Komori
Zett (8135) · RiskRestated

Risk of supply interruptions at overseas production bases due to political conditions, disasters and other factors

First written in FY2016. 4 of 12 entries say "Restated". Latest entry: FY2026.

12entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018MaterialisedFY2022-Q2 – FY2023-Q1MitigatedFY2024-Q1 – FY20242016: 120162017: 120172018: 120182019: 020192020: 120202021: 220212022: 320222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Country Risk at Asian Contract Manufacturers and Production LocationsA theme 11 companies write about · 11 as a headwind · 0 as a tailwind

Zett moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).

The whole theme swung hardest in 2020: 3 of 7 companies on the "Worse" side.

7 other companies' latest entry also says "Restated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「For some products, measures are being taken such as diversifying the countries of production and changing to domestic production in emergencies.」

    The Group continues to address supply risks by diversifying production countries and switching to domestic production in emergencies.
  2. FY2024MitigatedAnnual report

    「Converse basketball products achieved substantial sales growth as sales recovered from the decline caused by delivery delays in the same period of the previous year and the number of teams adopting the products increased following strengthened support for teams.」

    Sales recovered from the decline caused by delivery delays in the same period of the previous year, resulting in a recovery in Converse sales. The disclosure states that the impact of supply delay risk during the current period was reduced.
  3. FY2024-Q1MitigatedAnnual report

    「Converse basketball products performed steadily, due to a rebound from the decline caused by delivery delays in the same period of the previous year, as well as an increase in orders from new teams.」

    The disclosure states that Converse products performed steadily as sales rebounded from the decline caused by delivery delays at overseas partner factories in the same period of the previous year.
  4. FY2023-Q1MaterialisedAnnual report

    「Converse basketball products have struggled due to delivery delays at overseas partner factories.」

    Delivery delays at overseas partner factories actually materialized as weak performance in Converse basketball products.
  5. FY2022WorsenedAnnual report

    「The wholesale division experienced supply cancellations or delays for some products, particularly because production capacity overseas was strained due to the impact of the COVID-19 pandemic.」

    Strained overseas production capacity materialized as supply cancellations for some products, in addition to the supply delays experienced previously.
  6. FY2022-Q3WorsenedAnnual report

    「The wholesale division continues to experience supply cancellations or delays for some products, particularly because production capacity overseas has been strained due to the impact of the COVID-19 pandemic, but」

    In addition to the supply delays for some products described previously, the disclosure refers to supply cancellations, indicating that supply risks caused by strained overseas production capacity continue.
  7. FY2022-Q2MaterialisedAnnual report

    「Supplies of some products have been delayed due to strained production capacity at overseas partner companies.」

    The supply risk resulting from strained production capacity at overseas production bases actually materialized as delays in the supply of some products.
  8. FY2021RestatedAnnual report

    「If problems arise in the production environment in the overseas country of production, such as changes in political or social conditions, natural disasters or outbreaks of infectious diseases, product supplies may be suspended or delayed.」

    The disclosure reiterates the risk of supply interruptions or delays at overseas partner factories in China, Taiwan and elsewhere due to political conditions, disasters and infectious diseases.
  9. FY2020MaterialisedAnnual report

    「Business remained sluggish, partly due to delays in the arrival of products manufactured overseas as a result of the spread of COVID-19.」

    The supply risk associated with infectious diseases and other factors affecting overseas production actually materialized as delays in the arrival of products.
  10. FY2018RestatedAnnual report

    「If problems arise in the production environment in the overseas country of production, such as changes in political or social conditions, natural disasters or outbreaks of infectious diseases, product supplies may be suspended or delayed.」

    The disclosure reiterates the risk of supply interruptions or delays involving overseas partner factories in China, Taiwan and elsewhere.
  11. FY2017RestatedAnnual report

    「If problems arise in the production environment in the overseas country of production, such as changes in political or social conditions, natural disasters or outbreaks of infectious diseases, product supplies may be suspended or delayed.」

    The disclosure reiterates the risk of supply interruptions or delays at overseas partner factories in China, Taiwan and elsewhere due to political conditions, disasters, infectious diseases and other factors.
  12. FY2016First statedAnnual report

    「If problems arise in the production environment in the overseas country of production, such as changes in political or social conditions, natural disasters or outbreaks of infectious diseases, product supplies may be suspended or delayed.」

    Supply risk associated with dependence on local partner factories in China, Taiwan and elsewhere.
Moved together

"Strengthening the management platform, including human resources, IT and logistics" moved the same way as this thread, in the same document, in 3 of its 12 moves.

332222★123456
  1. ★This thread
  2. 1Strengthening the management platform, including human resources, IT and logistics3×
  3. 2Advancing the wholesale business3×
  4. 3Product planning, development capabilities and quality enhancement2×
  5. 4Cash Inflow from Operating Activities and Increase in Cash Balance2×
  6. 5Next-term initiatives under the theme “Attack with heart, skill and physical strength”2×
  7. 6Risk of impairment due to falling land prices and declining profitability2×

★ 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
No upcoming earnings preview for Zett yet.
News
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