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Transaction (7818) · InitiativeReframed

Rebuilding the Supply System for Masks and Other Hygiene Products and Expanding Infection-Control Products

First written in FY2020-Q3. 5 of 18 entries say "Advanced", first in FY2020. Latest entry: FY2025-H1.

18entries
6years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2020 – FY2021WorsenedFY2022-Q2 – FY2023-Q2OtherFY2023-Q3 – FY20242020: 220202021: 420212022: 420222023: 320232024: 420242025: 12025
Same theme, other companies
Development and Proposal of Products and Services Addressing Infectious DiseasesA theme 34 companies write about · 1 as a headwind · 35 as a tailwind

Transaction moved to the "Worse" side of this theme in 2022.

1 other company's latest entry also says "Reframed".

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 34 companies compared. The sentences above are computed from all 34.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1ReframedAnnual report

    「In addition to steady sales of hygiene products such as masks, sales of humidifiers, cosmetic accessories and other products resulted in a ¥213 million, or 33.8%, year-on-year increase in revenue.」

    The sales mix broadened from an offering centered on infection-control products to wellness products including hygiene products, humidifiers and cosmetic accessories, resulting in a ¥213 million, or 33.8%, year-on-year increase in revenue.
  2. FY2024Modest increase in hygiene-product salesAnnual report

    「Demand remained steady, centered on hygiene products such as masks, resulting in a ¥36 million, or 2.9%, increase in revenue from the previous fiscal year.」

    Even after the discontinuation of infection-control products, steady demand remained for hygiene products such as masks, and Wellness Products reported a 2.9% increase in revenue from the previous fiscal year.
  3. FY2024-Q3The decline in revenue narrowedAnnual report

    「Demand remained steady, centered on hygiene products such as masks, resulting in a ¥9 million, or 1.0%, year-on-year decline in revenue.」

    Steady demand for hygiene products remained even after the discontinuation of infection-control products, and the year-on-year decline in revenue was 1.0%.
  4. FY2024-Q2RestatedAnnual report

    「Demand remained steady, centered on hygiene products such as masks and disinfectant sprays, resulting in a ¥11 million, or 1.8%, year-on-year decline in revenue.」

    The filing continued to state that steady demand remained for hygiene products such as masks and disinfectant sprays even after the discontinuation of infection-control products.
  5. FY2024-Q1Restatement of remaining demand for hygiene productsAnnual report

    「Demand remained steady, centered on hygiene products such as masks and disinfectant sprays, resulting in a ¥5 million, or 1.7%, year-on-year decline in revenue.」

    Even after the previous filing stated that handling of infection-control products had ended, it stated that steady demand remained for hygiene products such as masks and disinfectant sprays.
  6. FY2023-Q3DroppedAnnual report

    「At Wellness Products, following the reclassification of COVID-19 as a Category 5 disease under the Infectious Diseases Control Act, we decided to discontinue handling infection-control products. Regarding the remaining inventory, as stated in the notice titled “Recording of an Extraordinary Loss (Loss on Product Disposal)” published on 30 June 2023, a ¥38 million loss on product disposal was recorded as an extraordinary loss in the third quarter accounting period.」

    The discontinuation of infection-control products was decided, and a ¥38 million loss on disposal of remaining inventory was recorded.
  7. FY2023-Q2WorsenedAnnual report

    「At Wellness Products, demand remained steady as mask wearing became primarily a matter of individual choice and a policy was adopted to reclassify COVID-19 as a Category 5 disease under the Infectious Diseases Control Act, resulting in a ¥236 million, or 26.9%, year-on-year decline in revenue.」

    Against the backdrop of mask wearing becoming a matter of individual choice and the policy to reclassify COVID-19 as a Category 5 disease under the Infectious Diseases Control Act, demand for infection-control products remained steady, and Wellness Products reported a ¥236 million, or 26.9%, year-on-year decline in revenue.
  8. FY2023-Q1WorsenedAnnual report

    「At Wellness Products, although there were concerns about a potential eighth wave of COVID-19, demand for infection-control products remained steady, resulting in a ¥49 million, or 13.1%, year-on-year decline in revenue.」

    With demand for infection-control products remaining steady, Wellness Products reported a ¥49 million, or 13.1%, year-on-year decline in revenue.
  9. FY2022WorsenedAnnual report

    「Although the impact of the novel coronavirus disease continued in Wellness Products, social activity resumed following the lifting of restrictions on activity. Demand for infection-control products therefore remained at a certain level, resulting in a year-on-year revenue decline of ¥818 million, or 33.9%.」

    As the lull in demand for infection-control products continued, Wellness Products posted an ¥818 million, or 33.9%, decline in revenue.
  10. FY2022-Q3WorsenedAnnual report

    「Although the impact of the coronavirus disease continued in Wellness Products, the number of severe cases was trending downward and socioeconomic activity resumed following the lifting of restrictions on activity. Demand for infection-control products therefore remained at a certain level, resulting in a year-on-year revenue decline of ¥703 million, or 35.5%.」

    As demand for infection-control products remained at a certain level, Wellness Products revenue declined by ¥703 million, or 35.5% year on year.
  11. FY2022-Q2WorsenedAnnual report

    「While the impact of the coronavirus disease continued, the state of emergency and other measures were fully lifted at the end of September and socioeconomic activity gradually resumed. Demand for infection-control products therefore paused. Although infections with a new variant spread rapidly from the beginning of the year, demand remained limited, resulting in a year-on-year revenue decline of ¥545 million, or 38.3%.」

