Product Supply and Demand Risk from Supply-Chain Disruptions and Rising Raw-Material Costs
First written in FY2022-Q3. 8 of 11 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2022: 8 of 9 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「The products sold by the Group consist of national-brand products sourced from numerous business partners and private-brand products manufactured by factories commissioned by the Company. Accordingly, if the supply chain is disrupted or thrown into confusion by a major natural disaster, a global infectious disease outbreak or other event, the Group's business performance may be affected.」
The Company continues to disclose the risk of supply chain disruptions caused by natural disasters, infectious diseases and other events, based on its procurement structure for national-brand and private-brand products. - FY2024RestatedAnnual report
「The products sold by the Group consist of national-brand products sourced from numerous business partners and private-brand products manufactured by factories commissioned by the Company. Accordingly, if product procurement or the supply chain is disrupted by a major natural disaster, a global infectious disease outbreak or other event, the Group's business performance may be affected.」
The Company continues to disclose the risk of product procurement and supply chain disruptions based on its procurement structure for national-brand and private-brand products. - FY2024-Q3RestatedAnnual report
「Same-store sales of outdoor equipment fell below the previous year's results. Although sales of outdoor apparel and trekking equipment, for which the range has been expanded, continued to grow steadily, they were not enough to offset the slowdown in camping equipment as demand weakened.」
Demand for camping equipment continued to slow, and the situation in which growth in outdoor apparel and trekking equipment could not offset the overall slowdown also continued. - FY2024-Q2RestatedAnnual report
「Same-store sales of outdoor equipment fell below the previous year's results. Outdoor apparel, for which the range has been expanded, performed well, while trekking, marine leisure and other products also sold steadily. However, camping equipment performed poorly as difficult market conditions continued.」
The difficult market conditions for camping equipment continued, and same-store sales of outdoor goods fell below the previous year. Outdoor apparel, trekking and marine leisure products, however, performed well. - FY2024-Q1RestatedAnnual report
「Camping equipment performed sluggishly as the difficult market conditions following the boom during the COVID-19 pandemic and the intensely competitive environment continued.」
Camping equipment continues to face the reversal in demand following the COVID-19 pandemic and a difficult competitive environment, resulting in sluggish sales conditions. - FY2023RestatedAnnual report
「The products sold by the Group consist of national-brand products sourced from numerous business partners and private-brand products manufactured by factories commissioned by the Company. Accordingly, if product procurement or the supply chain is disrupted by a major natural disaster, a global infectious disease outbreak or other event, the Group's business performance may be affected.」
The Company continues to disclose the risk of product procurement and supply chain disruptions based on its procurement structure for national-brand and private-brand products. - FY2023-Q3RestatedAnnual report
「Camping equipment continues to face difficult sales conditions following the reversal of the sharp acceleration in demand during the COVID-19 pandemic, while non-camping items such as outdoor apparel performed steadily.」
Camping equipment continues to face difficult sales conditions due to the reversal in demand following the COVID-19 pandemic, with supply-demand and demand-side risks persisting. - FY2023-Q2RestatedAnnual report
「Difficult sales conditions caused by an imbalance between supply and demand continue in the camping market, while outdoor apparel, bags and other products performed well.」
Difficult sales conditions caused by an imbalance between supply and demand continue in the camping market, with the risks of oversupply and weaker demand persisting from the previous quarter. - FY2023-Q1MaterialisedAnnual report
「Same-store sales of outdoor equipment exceeded the previous year's results. Sales recovered from the previous year, when they had declined due to the state of emergency and unseasonably poor weather. However, sales did not grow as much as expected because of typhoon impacts during the holiday period and a deterioration in the supply-demand balance for camping equipment as more retailers began carrying these products.」
As the number of retailers carrying camping equipment increased across the market, the supply-demand balance deteriorated and sales failed to grow as expected. - FY2022WorsenedAnnual report
「The products sold by the Group consist of national-brand products sourced from numerous business partners and private-brand products manufactured by factories commissioned by the Company. Accordingly, if product procurement or the supply chain is disrupted by a major natural disaster, a global infectious disease outbreak or other event, the Group's business performance may be affected.」
The risk of product procurement disruption caused by supply chain disruptions was explicitly linked to the procurement structure for national-brand and private-brand products. In addition, rising resource and product prices, as well as weaker supply and demand and discounting for outdoor products, became actual factors affecting business performance. - FY2022-Q3First statedAnnual report
「Overseas, the outlook has become uncertain due to rising geopolitical risks and the prolonged problems surrounding supply chains. Same-store sales of outdoor goods fell below the previous year's level. Camping remains popular, but sales growth stalled due to the low temperatures and heavy snowfall this winter, as well as higher product prices resulting from rising raw material costs.」
The prolonged supply chain problems and higher product prices resulting from surging raw material costs were identified as new external risks, and the impact on sales was reflected in sluggish growth in outdoor goods.