Disruptions to procurement, production and logistics caused by infectious diseases
First written in FY2021. 3 of 9 entries say "Materialised", first in FY2022. Latest entry: FY2027-H1.
Abc-Mart moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2025: 5 of 16 companies on the "Worse" side.
3 other companies' latest entry also says "Materialised".
- FY2027-H1MaterialisedAnnual report
「The main reason for the decrease was the suspension of operations at 1 overseas production plant.」
The suspension of operations at 1 overseas production plant actually occurred and contributed to the decrease of 493 overseas employees. The filing stated that an event related to risks concerning the procurement and production base had materialized. - FY2024-Q1MitigatedAnnual report
「The period from January to March last year, corresponding to the first quarter of the previous fiscal year, was a period of spreading COVID-19 infections and was also heavily affected by supply chain disruptions. In the current quarter, however, the business environment improved significantly as restrictions on movement were lifted, resulting in substantial sales growth even in local-currency terms.」
Compared with the infection and supply chain factors that had significantly affected the same quarter of the previous year, overseas performance recovered in the current quarter as restrictions on movement were lifted and the business environment improved. - FY2023ReframedAnnual report
「For existing infectious diseases, the risk of operating restrictions due to the spread of infection has declined with the development and wider availability of vaccines, preventive medicines and treatments. However, if a new infectious disease emerges, spreads and leads to a declaration of a state of emergency, a significant decline in revenue is anticipated.」
While the existing risk of restrictions on operations due to infections was viewed as having diminished, the description shifted to residual risks, including new infections and supply chain disruptions in the United States. - FY2023-Q3MitigatedAnnual report
「In the United States, although supply chain problems were resolved, deteriorating market conditions due to inflation affected performance, resulting in higher sales but lower earnings in local-currency terms.」
In the United States, supply chain problems were resolved, while deteriorating market conditions due to inflation emerged as a new performance factor. The risk of supply disruptions eased. - FY2023-Q2WorsenedAnnual report
「In local-currency terms, both South Korea and Taiwan posted sales growth of approximately 10%, while the United States recorded a decline in sales of approximately 10% as production delays and logistics disruptions continued.」
In the United States, production delays and logistics disruptions continued for an extended period, resulting in an approximately 10% decline in sales in local-currency terms. The impact of the risks associated with disruptions to sourcing, production and logistics continued. - FY2023-Q1MaterialisedAnnual report
「In the United States, where we primarily manufacture and sell leather shoes, lockdowns at contract manufacturers and supply chain disruptions that had continued since last year affected sales, which fell 15.0% year on year to ¥4.182 billion.」
Lockdowns at contract manufacturers and supply chain disruptions actually occurred in the United States, resulting in a 15.0% year-on-year decline in net sales. - FY2022MaterialisedAnnual report
「In the United States, supply delays occurred in the second half, and net sales increased 2.6% year on year to ¥21.129 billion.」
Supply delays actually occurred in the United States during the second half, and the sourcing, production and logistics risks associated with the infection and the supply chain materialized. - FY2022-Q3WorsenedAnnual report
「Overseas, the emergence of new variants and the prolonged supply chain problems remain concerns, and uncertainty about the outlook continues.」
The prolonged supply chain problems related to the infection continued and expanded as concerns about the external environment associated with risks of disruptions to sourcing, production and logistics. - FY2021First statedAnnual report
「・Delays in the arrival of products sourced from business partner manufacturers, shutdowns at overseas production facilities, and logistics delays」
As the infection spread, the risk of disruptions not only to store operations but also to deliveries from manufacturers, operations at overseas production facilities and logistics was presented separately for the first time.