Risk of product supply disruptions due to natural or man-made disasters
First written in FY2022. 3 of 5 entries say "Worsened", first in FY2023-Q1. Latest entry: FY2024-Q3.
T.Kawabe & moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).
The whole theme swung hardest in 2026: 13 of 21 companies on the "Worse" side.
14 other companies' latest entry also says "Restated".
- FY2024-Q3RestatedAnnual report
「At the same time, concerns about adverse effects on the economy continued amid uncertainty caused by the prolonged situation in Ukraine, as well as sharp exchange-rate fluctuations and rising resource prices.」
Concerns over adverse effects on the business environment, including logistics and product supply, from the situation in Ukraine, exchange-rate fluctuations and high resource prices continued. - FY2023WorsenedAnnual report
「In addition to uncertainty resulting from the prolonged situation in Ukraine, concerns over adverse effects on the economy continued amid sharp exchange-rate fluctuations and rising resource prices.」
The prolonged situation in Ukraine, high resource prices and exchange-rate fluctuations continued to worsen the supply-chain environment, including logistics and product supply. - FY2023-Q2WorsenedAnnual report
「Concerns about adverse effects on the economy continued amid higher resource prices and logistics disruptions resulting from the prolonged situation in Ukraine, as well as sharp exchange-rate fluctuations and further yen depreciation.」
In addition to surging resource prices and logistics disruptions resulting from the prolonged situation in Ukraine, sharp exchange-rate fluctuations and the ongoing depreciation of the yen continue to worsen the supply chain and business environment. - FY2023-Q1WorsenedAnnual report
「Concerns remain about adverse effects on the economy from further increases in resource prices, logistics disruptions and the yen's depreciation, triggered by Russia's invasion of Ukraine.」
Logistics disruptions originating from Russia's invasion of Ukraine were identified as a factor exacerbating supply-chain risks affecting product supply and the business environment. - FY2022First statedAnnual report
「The group supplies products to its stores and customers through domestic and overseas logistics networks. However, if a natural disaster or human-caused disaster such as war were to occur in Japan or overseas, the group's supply chain could be affected, potentially disrupting its business and the supply of products.」
A supply-chain disruption risk due to natural disasters, war and other events was newly identified for product supply, which depends on domestic and overseas logistics networks.