Komori
Feed One (2060) · RiskMaterialisedLatest Earnings (2026-07-30): "Mitigated"

Risk of production stoppages due to disease among livestock, poultry and farmed fish

First written in FY2016. 17 of 29 entries say "Materialised", first in FY2020-Q3. Latest entry: 2026-07-30.

29entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q1MaterialisedFY2020-Q2 – FY20262016: 320162017: 420172018: 220182019: 220192020: 220202021: 220212022: 220222023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Production Risk from Disease and Mass Mortality in Artificial Hatching and AquacultureA theme 4 companies write about · 5 as a headwind · 0 as a tailwind

Feed One moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).

0 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-30MitigatedEarnings

    「Egg prices remained below the levels of the same period a year earlier as supply constraints caused by avian influenza eased and production gradually recovered.」

    The company states that the egg supply constraints caused by avian influenza eased during the quarter and production recovered.
  2. FY2026MaterialisedAnnual report

    「Egg prices remained high throughout the year and exceeded the levels of the same period a year earlier as the spread of avian influenza in various regions and extreme heat caused supply shortages.」

    Egg supply shortages and high prices caused by avian influenza and record heat continued throughout the year.
  3. 2026-05-08MaterialisedEarnings

    「Egg prices remained high throughout the year and exceeded the levels of the same period a year earlier as the spread of avian influenza in various regions and extreme heat caused supply shortages.」

    The company indicates that the spread of avian influenza and extreme heat caused shortages of eggs and elevated egg prices throughout the year.
  4. FY2026-H1MaterialisedAnnual report

    「Egg prices remained substantially above the same period of the previous year from last autumn through the beginning of the year as the effects of supply shortages caused by the spread of avian influenza across Japan continued.」

    The shortage of eggs and high prices caused by the spread of avian influenza continued during the current interim period.
  5. FY2025MaterialisedAnnual report

    「Livestock product prices were as follows: pork prices exceeded the same period of the previous year because the number of pigs shipped declined due to disease outbreaks, record summer heat and other factors. Egg prices were soft during the first half of the period, but supplies tightened from autumn onward due to avian influenza outbreaks and other factors, and prices remained high.」

    A decline in the number of pigs shipped due to disease and record heat, and tightening egg supplies due to avian influenza, actually resulted in higher prices.
  6. FY2025-H1MaterialisedAnnual report

    「Egg prices had remained below the same period of the previous year as supplies recovered following the resumption of operations at farms affected by avian influenza outbreaks across Japan from October 2022, but rose toward the latter half of the period due to lower production volumes resulting from prolonged record heat, increased food-service demand and other factors.」

    While supplies recovered as farms affected by avian influenza resumed operations, egg prices rose in the latter half of the period due to lower production volumes resulting from record heat and other factors.
  7. FY2024MaterialisedAnnual report

    「Egg prices had remained below the same period of the previous year as supplies recovered following the resumption of operations at farms affected by avian influenza outbreaks across Japan from October 2022. However, as production steadily recovered and supplies trended upward, prices from November onward remained below the same period of the previous year.」

    After egg supply shortages and high prices caused by avian influenza and record heat, supplies recovered as affected farms resumed operations, and prices declined.
  8. FY2024-Q3MaterialisedAnnual report

    「Among livestock products, pork prices remained above the same period of the previous year as record heat and disease worsened growth performance and reduced the number of pigs shipped, but the number of pigs shipped recovered as temperatures fell from autumn, and prices from October onward remained below the same period of the previous year. Egg prices remained above the same period of the previous year because supplies declined due to avian influenza outbreaks across Japan from October 2022 and record heat, but supplies trended upward as affected farms resumed operations, and prices from November onward remained below the same period of the previous year.」

    After declines in the number of pigs shipped and egg supplies due to record heat, disease and avian influenza, supplies recovered as temperatures fell and affected farms resumed operations, and pork and egg prices fell below the same period of the previous year in the latter half of the period.
  9. FY2024-Q2MaterialisedAnnual report

    「Among livestock products, pork prices remained above the same period of the previous year as record heat and disease worsened growth performance and reduced the number of pigs shipped. Egg prices also remained above the same period of the previous year because supplies declined due to avian influenza outbreaks across a wide area from October last year and the impact of record heat. Beef prices remained below the same period of the previous year because demand for beef declined as consumers became more focused on economizing amid rising prices, despite an increase in the number of cattle shipped.」

