Komori
Koike-Ya (2226) · RiskMaterialisedLatest Results (2026-11-11): "Mitigated"

Impact of Adverse Weather and Natural Disasters on Production and Logistics

First written in FY2016. 8 of 22 entries say "Materialised", first in FY2016. Latest entry: 2026-11-11.

22entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2020-Q2MaterialisedFY2023 – FY20262016: 22017: 320172018: 320182019: 120192020: 120202021: 120212022: 320222023: 220232024: 120242025: 120252026: 42026
Same theme, other companies
Supply and Cost Risks from Production Facility Disasters and Crop FailuresA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

Koike-Ya moved to the "Worse" side of this theme in 2021, 3 years after the typical company in this theme (2018).

1 other company's 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. FY2026MaterialisedAnnual report

    「Meanwhile, potato quality deteriorated as a result of higher summer temperatures, and yields fell well below initial expectations, increasing manufacturing costs. In addition, the poor harvest of Hokkaido potatoes reduced harvest volumes and forced a major review of product initiatives and sales strategies for the second half of the fiscal year.」

    The deterioration in potato quality and yields caused by higher temperatures and the poor harvest of Hokkaido potatoes became apparent through increased manufacturing costs and a review of product initiatives and sales strategies.
  2. 2026-05-13MaterialisedResults

    「夏場の気温上昇に起因する馬鈴薯品質の悪化に伴い、馬鈴薯歩留が当初の想定を大きく下回ったことにより製造コストが増加し」

    気温上昇に起因する馬鈴薯品質の悪化が、歩留低下と製造コスト増加として顕在化した。
  3. FY2026-H1MaterialisedAnnual report

    「Meanwhile, potato quality deteriorated as a result of recent temperature increases, causing potato yields to fall well below expectations and manufacturing costs to rise sharply.」

    The deterioration in potato quality and yields resulting from higher temperatures became apparent as a specific business impact in the form of increased manufacturing costs.
  4. FY2024WorsenedAnnual report

    「As countries around the world accelerate efforts to reduce greenhouse gas emissions that cause global warming, the Group has set targets for reducing CO2 emissions and is working to reduce its environmental impact. However, if higher future carbon tax rates and related systems are introduced in Japan on a full-scale basis, this could affect the business.」

    The Company has expanded the scope of its discussion of weather and natural disaster risks to include business impacts from the introduction of carbon taxes and increases in tax rates associated with climate change.
  5. FY2023WorsenedAnnual report

    「Although a stable potato harvest, the primary raw material, is essential for continued business growth, the risk of poor potato harvests continues not only in Japan but around the world as extreme weather events increase globally.」

    The Company has expanded the scope of the risk of poor potato harvests, stating that it continues not only in Japan but around the world.
  6. FY2023-Q2MitigatedAnnual report

    「From early autumn, when shipments of Hokkaido potatoes, the primary source, arrived and the potato shortage was resolved, we implemented a range of sales initiatives, including launching new products under KOIKEYA STRONG, rolling out the Brand Potato Comparison series under Jagaimo Kokochi, and expanding sales of large-pack products toward year-end. Sales remained strong.」

    The Company explained that the potato shortage was resolved from early autumn as shipments of Hokkaido potatoes arrived.
  7. FY2023-Q1RestatedAnnual report

    「During the current second quarter of the consolidated cumulative period, domestic sales remained strong despite the potato shortage, owing to the successful renewal of Scone and Dontacos and strong sales of the wheat-based KOIKEYA The 海老.」

    While reconfirming the continuing potato shortage, the Company explained that domestic sales remained strong because of robust sales of non-potato products.
  8. FY2022MaterialisedAnnual report

    「Because drought in Hokkaido substantially reduced the harvest of Hokkaido potatoes, we were forced to cancel or decline promotional activities for our core potato chip products for several months from around November 2021.」

    The substantial reduction in potato harvests caused by drought in Hokkaido actually resulted in the cancellation or decline of promotional activities for core potato chip products.
  9. FY2022-Q2MaterialisedAnnual report

    「During the current second quarter of the consolidated accounting period, a severe reduction in the harvest of Hokkaido potatoes caused by drought in Hokkaido left us with no choice but to cancel or decline promotional activities for our core potato chip products.」

    The drought in Hokkaido substantially reduced potato harvests, resulting in the cancellation or decline of promotional activities for core potato chip products.
  10. FY2022-Q1MaterialisedAnnual report

    「Potatoes are in short supply because of sales conditions and adverse weather this summer, and we are working to increase harvest volumes, including by entering into contracts with new growing regions.」

    Adverse weather this summer actually resulted in a potato shortage, and the Company is advancing measures to increase harvest volumes through contracts with new growing regions.
  11. FY2020-Q2RestatedAnnual report

