External Macroeconomic Risks from Geopolitical Developments, Lockdowns in Chinese Cities, Inflation and Yen Depreciation
First written in FY2022-Q2. 2 of 5 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2024.
Coca-Cola Bottlers Japan Holdings moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2020: 24 of 35 companies on the "Worse" side.
52 other companies' latest entry also says "Restated".
- FY2024RestatedAnnual report
「The business environment remained uncertain, as soaring prices for raw materials, supplies and energy, along with yen depreciation, affected consumer behavior and business operations.」
External macro risks from soaring raw material, supplies and energy prices and yen depreciation continued in fiscal 2024 as an uncertain environment affecting consumer behavior and business operations. - FY2024-Q1RestatedAnnual report
「The business environment remained uncertain, as soaring prices for raw materials, supplies and energy, along with yen depreciation, affected consumer behavior and business operations.」
The company reaffirmed the uncertain external macro environment in which soaring prices for raw materials, supplies and energy and yen depreciation affect consumer behavior and business operations. - FY2022WorsenedAnnual report
「The challenging and uncertain business environment continued, with soaring prices for raw materials, supplies and energy, as well as yen depreciation, having a major impact on consumer behavior and business operations.」
The effects of inflation, commodity market conditions and yen depreciation materialized in fiscal 2022 as a major impact on consumer behavior and business operations, as well as higher external costs. - FY2022-Q3WorsenedAnnual report
「During the third quarter, commodity prices surged due to various global events described in the second quarter, including inflation trends and commodity market conditions, while the yen depreciated significantly in Japan. These changes in the macro risk environment contributed to higher costs and affected consumer sentiment.」
Macro risks from inflation, commodity market conditions and yen depreciation continued, becoming more concrete in the form of higher commodity prices, rising costs and an impact on consumer sentiment. - FY2022-Q2First statedAnnual report
「During the second quarter, various global events affected commodity prices, supply capacity and consumer sentiment. Russia’s invasion of Ukraine, the response to COVID-19 through lockdowns in major Chinese cities such as Shanghai and Beijing, inflation and yen depreciation each brought changes to the external macro risk environment.」
Russia’s invasion of Ukraine, lockdowns in major Chinese cities, inflation and yen depreciation were identified independently for the first time as external macro risks affecting commodity prices, supply capacity and consumer sentiment.