Stable Supply Risk for Raw Materials and Lenses
First written in FY2024. 3 of 5 entries say "Materialised", first in 2026-06-12. Latest entry: FY2027-H1.
Japan Eyewear Holdings moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 4 of 15 companies on the "Worse" side.
4 other companies' latest entry also says "Materialised".
- FY2027-H1MaterialisedAnnual report
「Overseas wholesale sales fell below the level of the same period of the previous year, owing to the combined impact of some sales being carried over into the following quarter and temporary delivery delays at partner factories.」
Temporary delivery delays at partner factories actually occurred and were one factor contributing to overseas wholesale sales falling below the level of the same period of the previous year. - FY2026RestatedAnnual report
「If it becomes difficult to secure the necessary raw materials and other items in appropriate quantities and at appropriate prices due to an unforeseen event at a supplier that makes it impossible to continue its business, a shortage of raw materials, a drastic change in the economic environment, or any other reason, this could affect our operating results.」
The concentration of sources for raw materials and lenses, and the resulting supply difficulties caused by suppliers becoming unable to continue their businesses or shortages of raw materials, are reiterated as risks. - FY2024First statedAnnual report
「If it becomes difficult to secure the necessary raw materials and other items in appropriate quantities and at appropriate prices due to an unforeseen event at a supplier that makes it impossible to continue its business, a shortage of raw materials, a drastic change in the economic environment, or any other reason, this could affect our operating results.」
For raw materials and lenses with limited sources of production, the risks identified include suppliers becoming unable to continue their businesses, shortages of raw materials, and supply difficulties caused by changes in the economic environment.