    Declines in the number of pigs shipped and egg supplies due to disease, avian influenza and record heat were reflected in higher pork and egg prices.
  10. FY2024-Q1MaterialisedAnnual report

    「Egg supplies remained insufficient due to avian influenza, and prices remained above the same period of the previous year.」

    The shortage of eggs and high prices resulting from avian influenza have continued.
  11. FY2023MaterialisedAnnual report

    「Egg prices remained substantially above the same period of the previous year as egg supplies declined because the nationwide spread of avian influenza continued amid a reduction in the number of hens placed due to soaring production costs.」

    The nationwide spread of avian influenza reduced egg supplies, resulting in egg prices substantially above the same period of the previous year.
  12. FY2023-Q3MaterialisedAnnual report

    「Egg supplies declined due to avian influenza outbreaks across a wide area from late October, amid a reduction in the number of hens placed due to soaring production costs, and prices remained substantially above the same period of the previous year.」

    The widespread outbreak of avian influenza reduced egg supplies, with disease risk emerging in the actual business environment as higher egg prices.
  13. FY2022MaterialisedAnnual report

    「Egg prices remained high and substantially exceeded the same period of the previous year during the first half of the period because supplies fell due to avian influenza outbreaks across Japan, but declined from January onward as supplies stabilized and fell below the same period of the previous year.」

    The decline in supplies and high egg prices resulting from avian influenza actually occurred, followed by the reported stabilization of supplies and decline in prices.
  14. FY2022-Q3MaterialisedAnnual report

    「Egg prices continued to remain high and exceeded the same period of the previous year because supplies fell due to avian influenza outbreaks across Japan.」

    The decline in egg supplies and high egg prices resulting from avian influenza have continued.
  15. FY2022-Q2MaterialisedAnnual report

    「Egg prices continued to remain high and exceeded the same period of the previous year because supplies fell due to avian influenza outbreaks across Japan.」

    Egg supplies declined due to avian influenza, and egg prices have continued to remain high.
  16. FY2022-Q1MaterialisedAnnual report

    「Among livestock products, pork prices rose sharply from the same period of the previous year due to increased household demand and other factors, and continued to rise through June as the number of pigs shipped declined during the current quarter. Egg prices remained high and exceeded the same period of the previous year because supplies fell due to outbreaks of avian influenza across Japan.」

    Avian influenza reduced egg supplies, resulting in high egg prices. Pork prices also rose due to a decline in the number of pigs shipped and other factors.
  17. FY2020MaterialisedAnnual report

    「Operating profit was ¥393 million, down 11.0% year on year, due to higher procurement prices resulting from CSF and other factors.」

    Higher procurement prices resulting from CSF led to a decline in operating profit in the food business in the full-year results.
  18. FY2020-Q3MaterialisedAnnual report

    「In the food business, livestock product prices increased from the same period of the previous year. However, due to a decline in transaction volume accompanying the transfer of the farm subsidiary's business and higher procurement prices resulting from the impact of classical swine fever (CSF), net sales for the cumulative third quarter of the current consolidated fiscal year were ¥37,915 million, down 0.7% year on year, and operating profit was ¥246 million, down 16.4%.」

    Higher procurement prices resulting from CSF led to a decline in operating profit in the food business in the actual results.
  19. FY2020-Q2WorsenedAnnual report

    「Infections of classical swine fever have been spreading in Japan and overseas, while we are working to strengthen our biosecurity systems under unified biosecurity guidelines for all of our plants.」

    The spread of classical swine fever infections in Japan and overseas is described, indicating the specific emergence of disease risk and the response to it.
  20. FY2020-Q1RestatedAnnual report

    「Our group has production companies for livestock products and farmed fish among its consolidated subsidiaries and affiliated companies. Significant fluctuations in product market prices, or the suspension of shipments and forced disposal of large quantities of products due to disease outbreaks and other factors, could materially affect operating results and financial condition.」

    The risks of shipment suspensions and large-scale disposal due to fluctuations in product market prices and disease outbreaks and other factors are reiterated.
  21. FY2019-Q1RestatedAnnual report

    「Our group has production companies for livestock products and farmed fish among its consolidated subsidiaries and affiliated companies. Significant fluctuations in product market prices, or the suspension of shipments and forced disposal of large quantities of products due to disease outbreaks and other factors, could materially affect operating results and financial condition.」

    The risks of shipment suspensions and large-scale disposal due to fluctuations in product market prices and disease outbreaks and other factors are reiterated.
  22. FY2018-Q3RestatedAnnual report

