Komori
Menicon (7780) · RiskMitigatedLatest Governance (2026-10-23): "Achieved"

Shortage of Daily Disposable Contact Lenses

First written in FY2024-Q1. 10 of 13 entries say "Mitigated", first in FY2024-Q3. Latest entry: 2026-10-23.

13entries
4years
5from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2024-Q3 – 2026-10-232023: 220232024: 320242025: 220252026: 62026
Same theme, other companies
Order constraints due to capacity limits at existing factoriesA theme 16 companies write about · 16 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 2 of 7 companies on the "Worse" side.

0 other companies' latest entry also says "Achieved".

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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「To meet growing demand, the Company began commercial production at Menicon Malaysia Sdn. Bhd. in February 2026, in addition to its Kakamigahara Plant and Menicon Singapore Pte. Ltd., and is proceeding with efforts to increase production capacity.」

    As a response to the shortage of daily disposable lenses, supply capacity has been expanded, including through the start of commercial production at the Malaysia plant.
  2. FY2026-H1MitigatedAnnual report

    「For daily disposable contact lenses, for which we are expanding production capacity, we introduced OEM products to meet current demand and began selling 1DAY Menicon MelsME as a product exclusive to Melus Plan and 1DAY Menicon DearTEAR as a retail product.」

    As a response to the shortage of daily disposable contact lenses, the Company proceeded with measures to meet demand by increasing production capacity at existing plants and introducing OEM products.
  3. FY2025MitigatedAnnual report

    「To meet growing demand, the Company is proceeding with investment in production facilities at the Kakamigahara Plant and Menicon Singapore Pte. Ltd., as well as preparations to begin operations at the new plant at Menicon Malaysia Sdn. Bhd., and will continue to strengthen its supply capacity for daily disposable contact lenses.」

    As a response to the shortage of daily disposable lenses, investment in facilities in Kakamigahara and Singapore and preparations to begin operations at the new plant in Malaysia are continuing.
  4. FY2025-H1MitigatedAnnual report

    「To meet growing demand, the Company is proceeding with investment in production facilities at the Kakamigahara Plant and Menicon Singapore Pte. Ltd., as well as preparations to begin operations at the new plant at Menicon Malaysia Sdn. Bhd., and will continue to strengthen its supply capacity for daily disposable contact lenses.」

    In response to the shortage of daily disposable contact lenses, investment in facilities in Kakamigahara and Singapore and preparations to begin operations at the new plant in Malaysia are continuing.
  5. FY2024MitigatedAnnual report

    「The Company began operating new production lines for the “1DAY Menicon Premio” series at its Kakamigahara Plant and the “Magic” series at Menicon Singapore Pte. Ltd. As strong medium- to long-term growth is expected, it is proceeding with construction of a new plant at Menicon Malaysia Sdn. Bhd. and will continue to strengthen its supply capacity for daily disposable contact lenses.」

    As a response to the shortage of daily disposable contact lenses, new lines at the Kakamigahara and Singapore plants have begun operating, and construction of a new plant in Malaysia is continuing.
  6. FY2024-Q3MitigatedAnnual report

    「The Company began operating a new production line for “1DAY Menicon Premio” at its Kakamigahara Plant. It will also continue capital investment to add a “Magic” production line at Menicon Singapore and construct a new plant at Menicon Malaysia to secure future production capacity, as part of its efforts to increase supply.」

    As a response to the shortage of daily disposable lenses, the new line at the Kakamigahara Plant began operating, while the addition of a line in Singapore and investment in a new plant in Malaysia are also continuing.
  7. FY2024-Q2SoftenedAnnual report

    「For daily disposable contact lenses, a growth segment, supply of some products has remained insufficient relative to the increase in demand, although the Company has continued to invest in production facilities and undertake other initiatives to increase supply.」

    The shortage of daily disposable lenses continues, but this time the disclosure limited the scope to “some products” and stated that measures to increase supply through investment in production facilities are continuing.
  8. FY2024-Q1First statedAnnual report

    「For daily disposable contact lenses, a growth segment, supply remained insufficient relative to the increase in demand, although the Company has been undertaking initiatives, including capital investment, to increase supply.」

    The Company newly disclosed that supply of daily disposable contact lenses was insufficient relative to growing demand. It is proceeding with measures, including capital investment, to increase supply.
Moved together

"Expanding Market Share in Overseas Contact Lens Operations" moved the same way as this thread, in the same document, in 9 of its 13 moves.

998886★123456
  1. ★This thread
  2. 1Expanding Market Share in Overseas Contact Lens Operations9×
  3. 2Investment in the Disposable Orthokeratology Business Using Euro-Yen Convertible Bonds Due 20259×
  4. 3Stabilizing the Earnings Base Through MELS PLAN Expansion8×
  5. 4Miru Brand: Expansion of Overseas Channels and European Operations8×
  6. 5Expansion of business areas beyond contact lenses8×
  7. 6Realizing a Sustainable Society and Health and Productivity Management6×

★ 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
No upcoming earnings preview for Menicon yet. It last moved in the Governance of 2026-10-23: "Achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Shortage of Daily Disposable Contact Lenses | Menicon Co.,Ltd. (7780) | Komori