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Aeon (8267) · RiskMitigated

Loss of Trust Due to Declining Food Safety and Quality

First written in FY2017. 2 of 5 entries say "Worsened", first in FY2022. Latest entry: FY2026.

5entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017WorsenedFY2022 – FY2026-H12017: 120172018: 020182019: 020192020: 020202021: 020212022: 120222023: 020232024: 020242025: 220252026: 12026
Same theme, other companies
Risk of business impact from food poisoning, hygiene issues, and food labeling errorsA theme 57 companies write about · 59 as a headwind · 0 as a tailwind

Aeon moved to the "Worse" side of this theme in 2022, 3 years before the typical company in this theme (2025).

The whole theme swung hardest in 2025: 3 of 15 companies on the "Worse" side.

6 other companies' latest entry also says "Mitigated".

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.
Showing 14 of the 57 companies compared. The sentences above are computed from all 57.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Although the company was affected in the second half by the suspension of sales of handmade rice balls and other products, existing-store sales began to improve toward the latter part of the period as a result of measures to prevent recurrence and efforts to resume sales.」

    After the inappropriate food best-before date labeling incident, advanced measures to prevent recurrence and resume sales, and existing-store sales began to improve in the latter part of the period.
  2. FY2026-H1MaterialisedAnnual report

    「Following inappropriate cases involving best-before date labeling on in-store processed products at some stores, the company has suspended production of handmade rice balls, boxed meals and prepared foods. The investigation into misconduct at all stores was completed on 29 August, and the company will rigorously implement measures to prevent recurrence.」

    Regarding food safety and quality risks, stated that an inappropriate incident involving best-before date labeling on MiniStop's in-store processed products had occurred, production had been suspended, and the investigation of all stores had been completed.
  3. FY2025WorsenedAnnual report

    「However, if an accident or other incident attributable to the group's private-brand products occurs, if the group suspends sales due to foreign matter contamination or similar issues, if manufacturers raise prices or product procurement is disrupted because of higher-than-expected raw material prices or logistics costs, sharp exchange-rate fluctuations or unfavorable weather, or if the group's initiatives concerning reduced environmental impact or human rights are deemed insufficient, the group's business, financial condition and results of operations may be affected through lower sales, higher cost of sales and brand damage resulting from a loss of customer trust.」

    Further expanded food and private-brand safety and quality risks into procurement and brand risks involving sharp exchange-rate movements, weather, raw material and logistics costs, human rights considerations, and inadequate environmental initiatives.
  4. FY2022WorsenedAnnual report

    「However, if an accident or other incident attributable to the group's private-brand products occurs, if the group suspends sales due to foreign matter contamination or similar issues, if manufacturers raise prices or product procurement is disrupted because of higher-than-expected raw material prices or logistics costs or the effects of unfavorable weather, or if the group's initiatives to reduce environmental impact are deemed insufficient, the group's business, financial condition and results of operations may be affected through lower sales, higher cost of sales and brand damage resulting from a loss of customer trust.」

    Expanded food and private-brand safety and quality risks into product development and procurement risks, including raw material prices, logistics costs, procurement disruptions and assessments of initiatives to reduce environmental impact.
  5. FY2017First statedAnnual report

    「If consumer trust in the safety and quality of the food products provided by the group declines for any reason, incidents such as foreign matter contamination may occur during manufacturing by the group's business partners or at the point of sale in stores. If the group consequently takes measures such as suspending sales of the products at multiple stores, sales at stores, including the food division, may decline.」

    Identified as risks a loss of trust due to foreign matter contamination or food fraud, suspension of sales, and a decline in store sales.
Moved together

"International Operations Turn Loss-Making" moved the same way as this thread, in the same document, in 4 of its 5 moves.

433333★123456
  1. ★This thread
  2. 1International Operations Turn Loss-Making4×
  3. 2Downside Risks to Domestic and Overseas Economic Conditions and Uncertainty in the Operating Environment3×
  4. 3Higher Labor Costs Due to Minimum Wage Increases, Social Insurance Premiums, etc.3×
  5. 4Higher Borrowing Costs Due to Rising Interest Rates3×
  6. 5Talent Acquisition and Development amid Tight Labor Market Conditions3×
  7. 6Environmental Issues, Including Soil Contamination, at Owned Real Estate3×

★ 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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Loss of Trust Due to Declining Food Safety and Quality | AEON CO.,LTD. (8267) | Komori