Komori
People (7865) · RiskRestated

Stockouts of play equipment and bicycles and lost sales opportunities due to a sharp increase in stay-at-home demand

First written in FY2021-Q1. 4 of 7 entries say "Mitigated", first in FY2021-Q3. Latest entry: FY2022.

7entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021-Q1MitigatedFY2021-Q3 – FY2022-Q32020: 320202021: 320212022: 12022
Same theme, other companies
Stockouts of play equipment and bicycles due to a sharp increase in stay-at-home demandA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2022RestatedAnnual report

    「During the current fiscal year, shipments for U.S. sales were disrupted throughout the year due to the impact of the ocean container shortage on shipment plans. However, the company secured containers by every means possible, and sales still increased 51.6% from the previous fiscal year.」

    Although discrepancies in shipping plans caused by container shortages continued throughout the year, the company maintained and expanded sales by securing containers.
  2. FY2022-Q3MitigatedAnnual report

    「By preparing ample inventory replenishment early to minimize stockouts of popular standard products, the company was able to minimize the effects specific to the current period of the pandemic, such as material shortages.」

    In response to the risk of stockouts during surges in demand that became apparent in the previous year, the company prepared ample replenishment inventory for popular standard products early and contained the impact.
  3. FY2022-Q1MitigatedAnnual report

    「Because the company was able to arrange supplies without the stockouts caused by the sharp increase in demand seen in the same quarter of the previous year, the products contributed steadily to sales during the current quarter.」

    The company avoided the stockouts caused by a sharp increase in demand in the same quarter of the previous year, arranged bicycle products smoothly during the current quarter, and converted them into sales.
  4. FY2021MitigatedAnnual report

    「In light of the risk of manufacturing and transportation delays, the company accepts a certain level of inventory risk in determining the volume and timing of deliveries based on internal demand forecasts, thereby maintaining a structure designed to avoid missing sales opportunities as far as possible.」

    To address stockouts and lost sales opportunities caused by manufacturing and transportation delays, the company moved toward an operating model that accepts a certain level of inventory risk based on demand forecasts.
  5. FY2021-Q3MitigatedAnnual report

    「In the category, indoor play equipment White Active Kids’ Gym (¥19,800) and outdoor ride-on product Kettā Cycle, available in various models at open prices, demonstrated the strength of established products. Shipments in the third quarter were significantly above the previous year, making a substantial contribution to the company’s sales growth.」

    For the playground equipment and ride-on product category, which had experienced repeated stockouts and supply issues through the previous quarter, shipments during the current quarter were substantially higher than in the previous year, and direct references to supply constraints were no longer included.
  6. FY2021-Q2WorsenedAnnual report

    「Even after restrictions on going out were lifted, the play equipment and vehicles category continued to sell far better than expected. Shipments of the standard products 白いわんぱくジム, priced at ¥19,800, and ケッターサイクル, available in various models at open prices, substantially exceeded the previous year despite repeated stockouts and replenishments, making a major contribution to sales growth in the quarter.」

    Repeated stockouts and supply shortages of the Shiroi Wanpaku Gym and Ketter Cycle occurred in response to surging demand, and supply constraints continued.
  7. FY2021-Q1First statedAnnual report

    「The play equipment and ride-on category performed very strongly as people refrained from going out. Orders for the staple indoor play equipment White Active Kids’ Gym (¥19,800) surged, particularly through online retailers. Kettā Cycle also saw a surge in demand, including an increase in customer-specific orders, but supply could not keep up with the rapid increase in demand for either product, resulting in lost sales opportunities due to stockouts.」

    The surge in demand for indoor play amid calls to refrain from going out caused actual supply shortages and stockouts of the Shiroi Wanpaku Gym and Ketter Cycle, resulting in lost sales opportunities.
Moved together

"Toy Sales Supported by Staple Products in the Educational Category" moved the same way as this thread, in the same document, in 4 of its 7 moves.

443332★123456
  1. ★This thread
  2. 1Toy Sales Supported by Staple Products in the Educational Category4×
  3. 2Gaining market share by launching new products in the girls' hobby market4×
  4. 3Launch of New Products and Expansion of Target Age Range3×
  5. 4Offsetting weaker domestic sales with increased overseas shipment volumes3×
  6. 5Playground Rides Category Exceeds Prior Year, Increasing Its Share of Sales3×
  7. 6Rebuilding Domestic Sales and Recovering Existing Market Share2×

★ 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.

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