Komori
Yakult Honsha (2267) · RiskMitigated

Shortages and Supply Constraints Affecting Yakult 1000 and Y1000

First written in FY2023-Q1. 3 of 6 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2024.

6entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q1MitigatedFY2023-Q2 – FY2023-Q3RestatedFY2023 – FY2024-Q12022: 220222023: 320232024: 12024
Same theme, other companies
Order constraints due to capacity limits at existing factoriesA theme 16 companies write about · 16 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 2 of 7 companies on the "Worse" side.

5 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.
Showing 14 of the 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2024MitigatedAnnual report

    「By product, production capacity for “Yakult 1000” and “Y1000” was expanded.」

    Production capacity is being expanded in response to rising demand and limited availability of Yakult 1000 and Y1000.
  2. FY2024-Q1RestatedAnnual report

    「Production capacity was expanded to meet growing demand for “Yakult 1000” and “Y1000.” Measures to ensure stable supply will continue.」

    Production capacity is being expanded in response to rising demand for Yakult 1000 and Y1000, and measures to ensure stable supply are continuing.
  3. FY2023RestatedAnnual report

    「Production capacity for “Yakult 1000” and “Y1000” was expanded to meet growing demand for each product. Measures to ensure stable supply will continue.」

    Production capacity is being expanded in response to rising demand for Yakult 1000 and Y1000, and measures to ensure stable supply are continuing.
  4. FY2023-Q3MitigatedAnnual report

    「Production capacity was expanded from November last year to address the limited availability of the lactic acid bacteria beverage “Y1000.”」

    Production capacity was expanded from November 2022 in response to the limited availability of “Y1000.” Specific measures to address supply constraints are under way.
  5. FY2023-Q2MitigatedAnnual report

    「To address the limited availability of “Yakult 1000” and “Y1000,” production capacity for “Yakult 1000” was expanded from September and for “Y1000” from July, respectively. Preparations are also under way for a further expansion of “Y1000” production capacity within the year.」

    Limited availability of Yakult 1000 and Y1000 has continued, but production capacity for both products has begun to be expanded, with preparations also under way for an additional expansion of Y1000 production capacity within the year.
  6. FY2023-Q1First statedAnnual report

    「By product, efforts progressed to establish a higher-production system in response to shortages of Yakult 1000 and Y1000.」

    Actual shortages of “Yakult 1000” and “Y1000” occurred, and preparations are under way to increase production capacity in response to supply constraints.
Moved together

"Expansion of Overseas Business and Strengthening of Production and Sales Structure" moved the same way as this thread, in the same document, in 3 of its 6 moves.

332222★123456
  1. ★This thread
  2. 1Expansion of Overseas Business and Strengthening of Production and Sales Structure3×
  3. 2Increase in Dividend Base and Next-Period Dividend3×
  4. 3Research and Development of Functional, High-Value-Added Products2×
  5. 4Shareholder returns and improved capital efficiency through share repurchases and cancellation2×
  6. 5Strengthening the Foundation of the Cosmetics Business Based on Lactic Acid Bacteria Research2×
  7. 6Strengthening the production base through production equipment upgrades2×

★ 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
No upcoming earnings preview for Yakult Honsha yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.