Komori
Iwatsuka Confectionery (2221) · RiskMitigated

Tightening supply and reduced shelf space for rice crackers following a fire at another company

First written in FY2023-Q1. 3 of 5 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2024-Q1.

5entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q1 – FY2023-Q2MitigatedFY2023-Q3 – FY2024-Q12022: 220222023: 32023
Same theme, other companies
Industry-wide supply constraints and reduced retail shelf space following a fire at another companyA 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. FY2024-Q1MitigatedAnnual report

    「In the rice cracker industry, as a major industry player recovers from its fire and the distribution of market shares returns toward its previous pattern, competition is certain to intensify further.」

    Regarding supply constraints and irregular production increases following the fire at another company, it states that the major player has recovered and that the distribution of market shares is also gradually returning to its previous state, indicating that fire-related supply constraints are easing.
  2. FY2023MitigatedAnnual report

    「In the rice-cracker industry, while the effects of industry-wide production increases and efforts to maintain supplies in response to the fire at a major industry player remained, companies began launching new products one after another from the second half of the fiscal year, aiming to expand consumption while returning to normal sales operations.」

    Although the effects of increased production following the fire at another company remain, the industry has moved to a stage of launching new products while returning to normal sales operations.
  3. FY2023-Q3MitigatedAnnual report

    「In the rice-cracker industry, production increases in response to the fire at a major industry player eased after the summer, and companies were gradually returning to normal sales operations. Each company has been expanding the launch of new products, which had been held back to increase production of established products, and is working to stimulate consumption during the peak autumn and winter demand period.」

    It states that production increases in response to the major fire eased after the summer and that normal sales operations were gradually being restored. The effects of supply constraints and irregular sales operations following the fire were easing.
  4. FY2023-Q2RestatedAnnual report

    「In the rice cracker industry, the industry as a whole established increased production capacity and worked to maintain product supplies following a fire at a major industry player. However, market conditions have remained somewhat sluggish due to declining summer demand and changes in consumer sentiment.」

    It continues to describe industry-wide production increases and efforts to maintain product supplies following a fire at a major manufacturer.
  5. FY2023-Q1First statedAnnual report

    「In the rice-cracker industry, there was heightened concern that the overall rice-cracker shelf space would shrink as shipment suspensions following a major company's fire in February continued for an extended period. The industry as a whole worked to increase production and maintain product supplies, but the situation in which demand could not be fully met continued.」

    It states that, following a fire at a major manufacturer and the prolonged suspension of shipments, concern over shrinking rice-cracker shelf space and an actual supply crunch in which orders could not be fully met despite increased production across the industry had emerged.
Moved together

"Structural Reform Through Brand Concentration and a Robust Earnings Base" moved the same way as this thread, in the same document, in 3 of its 5 moves.

333322★123456
  1. ★This thread
  2. 1Structural Reform Through Brand Concentration and a Robust Earnings Base3×
  3. 2Production System Upgrade3×
  4. 3Production Line Automation, Workforce Reduction and Site Development3×
  5. 4Development of Health-Oriented and Functional Rice Snacks, Karintō, and Products for Overseas Markets3×
  6. 5Stage-Up for the Iwatsuka Brand2×
  7. 6Capital Investment in Quality Assurance, Rationalization and a New Plant Site2×

★ 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
Iwatsuka Confectionery's next results are scheduled for 2026-11-10. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.