Komori
Tea Life (3172) · RiskRestated

Delays in the arrival of products sourced overseas

First written in FY2022-Q1. 3 of 5 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2023-Q2.

5entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022-Q1 – FY2022-Q3RestatedFY2022 – FY2023-Q22021: 120212022: 320222023: 12023
Same theme, other companies
Stagnation of e-commerce marketplace sales due to delays in receiving products sourced overseasA 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. FY2023-Q2RestatedAnnual report

    「E-commerce marketplaces were also affected by delays in the arrival of products from overseas, particularly baby-care products, and intensified price competition due to an increase in market entrants.」

    The company notes that continued delays in the arrival of products sourced overseas are affecting e-commerce marketplace sales.
  2. FY2022RestatedAnnual report

    「Sales through physical stores recovered as customer traffic returned, despite the impact of delays in the arrival of products sourced overseas and restrictions on going out and business activities as measures against infectious diseases.」

    Delays in the arrival of products sourced overseas continued to affect store sales, while the return of customer traffic was also noted.
  3. FY2022-Q3MaterialisedAnnual report

    「Sales through physical stores recovered as customer traffic returned, despite the impact of delays in the arrival of products sourced overseas and restrictions on going out and requests to suspend operations as measures against infectious diseases.」

    Delays in the arrival of products sourced overseas also occurred during the quarter and are cited as a factor affecting sales to physical stores.
  4. FY2022-Q2MaterialisedAnnual report

    「On e-commerce malls, gift orders grew as the company opened a LINE Gift store and strengthened promotions at events, despite the effects of delays in the arrival of products sourced overseas and the decline following the COVID-19 demand surge.」

    Delays in the arrival of products sourced overseas also occurred during the current period and are cited as a factor affecting e-commerce marketplaces.
  5. FY2022-Q1MaterialisedAnnual report

    「On e-commerce malls, childcare-related products and pet-related products performed well, but overall growth stalled compared with the same period of the previous year due to the decline following the easing of restrictions on going out and delays in the arrival of products sourced overseas.」

    Delays in the arrival of products sourced overseas actually occurred and are cited as a factor behind sluggish year-on-year growth in e-commerce marketplace sales.
Moved together

"Uncertainty over the outlook due to a slowdown in overseas economies, a stronger yen and falling share prices" moved the same way as this thread, in the same document, in 3 of its 5 moves.

333★123
  1. ★This thread
  2. 1Uncertainty over the outlook due to a slowdown in overseas economies, a stronger yen and falling share prices3×
  3. 2Difficult retail conditions due to a mild winter, consumers' preference for frugality and intensifying competition across business formats3×
  4. 3Dependence on Domestic Economic Conditions and Personal Consumption3×

★ 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.

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