Komori
Arata (2733) · RiskMaterialisedLatest Earnings presentation materials (2026-05-14): "Worsened"

Logistics and system disruptions caused by large-scale disasters

First written in FY2016. 5 of 8 entries say "Materialised", first in FY2017. Latest entry: 2026-05-14.

8entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017 – FY2020-Q2MitigatedFY2020MaterialisedFY2022 – 2026-05-142016: 120162017: 120172018: 120182019: 220192020: 120202021: 020212022: 120222023: 020232024: 020242025: 020252026: 1
Same theme, other companies
Risk of Store and Logistics Network Disruptions Due to Natural DisastersA theme 98 companies write about · 93 as a headwind · 7 as a tailwind

Arata moved to the "Worse" side of this theme in 2017, 3 years before the typical company in this theme (2020).

The whole theme swung hardest in 2026: 20 of 37 companies on the "Worse" side.

6 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 98 companies compared. The sentences above are computed from all 98.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-14WorsenedEarnings presentation materials

    「価格感度の高まりによる消費行動の変化」

    ディスカウントストアの売上要因として、価格感度の高まりによる消費行動の変化を明示している。
  2. FY2022MaterialisedAnnual report

    「The Company recorded losses from the earthquake off Fukushima in March 2022, broken down as follows: ¥168 million in building and equipment repair costs, ¥12 million in other costs, for a total of ¥181 million.」

    It states that losses of ¥181 million, including building and equipment repair costs, actually arose from the earthquake off Fukushima.
  3. FY2020MitigatedAnnual report

    「The risk has materialized as a result of the Great East Japan Earthquake, major typhoons in recent years and torrential rains. As part of efforts to strengthen its business continuity planning, the company has established a system that allows products to be supplied from logistics centers in other areas even if some logistics centers are affected by a disaster, as well as a system to prevent system failures through backup centers distributed across Japan.」

    It acknowledges actual instances of logistics and system disruptions caused by natural disasters and states that it has established a response structure based on alternative supply from other regions and distributed backup centers.
  4. FY2020-Q2MaterialisedAnnual report

    「The Company operated in a challenging environment, with torrential rains from successive typhoons and other events damaging the stores of its retail customers,」

    It states that torrential rains from typhoons and other events damaged customers’ retail stores, indicating that the effects of natural disasters on the business environment have materialized.
  5. FY2019-Q3MaterialisedAnnual report

    「Losses from natural disasters - 82」

    The Company recorded ¥82 million in losses from natural disasters during the cumulative third quarter under review, indicating that the effects of natural disasters have materialized.
  6. FY2019-Q2MaterialisedAnnual report

    「During the six-month consolidated period, sales increased 3.1% year on year, although the rate of growth declined from the first-quarter consolidated period due to weak sales of seasonal products, including insecticides, resulting from adverse weather and the effects of successive natural disasters.」

    It states that successive natural disasters contributed to the decline in the sales growth rate. The quarterly consolidated statement of income also records disaster-related losses of ¥75 million, quantifying the occurrence of disaster risk.
  7. FY2017MaterialisedAnnual report

    「Losses were recognized due to the Kumamoto earthquake in April 2016, with the following breakdown: loss on destruction of inventories ¥37 million, building and equipment repair costs ¥10 million, logistics costs ¥9 million, other ¥16 million, for a total of ¥75 million.」

    The Kumamoto earthquake resulted in total losses of ¥75 million, including the destruction of inventories, building and equipment repairs, and logistics costs.
  8. FY2016First statedAnnual report

    「The Group has many sites nationwide. If a major disaster occurs, logistics functions in the affected area could be paralyzed and systems could fail, potentially disrupting product supplies.」

    It is described as a risk to maintaining supply continuity against the backdrop of a nationwide network of operating locations.
Moved together

"Yen appreciation and falling share prices, sluggish personal consumption, and changes in inbound demand" moved the same way as this thread, in the same document, in 3 of its 8 moves.

32★12
  1. ★This thread
  2. 1Yen appreciation and falling share prices, sluggish personal consumption, and changes in inbound demand3×
  3. 2Impairment risk for land, goodwill and other assets arising from mergers2×

★ 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 Earnings presentation 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.