Risk of Supplier Business Restructuring and Changes in Sales Channel Policies
First written in FY2025-H1. 4 of 10 entries say "Materialised", first in 2026-04-02. Latest entry: 2026-08-07.
The whole theme swung hardest in 2018: 3 of 16 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
- 2026-08-07MitigatedEarnings
「The full-year consolidated earnings forecast for the fiscal year ending March 2027 had previously been left undetermined because it was difficult to reasonably calculate the impact on earnings of Renesas Electronics Corporation's request to terminate the authorized distributor agreement. We have now calculated the forecast based on the expected impact, results for the first quarter cumulative period, and information and forecasts currently available.」
The company calculated an earnings forecast including the impact of the agreement termination and disclosed the previously undetermined full-year earnings forecast for the fiscal year ending March 2027, reducing uncertainty over the outlook. - FY2026MaterialisedAnnual report
「Renesas Electronics Corporation, a major supplier of our consolidated subsidiary, has requested termination of the distributor agreement, and since it is currently difficult to reasonably forecast future business performance, we plan to announce a new policy and targets again.」
The company gives the specific example of a major supplier requesting termination of the distributor agreement as a manifestation of the risk of changes in suppliers’ distribution-channel policies. - FY2025RestatedAnnual report
「Although we maintain good business relationships with our suppliers, supplier business reorganizations or revisions to their distribution-channel policies may adversely affect our Group’s financial position and operating results.」
The risk of supplier business reorganizations and changes in distribution-channel policies continues to be disclosed. - FY2025-H1First statedAnnual report
「Although we maintain good business relationships with our suppliers, supplier business reorganizations or revisions to their distribution-channel policies may adversely affect our Group’s financial position and operating results.」
This risk is associated with a business model based on agency agreements with multiple suppliers.