Komori
Handsman (7636) · RiskDropped

Delayed deliveries, discontinued products, stockouts and lost sales due to lockdowns in overseas production countries

First written in FY2022. 4 of 7 entries say "Restated". Latest entry: FY2025.

7entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY20252022: 120222023: 320232024: 120242025: 22025
Same theme, other companies
Impact of Chinese economic slowdown on raw materials and the supply chainA theme 11 companies write about · 12 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 5 of 10 companies on the "Worse" side.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025DroppedAnnual report

    「Against a backdrop of high raw material prices, the weakening yen and rising logistics costs, product discontinuations and price increases by business partners became widespread, while temporary stockouts in some product categories also resulted in lost sales opportunities, although」

    Although temporary stockouts and lost sales opportunities are mentioned for the current fiscal year, there is no specific disclosure attributing delays in product arrivals or stockouts caused by product discontinuations to lockdowns in overseas production countries.
  2. FY2025-H1RestatedAnnual report

    「During the interim accounting period, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the Company's financial position, operating results or cash flows, among the matters concerning the business and accounting conditions described in this semiannual report, or in the "Business and Other Risks" described in the securities report for the previous fiscal year.」

    It concludes that there have been no material changes concerning delays in product arrivals, stockouts caused by product discontinuations, and lost sales opportunities resulting from lockdowns and other events in overseas production countries.
  3. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the Company's financial position, operating results or cash flows, among the matters concerning the business and accounting conditions described in this quarterly report, or in the "Business and Other Risks" described in the securities report for the previous fiscal year.」

    It states that there have been no material changes concerning delays in product arrivals, stockouts caused by product discontinuations, and lost sales opportunities resulting from lockdowns and other events in overseas production countries.
  4. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the Company's financial position, operating results or cash flows, among the matters concerning the business and accounting conditions described in this quarterly report, or in the "Business and Other Risks" described in the securities report for the previous fiscal year.」

    It concludes that there have been no material changes concerning delays in product arrivals, stockouts caused by product discontinuations, and lost sales opportunities resulting from lockdowns and other events in overseas production countries.
  5. FY2023DroppedAnnual report

    「During the fiscal year, Japan's economy saw progress toward the normalization of social and economic activity as restrictions on movement related to COVID-19 were gradually eased, although」

    The specific disclosure from the previous fiscal year concerning delays in product arrivals, stockouts caused by product discontinuations, and lost sales opportunities resulting from lockdowns in overseas production countries has not been repeated in the current fiscal year's business risks or analysis of operating performance.
  6. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the Company's financial position, operating results or cash flows, among the matters concerning the business and accounting conditions described in this quarterly report, or in the "Business and Other Risks" described in the securities report for the previous fiscal year.」

    It concludes that there have been no material changes concerning delays in product arrivals, stockouts caused by product discontinuations, and lost sales opportunities resulting from lockdowns and other events in overseas production countries.
  7. FY2022First statedAnnual report

    「In the second half, the global spread of COVID-19 caused the Company to be affected by lockdowns in the countries where the products it handles are manufactured. Across all divisions, some products were delayed or became unavailable because they were discontinued, resulting in substantial lost sales opportunities.」

    It discloses delays in product arrivals, stockouts caused by product discontinuations, and lost sales opportunities resulting from lockdowns in overseas production countries as new supply and procurement risks that actually occurred.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Handsman yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Delayed deliveries, discontinued products, stockouts and lost sales due to lockdowns in overseas production countries | HANDSMAN CO.,LTD (7636) | Komori