Supply and Sales Impacts of Shipping Disruptions and Container Shortages
First written in FY2021. 4 of 7 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2023-Q3.
Kpp Group Holdings moved to the "Worse" side of this theme in 2021, 3 years before the typical company in this theme (2024).
The whole theme swung hardest in 2026: 8 of 11 companies on the "Worse" side.
11 other companies' latest entry also says "Restated".
- FY2023-Q3RestatedAnnual report
「Although New Zealand lost sales opportunities due to supply shortages, overall performance improved.」
The loss of sales opportunities due to supply shortages in New Zealand was disclosed again, indicating that supply constraint risk has continued. - FY2023-Q2WorsenedAnnual report
「During the cumulative second quarter of the consolidated fiscal year, the global economy experienced high inflation worldwide due to labor shortages and logistics disruptions caused by COVID-19, as well as rising energy prices triggered by Russia’s invasion of Ukraine. Although New Zealand lost sales opportunities due to supply shortages, overall performance remained strong as results improved.」
In addition to labor shortages and logistics disruptions, the loss of sales opportunities due to supply shortages was disclosed, indicating that the impact of supply constraints has continued. - FY2023-Q1MaterialisedAnnual report
「The indent business fell below the previous year because securing products was constrained by container shortages and allocation.」
Difficulty securing products due to container shortages and supply allocation was reflected in the actual performance of the Southeast Asian indent business, which fell below the previous year. - FY2022WorsenedAnnual report
「Product shortages have also become commonplace due to supply chain disruptions caused by shortages of port workers and containers.」
In addition to shipping disruptions and container shortages, shortages of port workers, commonplace product shortages and supply chain disruptions have been explicitly identified, with supply constraints continuing and expanding. - FY2022-Q3WorsenedAnnual report
「Uncertainty about the outlook continued due to the renewed spread of infections caused by COVID-19 variants, a global semiconductor shortage, and disruption to global supply chains stemming from disruptions to maritime transport.」
In addition to the previous shipping disruptions and container shortages, global supply chain disruptions, including semiconductor shortages, have been explicitly identified, broadening the factors contributing to uncertainty in the supply environment. - FY2022-Q2WorsenedAnnual report
「Uncertainty about the outlook continues amid disruptions to supply chains and rising inflation, among other factors.」
In addition to the previous shipping disruptions and container shortages, supply chain disruptions and rising inflation have been explicitly identified as factors contributing to uncertainty in the business environment. - FY2021First statedAnnual report
「In the paper raw materials business, both volume and sales of waste paper declined slightly from the previous year, affected by lower waste paper generation due to declining demand for paper and container shortages caused by shipping disruptions.」
The fact that shipping disruptions and container shortages affected declines in waste paper volume and sales was identified for the first time as a standalone external factor.