Komori
Oisix (3182) · RiskWorsened

Supply and quality risk for produce due to adverse weather

First written in FY2016. 5 of 9 entries say "Worsened", first in FY2021. Latest entry: FY2026.

9entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2018WorsenedFY2020-Q2 – FY20262016: 120162017: 020172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Difficulty sourcing raw materials and water resources due to climate changeA theme 20 companies write about · 20 as a headwind · 0 as a tailwind

Oisix moved to the "Worse" side of this theme in 2019, 4 years before the typical company in this theme (2023).

The whole theme swung hardest in 2025: 4 of 12 companies on the "Worse" side.

1 other company's latest entry also says "Worsened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Increasing severity of extreme weather | Short to long term | Costs | - Concentrated heavy rain and typhoons may cause flooding in production areas and disruption to logistics networks, making it impossible to source products. - Sales may decline and compensation costs may increase due to service suspensions caused by natural disasters such as typhoons and vehicle damage. - Business activities may be suspended if facilities are flooded or otherwise affected.」

    The scope of extreme weather risks has been expanded beyond crop sourcing and logistics to include vehicle operations and facility shutdowns, with the financial impact assessed as "large" under both the 1.5°C and 4°C scenarios.
  2. FY2025WorsenedAnnual report

    「Increasing severity of extreme weather | Short to long term | Costs | - Concentrated heavy rain and typhoons may cause flooding in production areas and disruption to logistics networks, making it impossible to source products. - Sales may decline and compensation costs may increase due to service suspensions caused by natural disasters such as typhoons and vehicle damage. - Business activities may be suspended if facilities are flooded or otherwise affected.」

    In its climate change scenario analysis, the company assesses the increasing severity of extreme weather as a physical risk over the short to long term, with the scope of impact extending to sourcing, logistics, vehicle operations and facility shutdowns. The financial impact is assessed as "large" under both the 1.5°C and 4°C scenarios.
  3. FY2023WorsenedAnnual report

    「Climate change is becoming an increasingly significant global risk among social issues related to food, and for us it creates risks including changes in crop growth conditions, as well as impacts on sourcing and delivery logistics resulting from increasingly severe natural disasters.」

    For climate change risks, the company assesses the financial impact as of 2030 under the 1.5°C and 4°C scenarios and discloses the impacts of carbon taxes, packaging materials, innovation in agriculture, fisheries and logistics, extreme weather, and sourcing, quality and cost structures in large, medium and small monetary categories.
  4. FY2022WorsenedAnnual report

    「Climate change is becoming an increasingly significant global risk among social issues related to food, and for us it creates risks including changes in crop growth conditions, as well as impacts on sourcing and delivery logistics resulting from increasingly severe natural disasters.」

    The scope has expanded from supply and quality risks for fresh produce caused by wind and flood disasters to climate change risks covering crop growth, sourcing, logistics and delivery. The company has also assessed the financial impact as of 2030 under the 1.5°C and 4°C scenarios.
  5. FY2021WorsenedAnnual report

    「Fresh produce accounts for approximately 30% of our group sales. If a large typhoon, heavy rain or other wind- and flood-related disaster strikes a production area, problems such as product shortages and quality deterioration may affect our group's business and operating results. In addition, if such a large-scale wind- or flood-related disaster affects the distribution and logistics of products, causing disruptions to shipping or delivery, it may also affect our group's business and operating results.」

    The company explicitly identifies the possibility that large-scale wind and flood disasters may affect distribution and logistics, as well as shipping and delivery, in addition to the existing supply and quality risks associated with adverse weather in production areas, and has organised these risks as climate change risks.
  6. FY2020-Q3MaterialisedAnnual report

    「We recorded ¥54.601 million in losses on product disposal and other expenses associated with this disaster.」

    Regarding the damage from Typhoon Hagibis described in the previous quarter, losses on product disposal and other expenses of ¥54.601 million were recorded, quantifying the impact.
  7. FY2020-Q2MaterialisedAnnual report

    「The impact of Typhoon Hagibis on 12 October 2019 resulted in damage including the disposal of products that could not be shipped. The amount of the impact is currently under review.」

    Previously, the filing identified the possibility of supply disruptions and quality deterioration caused by adverse weather, but Typhoon Hagibis resulted in actual damage from products being unshippable and disposed of. The amount of the impact remains undetermined.
  8. FY2018RestatedAnnual report

    「Produce accounts for approximately 30% of our group's net sales. We have established a system that diversifies our source-producing regions across Japan and, in principle, enables procurement of major items from multiple producing regions, allowing us to supply products from other regions even when adverse weather in a particular region prevents harvesting or causes quality deterioration.」

    Reconfirming that fresh produce accounts for approximately 30% of group sales and that the company responds by diversifying production areas and sourcing from multiple areas.
  9. FY2016First statedAnnual report

    「Produce accounts for approximately 30% of our net sales. We have established a system that diversifies our source-producing regions across Japan and, in principle, enables procurement of major items from multiple producing regions, allowing us to supply products from other regions even when adverse weather in a particular region prevents harvesting or causes quality deterioration.」

    The company describes the possibility of shortages or quality deterioration caused by adverse weather that is prolonged or affects a wide area.
Moved together

"A business structure centered on food EC" moved the same way as this thread, in the same document, in 4 of its 9 moves.

433222★123456
  1. ★This thread
  2. 1A business structure centered on food EC4×
  3. 2Risks of Securing and Developing Personnel Amid Rapid Business Expansion3×
  4. 3Slowing US demand for food delivery and declining membership at Purple Carrot3×
  5. 4Diversification of customer needs due to changes in lifestyles and values2×
  6. 5A sustainable growth policy centered on human capital and diversity as material issues2×
  7. 6Intensifying competition in food e-commerce and online supermarkets2×

★ 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
Oisix's next results are scheduled for 2026-11-12. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.