Komori
Arata (2733) · RiskWorsened

Country risk from political conditions, legal systems and labor relations at overseas operations

First written in FY2016. 2 of 6 entries say "Restated". Latest entry: 2026-05-14.

6entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018WorsenedFY2020 – 2026-05-142016: 120162017: 120172018: 120182019: 020192020: 120202021: 020212022: 020222023: 020232024: 120242025: 020252026: 1
Same theme, other companies
Risks Relating to Laws and Regulations and Political and Economic Conditions in Overseas MarketsA theme 446 companies write about · 452 as a headwind · 0 as a tailwind

Arata moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).

The whole theme swung hardest in 2025: 47 of 94 companies on the "Worse" side.

39 other companies' latest entry also says "Worsened".

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 197 companies compared. The sentences above are computed from all 197.Comparing 200 of the theme's 452 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-14WorsenedFinancial results briefing materials

    「Uncertainty arising from heightened geopolitical risks」

    2027年3月期の業績予想の要因として、地政学リスクの高まりによる不透明感を記載している。
  2. FY2024WorsenedAnnual report

    「また、当社仕入先の製造工場が海外にある場合にも、同様のリスクが考えられ、商品供給が滞る可能性があります。」

    従来の海外拠点の政情・法制度等に加え、海外にある仕入先製造工場を通じた商品供給停滞の可能性を明示し、海外関連の影響範囲を広げている。
  3. FY2020MaterialisedAnnual report

    「なお、直近では新型コロナウイルス感染症による世界的な事業活動停滞が要因となり、一時的に需給バランスが崩れる現状が発生いたしましたが、国内仕入先の国内工場の増産に合わせた商品調達や在庫管理、また新規取引を行うことでリスク軽減の対応を行っております。」

    海外拠点・海外製造工場に関連する供給リスクについて、新型コロナウイルス感染症により一時的な需給バランスの崩れが実際に発生したと記載している。国内調達、在庫管理、新規取引で対応している。
  4. FY2018RestatedAnnual report

    「海外現地におけるに政情不安、貿易制裁、文化や法制度の相違、特殊な労使関係等によるカントリーリスクにより、円滑な業務運営が妨げられ、当社グループの業績と財政状況に悪影響を及ぼす可能性があります。」

    海外事業拡大に伴う政情、貿易制裁、法制度、労使関係などのカントリーリスクを継続している。
  5. FY2017RestatedAnnual report

    「海外現地におけるに政情不安、貿易制裁、文化や法制度の相違、特殊な労使関係等によるカントリーリスクにより、円滑な業務運営が妨げられ、当社グループの業績と財政状況に悪影響を及ぼす可能性があります。」

    海外事業拡大に伴う政情・法制度・労使関係等のカントリーリスクを継続している。
  6. FY2016First statedAnnual report

    「As the Group expands its overseas operations, country risks arising from political instability, trade sanctions, differences in cultures and legal systems, and unique labor-management relations in overseas markets could impede smooth operations and adversely affect the Group’s performance and financial position.」

    The company identifies these as external-environment risks associated with expanding its overseas operations.
Moved together

"Risk that the spread of COVID-19 will affect product supply, store operations and logistics continuity" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2★1
  1. ★This thread
  2. 1Risk that the spread of COVID-19 will affect product supply, store operations and logistics continuity2×

★ 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 Arata yet. It last moved in the Financial results briefing materials of 2026-05-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.