Komori
Belluna (9997) · InitiativeRestated

Strengthening Portfolio Management

First written in FY2017-Q1. 26 of 33 entries say "Restated". Latest entry: 2026-07-31.

33entries
11years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2021-Q3RestatedFY2022-Q1 – FY2023-Q3RestatedFY2025 – 2026-07-312016: 220162017: 320172018: 420182019: 220192020: 320202021: 420212022: 120222023: 320232024: 320242025: 120252026: 72026
Same theme, other companies

11 other companies' latest entry also says "Restated".

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 27 companies compared. The sentences above are computed from all 27.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-31RestatedEarnings

    「The Group has grouped its 8 segments into two areas: the “Growth Area,” which is responsible for expanding future growth and profitability, and the “Sustainable Area,” which focuses on stable profitability, continuity and social value. We are allocating management resources and developing businesses appropriately for each area.」

    The company restated its policy of dividing its 8 segments between the Growth Area and Sustainable Area and allocating management resources by area.
  2. FY2026RestatedAnnual report

    「We will continue to mature our portfolio management approach by making each business stronger and better able to respond to rapid changes in the external environment. We will actively develop the Property business, centered on hotel operations with further inbound growth expected, as well as the Cosmetics and Health Foods, Gourmet, and Nurse-Related businesses, which operate in specialized fields less affected by consumer sentiment, positioning them as businesses responsible for profit growth. We will also develop the Apparel and General Merchandise, Kimono-Related, and Database Utilization businesses with the aim of maximizing profitability and efficiency.」

    The Group continues its policy of dividing its 8 segments into areas responsible for growth and profitability and areas focused on profitability, continuity, and social value, and allocating management resources according to business characteristics.
  3. FY2025RestatedAnnual report

    「Starting from the current consolidated fiscal year, the Group has grouped its 8 segments—Apparel and General Merchandise, Cosmetics and Health Foods, Gourmet, Nurse-Related, Database Utilization, Kimono-Related, Property, and Other—into 2 categories: the “Growth Areas,” responsible for expanding future growth and profitability, and the “Sustainable Areas,” focused on stable profitability, continuity, and social value. It is allocating management resources and developing its businesses in ways suited to each category.」

    The Group continues to manage its portfolio by dividing its 8 segments into Growth Areas and Sustainable Areas and allocating management resources by category.
  4. FY2025-H1ReframedAnnual report

    「Starting this fiscal year, the Group has grouped its 8 segments into 2 categories: the “Growth Areas,” responsible for expanding future growth and profitability, and the “Sustainable Areas,” focused on stable profitability, continuity, and social value. It is allocating management resources and developing its businesses in ways suited to each category.」

    The Group has shifted from explaining how its 8 segments would be strengthened and positioned individually to organizing them into 2 categories: Growth Areas responsible for growth and profitability, and Sustainable Areas focused on stability, continuity, and social value, with management resources allocated by category.
  5. FY2024ReframedAnnual report

    「We will continue to mature our portfolio management approach by making each business stronger and better able to respond to rapid changes in the external environment. We will actively develop the Property business, centered on hotel operations with further inbound growth expected, as well as the Cosmetics and Health Foods, Gourmet, and Nurse-Related businesses, which operate in specialized fields less affected by consumer sentiment, positioning them as businesses responsible for profit growth. We will also develop the Apparel and General Merchandise, Kimono-Related, and Database Utilization businesses with the aim of maximizing profitability and efficiency.」

    While continuing the policy of maturing its 8 segments, the Group positions Hotels, Cosmetics and Health Foods, Gourmet, and Nurse-Related as profit growth areas, and Apparel and General Merchandise, Kimono-Related, and Database Utilization as areas focused on profitability and efficiency.
  6. FY2024-Q3RestatedAnnual report

    「Against this backdrop, the Group has worked to strengthen its 8 segments: Apparel and General Merchandise, Cosmetics and Health Foods, Gourmet, Nurse-Related, Database Utilization, Kimono-Related, Property, and Other.」

