Komori
Air Water (4088) · RiskWorsened

Risk of Delayed Response to Competitors and New Entrants from Other Industries

First written in FY2016. 5 of 10 entries say "Materialised", first in FY2017-Q1. Latest entry: FY2026.

10entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q1 – FY2017WorsenedFY2020-Q3 – FY20262016: 220162017: 220172018: 120182019: 220192020: 120202021: 020212022: 020222023: 020232024: 020242025: 020252026: 22026
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.

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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 607 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In high-output UPS systems, DRUPS (rotary uninterruptible power supply systems) remained solid as orders progressed across a wide range of regions and industries. Emergency generators, however, remained weak due in part to intensifying competition from Chinese manufacturers.」

    With regard to competitive risk, intensifying competition from Chinese manufacturers has materialized in the form of weak performance by emergency generators.
  2. FY2026-H1WorsenedAnnual report

    「At Power Partners Private Limited, bidding and price competition have intensified as other competing manufacturers entered Southeast Asia's uninterruptible power supply market, reducing the excess earning power anticipated at the time of the acquisition.」

    Competition in tenders and pricing intensified as rival manufacturers entered the Southeast Asian UPS market, resulting in lower-than-expected excess earning power compared with the assumptions made at the time of acquisition and an impairment loss of ¥4,627 million on goodwill.
  3. FY2020-Q3MaterialisedAnnual report

    「In addition, the ham, delicatessen and sweets businesses were affected by intensifying market competition, while the agriculture and processing businesses, which cultivate, process and sell vegetables, were also heavily affected by lower market prices resulting from a bumper harvest of their core product, Hokkaido-grown vegetables.」

    Intensifying market competition continues to have an actual impact on the ham, delicatessen and sweets businesses.
  4. FY2020-Q2RestatedAnnual report

    「Against this backdrop, the ham and delicatessen and sweets businesses were affected by intensifying market competition. The agricultural products and processing business, which cultivates, processes and sells vegetables, was also affected by falling vegetable market prices.」

    Intensifying market competition continues to affect results in the ham and delicatessen and sweets businesses.
  5. FY2020-Q1MaterialisedAnnual report

    「The Agricultural Products and Processing business struggled in the ham and delicatessen and sweets fields due to higher logistics costs and intensifying market competition, while the agricultural products field, which cultivates, processes and sells vegetables, was also affected by lower vegetable market prices.」

    Intensifying market competition has been reflected in actual weakness in the ham, delicatessen and sweets businesses.
  6. FY2018RestatedAnnual report

    「The group's businesses face various competitors, as well as potential competitive risks such as new entrants from other industries. Accordingly, if the group is slow to respond to competitors through business expansion, cost reductions, or other measures, its business performance and financial condition may be affected.」

    The company continues to routinely disclose the risk of delays in responding to competitors and entrants from other industries.
  7. FY2017MaterialisedAnnual report

    「The Food Solutions business expanded as Oyama Ham Co., Ltd., which has a strong regionally rooted brand in the ham and delicatessen field, joined the group, as did Precia Holdings Co., Ltd., which develops proposal-based products in the sweets field, although existing food-service products struggled amid price competition.」

    The food business continued to struggle throughout the fiscal year due to price competition involving existing products for commercial use, while the Company reports expansion following the addition of an acquired company to the Group.
  8. FY2017-Q3MaterialisedAnnual report

    「The food processing business, including ham delicatessen products and frozen foods, remained generally challenging overall, despite steady sales of prosciutto and signs of recovery in year-end gifts of ham and sausages, as it was heavily affected by sluggish prices amid competition among mass retailers.」

    Competition and weak pricing continued in the food processing business at mass retailers, and competitive risk was reflected in difficult actual results.
  9. FY2017-Q1MaterialisedAnnual report

    「In the ham, delicatessen and frozen foods business, commercial products struggled amid intensifying price competition, while frozen cakes grew steadily on expanding orders.」

    In terms of competitive risk, intensified price competition for commercial products in the agriculture and food-related businesses has emerged as an actual area of weakness.
  10. FY2016First statedAnnual report

    「Various competitors operate in each business, and there are also potential competitive risks, including new entrants from other industries.」

    The company identifies as risks delays in expanding the business and reducing costs in response to competition from rival companies and new entrants from other industries.
Moved together

"Risk of demand fluctuations in steel, electronics and other industries" moved the same way as this thread, in the same document, in 5 of its 10 moves.

543332★123456
  1. ★This thread
  2. 1Risk of demand fluctuations in steel, electronics and other industries5×
  3. 2Impact of Adverse Weather on Agricultural Production and Sales4×
  4. 3Risk of Rising Electricity and Fuel Costs and Price Pass-Through3×
  5. 4Risk of M&A and Business Investment Outcomes Deviating from Plan3×
  6. 5Risk of Reduced Production Capacity Due to Damage to Manufacturing Sites3×
  7. 6Restatement of financial statements due to improper accounting practices and the risk that the investigation remains incomplete2×

★ 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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