Yamada Holdings (9831) · RiskMitigated
Quality, Supply and Demand Risks for Proprietary Brand Products
First written in FY2016. 1 of 2 entries say "Mitigated", first in FY2021. Latest entry: FY2021.
2entries
6years
0from disclosures
How it moved
Same theme, other companies
Risk of insufficient supply capacity and shutdowns at outsourced production partnersA theme 65 companies write about · 67 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2024: 10 of 32 companies on the "Worse" side.
15 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 65 companies compared. The sentences above are computed from all 65.Full recordFilings, disclosures and news, newest first
- FY2021MitigatedAnnual report
「Rather than relying on a single contract manufacturer, we are developing new manufacturing partners. (Currently, there are 2 for washing machines and 3 for refrigerators.)」
As measures to address supply risks for original-brand products, the company described diversifying contract manufacturers, developing new manufacturing partners, establishing a multiple-component supply system, and obtaining marine insurance. - FY2016First statedAnnual report
「If any quality problem arises with a product, or if a supply shortage or excess inventory results from a supply-demand gap, the Group's operating results and financial position may be affected.」
Quality and inventory risks for original-brand products such as "Herb Relax."