Dependence on Specific Materials and Suppliers
First written in FY2021. 3 of 5 entries say "Worsened", first in FY2022. Latest entry: FY2026.
Dreambed moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 4 of 15 companies on the "Worse" side.
6 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「We procure raw materials and products in Japan and overseas. Some specialized items can be obtained only from a limited number of specified suppliers, some are difficult to replace in terms of suppliers or supply sources, and some are original raw materials jointly developed with licensors or materials manufacturers. Accordingly, if procurement competition intensifies due to changes in supply and demand arising from climate change, growing international demand and, in addition, heightened geopolitical tensions in the Middle East, resulting in higher purchase prices or delays or interruptions in the supply of materials, this could affect our operating results and financial position.」
In addition to dependence on specific suppliers, jointly developed raw materials and heightened tensions in the Middle East were identified as new procurement risk factors. - FY2023MitigatedAnnual report
「To minimize the impact of changes in the procurement environment, we continuously consider and implement sourcing alternatives, including quality and price, for materials subject to procurement risks, while working to diversify and distribute our purchasing suppliers and contract manufacturers.」
Specific measures to address dependence on specific materials and suppliers include considering and implementing alternatives and diversifying and distributing procurement sources and contract manufacturers. - FY2023-Q1WorsenedAnnual report
「The outlook for the global economy also remains uncertain due to the prolonged situation in Ukraine, soaring fuel prices, rising prices and other factors.」
The situation in Ukraine, soaring fuel prices and rising prices were identified as external factors affecting dependence on specific materials and suppliers and the procurement environment. - FY2022WorsenedAnnual report
「If procurement competition intensifies due to changes in supply and demand arising from climate change, growing international demand and geopolitical risks, resulting in higher purchase prices or delays or interruptions in the supply of materials, this could affect our operating results and financial position. Accordingly, we will pursue multiple sourcing and global procurement to minimize the impact of changes in the procurement environment.」
In addition to the former dependence on specific suppliers, climate change, international demand and geopolitical risks were identified as factors, broadening the scope of the risks. Multiple sourcing and global procurement were adopted as countermeasures. - FY2021First statedAnnual report
「Regarding the procurement of materials and other items, some specialized materials can be obtained only from a limited number of specified suppliers, while others are difficult to replace in terms of suppliers or supply sources.」
While delays or interruptions in the supply of specialized materials and raw materials for Serta products are identified as risks, the company is also moving to alternative raw materials.