Reliance on Specific Suppliers for Food Logistics and Procurement
First written in FY2017. 5 of 9 entries say "Mitigated", first in FY2019. Latest entry: FY2026.
Life Foods moved to the "Worse" side of this theme in 2023, 2 years after the typical company in this theme (2021).
The whole theme swung hardest in 2020: 20 of 62 companies on the "Worse" side.
19 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「For the fiscal years ended February 2025 and February 2026, purchases from ケイ低温フーズ株式会社 accounted for 45.3% and 41.3%, respectively, of our total purchases.」
Dependence on a specific supplier declined from 45.3% to 41.3%. However, the recognition that dependence is unlikely to decline sharply continues. - FY2025MitigatedAnnual report
「For the fiscal years ended February 2024 and February 2025, purchases from ケイ低温フーズ株式会社 accounted for 48.0% and 45.3%, respectively, of our total purchases.」
Dependence on a specific supplier declined from 48.0% to 45.3%. However, the recognition that a sharp decline in logistics and procurement dependence on the supplier is unlikely continues. - FY2024WorsenedAnnual report
「For the fiscal years ended February 2023 and February 2024, purchases from ケイ低温フーズ株式会社 accounted for 47.4% and 48.0%, respectively, of our total purchases.」
Dependence on a specific supplier increased from 47.4% to 48.0%. - FY2023WorsenedAnnual report
「For the fiscal years ended February 2022 and February 2023, purchases from ケイ低温フーズ株式会社 accounted for 46.7% and 47.4%, respectively, of our total purchases.」
Dependence on a specific supplier increased from 46.7% to 47.4%. While the disclosure describes a procurement structure involving multiple food wholesalers, it continues to recognize that dependence is unlikely to decline sharply. - FY2022MitigatedAnnual report
「For the fiscal years ended February 2021 and February 2022, purchases from ケイ低温フーズ株式会社 accounted for 46.5% and 46.7%, respectively, of our total purchases.」
Dependence on a specific supplier edged up from 46.5% to 46.7%, but remained below the 47% range seen in the past. The recognition that dependence is unlikely to decline sharply also continues. - FY2020MitigatedAnnual report
「For the fiscal years ended February 2019 and February 2020, purchases from ケイ低温フーズ株式会社 accounted for 47.8% and 47.3%, respectively, of our total purchases.」
Dependence on a specific supplier declined from 47.8% to 47.3%. Meanwhile, the disclosure continues to state that a sharp decline in logistics and procurement dependence on the supplier is unlikely. - FY2019MitigatedAnnual report
「For the fiscal years ended February 2018 and February 2019, purchases from ケイ低温フーズ株式会社 accounted for 48.2% and 47.8%, respectively, of our total purchases.」
Dependence on a specific supplier declined from 48.2% to 47.8%. However, the disclosure also states that a sharp decline in logistics and procurement dependence on the supplier is unlikely. - FY2018WorsenedAnnual report
「For the fiscal years ended February 2017 and February 2018, purchases from ケイ低温フーズ株式会社 accounted for 47.7% and 48.2%, respectively, of our total purchases.」
The dependence ratio on a specific supplier increased from 47.7% to 48.2%. - FY2017First statedAnnual report
「For the fiscal years ended February 2016 and February 2017, purchases from ケイ低温フーズ株式会社 accounted for 48.4% and 47.7%, respectively, of our total purchases.」
The disclosure quantifies the dependence on a specific supplier, which accounted for 47.7% of purchases, and states that accidents involving the supplier or distribution centers could disrupt store operations.