Product delivery disruptions and an unbalanced product mix due to the rising proportion of beverages
First written in FY2025-Q1. 1 of 4 entries say "Materialised", first in FY2025-Q1. Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026Additional logistics infrastructure developmentAnnual report
「The main items were capital expenditures including upgrades to bottled beverage manufacturing equipment and 4 trucks.」
In connection with addressing the logistics disruptions caused by the higher proportion of beverages that emerged in the previous fiscal year, the company made capital investments including 4 trucks. - FY2025MitigatedAnnual report
「The new warehouse inside the plant was completed in February of this year as planned, improving the previously challenging logistics structure, and is expected to make a further contribution to group earnings.」
Regarding logistics issues associated with the higher proportion of beverages, the company states that its logistics structure improved following the completion of the new warehouse. - FY2025-H1WorsenedAnnual report
「Although sales of the core bottled-beverage products continued to be strong, performance for the interim consolidated accounting period resulted in lower revenue year on year due to partial disruptions in the company's in-house logistics during the first quarter and the resulting product shortages.」
The company states that partial disruptions in its in-house logistics and product shortages led to lower revenue year on year for the half-year, further specifying the actual impact of logistics risks on performance. - FY2025-Q1MaterialisedAnnual report
「Sales growth fell short of plan and revenue declined year on year due to delivery disruptions affecting some products and an imbalanced product lineup resulting from the higher proportion of beverages.」
For the first time, the company has described delivery disruptions and an imbalanced product lineup resulting from the higher proportion of beverages as events that actually occurred and led to a shortfall against plan and lower revenue year on year.