    「During the three-month accounting period ended 30 September, concerns arose about the impact on logistics of Typhoon No. 15 in September 2019 and Typhoon No. 19 in October 2019, which severely affected eastern Japan, as well as a decline in purchases due to the consumption-tax increase. Nevertheless, business operations progressed steadily.」

    Although there were concerns about logistics disruptions caused by Typhoons No. 15 and No. 19, the Company states that business performance during the quarter was firm.
  12. FY2019RestatedAnnual report

    「The Group constantly monitors weather forecasts and takes measures to minimize lost opportunities by ensuring appropriate production and inventory management.」

    The Company reconfirmed its policy of limiting the impact of adverse weather and natural disasters through weather forecasting, production management and inventory management.
  13. FY2018RestatedAnnual report

    「The Group constantly monitors weather forecasts and takes measures to minimize lost opportunities by ensuring appropriate production and inventory management.」

    The Company reconfirmed its policy of limiting the impact of adverse weather and natural disasters through weather forecasting, production management and inventory management.
  14. FY2018-Q3MitigatedAnnual report

    「Alongside the renewal of the “Koikeya Potato Chips” series, we declared the return of Hokkaido-grown potatoes following the shortage caused by the August 2016 typhoon, and held the “Koikeya Potato Revival Appreciation Festival” to express our gratitude to those who supported us. We worked to revitalize existing brands, resulting in higher revenue.」

    The Company states that it issued a comeback declaration and implemented sales and promotional initiatives in response to the effects of the typhoon and potato shortage that had persisted through the previous quarter.
  15. FY2018-Q2RestatedAnnual report

    「The market environment surrounding potato chips remained challenging, with the continuing impact of exceptional factors, including the shortage of Hokkaido potatoes caused by the typhoon that caused extensive damage in Hokkaido in late August 2016 and the resulting suspension or discontinuation of sales of some products.」

    The Company states that the effects of the shortage of Hokkaido potatoes caused by past typhoon damage and the suspension or discontinuation of product sales remain ongoing.
  16. FY2017MaterialisedAnnual report

    「We had adjusted orders for some potato chip products because of concerns about insufficient potato yields in Hokkaido following the typhoon, but tightening supply and demand in April 2017 forced us to suspend or discontinue sales of some products.」

    The typhoon and the resulting shortage of potatoes manifested themselves in specific business impacts, including order adjustments and the suspension or discontinuation of product sales.
  17. FY2017-Q3Cited as achievedAnnual report

    「As disclosed on 2 September 2016, a contract manufacturing plant in Hokkaido producing potato chips was forced to suspend operations because of Typhoon No. 10, but resumed operations in December.」

    The Company again describes the resumption in December of operations at the contract manufacturing plant in Hokkaido that had been shut down by Typhoon No. 10.
  18. FY2017-Q2MitigatedAnnual report

    「As disclosed on 2 September 2016, a contract manufacturing plant in Hokkaido producing potato chips was forced to suspend operations because of Typhoon No. 10, but resumed operations in December.」

    The contract manufacturing plant in Hokkaido that had been shut down by Typhoon No. 10 resumed operations in December, indicating progress in addressing the impact.
  19. FY2017-Q1MitigatedAnnual report

    「During the current first quarter of the consolidated fiscal year, as disclosed on 2 September 2016, a contract manufacturing plant in Hokkaido producing potato chips was forced to suspend operations because of Typhoon No. 10, and we arranged substitute production at our own plants for products that could be manufactured there. We are making every effort to resume operations at the plant and expect production to be possible from December.」

    While the typhoon caused the contract manufacturing plant to suspend operations, substitute production was carried out at the Company's own plants, with production expected to resume from December.
  20. FY2016MaterialisedAnnual report

    「The confectionery and food industries may be affected by adverse weather and natural disasters.」

    In addition to general weather and natural disaster risks, the Company describes an incident in which Typhoon No. 10 temporarily halted operations at the Shirela Furano Plant on 30 August 2016.
Moved together

"Raw Material Price Fluctuations and Domestic Potato Procurement Risk" moved the same way as this thread, in the same document, in 10 of its 22 moves.

1066555★123456
  1. ★This thread
  2. 1Raw Material Price Fluctuations and Domestic Potato Procurement Risk10×
  3. 2Strengthening Long-Standing Brands and Developing New Packaging and Materials6×
  4. 3Value-Added Management and Establishing “Koikeya Quality”6×
  5. 4Expansion of Overseas Sales Channels Centered on Taiwan and Rollout of Company-Owned Factories Overseas5×
  6. 5Development of Snacks Offering New Value and New Categories5×
  7. 6Quality Control and Foreign Matter Contamination Measures for Food Safety Risks5×

★ 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
Koike-Ya's next results are scheduled for 2026-11-11. Read the earnings preview It last moved in the Results of 2026-11-11: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.