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Jason (3080) · RiskMaterialisedLatest Financial Results Presentation (2026-10-13): "Advanced"

Decline in opportunities for low-priced spot procurement

First written in FY2016. 7 of 23 entries say "Restated". Latest entry: 2026-10-13.

23entries
11years
12from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021MaterialisedFY2022 – FY20232016: 120162017: 120172018: 120182019: 120192020: 020202021: 120212022: 120222023: 120232024: 120242025: 220252026: 132026
Same theme, other companies
Gross margin pressure from fewer low-priced spot sourcing opportunitiesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Despite the continued challenging procurement environment, including for JV products, against a backdrop of various price increases and sluggish collection except in some product divisions, sales at サンモール株式会社, which became a subsidiary during the current fiscal year, contributed to a slight year-on-year increase in revenue.」

    States that the challenging procurement environment, including for JV products, and sluggish collection were reflected in results for the current period.
  2. FY2026-H1MaterialisedAnnual report

    「The procurement environment for JV products(*) remains challenging, and sluggish collection, except in some product divisions, was a factor behind the decline in revenue.」

    States that the challenging procurement environment for JV products and sluggish collection were reflected in actual results as factors behind the decline in revenue for the interim consolidated accounting period.
  3. FY2025WorsenedAnnual report

    「However, these risks have materialised: opportunities to purchase products on the spot at low prices have declined due to factors including reduced distribution volumes as manufacturers seek to curb food loss and higher procurement unit prices from general wholesalers, general trading companies and others amid rising prices.」

    Specifies reduced distribution volumes resulting from manufacturers' efforts to curb food loss and higher procurement unit prices due to rising prices as new factors behind fewer opportunities for spot purchases.
  4. FY2024RestatedAnnual report

    「However, these risks have materialised: product supplies from general wholesalers, general trading companies and others have become unstable due to factors including soaring energy and raw material prices, while opportunities to purchase products on the spot at low prices have declined as manufacturers adjust production for various other reasons.」

    Continues to recognise that supply instability and fewer opportunities for low-price spot purchases due to manufacturers' production adjustments have materialised.
  5. FY2023WorsenedAnnual report

    「In particular, for bottled beverages, our main product, we have expanded the production system and maintained stable supplies at our consolidated subsidiary 尚仁沢ビバレッジ株式会社 to meet the sharp increase in demand for drinking beverages during the summer. However, if stable product supplies from general wholesalers, general trading companies and others stagnate as procurement unit prices rise, or if opportunities to purchase products on the spot at low prices decline, higher procurement costs may raise selling prices, forcing the Group to change its low-price sales strategy and potentially having a significant impact on its business performance and other results.」

    In addition to the previously identified instability in supplies and decline in spot purchases, explicitly states that this could lead to higher selling prices for core beverages and a change in the low-price sales strategy, clarifying the transmission of the impact.
  6. FY2022MaterialisedAnnual report

    「However, these risks have materialised: product supplies from general wholesalers, general trading companies and others have become unstable due to factors including soaring energy and raw material prices, while opportunities to purchase products on the spot at low prices have declined as manufacturers adjust production in response to changes in consumer lifestyles during the COVID-19 pandemic.」

    States that supply instability caused by soaring energy and raw material prices and fewer opportunities for low-price spot purchases due to manufacturers' production adjustments have materialised.
  7. FY2021RestatedAnnual report

    「However, there is a risk that product supplies from general wholesalers, general trading companies and others may become unstable for various reasons, or that opportunities to purchase products on the spot at low prices may decline due, for example, to manufacturers adjusting production.」

    Continues to identify unstable product supplies and fewer opportunities for low-price spot purchases as procurement risks.
  8. FY2019RestatedAnnual report

    「However, if opportunities to purchase products on the spot at low prices decline, the price competitiveness or profitability of the Group's products may deteriorate, potentially affecting the Group's business performance and other results.」

    Continues to identify the risk that fewer opportunities to purchase products on the spot at low prices will affect price competitiveness and profitability.
  9. FY2018RestatedAnnual report

    「However, if opportunities to purchase products on the spot at low prices decline, the price competitiveness or profitability of the Group's products may deteriorate, potentially affecting the Group's business performance and other results.」

    Continues to identify the risk that fewer opportunities to purchase products on the spot at low prices will affect price competitiveness and profitability.
  10. FY2017RestatedAnnual report

    「However, if opportunities for spot procurement at low prices decline, the Group’s price competitiveness or profitability may deteriorate, adversely affecting its business performance.」

    The disclosure continues to identify the risk that a decline in opportunities for low-priced spot procurement, including products returned from other business formats, will affect price competitiveness and profitability.
  11. FY2016First statedAnnual report

    「However, if opportunities for spot procurement at low prices such as those described above decline, the Group’s price competitiveness or profitability may deteriorate, adversely affecting its business performance.」

    The company explains that low-priced procurement of products returned from other business formats and similar products forms the basis for price competitiveness and securing gross profit.
Moved together

"Risk of impairment at stores" moved the same way as this thread, in the same document, in 5 of its 19 moves.

543333★123456
  1. ★This thread
  2. 1Risk of impairment at stores5×
  3. 2Acquisition of a Drinking Water Manufacturing Business and Acquisition of the Company's Own Manufacturing Site4×
  4. 3Expansion of Small-Market Store Chains3×
  5. 4Intensifying competition across industries and business formats3×
  6. 5Stable Supply of Bottled Beverages and Procurement Cost Reduction3×
  7. 6Accelerating the Rollout of In-House-Developed and JV Products3×

★ 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 Jason yet. It last moved in the Financial Results Presentation of 2026-10-13: "Advanced".
News
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Decline in opportunities for low-priced spot procurement | JASON CO.,LTD. (3080) | Komori