difficult environment in the pachinko hall industry has continued, and conditions for introducing the Aonz Card have also become challenging. The Beverage Service Systems business saw revenue decline 17.1% and segment profit decline 23.1%.
  8. FY2020-Q1WorsenedAnnual report

    「The gaming-hall industry, the company’s main sales channel, continues to face a challenging business environment due to the removal of highly gambling-oriented machines and issues relating to secondhand smoke. In this environment, the company focused on introducing the AONS Card, which provides customers inside the halls with premium coffee as prizes. As a result, sales in the beverage service systems business were ¥31 million, down 19.9% year on year, and segment profit was ¥2 million, down 37.6%.」

    In addition to the removal of machines with strong gambling incentives, the company identifies the passive-smoking issue as another new adverse factor affecting the pachinko hall industry, with the impact reflected in a 19.9% decline in revenue and a 37.6% decline in segment profit.
  9. FY2019MaterialisedAnnual report

    「The pachinko hall industry, which is a major customer, continues to face a difficult business environment as regulations have been tightened to curb gambling-like incentives. As a result, revenue from the Beverage Service Systems business was ¥150 million, down 18.1% year on year, and segment profit was ¥10 million, down 53.5%.」

    The difficult environment caused by tighter regulations on the pachinko hall industry has continued, with the impact reflected in declines in revenue and segment profit in the Beverage Service Systems business.
  10. FY2019-Q3MaterialisedAnnual report

    「The gaming-hall industry, the company’s main sales channel, continues to face a challenging business environment due to the declining gaming population. In this environment, the company focused on introducing the AONS Card, which provides customers inside the halls with premium coffee as prizes. As a result, sales in the beverage service systems business were ¥114 million, down 19.3% year on year, and segment profit was ¥8 million, down 55.7%.」

    The difficult environment for major customers due to the declining pachinko-playing population has continued, with the impact reflected in a 19.3% decline in revenue and a 55.7% decline in segment profit in the Beverage Service Systems business.
  11. FY2019-Q2MaterialisedAnnual report

    「The gaming-hall industry, the company’s main sales channel, is facing a challenging business environment due to a decline in the gaming population. In this environment, the company focused on introducing the AONS Card System, which provides customers inside the halls with premium coffee as prizes. As a result, sales in the beverage service systems business were ¥78 million, down 21.4% year on year, and segment profit was ¥6 million, down 50.8%.」

    The environment for the pachinko hall industry, a major customer, has become more difficult against the backdrop of a declining pachinko-playing population, with the impact reflected in declines in revenue and segment profit in the Beverage Service Systems business.
  12. FY2019-Q1MaterialisedAnnual report

    「The pachinko halls that are major customers continue to face an increasingly difficult environment, partly because of new restrictions on prize payouts. As a result, revenue from the Beverage Service Systems business was ¥39 million, down 24.6% year on year, and segment profit was ¥4 million, down 53.9%.」

    The company explains that the environment for its major customers has become increasingly difficult against the backdrop of new restrictions on prize payouts at pachinko halls. The Beverage Service Systems business saw declines in revenue and segment profit.
  13. FY2018RestatedAnnual report

    「The consolidated subsidiaries アシード株式会社 and 北関東ペプシコーラ販売株式会社 have relatively high sales exposure to the pachinko hall industry in their vending machine retail operations, and changes in the industry's business environment or in regulations, ordinances and other requirements applicable to it could affect sales.」

    The company is reiterating the concentration of sales in the pachinko hall industry and the potential impact of changes in that industry's environment and regulations.
  14. FY2016First statedAnnual report

    「In the fiscal year ended March 2016, sales to the amusement-facility industry accounted for 26.4% of consolidated sales and may be affected by changes in that industry's operating environment, the number of amusement facilities, visitor numbers, and regulations under ordinances.」

    Sales to the gaming venue industry account for 26.4% of consolidated revenue, and the company identifies the potential impact of industry conditions and regulations as a risk.
Moved together

"Vending machine market saturation, intensifying competition, and declining profitability" moved the same way as this thread, in the same document, in 4 of its 14 moves.

433332★123456
  1. ★This thread
  2. 1Vending machine market saturation, intensifying competition, and declining profitability4×
  3. 2Sustainable growth and improved corporate value over the medium to long term3×
  4. 3Weather and brand owners' outsourcing policies affecting contract manufacturing3×
  5. 4Impact of hiring difficulties and labor shortages on business operations3×
  6. 5Risk of impairment losses from declining profitability of fixed assets3×
  7. 6Rationalizing outdoor vending machines and increasing the proportion of indoor locations2×

★ 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.

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