Logistics and Materials Procurement Risks Arising from the Russia-Ukraine Situation
First written in FY2022. 1 of 3 entries say "Worsened", first in FY2024-Q1. Latest entry: FY2024.
The whole theme swung hardest in 2025: 45 of 80 companies on the "Worse" side.
50 other companies' latest entry also says "Restated".
- FY2024RestatedAnnual report
「If the situation involving Russia and Ukraine since February 2022 causes disruptions in logistics or soaring energy prices, resulting in higher prices or procurement delays for materials and components used in store operations and new store openings by the Group, this may affect the Group’s business performance.」
The risks of disruptions in logistics, soaring energy prices, higher materials prices and procurement delays arising from the situation involving Russia and Ukraine are restated. - FY2024-Q1WorsenedAnnual report
「During the first quarter of the current fiscal year, economic activity continued to normalize, including the reclassification of COVID-19 under Category V of Japan's Infectious Diseases Act. However, the economic outlook remained uncertain amid concerns about foreign exchange trends, including the depreciation of the yen, soaring energy prices resulting from the prolonged Russia-Ukraine situation, and rising prices.」
The prolonged situation involving Russia and Ukraine was explicitly linked to soaring energy prices, and external-environment risks affecting logistics and materials procurement remain ongoing. - FY2022First statedAnnual report
「If the situation involving Russia and Ukraine since February 2022 causes disruptions in logistics or soaring energy prices, resulting in higher prices or procurement delays for materials and components used in store operations and new store openings by the Group, this may affect the Group’s business performance.」
The company newly identified as risks disruptions in logistics and soaring energy prices arising from the situation involving Russia and Ukraine, as well as higher prices and procurement delays for materials used in store operations and new store openings.