    The Group continues to manage its portfolio with a focus on strengthening its 8 segments.
  7. FY2024-Q2RestatedAnnual report

    「Against this backdrop, the Group has worked to strengthen its 8 segments: Apparel and General Merchandise, Cosmetics and Health Foods, Gourmet, Nurse-Related, Database Utilization, Kimono-Related, Property, and Other.」

    The Group continues to manage its portfolio by strengthening its 8 segments.
  8. FY2024-Q1ReframedAnnual report

    「Against this backdrop, the Group has worked to mature its portfolio management approach across its 8 segments, namely Apparel and General Merchandise, Cosmetics and Health Foods, Gourmet, Nurse-Related, Database Utilization, Kimono-Related, Property, and Other, in order to respond to changes in the external environment.」

    The purpose of responding to changes in the external environment has been made explicit under the existing policy of maturing portfolio management by strengthening each of the 8 segments.
  9. FY2023-Q3RestatedAnnual report

    「Against this backdrop, the Group has worked to mature a portfolio management approach by strengthening each of its 8 segments and creating synergies: Apparel and General Merchandise, Cosmetics and Health Foods, Gourmet, Nurse-Related, Database Utilization, Kimono-Related, Property, and Other.」

    The Group continues to pursue its policy of maturing its portfolio management approach by strengthening each of its 8 segments and creating synergies.
  10. FY2023-Q1RestatedAnnual report

    「Against this backdrop, the Group has worked to mature a portfolio management approach by strengthening each of its 8 segments and creating synergies: Apparel and General Merchandise, Cosmetics and Health Foods, Gourmet, Nurse-Related, Database Utilization, Kimono-Related, Property, and Other.」

    The policy of maturing portfolio management that strengthens each of the 8 segments and generates synergies is continuing.
  11. FY2022-Q2RestatedAnnual report

    「Against this backdrop, our group worked to mature portfolio management that makes each segment larger and stronger and generates synergies across 8 segments: the general merchandise mail-order business, cosmetics and health food business, gourmet business, nurse-related business, database-utilization business, kimono-related business, property business and other businesses.」

    The policy of maturing portfolio management that strengthens each of the 8 segments and generates synergies is continuing.
  12. FY2022-Q1RestatedAnnual report

    「Against this backdrop, our group worked to mature portfolio management that makes each segment larger and stronger and generates synergies across 8 segments: the general merchandise mail-order business, cosmetics and health food business, gourmet business, nurse-related business, database-utilization business, kimono-related business, property business and other businesses.」

    The policy of maturing portfolio management that strengthens each of the 8 segments and generates synergies is continuing.
  13. FY2021ReframedAnnual report

    「Under the Fifth Management Plan, we will focus on strengthening practical talent development, promoting digitalization including social media, and pursuing M&A aimed at creating synergies, while strengthening each business and maturing portfolio management to achieve the targets for each segment.」

    The description has become more specific, shifting from strengthening the 4 core businesses to priority measures under the Fifth Management Plan combining the maturation of portfolio management, digitalization, human-resource development and M&A.
  14. FY2021-Q3RestatedAnnual report

    「Against this backdrop, our group continued to work to strengthen its 4 core businesses: the general mail-order business, specialty mail-order business, retail store business and property business.」

    The company reiterated the ongoing initiative to strengthen its 4 core businesses.
  15. FY2021-Q2RestatedAnnual report

    「Against this backdrop, our group continued to work to strengthen its 4 core businesses: the general mail-order business, specialty mail-order business, retail store business and property business.」

    The company reiterated the ongoing initiative to strengthen its 4 core businesses.
  16. FY2021-Q1RestatedAnnual report

    「Against this backdrop, our group continued to work to strengthen its 4 core businesses: the general mail-order business, specialty mail-order business, retail store business and property business.」

    The company reiterated the ongoing initiative to strengthen its 4 core businesses.
  17. FY2020-Q3RestatedAnnual report

