Risk of Declining Export Sales Due to Disruptions in Ocean Container Transportation
First written in FY2022-Q1. 2 of 4 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2026: 8 of 11 companies on the "Worse" side.
11 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「・Impact on raw-material procurement, logistics, and production and sales operations, including employee infections, caused by natural disasters, geopolitical issues such as war, deterioration in procurement conditions due to COVID-19 and unknown infectious diseases, and logistics disruptions」
The impact of unforeseen events, including logistics disruptions, on exports and supply continues to be disclosed under the risk categories of natural disasters, war, infectious diseases and other risks. - FY2022-Q3RestatedAnnual report
「In Health Support, exports of capsule gelatin declined due to continued disruption to ocean container shipping, but overall sales increased as sales of beauty collagen peptides and biomedical products grew in Japan and overseas.」
Continued disruption to ocean container shipping contributed to the decline in capsule gelatin exports. Meanwhile, sales across Health Support increased on growth in sales of beauty collagen peptides and other products. - FY2022-Q2MaterialisedAnnual report
「Meanwhile, demand for capsule gelatin remained strong as health awareness and interest in prevention increased during the COVID-19 pandemic, but sales declined as disruption to ocean container shipping continued.」
Although demand remained strong, continued disruption to ocean container shipping led to a continued decline in export sales of capsule gelatin. - FY2022-Q1First statedAnnual report
「Demand for gelatin for capsules remained strong due to heightened health and disease-prevention awareness during the COVID-19 pandemic, but net sales declined because of disruptions to ocean container transportation.」
Disruptions to ocean container transportation actually occurred as a factor reducing export sales of gelatin for capsules, for which demand was strong.