Komori
Kanro (2216) · RiskEstimating the cost impact of climate change

Impact of climate change on product sales and business activities

First written in FY2019. 6 of 12 entries say "Restated". Latest entry: FY2025.

12entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019RestatedFY2021-Q1 – FY2021-Q2RestatedFY2023-Q1 – FY2023-Q3WorsenedFY20232020: 120202021: 320212022: 220222023: 420232024: 120242025: 020252026: 12026
Same theme, other companies
Physical, transition and reputational risks associated with climate changeA theme 163 companies write about · 163 as a headwind · 0 as a tailwind

Kanro moved to the "Worse" side of this theme in 2022, 4 years before the typical company in this theme (2026).

14 other companies' latest entry also says "Other".

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 163 companies compared. The sentences above are computed from all 163.
Full recordFilings, disclosures and news, newest first
  1. FY2025Estimating the cost impact of climate changeAnnual report

    「【温室効果ガス排出量削減を行わない場合】 2030年度:炭素税 1.9億円、排出量取引 0.05億円 2050年度:炭素税 2.9億円、排出量取引 0.6億円」

    気候変動リスクについて、炭素税・排出量取引による2030年度・2050年度の費用影響を試算し、対応策として再生可能エネルギー、省エネ、燃料転換、ICP導入等を記載している。
  2. FY2023WorsenedAnnual report

    「・企業活動における環境配慮への欠如による企業価値毀損 ・気候変動による原材料の調達不全 ・気候変動による当社製品需要への影響」

    気候変動リスクについて、環境配慮不足による企業価値毀損、原材料調達不全、製品需要への影響を経営基盤リスクとして整理し、前年から変化があるリスクとしている。
  3. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter period, there were no occurrences of the major risks that management recognizes could have a material impact on the financial position, operating results or cash flows of the company, nor any material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year, among the matters concerning the business and financial condition described in this quarterly report.」

    気候変動による商品需要・原材料調達・サプライチェーンへの影響について、主要なリスクの発生または重要な変更はないと再確認している。
  4. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter period, there were no material changes in the occurrence of major risks that management recognizes could materially affect the company's financial position, operating results or cash flows, among the matters concerning the business and financial condition described in this quarterly securities report, or in the business and other risks described in the securities report for the previous fiscal year.」

    気候変動による商品需要・原材料調達・サプライチェーンへの影響について、主要なリスクの発生または重要な変更はないと再確認している。
  5. FY2023-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no new occurrences of the major risks that management recognizes as potentially having a material impact on the company’s financial position, operating results or cash flows, among the matters concerning the business and accounting conditions described in this quarterly report, nor were there any material changes to the risks described in the “Business and Other Risks” section of the annual securities report for the previous fiscal year.」

    気候変動による商品需要・原材料調達・サプライチェーンへの影響について、主要なリスクの発生または重要な変更はないと再確認している。
  6. FY2022WorsenedAnnual report

    「分析の結果、移行リスクとしては「炭素税の導入」、物理リスクとしては「台風や洪水などの異常気象の発生」等が有り、他方で事業機会としては「消費者の環境意識の高まり・嗜好の変化」によりサステナブルな商品・サービス提供による売上の増加等が有ると特定しております。」

    気候変動リスクについて、従来の商品需要・原材料調達への影響に加え、炭素税や異常気象を移行・物理リスクとして特定し、サステナブル商品による機会も整理している。
  7. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter period, there were no material changes in the occurrence of major risks that management recognizes could materially affect the company's financial position, operating results or cash flows, among the matters concerning the business and financial condition described in this quarterly securities report, or in the business and other risks described in the securities report for the previous fiscal year.」

    気候変動による商品需要・原材料調達・サプライチェーンへの影響について、主要なリスクの発生または重要な変更はないと再確認している。
  8. FY2021WorsenedAnnual report

    「地球規模の気候変動は、当社の事業活動に大きな影響を及ぼす可能性があり、サプライチェーン全体の環境負荷低減は重要な課題の1つであると認識しています。」

    気候変動リスクについて、原材料調達・製品需要への影響に加えてサプライチェーン全体の環境負荷を課題として明示し、リスク認識の前年からの変化を「↗」としている。
  9. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter period, there were no material changes in the occurrence of major risks that management recognizes could materially affect the company's financial position, operating results or cash flows, among the matters concerning the business and financial condition described in this quarterly securities report, or in the business and other risks described in the securities report for the previous fiscal year.」

    気候変動による商品需要や原材料調達へのリスクについて、重要な変更はないとの会社記載により再確認している。
  10. FY2021-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no new occurrences of the major risks that management recognizes as potentially having a material impact on the company’s financial position, operating results or cash flows, among the matters concerning the business and accounting conditions described in this quarterly report, nor were there any material changes to the risks described in the “Business and Other Risks” section of the annual securities report for the previous fiscal year.」

    気候変動による商品需要や原材料調達へのリスクについて、重要な変更はないとの会社記載により再確認している。
  11. FY2020WorsenedAnnual report

    「・気候変動による原材料の調達不全 ・気候変動による当社製品需要への影響」

    従来の商品売上への影響に加え、気候変動による原材料調達不全もリスクとして明示し、影響範囲を広げている。
  12. FY2019First statedAnnual report

    「また、当社が扱う商品は気候変動により売上の影響を受けやすく、温暖化が進んでいる昨今はその影響度が高まりつつあります。」

    気候変動・温暖化が商品売上へ影響するリスクを、従来の市場競争リスクとは別に明示している。
Moved together

"Sales risks from intensifying competition in the confectionery industry and the expansion of private-label products" moved the same way as this thread, in the same document, in 4 of its 12 moves.

433322★123456
  1. ★This thread
  2. 1Sales risks from intensifying competition in the confectionery industry and the expansion of private-label products4×
  3. 2Risks from changes in procurement prices for key raw materials, energy and foreign exchange3×
  4. 3Logistics risks involving stockouts, excess inventory and higher transportation costs3×
  5. 4Information-system failures and information-leakage risks3×
  6. 5Review of the medium-term management plan and announcement of “New KANRO 2021”2×
  7. 6Product recall and liability risks arising from product defects and labeling violations2×

★ 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
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News
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