    As demand for infection-control products paused, Wellness Products revenue declined by ¥545 million, or 38.3% year on year.
  12. FY2022-Q1SoftenedAnnual report

    「Wellness Products: While the impact of the coronavirus disease continued, the state of emergency and quasi-emergency measures to prevent the spread of disease were fully lifted at the end of September and socioeconomic activity gradually resumed. Demand for infection-control products therefore paused, resulting in a year-on-year revenue decline of ¥392 million, or 50.8%.」

    As demand for infection-control products paused with the resumption of socioeconomic activity, Wellness Products revenue declined by ¥392 million, or 50.8%.
  13. FY2021AdvancedAnnual report

    「Although there was no special demand during the fiscal year, we responded to diversifying demand amid the continuing spread of infection by launching infection-control products such as disinfecting products, function-focused masks and CO2 concentration meters, and responded to market changes, enabling us to secure a certain level of sales.」

    Even after special demand for infection-control products had run its course, launched disinfecting products, function-focused masks and CO2 concentration meters, securing a certain level of sales.
  14. FY2021-Q3AdvancedAnnual report

    「Although there was no special demand during the fiscal year, we responded to diversifying demand amid the continuing spread of infection by launching infection-control products such as disinfecting products, function-focused masks and CO2 concentration meters, which measure carbon dioxide concentration in the air and serve as an indicator for promoting ventilation. As a result, we were able to secure a certain level of sales.」

    Even as revenue declined following the end of special demand, expanded the range of infection-control products by launching disinfecting products, function-focused masks and CO2 concentration meters.
  15. FY2021-Q2AdvancedAnnual report

    「We responded to market changes by successively launching infection-control products, including Thoroughly Disinfecting Alcohol Wet Towels, the reusable fabric Prittari Fit Mask with a built-in filter, and the Frame-Built Mask with a Spacious Area Around the Mouth, which integrates a three-dimensional frame providing extra space around the mouth with a filter, under our original hygiene products brand Leaffresh; and CO2 Concentration Meters under MARKLESS STYLE, which measure the concentration of carbon dioxide in the air and serve as an indicator for promoting ventilation.」

    Added infection-control products including disinfecting towels, fabric masks, frame-built masks and CO2 concentration meters.
  16. FY2021-Q1AdvancedAnnual report

    「We responded to market changes by successively launching infection-control products under our original hygiene products brand Leaffresh, including the convenient 10 ml Disinfecting Alcohol Spray for carrying, Thoroughly Disinfecting Alcohol Wet Towels, and the reusable fabric Prittari Fit Mask with a built-in filter, combining functionality and design.」

    Successively launched a portable spray, disinfecting wet towels and reusable fabric masks under the Leaffresh brand.
  17. FY2020AdvancedAnnual report

    「The Group quickly rebuilt its mask production and supply system and began supplying masks in March. In addition to sales to existing customers, we supplied well over 25 million masks in total and significantly increased sales, as well as expanding our customer base, by making maximum use of the Group's sales channels, including sales through our own e-commerce site to businesses and general consumers. We also successively launched infection-control products such as disinfecting wet tissues, disinfecting alcohol sprays and face shields in response to demand, and began selling cooling-touch masks combining infection control with heatstroke prevention in June.」

    Began supplying masks in March and sold more than 25 million. Reported as fiscal-year results the expansion of sales channels using our own e-commerce site and other channels, together with the launch of multiple infection-control products.
  18. FY2020-Q3First statedAnnual report

    「As shortages of masks and other hygiene products continued due to the spread of infection, the Group moved quickly in March to rebuild its mask production and supply system and supplied well over 25 million masks in total. In terms of sales, we responded to the emergency by making maximum use of the Group's sales channels, including sales through our own e-commerce site to businesses and general consumers, which resulted in a significant increase in sales. In addition, from April we successively launched infection-control products such as disinfecting wet tissues, disinfecting alcohol sprays, face shields, basic protective clothing and non-contact thermometers. As summer approached, we also focused on developing cooling-touch masks that combine infection control with heatstroke prevention.」

    From March 2020, we rebuilt the production and supply system for masks and supplied more than 25 million. We used sales channels including our own e-commerce site, launched multiple infection-control products from April onward, and proceeded with the development of cooling-touch masks.
Moved together

"Foreign Exchange Risk Associated with Overseas Import Transactions" moved the same way as this thread, in the same document, in 6 of its 18 moves.

655555★123456
  1. ★This thread
  2. 1Foreign Exchange Risk Associated with Overseas Import Transactions6×
  3. 2Expansion of the E-commerce and Retail Businesses5×
  4. 3Uncertainty over the outlook due to flat domestic consumption and the yen’s continued appreciation5×
  5. 4Risk of Rising Raw Material Prices, Including Cotton and Petrochemical Products5×
  6. 5Environmentally conscious manufacturing centered on natural materials and reusable products5×
  7. 6Development of Attractive New Products and Expansion of New Businesses5×

★ 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
Transaction's next results are scheduled for 2026-10-15. Read the earnings preview
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Rebuilding the Supply System for Masks and Other Hygiene Products and Expanding Infection-Control Products | TRANSACTION CO.,Ltd. (7818) | Komori