Komori
Shimojima (7482) · RiskDropped

Sales, Supply, and Staffing Risks Arising from COVID-19

First written in FY2020. 8 of 15 entries say "Materialised", first in FY2021-Q1. Latest entry: FY2025.

15entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2021-Q1 – FY2022MitigatedFY2023-Q2 – FY2024-Q32020: 320202021: 420212022: 420222023: 220232024: 120242025: 12025
Same theme, other companies
Impact of COVID-19 on Business Continuity and Sales ActivitiesA theme 117 companies write about · 116 as a headwind · 0 as a tailwind

Shimojima moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.

The whole theme swung hardest in 2020: 77 of 112 companies on the "Worse" side.

23 other companies' latest entry also says "Dropped".

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 117 companies compared. The sentences above are computed from all 117.
Full recordFilings, disclosures and news, newest first
  1. FY2025DroppedAnnual report

    「During the fiscal year from 1 April 2024 to 31 March 2025, the Japanese economy continued on a gradual recovery trend, supported by improvements in corporate earnings and a recovery in personal consumption.」

    This filing no longer directly refers to the impact of COVID-19 on sales, supply or personnel.
  2. FY2024-Q3MitigatedAnnual report

    「During the first three quarters of the current fiscal year, Japan's economy gradually recovered as economic activity resumed following the government's easing of activity restrictions related to COVID-19.」

    The disclosure states that the easing of activity restrictions related to COVID-19 led to a gradual recovery in economic activity and partially mitigated the impact on the sales environment.
  3. FY2024-Q1MitigatedAnnual report

    「During the first 3 months of the fiscal year, restrictions were eased as COVID-19 was reclassified as a Class 5 disease and border control measures for inbound travelers were lifted, among other developments, and domestic consumption was on a recovery trend.」

    The easing of activity and entry restrictions related to COVID-19 and the recovery of domestic consumption partially mitigated the impact on the sales environment.
  4. FY2023-Q3MitigatedAnnual report

    「During the first 9 months of the fiscal year, the Japanese economy began moving toward normalization under government policy to ease restrictions on activities related to COVID-19 infections.」

    The disclosure states that the easing of restrictions on activities has begun to move economic activity toward normalization and partially mitigated the impact of COVID-19 on the sales environment.
  5. FY2023-Q2MitigatedAnnual report

    「During the first 6 months of the fiscal year, economic activity moved toward recovery as a result of government policy to ease restrictions on activities in response to COVID-19.」

    The disclosure states that the easing of restrictions on activities put economic activity on a recovery trend and partially mitigated the impact of COVID-19 on the sales environment.
  6. FY2023-Q1Mitigation of the impact coexists with concerns over a resurgenceAnnual report

    「During the first quarter of the current fiscal year, restrictions on economic activity related to COVID-19 were gradually eased in Japan, and signs of recovery emerged. However, the outlook remains uncertain due to numerous uncertainties, including the yen's depreciation, surging energy prices, the prolonged Russian invasion of Ukraine, and supply chain disruptions caused by China's zero-COVID policy, compounded by a recent increase in COVID-19 cases.」

    The disclosure states that, although the easing of restrictions on economic activity has brought signs of recovery, uncertainties remain, including an increase in the number of infected people.
  7. FY2022MaterialisedAnnual report

    「During the fiscal year, economic activity in Japan repeatedly stagnated and recovered as declarations of a state of emergency and the issuance and lifting of priority preventive measures related to COVID-19 occurred in succession.」

    The stagnation of economic activity caused by COVID-19 continued to affect the sales environment in each division during the current fiscal year.
  8. FY2022-Q3MaterialisedAnnual report

    「During the first three quarters of the current fiscal year, Japan's economy was in an extremely difficult situation, particularly in the first half, as the impact of COVID-19 continued for an extended period, dampening consumer sentiment.」

    The prolonged COVID-19 pandemic continued to dampen consumer sentiment and weigh on economic conditions, affecting sales in each sales division.
  9. FY2022-Q2MaterialisedAnnual report

    「However, overall revenue declined due to the significant impact of economic activity stagnation caused by businesses refraining from operating amid the COVID-19 pandemic.」

    The impact of businesses refraining from operating and economic activity stagnating due to COVID-19 has continued to materialize as lower group-wide revenue.
  10. FY2022-Q1MaterialisedAnnual report

    「In the sales division, the dealer channel focused on expanding sales of core standard products and environmentally friendly products, while the user channel focused on securing orders for made-to-order products. In the Package Plaza channel, the division worked to sell takeaway and e-commerce materials in response to customer needs in each region. However, overall revenue declined as economic activity stagnated, including the cancellation or curtailment of events, amid prolonged measures to combat COVID-19.」

    The decline in sales opportunities caused by COVID-19 measures, the cancellation or curtailment of events, and the stagnation of economic activity has materialized as lower overall revenue.
  11. FY2021MaterialisedAnnual report

    「However, revenue declined in each division as economic activity stagnated, including the cancellation or curtailment of various events, due to the spread of COVID-19 infections.」

    The decline in sales opportunities caused by the spread of COVID-19, the cancellation or curtailment of events, and the stagnation of economic activity materialized as lower full-year revenue in each division.
  12. FY2021-Q3MaterialisedAnnual report

    「However, revenue declined in each division as economic activity stagnated, including the cancellation or curtailment of various events, due to a new wave of COVID-19 infections.」

    The resurgence of COVID-19 infections, the cancellation or curtailment of events, and the stagnation of economic activity have materialized as lower revenue in each division.
  13. FY2021-Q2MaterialisedAnnual report

    「However, in the second quarter, sales declined across all divisions due to the impact of calls to refrain from holding various events because of COVID-19 and the introduction of charges for plastic shopping bags.」

    The impact of COVID-19 has materialized as lower revenue in each division through the cancellation or curtailment of various events and other measures.
  14. FY2021-Q1MaterialisedAnnual report

    「However, during the current first quarter, each division was significantly affected by COVID-19, resulting in lower revenue.」

    The impact of COVID-19 on sales has materialized as lower revenue in each division.
  15. FY2020First statedAnnual report

    「The group may incur losses, including lower revenue, through the loss of sales opportunities resulting from customers refraining from operating, shortages of inventory due to operating restrictions at suppliers, and labor shortages caused by employees being absent from work after contracting COVID-19.」

    The company lists loss of sales opportunities due to COVID-19, inventory shortages caused by supply restrictions, and employee absences as new risks. The full-year results state that the spread of the infection affected revenue and profit, indicating that some of the impact had materialized.
Moved together

"Risk of declining demand for some core store supplies products" moved the same way as this thread, in the same document, in 10 of its 15 moves.

1097664★123456
  1. ★This thread
  2. 1Risk of declining demand for some core store supplies products10×
  3. 2Risk of Weakness in the Domestic Economy and Personal Consumption9×
  4. 3Risk of declining demand for event-related products7×
  5. 4Risk of Rising Labor Costs Due to Labor Shortages6×
  6. 5Impairment Risk from Equipment Obsolescence, Business Withdrawals, etc.6×
  7. 6Development and Expansion of Sales of Original Products4×

★ 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
Shimojima's next results are scheduled for 2026-11-10. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.