    「Against this backdrop, our group continued to work to strengthen its 4 core businesses: the general mail-order business, specialty mail-order business, retail store business and property business.」

    The company reiterated the ongoing initiative to strengthen its 4 core businesses.
  18. FY2020-Q2RestatedAnnual report

    「Against this backdrop, our group continued to work to strengthen its 4 core businesses: the general mail-order business, specialty mail-order business, retail store business and property business.」

    The company reiterated the ongoing initiative to strengthen its 4 core businesses.
  19. FY2019RestatedAnnual report

    「Our basic policy is to expand the 4 core businesses, while also considering overseas markets, with the aim of achieving sustainable corporate growth.」

    Portfolio management centered on expanding the 4 core businesses is continuing, while overseas markets are also being considered.
  20. FY2019-Q2RestatedAnnual report

    「Against this backdrop, our group continued to work to strengthen its 4 core businesses: the general mail-order business, specialty mail-order business, retail store business and property business.」

    The policy of continuing to strengthen the 4 core businesses, namely general merchandise mail-order, specialty mail-order, store-based retail and property, is maintained.
  21. FY2019-Q1RestatedAnnual report

    「Against this backdrop, our group continued to work to strengthen its 4 core businesses: the general mail-order business, specialty mail-order business, retail store business and property business.」

    The company reiterated the ongoing initiative to strengthen its 4 core businesses.
  22. FY2018RestatedAnnual report

    「Specifically, by strengthening portfolio management, we will work to create a robust business model supported by multiple earnings pillars, while promoting the growth of new businesses.」

    Strengthening portfolio management is reiterated as a medium- to long-term strategy aimed at sustainable growth through multiple earnings pillars and the promotion of new-business growth.
  23. FY2018-Q3RestatedAnnual report

    「Against this backdrop, our group continued to work to strengthen its 4 core businesses: the general mail-order business, specialty mail-order business, retail store business and property business.」

    The company reiterated the ongoing initiative to strengthen its 4 core businesses.
  24. FY2018-Q2RestatedAnnual report

    「Against this backdrop, our group continued to work to strengthen its 4 core businesses: the general mail-order business, specialty mail-order business, retail store business and property business.」

    The company reiterated the ongoing initiative to strengthen its 4 core businesses.
  25. FY2018-Q1ReframedAnnual report

    「Against this backdrop, our group continued to work to strengthen its 4 core businesses.」

    The wording shifted from strengthening portfolio management to focusing on the 4 core businesses.
  26. FY2017-Q3RestatedAnnual report

    「Against this backdrop, the Group continued to work on strengthening its portfolio management.」

    The company reiterated its ongoing efforts to strengthen portfolio management.
  27. FY2017-Q2RestatedAnnual report

    「Against this backdrop, the Group continued to work on strengthening its portfolio management.」

    The company reiterated its ongoing efforts to strengthen portfolio management.
  28. FY2017-Q1First statedAnnual report

    「Against this backdrop, the Group continued to work on strengthening its portfolio management.」

    The company explicitly identifies portfolio management, under which multiple businesses are operated in combination, as an ongoing initiative.
Moved together

"Higher Sales at Apparel and Traditional Japanese Clothing Stores" moved the same way as this thread, in the same document, in 4 of its 33 moves.

444444★123456
  1. ★This thread
  2. 1Higher Sales at Apparel and Traditional Japanese Clothing Stores4×
  3. 2Higher Revenue and Operating Profit, but an Ordinary Loss4×
  4. 3Higher Wholesale Revenue but a Segment Loss4×
  5. 4Yen Appreciation, Falling Share Prices and Weak Personal Consumption4×
  6. 5Expansion of Insertion, Enclosure and Co-Shipment Services and Mail-Order Fulfillment Services4×
  7. 6Improved Profitability in the General Merchandise Mail-Order Business through Lower Logistics Costs4×

★ 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
Belluna's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-07-31: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.