Komori
Arata (2733) · RiskReframedLatest Earnings presentation materials (2026-11-10): "Advanced"

Risks of supply, logistics and business suspension due to COVID-19

First written in FY2020. 5 of 15 entries say "Advanced", first in 2026-05-14. Latest entry: 2026-11-10.

15entries
7years
5from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q2 – FY2022SoftenedFY2023-Q1 – FY20242020: 320202021: 220212022: 220222023: 220232024: 120242025: 020252026: 52026
Same theme, other companies
Risk of COVID-19 impacts on business activities, supply chains, demand and financial performanceA theme 1345 companies write about · 1356 as a headwind · 6 as a tailwind

Arata moved to the "Worse" side of this theme in 2023, 3 years after the typical company in this theme (2020).

The whole theme swung hardest in 2020: 101 of 175 companies on the "Worse" side.

0 other companies' latest entry also says "Advanced".

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 1370 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024ReframedAnnual report

    「An infectious disease outbreak or similar event may make business continuity difficult and affect performance if many employees of the Group become infected, resulting in the loss of human resources.」

    The wording has been revised from a description centred on COVID-19 to the risk that an infectious disease outbreak or similar event may cause a loss of human resources and make business continuity difficult.
  2. FY2024-Q1SoftenedAnnual report

    「Economic activity began moving toward normalisation as restrictions on activities related to COVID-19 were eased and the disease was reclassified as a Category 5 disease under the Infectious Diseases Act, resulting in increased movement of people and expectations for inbound demand from the increase in visitors to Japan.」

    It states that restrictions on activities related to COVID-19 were eased and that the disease was reclassified as a Category 5 disease under the Infectious Diseases Act, indicating an easing of the previous restrictions on economic activity.
  3. FY2023-Q3SoftenedAnnual report

    「During the first nine months of the consolidated fiscal year, the Japanese economy showed signs of recovery as restrictions on activities were eased despite the impact of COVID-19. However, the outlook remained uncertain due to concerns about higher raw material and resource prices resulting from the unstable international situation and the weaker yen, as well as stagnation in global economic activity.」

    While noting that the impact of COVID-19 continued, it describes the easing of restrictions on activities and signs of economic recovery, reconfirming the easing of the previously severe conditions caused by the infection.
  4. FY2023-Q1SoftenedAnnual report

    「During the first three months of the consolidated fiscal year, the Japanese economy showed signs of recovery as the severe conditions caused by COVID-19 gradually eased, although」

    It states that the severe conditions caused by COVID-19 gradually eased and that the economy showed signs of recovery. It also explains that concerns about the infection remained in personal consumption.
  5. FY2022RestatedAnnual report

    「In recent years, the spread of COVID-19 has led to shortages in product supply due to manufacturers refraining from operating, as well as lower sales caused by retail store closures and reduced operating hours, and these conditions may affect the performance of the Group.」

    It reiterates the risks of product supply shortages, retail store closures and reduced operating hours, and lower sales resulting from infectious disease outbreaks, together with the BCP response.
  6. FY2022-Q2RestatedAnnual report

    「During the first six months of the consolidated fiscal year, the Japanese economy remained subject to severe restrictions on economic activity as the spread of COVID-19 continued, resulting in the reissuance of the state of emergency and the application of priority preventive measures.」

    It states that the spread of COVID-19 and restrictions on economic activity resulting from measures such as the state of emergency have continued.
  7. FY2021-Q3RestatedAnnual report

    「Difficult conditions continue due to the stagnation of economic activity and loss of inbound demand resulting from the global spread of COVID-19.」

    It reiterates that economic activity remains stagnant and inbound demand remains lost due to COVID-19.
  8. FY2021-Q2RestatedAnnual report

    「Difficult conditions continue due to the stagnation of economic activity and loss of inbound demand resulting from the global spread of COVID-19.」

    The materialisation of risks such as stagnating economic activity and the loss of inbound demand caused by COVID-19 continued during the quarter.
  9. FY2021-Q1MaterialisedAnnual report

    「During the first three months of the fiscal year, the business environment remained challenging due to stagnant economic activity resulting from the global spread of COVID-19 and the loss of inbound demand.」

    It states that the stagnation of economic activity and loss of inbound demand caused by COVID-19 actually occurred as business-environment factors during the quarter.
  10. FY2020First statedAnnual report

    「As the spread of COVID-19 continues, the global and Japanese economies as a whole face an unprecedented crisis unlike anything experienced before. In the distribution industry, demand has become concentrated on daily necessities such as masks, disinfectant-related products and paper products, creating a situation in which supply cannot keep pace. Retail stores have also been affected in various ways, including difficulties securing employees and shortened operating hours to reduce the risk of infection.」

    It listed COVID-19 as an independent major risk for the first time, citing business continuity risks including supply shortages caused by concentrated demand, shortened retail store hours, securing personnel and logistics center shutdowns.
Moved together

"Reducing Interest-Bearing Debt" moved the same way as this thread, in the same document, in 5 of its 15 moves.

543322★123456
  1. ★This thread
  2. 1Reducing Interest-Bearing Debt5×
  3. 2Pressure on operating profit from higher freight costs4×
  4. 3Strengthening product development for the Adgood brand3×
  5. 4Expanding wholesale functions and leading the entire supply chain3×
  6. 5Yen appreciation and falling share prices, sluggish personal consumption, and changes in inbound demand2×
  7. 6Establishing a sales platform in Thailand through a joint venture with the Saha Group2×

★ 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 2026-11-10: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risks of supply, logistics and business suspension due to COVID-19 | ARATA CORPORATION (2733) | Komori