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S.Ishimitsu& (2750) · RiskMitigated

Difficulty importing tea raw materials due to quality conditions in overseas producing countries

First written in FY2019-Q1. 4 of 8 entries say "Materialised", first in FY2019-Q2. Latest entry: FY2022.

8entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q2 – FY2019MaterialisedFY2020-Q22018: 220182019: 420192020: 020202021: 020212022: 22022
Same theme, other companies
Food Ingredient Safety, Stable Sourcing and Price Volatility RiskA theme 56 companies write about · 57 as a headwind · 0 as a tailwind

S.Ishimitsu& moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).

The whole theme swung hardest in 2025: 22 of 31 companies on the "Worse" side.

3 other companies' latest entry also says "Mitigated".

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 56 companies compared. The sentences above are computed from all 56.
Full recordFilings, disclosures and news, newest first
  1. FY2022MitigatedAnnual report

    「Sales volumes of beverage raw materials, including tea, increased and significantly exceeded the previous fiscal year's level, supported by strong sales to beverage manufacturers.」

    Although supply concerns arising from political and quality conditions in overseas producing countries had previously caused weak sales, sales and volumes to beverage manufacturers recovered during the current fiscal year.
  2. FY2022-Q3MitigatedAnnual report

    「Sales volumes of beverage raw materials, including tea, increased and significantly exceeded the previous fiscal year's level, supported by strong sales to beverage manufacturers.」

    Despite continued concerns over tea raw material supplies due to political and quality conditions in overseas producing countries, sales and volumes to beverage manufacturers recovered, improving from the previous weakness in sales.
  3. FY2020-Q2MaterialisedAnnual report

    「Beverage business sales to industrial-use customers declined as the business took a cautious approach amid concerns over raw material supplies from overseas producing countries.」

    Concerns over raw material supplies from overseas producing countries continue to emerge as lower sales to industrial-use customers.
  4. FY2020-Q1RestatedAnnual report

    「In tea products, sales of tea raw materials to domestic manufacturers remained weak due to concerns over a stable supply arising from political and quality conditions in overseas producing countries.」

    Concerns over a stable supply of tea raw materials due to political and quality conditions in overseas producing countries, together with weak sales to domestic manufacturers, have continued.
  5. FY2019MaterialisedAnnual report

    「Sales of core tea raw materials to domestic beverage manufacturers declined due to concerns over a stable supply arising from political and quality conditions in overseas producing countries. As a result, beverage business revenue decreased 25.3% year on year.」

    Concerns over a stable supply due to political and quality conditions in overseas producing countries continued to result in lower sales, and beverage business revenue decreased 25.3% year on year.
  6. FY2019-Q3MaterialisedAnnual report

    「Sales of core tea raw materials to domestic beverage manufacturers declined due to concerns over a stable supply arising from political and quality conditions in overseas producing countries.」

    Concerns over a stable supply arising from political and quality conditions in overseas producing countries continued to emerge as lower sales, and beverage business revenue decreased 26.5% year on year.
  7. FY2019-Q2MaterialisedAnnual report

    「Tea raw materials faced concerns over supply shortages due to political and quality conditions in overseas producing countries, resulting in lower sales to domestic beverage manufacturers. As a result, beverage business revenue decreased 26.1% year on year.」

    Concerns over shortages of tea raw materials due to political and quality conditions in overseas producing countries actually emerged as lower sales to domestic beverage manufacturers, and beverage business revenue decreased 26.1% year on year.
  8. FY2019-Q1First statedAnnual report

    「Imports of tea raw materials became difficult due to quality conditions in overseas producing countries, resulting in lower sales to beverage manufacturers.」

    This is the first disclosure that quality conditions in overseas producing countries made it difficult to import tea raw materials, leading to lower sales to beverage manufacturers.
Moved together

"Expansion of Overseas Business Centered on Asia" moved the same way as this thread, in the same document, in 5 of its 8 moves.

533222★123456
  1. ★This thread
  2. 1Expansion of Overseas Business Centered on Asia5×
  3. 2Consumers' Thrift and Continued Price Competition3×
  4. 3Risk of Seafood Price Increases and Sales Suspensions Due to Poor Catches3×
  5. 4GO GO PLAN Target Shortfall and Transition to a New Three-Year Medium-Term Management Plan2×
  6. 5Strengthening Sales, Proposal-Making and Product Selection Capabilities2×
  7. 6Uncertainty over the outlook due to the global economic slowdown, yen appreciation and other factors2×

★ 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.

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Difficulty importing tea raw materials due to quality conditions in overseas producing countries | S.ISHIMITSU&CO.,LTD. (2750) | Komori