Production Shutdowns at Bicycle Manufacturers and Difficulty Securing E-Bike Inventory Due to Infectious Disease
First written in FY2020. 6 of 14 entries say "Restated". Latest entry: FY2025.
Capita moved to the "Worse" side of this theme in 2021, 1 year after the typical company in this theme (2020).
The whole theme swung hardest in 2025: 5 of 16 companies on the "Worse" side.
2 other companies' latest entry also says "Reframed".
- FY2025ReframedAnnual report
「Against a backdrop of higher prices and a weaker yen, continued increases in the prices of complete bicycles have kept replacement demand for new bicycles subdued, while a pronounced trend toward keeping bicycles for longer has increased demand for repairs.」
The focus of the risk has shifted from previous disclosures on production and logistics disruptions and inventory depletion caused by infectious disease to rising prices due to inflation and the weak yen, declining demand for new bicycles and increased demand for repairs. - FY2024-Q1RestatedAnnual report
「As prices for bicycles themselves continue to rise, demand for repairs has increased relative to demand for new bicycles, and the service-fee business has performed well.」
Bicycle prices continue to rise, and the difficulty of purchasing new bicycles is reflected in increased demand for repairs. - FY2023RestatedAnnual report
「As a result, production volumes declined for many products, including complete bicycles such as electric bicycles and sports bikes, as well as major bicycle components, and inventories in Japan were depleted. Sales volumes also declined, making this a difficult fiscal year for コギー.」
Supply constraints and their impact on the business due to lower production volumes, depleted domestic inventory and declining unit sales continue to be disclosed for the full fiscal year. - FY2023-Q3RestatedAnnual report
「On the other hand, the spread of the COVID-19 pandemic disrupted overseas production and logistics at bicycle and parts manufacturers. Combined with global demand, this has depleted domestic inventory in Japan for many products, including complete bicycles such as e-bikes and sports bikes, as well as key bicycle components, and conditions remain more difficult than ever for securing inventory. As a result, many sales opportunities have been lost, making it particularly difficult to sell higher-priced products.」
Overseas production and logistics disruptions, domestic inventory depletion, difficulty securing inventory, lost sales opportunities and difficulty selling higher-priced products continue. - FY2023-Q2RestatedAnnual report
「On the other hand, the spread of the COVID-19 pandemic disrupted overseas production and logistics at bicycle and parts manufacturers. Combined with global demand, this has depleted domestic inventory in Japan for many products, including complete bicycles such as e-bikes and sports bikes, as well as key bicycle components, and conditions remain more difficult than ever for securing inventory. As a result, many sales opportunities have been lost, making it particularly difficult to sell higher-priced products.」
Overseas production and logistics disruptions, domestic inventory depletion, difficulty securing inventory, lost sales opportunities and difficulty selling higher-priced products continue. - FY2023-Q1RestatedAnnual report
「On the other hand, the spread of the COVID-19 pandemic disrupted overseas production and logistics at bicycle and parts manufacturers. Combined with global demand, this has depleted domestic inventory in Japan for many products, including complete bicycles such as e-bikes and sports bikes, as well as key bicycle components, and conditions remain more difficult than ever for securing inventory. As a result, many sales opportunities have been lost, making it particularly difficult to sell higher-priced products.」
Domestic inventory depletion, difficulty securing inventory, lost sales opportunities and difficulty selling higher-priced products due to overseas production and logistics disruptions continue. - FY2022WorsenedAnnual report
「Inventories in Japan have run out, and the difficulty of securing inventory has continued to worsen. This has resulted in substantial lost sales opportunities, making it particularly difficult to sell higher-priced products.」
Domestic inventory of complete bicycles and key components continues to be depleted, and difficulty securing inventory continues to result in lost sales opportunities and difficulty selling higher-priced products. - FY2022-Q3WorsenedAnnual report
「Inventories in Japan have run out, and the difficulty of securing inventory has continued to worsen. This has resulted in substantial lost sales opportunities, making it particularly difficult to sell higher-priced products.」
Against a backdrop of production and logistics disruptions caused by infectious disease and global demand, the depletion of domestic inventory of e-bikes, sports bikes and other products and lost sales opportunities are disclosed, with the impact of supply constraints expanding. - FY2022-Q1WorsenedAnnual report
「Domestic inventory in Japan has begun to run out, and conditions remain more difficult than ever for securing inventory.」
Against a backdrop of production and logistics disruptions and global demand, it has become more difficult than before to secure inventory of e-bikes, sports bikes and other products. - FY2021WorsenedAnnual report
「Although there had been some optimistic forecasts, conditions actually deteriorated, and the renewed spread of infection made the domestic and overseas production systems of manufacturers more uncertain.」
Regarding production and logistics disruptions and difficulty securing inventory caused by infectious disease, it is disclosed that conditions actually deteriorated from the previous state of concern and continuation, increasing uncertainty over production systems. - FY2021-Q3RestatedAnnual report
「The spread of COVID-19 disrupted production and logistics at bicycle manufacturers' overseas plants. Combined with global demand, this made it difficult to secure inventory across many product categories, including electric bicycles and sports bikes. Although conditions are currently recovering, the renewed spread of infections has made manufacturers' domestic and overseas production arrangements uncertain.」
While production and logistics are showing signs of recovery, uncertainty over domestic and overseas production systems due to the renewed spread of infection and difficulty securing inventory of e-bikes and sports bikes continue. - FY2021-Q2Production is recovering, but difficulty securing inventory continuesAnnual report
「Although production is currently recovering, the spread of infection created global demand for bicycles from people wishing to avoid public transportation, resulting in difficulty securing inventory in addition to delays in bicycle production.」
Although bicycle production is said to be recovering, increased demand and production delays continue to make it difficult to secure inventory. - FY2021-Q1MaterialisedAnnual report
「The impact of the COVID-19 pandemic reduced the operating rates of production lines at bicycle manufacturers' overseas factories, making it difficult to secure inventory of e-bikes and sports bikes in demand.」
Reduced operating rates at overseas factories due to infectious disease occurred, and difficulty securing inventory of e-bikes and sports bikes has materialized. - FY2020First statedAnnual report
「The COVID-19 pandemic caused production lines at bicycle manufacturers' overseas factories to stop, making it difficult to secure inventory of e-bikes in demand.」
It is disclosed that infectious disease caused manufacturers' overseas production lines to stop, making it difficult in practice to secure inventory of e-bikes in demand.