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Lapine (8143) · RiskReframed

Currency, Supply and Intellectual Property Risks Associated with Overseas Production

First written in FY2017. 6 of 10 entries say "Restated". Latest entry: FY2026.

10entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2019RestatedFY2024-Q3 – FY20242017: 120172018: 120182019: 120192020: 020202021: 020212022: 120222023: 320232024: 220242025: 020252026: 12026
Same theme, other companies
Country Risks Associated with Asian Contract Manufacturers and Production LocationsA theme 7 companies write about · 7 as a headwind · 0 as a tailwind

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

0 other companies' 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「The Group outsources the production of most of its planned products to partner factories in Japan, while the production of certain products is outsourced to China and other overseas locations.」

    While continuing to identify the risks of foreign exchange fluctuations, disasters, infectious diseases, higher costs and difficulty importing products associated with outsourced overseas production, the company explicitly states that most products are produced at partner factories in Japan.
  2. FY2024RestatedAnnual report

    「The production of certain products is outsourced to China and other overseas locations. This creates risks such as foreign exchange fluctuations, terrorism, natural disasters and infectious diseases. If these risks result in higher costs or difficulty importing products, they could affect the Group’s operating results.」

    The company continues to address the risks of foreign exchange fluctuations, disasters, infectious diseases, higher costs and difficulty importing products associated with outsourced overseas production, including through coordination with suppliers.
  3. FY2024-Q3RestatedAnnual report

    「Amid mounting pressure for higher raw material prices, the company continued to control manufacturing and procurement, pursue ways to reduce manufacturing costs, and cut fixed and variable expenses, striving to secure an appropriate level of profit and address the challenging business environment in recent years.」

    The company continues to recognize the pressure for higher raw material prices and the burden of manufacturing and procurement costs, and is addressing them through cost reductions and expense cuts.
  4. FY2024-Q1WorsenedAnnual report

    「In addition, amid mounting pressure for higher manufacturing and procurement costs, the company continues to control manufacturing and procurement, pursue ways to reduce manufacturing costs, and cut fixed and variable expenses」

    In addition to the traditional raw material price and foreign exchange risks associated with overseas production and procurement, the company explicitly identifies mounting pressure for higher manufacturing and procurement costs as an operational burden.
  5. FY2023RestatedAnnual report

    「The production of certain products is outsourced to China and other overseas locations. This creates risks such as foreign exchange fluctuations, terrorism, natural disasters and infectious diseases. If these risks result in higher costs or difficulty importing products, they could affect the Group’s operating results.」

    The company continues to address the risks of foreign exchange fluctuations, disasters, infectious diseases, higher costs and difficulty importing products associated with outsourced overseas production.
  6. FY2023-Q3RestatedAnnual report

    「The outlook remained uncertain because of downside risks to the economy, including the impact of higher resource prices resulting from the prolonged situation in Ukraine and the rapid depreciation of the yen.」

    The company continues to disclose concerns about the supply and cost environment arising from overseas conditions, resource prices and yen depreciation.
  7. FY2023-Q1WorsenedAnnual report

    「The outlook remained uncertain because of concerns over the impact on supply chains from lockdowns under China’s zero-COVID policy and the prolonged situation in Ukraine, as well as surging resource and raw-material prices and the continuing depreciation of the yen.」

    In addition to the traditional foreign exchange and supply risks associated with overseas production and supply, the company explicitly identifies concerns about the impact of lockdowns in China, the situation in Ukraine, supply chains, and surging resource and raw material prices.
  8. FY2019RestatedAnnual report

    「The production of certain products is outsourced to China and other overseas locations. This creates risks such as foreign exchange fluctuations, terrorism, natural disasters and infectious diseases. If these risks result in higher costs or difficulty importing products, they could affect the Group’s operating results.」

    The company continues to address the risks of foreign exchange fluctuations, terrorism, disasters, infectious diseases, higher costs and difficulty importing products associated with outsourced overseas production.
  9. FY2018RestatedAnnual report

    「The production of certain products is outsourced to China and other overseas locations. This creates risks such as foreign exchange fluctuations, terrorism, natural disasters and infectious diseases. If these risks result in higher costs or difficulty importing products, they could affect the Group’s results.」

    The company continues to disclose the risks of foreign exchange fluctuations, terrorism, disasters, infectious diseases, higher costs and difficulty importing products associated with outsourced overseas production.
  10. FY2017First statedAnnual report

    「The production of certain products is outsourced to China and other overseas locations. This creates risks such as foreign exchange fluctuations, terrorism, natural disasters and infectious diseases. If these risks result in higher costs or difficulty importing products, they could affect the Group’s results.」

    The company identifies higher costs and difficulty importing products resulting from foreign exchange fluctuations, disasters and infectious diseases associated with outsourced overseas production as risks. It also identifies the risk that licenses for intellectual property rights from overseas companies may not continue.
Moved together

"Improving and Strengthening the Profitability of the Company-Operated Retail Business and Achieving Steady Growth" moved the same way as this thread, in the same document, in 2 of its 10 moves.

222★123
  1. ★This thread
  2. 1Improving and Strengthening the Profitability of the Company-Operated Retail Business and Achieving Steady Growth2×
  3. 2Revenue Growth and Operating Loss in the Retail Business2×
  4. 3Maintaining and expanding net sales through 2024 and establishing a stable operating profit structure2×

★ 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
Lapine's next results are scheduled for 2026-10-14. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Currency, Supply and Intellectual Property Risks Associated with Overseas Production | LAPINE CO.,LTD. (8143) | Komori