Komori
Ifuji Sangyo (2924) · RiskDropped

Impact of COVID-19 on sales, production and logistics

First written in FY2020. 4 of 12 entries say "Restated". Latest entry: FY2025.

12entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2023-Q1 – FY2023-Q32020: 320202021: 420212022: 320222023: 120232024: 020242025: 12025
Same theme, other companies
Risk of COVID-19 impacts on business activities, supply chains, demand and financial performanceA theme 1303 companies write about · 1315 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2020: 102 of 175 companies on the "Worse" side.

38 other companies' latest entry also says "Dropped".

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 1329 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025DroppedAnnual report
    In the filing's principal business and other risks, COVID-19 is not listed as a standalone principal risk.
  2. FY2023-Q3MitigatedAnnual report

    「During the first nine months of the current fiscal year, economic and social activity was moving toward normalization through various infection-control measures while vigilance continued over a renewed spread of COVID-19. However, prices rose owing to higher raw material and energy prices accompanying the weaker yen and the prolonged Ukraine issue, and uncertainty over the economic outlook continued.」

    Although concerns about a renewed spread of infections continue, the company explains that economic and social activity is gradually returning to normal as a result of various infection-control measures.
  3. FY2023-Q1MitigatedAnnual report

    「As the spread of COVID-19 subsided due in part to the effectiveness of various infection-control measures, economic and social activity began to gradually return to normal, and signs of a recovery in personal consumption emerged.」

    The company explains that the spread of COVID-19 subsided due in part to the effectiveness of infection-control measures, and that economic and social activity and personal consumption began to return to normal.
  4. FY2022RestatedAnnual report

    「However, it has become extremely difficult to determine the extent and duration of the impact of COVID-19 on consumption activity. If the impact of COVID-19 is prolonged, sales volumes, production systems and logistics systems, among other areas, may be affected, potentially impacting the financial condition, operating results and cash flows of the Group.」

    The impact of COVID-19 on sales volumes, production systems, logistics systems and other areas, as well as the risk of a prolonged impact, continues to be disclosed.
  5. FY2022-Q3MitigatedAnnual report

    「During the first nine months of the current fiscal year, as the spread of COVID-19 subsided owing to the effectiveness of various infection-control measures and progress in vaccinations and economic and social activity began gradually returning to normal, personal consumption showed signs of recovery and the situation began to show gradual signs of improvement.」

    The company explains that the spread of COVID-19 has subsided, economic and social activity is gradually returning to normal, and signs of a recovery in personal consumption are emerging. However, the change in demand composition, namely the decline in demand for eating out and the increase in demand for takeout and at-home dining, continues to be disclosed.
  6. FY2022-Q2RestatedAnnual report

    「In the food industry, demand for food changed significantly. Demand for dining out and other services decreased due to requests to refrain from going out and to suspend operations to prevent the spread of COVID-19, as well as shortened business hours, while demand for prepared meals and home cooking increased.」

    The decline in demand for eating out and the increase in demand for takeout and at-home dining due to COVID-19 have continued, and the impact on the sales and demand environment continues to be disclosed.
  7. FY2022-Q1RestatedAnnual report

    「Although COVID-19 vaccinations have begun, the outlook remains uncertain because the spread of variants and other factors make it impossible to foresee when the pandemic will subside.」

    Even after vaccinations began, the spread of variants and other factors have made it impossible to foresee when the pandemic will subside, while restrictions on economic activity under states of emergency and other measures and changes in demand continue.
  8. FY2021MaterialisedAnnual report

    「However, if the impact of COVID-19 persists, it may affect sales volumes, production systems and logistics systems, as well as the group's financial position, operating results and cash flows.」

    Demand for eating out and other services declined because of COVID-19, and consolidated net sales fell 3.4% from the previous fiscal year. Although sales volume increased due to demand for home cooking and other factors, the risks affecting sales, production and logistics have emerged in the actual operating environment.
  9. FY2021-Q3WorsenedAnnual report

    「The company had been reviewing accounting estimates on the assumption that the impact of COVID-19 would continue through the first half of fiscal 2020. In light of the renewed spread of infections, it changed the assumption to one that the impact would continue for a certain period from the second half of fiscal 2020 onward and is reviewing its accounting estimates accordingly.」

    In light of the renewed spread of infections, the assumption was changed to one that the impact of COVID-19 would continue for a certain period from the second half of fiscal 2020 onward. Consolidated net sales also fell 5.5% year on year due to lower demand.
  10. FY2021-Q2RestatedAnnual report

    「Under these circumstances, the group's consolidated net sales for the cumulative second quarter fell 3.3% year on year to ¥6,350 million.」

    While the decline in demand caused by COVID-19 and its impact on net sales continued, the rate of decline in sales volume narrowed from the first quarter.
  11. FY2021-Q1MaterialisedAnnual report

    「In the food industry, demand for eating out and other services declined while demand for prepared meals and home cooking increased, resulting in major changes in food-related demand due to requests to refrain from going out and requests for business closures to prevent the spread of COVID-19, as well as the promotion of telework. Under these circumstances, the group's consolidated net sales for the cumulative first quarter fell 2.1% year on year to ¥3,230 million, due in part to a 6.3% decline in sales volume in the egg-related business as demand declined because of requests to refrain from going out and requests for business closures.」

    Demand fell because of requests to refrain from going out and requests for business closures related to COVID-19, resulting in actual declines in sales volume, net sales and profit.
  12. FY2020First statedAnnual report

    「If the impact of COVID-19 persists, it may affect sales volumes, production systems and logistics systems, as well as the group's financial position, operating results and cash flows.」

    The global spread of COVID-19, the slowdown in economic activity, and weaker personal consumption due to requests to refrain from going out and store closures have been identified as new major risks.
Moved together

"Stable supply and sale at appropriate prices of safe, reliable products" moved the same way as this thread, in the same document, in 3 of its 12 moves.

333222★123456
  1. ★This thread
  2. 1Stable supply and sale at appropriate prices of safe, reliable products3×
  3. 2Cost Reduction and Operational Improvement Through the Suggestion Program3×
  4. 3Record-high sales volume and higher revenue in the egg-related business3×
  5. 4Risk of earnings volatility from egg prices and supply-demand fluctuations2×
  6. 5Product development tailored to customer applications and collaboration with external research institutions2×
  7. 6Expanding the customer base of the Seasonings Business through upgrades to the blending line2×

★ 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
Ifuji Sangyo's next results are scheduled for 2026-11-09. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.