Komori
Yoshimura Food Holdings K.K. (2884) · RiskRestated

Dependence on Specific Suppliers for Raw Materials

First written in FY2018. 4 of 6 entries say "Worsened", first in FY2020. Latest entry: FY2026.

6entries
9years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2018WorsenedFY2020 – FY20242018: 120182019: 020192020: 120202021: 120212022: 020222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 83 companies write about · 85 as a headwind · 0 as a tailwind

Yoshimura Food Holdings K.K. 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 2021: 24 of 53 companies on the "Worse" side.

30 other companies' latest entry also says "Restated".

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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Shrimp, scallops, crab, lobster and other seafood handled by SIN HIN FROZEN FOOD PRIVATE LIMITED and PACIFIC SORBY PTE. LTD., wakame seaweed handled by 株式会社香り芽本舗, hijiki seaweed handled by 十二堂株式会社, and scallops handled by 株式会社マルキチ and 株式会社ワイエスフーズ are each dependent on specific suppliers.」

    The disclosure continues to identify the scope of dependence on specific suppliers, including scallops handled by マルキチ and ワイエスフーズ.
  2. FY2024WorsenedAnnual report

    「Shrimp, scallops, crab, lobster and other seafood handled by SIN HIN FROZEN FOOD and PACIFIC SORBY, wakame seaweed handled by 株式会社香り芽本舗, hijiki seaweed handled by 十二堂株式会社, and scallops handled by 株式会社マルキチ and 株式会社ワイエスフーズ are supplied by specific suppliers.」

    Scallops handled by マルキチ and ワイエスフーズ have been added to the items dependent on specific suppliers, expanding the scope of the risk.
  3. FY2023WorsenedAnnual report

    「Shrimp, scallops, crab, lobster and other seafood handled by SIN HIN FROZEN FOOD and PACIFIC SORBY, wakame seaweed handled by 株式会社香り芽本舗, and hijiki seaweed handled by 十二堂株式会社 are supplied by specific suppliers.」

    Hijiki seaweed handled by 十二堂 has been added to the items dependent on specific suppliers, expanding the scope of raw-material procurement risk.
  4. FY2021WorsenedAnnual report

    「Shrimp, scallops, crab, lobster and other seafood handled by SIN HIN FROZEN FOOD and PACIFIC SORBY, as well as wakame seaweed handled by 株式会社香り芽本舗, are supplied by specific suppliers.」

    Wakame seaweed handled by 株式会社香り芽本舗 has been added to the items dependent on specific suppliers, broadening the scope of the risk.
  5. FY2020WorsenedAnnual report

    「Shrimp, scallops, crab, lobster and other seafood handled by SIN HIN FROZEN FOOD and PACIFIC SORBY are also supplied by specific suppliers.」

    In addition to Oven's oyster-fry raw material, the seafood products of SIN HIN and PACIFIC SORBY have been added to the items dependent on specific suppliers, broadening the scope of the risk.
  6. FY2018First statedAnnual report

    「The raw material used in Oyster Fry, the flagship product of Oven Co., Ltd. (oyster IQF*), is supplied by specific suppliers and is difficult to procure in large quantities.」

    The disclosure describes dependence on specific suppliers for the raw material used in Oyster Fry and the possibility of procurement difficulties caused by natural disasters, quality problems or supplier failure.
Moved together

"Risk of Economic Downturn Due to Yen Appreciation and Falling Share Prices" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333332★123456
  1. ★This thread
  2. 1Risk of Economic Downturn Due to Yen Appreciation and Falling Share Prices3×
  3. 2Raw Material Price Volatility Due to Exchange-Rate Movements3×
  4. 3Impact of Natural Disasters and Epidemics on the Supply Chain and Raw Material Procurement3×
  5. 4Cash Flow Changes from M&A3×
  6. 5Interest Burden and Dilution from M&A Financing3×
  7. 6Foreign-Exchange Volatility from Translating Overseas Subsidiary Financial Statements2×

★ 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 Yoshimura Food Holdings K.K. yet.
News
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Dependence on Specific Suppliers for Raw Materials | Yoshimura Food Holdings K.K. (2884) | Komori