Komori
Nakayamafuku (7442) · RiskReframed

Risk of logistics disruptions caused by disasters and power outages

First written in FY2016. 3 of 8 entries say "Restated". Latest entry: FY2026.

8entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2018RestatedFY20202016: 120162017: 020172018: 220182019: 220192020: 220202021: 020212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Risk of Store and Logistics Network Disruptions Due to Natural DisastersA theme 84 companies write about · 81 as a headwind · 5 as a tailwind

Nakayamafuku moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).

The whole theme swung hardest in 2026: 15 of 31 companies on the "Worse" side.

4 other companies' 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 84 companies compared. The sentences above are computed from all 84.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「The Group has established a crisis management system based on its Crisis Management Regulations to respond when disasters occur. However, if large-scale earthquakes, floods, typhoons, power outages or the spread of infectious diseases occur at its locations throughout Japan and significantly affect its business activities, including sales, logistics and production, the Group's results and financial position may be adversely affected.」

    The risk item has been reorganised to incorporate the effects of the spread of infectious diseases on sales, logistics and production, in addition to the risk of logistics disruptions caused by disasters or power outages.
  2. FY2020RestatedAnnual report

    「The Group operates with logistics facilities established in locations throughout Japan, but there is no guarantee that the effects of disasters, power outages and other events that may occur at each logistics facility in the future can be completely prevented or mitigated.」

    The risk of logistics disruptions caused by disasters or power outages at logistics facilities continues to be disclosed.
  3. FY2020-Q3MaterialisedAnnual report

    「Although temporary rush demand was seen before the consumption tax rate increase, the operating environment continues to be challenging due to the subsequent decline in demand, restrained purchases resulting from growing consumer thriftiness, the effects of damage caused by repeated typhoons, torrential rain and other natural disasters, intensifying competition with other companies to open stores, and intensifying sales competition across industry boundaries.」

    Damage caused by typhoons, torrential rain and other natural disasters is explicitly stated to have affected sales destinations and personal consumption during the cumulative period of the current third quarter.
  4. FY2019MaterialisedAnnual report

    「Losses from disasters 51,324」

    The Group recorded ¥51,324 thousand in losses from disasters as an extraordinary loss for the current consolidated fiscal year, confirming the occurrence of disaster-related risk in the annual results. No causal relationship with logistics disruptions is stated.
  5. FY2019-Q3RestatedAnnual report

    「Losses from disasters 36,519」

    Losses from disasters of ¥36,519 thousand continue to be recorded as an extraordinary loss for the cumulative period of the current third quarter. No additional amount compared with the previous quarter's disclosure is indicated.
  6. FY2019-Q2MaterialisedAnnual report

    「Losses from disasters 36,519」

    The Group recorded ¥36,519 thousand in losses from disasters as an extraordinary loss during the cumulative period of the current second quarter. No causal relationship with logistics disruptions is stated.
  7. FY2018RestatedAnnual report

    「The Group mainly operates as a wholesaler, with logistics facilities distributed across 10 locations nationwide, but there is no guarantee that the effects of disasters, power outages and other events that may occur at each logistics facility in the future can be completely prevented or mitigated.」

    The risk of logistics disruptions caused by disasters or power outages continues to be disclosed, with the Group currently operating logistics facilities distributed across 10 locations.
  8. FY2016First statedAnnual report

    「The Group mainly operates as a wholesaler, with logistics facilities distributed across 9 locations nationwide, but there is no guarantee that the effects of disasters, power outages and other events that may occur at each logistics facility in the future can be completely prevented or mitigated.」

    The suspension of logistics operations due to large-scale disasters in the Tokyo metropolitan and Keihanshin regions is cited as an example.
Moved together

"Economic downturn, weaker consumer spending and intensifying competition" moved the same way as this thread, in the same document, in 2 of its 8 moves.

22★12
  1. ★This thread
  2. 1Economic downturn, weaker consumer spending and intensifying competition2×
  3. 2Risk of share-price declines and impairment losses on held shares2×

★ 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
Nakayamafuku's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.