Instability in Product Procurement and Supply Chains
First written in FY2016. 5 of 12 entries say "Worsened", first in FY2021. Latest entry: 2026-08-06.
Yamada Holdings moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2025: 9 of 12 companies on the "Worse" side.
3 other companies' latest entry also says "Materialised".
- FY2025-H1MaterialisedAnnual report
「Housetec was affected by delays in the start and completion of construction by builders to which it supplied products, but」
Delays in the start and completion of construction by builders to which Housetec supplied products actually affected Housetec's sales. - FY2023MaterialisedAnnual report
「In the home-appliance retail industry, there was a decline in stay-at-home demand generated by the COVID-19 pandemic and lost sales opportunities due to reduced working hours caused by employee infections, changes in the competitive environment accompanying consumers' stronger preference for saving, shortages of some products, and higher product costs and other expenses following sharp increases in energy and raw-material prices, while」
Shortages of some products and higher product costs and other expenses caused by sharp increases in raw-material and energy prices actually emerged in the business environment during the fiscal year. - FY2023-Q3MaterialisedAnnual report
「There were shortages of housing materials due to the wood shock and delivery delays due to the Shanghai lockdown, but」
Shortages of housing materials and delivery delays caused by the Shanghai lockdown actually occurred in Housetec's business environment. - FY2023-Q2MaterialisedAnnual report
「An increase in undelivered products due to delayed arrivals caused by semiconductor shortages and supply-chain disruption」
The company stated that semiconductor shortages and supply-chain disruption delayed product arrivals and increased undelivered products. Supply-chain risks are materially affecting sales opportunities and performance. - FY2023-Q1WorsenedAnnual report
「There was a decline in stay-at-home demand generated by the COVID-19 pandemic, a stronger consumer preference for saving as awareness of the need to protect household finances rose, shortages of some products and higher costs associated with surging crude oil prices, among other factors, while」
The company explicitly identified shortages of some products as a factor in the sales environment during the quarter. It also reported product shortages and delivery delays associated with the situation in Ukraine and the Shanghai lockdown. - FY2022WorsenedAnnual report
「However, if relationships with business partners change or product supply becomes unstable due to global shortages of resources or components, the collapse of supply chains or other factors」
The company continued to identify resource and component shortages and supply-chain collapse as product supply risks. It also described measures including procurement from multiple business partners and weekly meetings to review procurement and inventory. - FY2022-Q3WorsenedAnnual report
「Regarding the second half of the fiscal year, although there are concerns that the recent wood shock and resulting surge in costs could affect profit, the company will minimize the impact by raising selling prices through value-added proposals, reducing costs and taking other measures.」
While expressing concern that the surge in costs caused by the wood shock could emerge as a factor affecting profit, the company stated that it would respond by raising selling prices and reducing costs. - FY2022-Q1WorsenedAnnual report
「In addition, conditions remain challenging due to the global semiconductor shortage, the so-called wood shock and the prolonged US-China trade friction.」
In addition to the previously identified risks of resource and component shortages, the company explicitly cited the global semiconductor shortage and the wood shock as specific factors affecting product supply and the business environment. - FY2021WorsenedAnnual report
「However, if relationships with business partners change or product supply becomes unstable due to global shortages of resources or components, the collapse of supply chains or other factors, or if normal product supply becomes difficult due to disruptions to logistics networks caused by natural disasters, traffic accidents or other events, the company may be unable to procure products as planned.」
Regarding product supply risks, the company explicitly added supply-chain collapse to the previously identified risks of resource and component shortages and logistics disruptions. - FY2016First statedAnnual report
「If relationships with business partners change, product supply becomes unstable because of global shortages of resources or components, or normal product supply becomes difficult because of disruptions to logistics networks caused by natural disasters or traffic accidents,」
The company stated that it may become unable to procure the required quantities at the required prices.