Risk of Surging Raw Material Prices and Supply Chain Disruptions
First written in FY2022-Q3. 4 of 9 entries say "Restated". Latest entry: FY2026-H1.
Goodpatch moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).
The whole theme swung hardest in 2026: 62 of 108 companies on the "Worse" side.
46 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「Although Japan's economy during the interim consolidated accounting period showed signs of a gradual recovery against a backdrop of improving employment and income conditions, the economic outlook in Japan and overseas is expected to remain uncertain due to factors including U.S. policy developments, geopolitical risks associated with international conditions, volatility in financial and capital markets, rising prices, and sluggish personal consumption.」
In addition to previous concerns over prices, exchange rates and monetary tightening, the Company explicitly identifies U.S. policy developments, geopolitical risks, volatility in financial and capital markets, and sluggish personal consumption as factors contributing to uncertainty. - FY2024-Q3RestatedAnnual report
「During the third quarter of the current consolidated cumulative period, economic activity in Japan moved toward normalisation and the economy began to recover as the COVID-19 pandemic subsided. However, concerns over a global recession, including demand suppression resulting from monetary tightening, increased, and the outlook remained uncertain.」
While recognizing the normalization of economic activity, the Company continues to describe demand restraint resulting from monetary tightening and concerns over a global economic recession as factors contributing to uncertainty in the external environment. - FY2024-Q2WorsenedAnnual report
「During the second quarter of the current consolidated cumulative period, economic activity in Japan moved toward normalisation and the economy began to recover as the COVID-19 pandemic subsided. However, concerns over a global recession, including demand suppression resulting from monetary tightening, increased, and the outlook remained uncertain.」
In addition to previous concerns over prices and exchange rates, the Company explicitly identifies demand restraint resulting from monetary tightening and growing concerns over a global economic recession as factors contributing to uncertainty in the external environment. - FY2024-Q1RestatedAnnual report
「In Japan, social and economic activity moved toward normalisation and the economy showed signs of a gradual recovery as the impact of the novel coronavirus disease (COVID-19) eased and inbound demand increased. However, the outlook remained uncertain amid concerns that yen depreciation could drive up import prices and domestic prices.」
While recognizing the easing impact of COVID-19 and signs of economic recovery, the Company continues to describe rising import prices and domestic prices resulting from the yen's depreciation as factors contributing to uncertainty in the external environment. - FY2023-Q3RestatedAnnual report
「In Japan, social and economic activity moved toward normalisation and the economy showed signs of a gradual recovery, supported by increased inbound demand and measures to prevent the spread of the novel coronavirus disease (COVID-19). However, the outlook remained uncertain due to concerns over exchange-rate trends resulting from soaring raw-material and energy prices and rising prices.」
The Company continues to describe soaring raw material and energy prices, exchange rate trends and rising prices as factors contributing to uncertainty in the external environment surrounding corporate performance. - FY2023-Q2WorsenedAnnual report
「The outlook remains uncertain due to soaring raw material and energy prices, concerns over exchange rate trends resulting from the yen's depreciation, and rising prices.」
In addition to soaring raw material prices, the Company explicitly identifies energy prices, exchange rate trends resulting from the yen's depreciation, and rising prices as factors contributing to uncertainty in the external environment. - FY2023-Q1WorsenedAnnual report
「During the cumulative first quarter ended, the global economy remained subject to an uncertain outlook, due to factors including soaring raw material prices resulting from the situation in Russia and Ukraine and other developments, as well as policy rate hikes in response to the risk of accelerating global inflation.」
In addition to the previous concern over soaring raw material prices, the Company explicitly identifies the risk of accelerating global inflation and policy rate hikes as factors contributing to uncertainty in the external environment. - FY2022RestatedAnnual report
「In Japan, progress was made in COVID-19 vaccinations and signs of movement toward the normalization of socioeconomic activity emerged. However, the end of the pandemic remains unforeseeable, and the environment surrounding corporate performance has grown increasingly challenging due to factors including soaring energy prices and exchange rate fluctuations caused by the yen's depreciation. Overall, economic activity remained cautious.」
The Company continues to describe the challenging external environment surrounding corporate performance, including soaring raw material and energy prices and exchange rate fluctuations caused by the yen's depreciation. - FY2022-Q3First statedAnnual report
「Soaring raw-material costs and supply-chain disruptions」
The Company describes the external environment surrounding the global economy as being affected by soaring raw material prices and supply chain disruption.