Komori
Shinnihonseiyaku (4931) · RiskReframed

Outsourced Manufacturing and Concentration Among Specific Contractors

First written in FY2019. 2 of 4 entries say "Mitigated", first in FY2021. Latest entry: FY2024.

4entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019MitigatedFY2021 – FY20232019: 12020: 020202021: 120212022: 020222023: 120232024: 12024
Same theme, other companies
Diversified reliance on suppliers and outsourcing partnersA theme 26 companies write about · 22 as a headwind · 6 as a tailwind

Shinnihonseiyaku moved to the "Worse" side of this theme in 2024, the same year as the typical company in this theme.

The whole theme swung hardest in 2018: 2 of 6 companies on the "Worse" side.

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

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 26 companies compared. The sentences above are computed from all 26.
Full recordFilings, disclosures and news, newest first
  1. FY2024ReframedAnnual report

    「Our group outsources the manufacture of most cosmetics, including the flagship “All-in-One Beauty Serum Gel,” to TOA株式会社 and 御木本製薬株式会社.」

    The principal manufacturing contractors changed from 日本コルマー株式会社 and 御木本製薬株式会社 to TOA株式会社 and 御木本製薬株式会社. Risk-reduction measures involving production diversification and audits continue.
  2. FY2023MitigatedAnnual report

    「Our group outsources the manufacture of most cosmetics, including the flagship All-in-One Beauty Serum Gel, to 日本コルマー株式会社 and 御木本製薬株式会社. In addition to enforcing strict manufacturing and quality control at both companies, we are working to mitigate risk by distributing production.」

    The principal manufacturing contractors are now identified as 日本コルマー株式会社 and 御木本製薬株式会社, rather than being centered on 日本コルマー株式会社 alone, and the company describes reducing concentration risk by distributing production.
  3. FY2021MitigatedAnnual report

    「To ensure appropriate manufacturing and quality control, we conduct regular on-site audits of manufacturing contractors and check hygiene management, manufacturing systems and production records, thereby working to maintain and improve product quality.」

    The risks of outsourced manufacturing and concentration on specific contractors remain, but the company has specified regular on-site audits, planned ordering and contractor management.
  4. FY2019First statedAnnual report

    「In addition to enforcing strict manufacturing and quality control at 日本コルマー株式会社, we are working to mitigate risk by distributing production among multiple plants in the Kansai and Chugoku regions and elsewhere. However, if an unforeseen event occurs, such as the sudden termination of a contract or damage to production facilities caused by a natural disaster, the smooth supply of our products could be disrupted.」

    The company explains that most cosmetics are outsourced to 日本コルマー株式会社, which accounts for approximately two-thirds of purchases, while seeking to reduce risk by distributing production among multiple plants.
Moved together

"Direct Marketing Using Customer Databases and Customer Feedback" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Direct Marketing Using Customer Databases and Customer Feedback2×
  3. 2Development of second and third brands and products following PERFECT ONE2×
  4. 3Governance Focused on Soundness, Transparency and Compliance2×
  5. 4Direct-to-Consumer Sales and Cross-Selling Promotion Centered on PERFECT ONE2×
  6. 5Expansion of Stores Carrying the Products and Sales Space2×
  7. 6Expanding Overseas Sales, Primarily in China and Asia2×

★ 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
No upcoming earnings preview for Shinnihonseiyaku yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.