Komori
Axas Holdings (3536) · RiskWorsened

Lost Sales Opportunities Due to Manufacturer Stockouts and Shortages of Popular Brand-Name Products

First written in FY2019-Q2. 3 of 7 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2025.

7entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q2 – FY2022-Q3MitigatedFY2023-Q1 – FY2024-Q12019: 120192020: 020202021: 020212022: 320222023: 120232024: 120242025: 12025
Same theme, other companies
Sales Impact from Supplier Shortages and Customer Distribution-Channel ChangesA theme 5 companies write about · 5 as a headwind · 0 as a tailwind

Axas Holdings moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).

0 other companies' 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「Sales in the makeup category struggled due to the impact of supply shortages of leading-brand makeup products and other factors.」

    Supply shortages at leading brands again appeared in the results as weak sales in the makeup category.
  2. FY2024-Q1MitigatedAnnual report

    「Meanwhile, customers deferred purchases following increases in selling prices, while price competition emerged as logistics stabilized.」

    As logistics stabilized, the previous logistics disruptions and supply constraints showed signs of easing. Meanwhile, price competition emerged.
  3. FY2023-Q1MitigatedAnnual report

    「Meanwhile, some products performed well as signs of recovery began to emerge in the food-service market, supported by travel assistance programs, and logistics disruptions began to ease.」

    As logistics disruptions began to ease and sales of some products performed well, the disclosure indicated some easing of supply constraint risks.
  4. FY2022-Q3WorsenedAnnual report

    「As shortages of raw materials caused by the situation in Ukraine and supply chain disruptions resulting from the Chinese government's strict zero-COVID policy worsened stockouts of some products, we worked to ensure a stable supply, but were unable to meet all demand, among other factors.」

    In addition to conventional manufacturer stockouts and shortages of popular products, stockouts caused by raw material shortages and supply chain disruptions worsened, resulting in a situation where all demand could not be met.
  5. FY2022-Q2WorsenedAnnual report

    「Amid global logistics disruptions and shortages of materials caused by the prolonged spread of COVID-19, which resulted in stockouts of some products, we worked to ensure a stable supply by using every available supply source.」

    In addition to conventional manufacturer stockouts and shortages of popular products, stockouts of some products caused by global logistics disruptions and material shortages emerged, broadening the scope of supply constraints.
  6. FY2022-Q1MaterialisedAnnual report

    「However, the unit's revenue, gross profit and segment profit did not increase, due to the end of the surge in demand for products related to COVID-19 prevention, fewer opportunities to wear makeup as working from home, restrictions on going out and mask-wearing became commonplace, and shortages of popular products such as lip gloss from leading brands.」

    Shortages of popular products from leading brands continued, appearing in the results as a factor weighing on sales.
  7. FY2019-Q2MaterialisedAnnual report

    「Revenue struggled due to shortages of popular-brand products caused by manufacturer stockouts and other factors, as well as the reaction to efforts to improve the gross profit margin by emphasizing value propositions.」

    Shortages of popular-brand products caused by manufacturer stockouts and other factors were cited as a reason for weak revenue.
Moved together

"Borrowings and Lease Liabilities: Higher Funding Costs Due to Rising Interest Rates" moved the same way as this thread, in the same document, in 3 of its 7 moves.

332222★123456
  1. ★This thread
  2. 1Borrowings and Lease Liabilities: Higher Funding Costs Due to Rising Interest Rates3×
  3. 2Economic and Foreign Exchange Volatility Driven by Geopolitical Risks, Overseas Monetary Policy and Tariff Concerns3×
  4. 3Differentiation Through Consultative Capabilities, Responsiveness, Specialization and Distinctiveness2×
  5. 4Selective focus on markets and approaches, and an agile business strategy2×
  6. 5Avoiding Large-Scale Expansion and Selecting Optimal Store Formats Based on Regional Characteristics2×
  7. 6Gaining Regional Share Through a Multi-Brand Rollout2×

★ 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
Axas Holdings's next results are scheduled for 2026-10-14. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.