Supply Chain and Procurement Risks for Business Systems
First written in FY2021. 6 of 9 entries say "Worsened", first in FY2022-Q1. Latest entry: FY2025.
U-Next Holdings moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 34 of 53 companies on the "Worse" side.
11 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「The Group is securing a stable supply chain, ensuring the continued provision of products, and reviewing selling prices and the cost structure.」
The company continues to recognize the risks of supply chain instability, higher procurement prices and an inability to secure the required quantities, and is responding by securing stable procurement and reviewing prices and the cost structure. - FY2024RestatedAnnual report
「Securing a stable supply chain, ensuring the continued provision of products, and reviewing selling prices and the cost structure」
The business systems segment continues to recognize the risk of supply chain instability and is responding by securing stable procurement, ensuring continuous supply, and reviewing prices and the cost structure. - FY2023-Q3WorsenedAnnual report
「Price increases for various goods have continued because of severe labor shortages and rising labor, raw material, transportation and utility costs.」
Labor shortages and higher labor, raw material, transportation and utility costs continue to worsen the procurement and cost environment. - FY2023-Q2WorsenedAnnual report
「Meanwhile, global inflation driven by food and energy shortages resulting from the situation in Ukraine and other factors has continued. Higher raw material, transportation and utility costs caused by exchange rates, avian influenza and other factors have led to a continuing wave of price increases across all sectors.」
In addition to global inflation, exchange rates, avian influenza, and higher raw material, transportation and utility costs continue to worsen the procurement and cost environment. - FY2022WorsenedAnnual report
「Meanwhile, global inflation driven by food and energy shortages resulting from the situation in Ukraine and other factors has continued. The rapid and historic depreciation of the yen has driven up raw material and utility costs, increasing procurement costs for many companies and businesses and forcing them to revise product prices.」
The supply chain and procurement environment continues to be affected by the situation in Ukraine, global inflation, higher raw material and utility costs caused by the rapid depreciation of the yen, and product price revisions. - FY2022-Q3WorsenedAnnual report
「Meanwhile, global inflation driven by food and energy shortages resulting from the situation in Ukraine and other factors has continued. In addition, the rapidly advancing depreciation of the yen has driven up raw material and utility costs, forcing many companies and businesses to review their product prices.」
The company states that the procurement and cost environment surrounding businesses continues to be affected by inflation driven by the situation in Ukraine and other factors, the weaker yen, and higher raw material and utility costs, forcing businesses to review their product prices. - FY2022-Q2WorsenedAnnual report
「The rapid increase in infections has affected business activities, with some businesses unable to secure the required number of employees and forced to close temporarily or reduce operating hours. In addition, rising transportation costs due to higher crude oil prices, higher raw material costs for agricultural products and other items caused by adverse weather, logistics congestion, and higher prices for imported goods due to the weaker yen are having a major impact on the Japanese economy.」
Higher crude oil and raw material costs, logistics congestion and higher prices for imported goods due to the weaker yen have occurred simultaneously, adding factors worsening the supply chain and procurement environment, including for business systems. - FY2022-Q1WorsenedAnnual report
「Together with price increases for various products caused by soaring crude oil and raw material costs and global shortages of electronic components and other items, these factors are affecting Japan’s recovering economy.」
The company states that soaring crude oil and raw material costs and global shortages of electronic components and other items have materialized as constraints on the economic recovery. - FY2021First statedAnnual report
「Political and economic turmoil, social disruption caused by infectious diseases, war and terrorism, changes in global supply and demand structures, and the worldwide spread of COVID-19 have affected the entire supply chain, from suppliers and production to logistics networks. Depending on the status of any future infectious disease, the supply chain may also be affected, and if the required quantities cannot be secured at stable prices, the Group’s business performance may be affected.」
Based on the past impact of the spread of COVID-19 on suppliers, production and logistics networks, the company has identified securing the required quantities of parts and materials and rising prices as new risks for its business systems segment.