    「Our group has production companies for livestock products and farmed fish among its consolidated subsidiaries and affiliated companies. Significant fluctuations in product market prices, or the suspension of shipments and forced disposal of large quantities of products due to disease outbreaks and other factors, could materially affect operating results and financial condition.」

    The risks of shipment suspensions and large-scale disposal due to fluctuations in product market prices and disease outbreaks and other factors are reiterated.
  23. FY2018-Q2RestatedAnnual report

    「Our group has production companies for livestock products and farmed fish among its consolidated subsidiaries and affiliated companies. Significant fluctuations in product market prices, or the suspension of shipments and forced disposal of large quantities of products due to disease outbreaks and other factors, could materially affect operating results and financial condition.」

    The risks of shipment suspensions and large-scale disposal due to fluctuations in product market prices and disease outbreaks and other factors are reiterated.
  24. FY2018-Q1RestatedAnnual report

    「Our group has production companies for livestock products and farmed fish among its consolidated subsidiaries and affiliated companies. Significant fluctuations in product market prices, or the suspension of shipments and forced disposal of large quantities of products due to disease outbreaks and other factors, could materially affect operating results and financial condition.」

    The risks of shipment suspensions and large-scale disposal due to fluctuations in product market prices and disease outbreaks and other factors are reiterated.
  25. FY2017RestatedAnnual report

    「Although each company has taken every possible measure to maintain its biosecurity systems, outbreaks of diseases such as porcine epidemic diarrhea (PED), foot-and-mouth disease and avian influenza, as well as deterioration in farming conditions such as red tides, could force the disposal of large quantities of products or the suspension of sales, potentially adversely affecting operating results.」

    The risks of disposal and sales suspensions due to diseases affecting livestock and farmed fish, red tides and other factors are reconfirmed.
  26. FY2017-Q3RestatedAnnual report

    「Our group has production companies for livestock products and farmed fish among its consolidated subsidiaries and affiliated companies. Significant fluctuations in product market prices, or the suspension of shipments and forced disposal of large quantities of products due to disease outbreaks, could materially affect operating results and financial condition.」

    The risks of shipment suspensions and large-scale disposal due to fluctuations in product market prices and disease outbreaks are reiterated.
  27. FY2017-Q2RestatedAnnual report

    「Our group has production companies for livestock products and farmed fish among its consolidated subsidiaries and affiliated companies. Significant fluctuations in product market prices, or the suspension of shipments and forced disposal of large quantities of products due to disease outbreaks, could materially affect operating results and financial condition.」

    The risks of shipment suspensions and large-scale disposal due to fluctuations in product market prices and disease outbreaks are reiterated.
  28. FY2017-Q1RestatedAnnual report

    「Our group has production companies for livestock products and farmed fish among its consolidated subsidiaries and affiliated companies. Significant fluctuations in product market prices, or the suspension of shipments and forced disposal of large quantities of products due to disease outbreaks, could materially affect operating results and financial condition.」

    The risks of shipment suspensions and large-scale disposal due to fluctuations in product market prices and disease outbreaks are reiterated.
  29. FY2016First statedAnnual report

    「Although each company has taken every possible measure to maintain its biosecurity systems, outbreaks of diseases such as porcine epidemic diarrhea (PED), foot-and-mouth disease and avian influenza, as well as deterioration in farming conditions such as red tides, could force the disposal of large quantities of products or the suspension of sales, potentially adversely affecting operating results.」

    Diseases and red tides at production companies could lead to the disposal of products, suspension of sales and deterioration in the financial condition of feed customers.
Moved together

"Volatility in Livestock and Fishery Product Prices and Customer Credit Risk" moved the same way as this thread, in the same document, in 18 of its 29 moves.

181711654★123456
  1. ★This thread
  2. 1Volatility in Livestock and Fishery Product Prices and Customer Credit Risk18×
  3. 2Fluctuations in Imported Raw Material Prices, Ocean Freight Rates and Exchange Rates17×
  4. 3Fluctuations in Reserve Contributions under the Compound Feed Price Stabilization Program11×
  5. 4Domestic population decline, a declining birth rate and an aging population, and changes in the business environment driven by the TPP and other factors6×
  6. 5Risk of honoring guarantees of obligations to business partners and others5×
  7. 6Declines in the Value of Securities and Fixed Assets4×

★ 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
Feed One's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings of 2026-07-30: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.