Logistics, Energy and Procurement Risks Arising from Developments Involving Russia and Ukraine
First written in FY2022. 2 of 6 entries say "Materialised", first in FY2023-Q2. Latest entry: FY2026.
Regal moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).
The whole theme swung hardest in 2022: 22 of 37 companies on the "Worse" side.
5 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「If the destabilization of the international situation and stronger U.S. tariff policies cause disruptions in logistics or higher energy prices, resulting in higher prices for materials, leather shoes and other items used in the manufacturing and sale of products by our Group, delays in procuring them, or difficulty passing these higher costs on to selling prices,」
International situation risks previously centered on the Russia-Ukraine situation have been reorganized to include U.S. tariff policies, difficulty passing on higher costs and procurement delays. - FY2024ReframedAnnual report
「If the prolonged Russia-Ukraine situation, the Palestine-Israel war, tensions in China-Taiwan relations and other factors cause disruptions in logistics or higher energy prices, resulting in higher prices for materials, leather shoes and other items used in the manufacturing and sale of products by our Group, or delays in procuring them,」
The international situation risk previously centered on the Russia-Ukraine situation has been expanded to include the Palestine-Israel war and tensions in China-Taiwan relations. - FY2023-Q3MaterialisedAnnual report
「Supply chain disruptions caused by geopolitical risks and other factors continue, resulting in delays in the supply of raw materials and delivery delays and stockouts of imported brands, casual shoes and other products sourced overseas. Although conditions are gradually improving, the situation remains such that products cannot be rolled out as planned.」
Supply chain disruptions continue to materialize as delays in the supply of raw materials and delivery delays and stockouts of products sourced overseas. - FY2023-Q2MaterialisedAnnual report
「Supply chain disruptions caused by geopolitical risks, including the Russia-Ukraine conflict, have resulted in delivery delays and stockouts of imported brands, casual shoes and other products sourced overseas, and the situation remains difficult.」
Supply chain disruptions stemming from the Russia-Ukraine situation have materialized as delivery delays and stockouts of products sourced overseas. - FY2023-Q1WorsenedAnnual report
「Amid continuing uncertainty over the outlook due to the surge in global crude oil and raw-material prices and fluctuations in foreign exchange rates caused by the sharp depreciation of the yen, as well as geopolitical risks including the Russia-Ukraine situation, the company’s business environment remains challenging.」
In addition to geopolitical risks associated with the Russia-Ukraine situation, soaring crude oil and raw-material prices and foreign-exchange fluctuations caused by the sharp depreciation of the yen were identified as business-environment risks. - FY2022First statedAnnual report
「Due to the impact of the Russia-Ukraine situation since February 2022, if logistics disruptions or soaring energy prices result in higher prices or procurement delays for materials, leather shoes and other items related to the group’s manufacturing and sales operations, this could affect the group’s business performance and financial condition.」
Logistics disruptions, soaring energy prices, higher prices and procurement delays for materials and leather shoes arising from the Russia-Ukraine situation were identified as new major risks.