Komori
Makiya (9890) · RiskRestated

Impact of infectious disease outbreaks on product supply and business continuity

First written in FY2016. 9 of 17 entries say "Restated". Latest entry: FY2026.

17entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019RestatedFY2021-Q2 – FY2022-Q3RestatedFY2024-Q2 – FY20262016: 120162017: 120172018: 120182019: 120192020: 320202021: 420212022: 220222023: 320232024: 020242025: 020252026: 12026
Same theme, other companies
Risk of COVID-19 impacts on business activities, supply chains, demand and financial performanceA theme 1257 companies write about · 1269 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2020: 103 of 175 companies on the "Worse" side.

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 1283 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Regarding the impact of COVID-19, the company considers the underlying risks and its response policy to be equivalent to those for influenza and other infectious diseases.」

    The company continues to disclose infectious disease risks, including COVID-19, and its response policy of maintaining stockpiles, monitoring signs of outbreaks and establishing a response office.
  2. FY2024-Q2RestatedAnnual report

    「Although consumption of services and inbound tourism has normalized and is gradually recovering following the reclassification of COVID-19 to Class 5 and other developments, concerns remain about rising prices and a slowdown in overseas economies, and the outlook remains uncertain.」

    The company describes the normalization and recovery of consumption following the reclassification of COVID-19 to Class 5, while continuing to recognize an uncertain outlook, including infectious disease risks.
  3. FY2024-Q1MitigatedAnnual report

    「Although consumption of services and inbound tourism has normalized and is gradually recovering following the reclassification of COVID-19 to Class 5 and other developments, concerns remain about rising prices and a slowdown in overseas economies, and conditions remain uncertain.」

    The company states that consumption of services and inbound tourism has normalized and is gradually recovering following the reclassification of COVID-19 to Class 5. It does not explicitly state that infectious disease risks have disappeared.
  4. FY2023RestatedAnnual report

    「Regarding the impact of COVID-19, the company considers the underlying risks and its response policy to be equivalent to those for influenza and other infectious diseases.」

    The company has reconfirmed its policy of including COVID-19 among its existing infectious disease risks and managing its effects on product supply, employee infections and business continuity in the same manner.
  5. FY2023-Q1WorsenedAnnual report

    「Although economic activity showed signs of recovery against the backdrop of increased activity following the easing of restrictions, conditions remain difficult to forecast, including concerns about the impact of the seventh wave of COVID-19 infections.」

    The company describes a recovery following the easing of activity restrictions, while newly specifying concerns about the impact of the seventh wave of COVID-19 infections.
  6. FY2022-Q3Continued decline following the surge in infection-prevention demandAnnual report

    「In the Non-Food division, sales fell below the year-earlier period due to a decline following the increase in demand for infection-prevention products caused by COVID-19 last year, as well as sluggish sales of summer and winter seasonal products resulting from unfavorable weather.」

    The decline following the previous fiscal year's increase in demand for infection-prevention products associated with COVID-19 appeared as lower sales in the Non-Food division during the current quarter.
  7. FY2022-Q2Continued decline following the surge in infectious disease-related demandAnnual report

    「During the first six months of the previous fiscal year, demand for infection-control products and food, driven by the spread of COVID-19 and restrictions on going out, increased. During the first six months of the current fiscal year, however, that demand declined from the same period of the previous year, while adverse weather caused summer seasonal products to perform poorly, resulting in lower operating revenue.」

    The decline in demand following the previous fiscal year's increase in demand for infection-prevention products, food and other items continued to appear in actual sales trends during the second quarter of the current fiscal year.
  8. FY2022-Q1Decline following the surge in infectious disease-related demandAnnual report

    「In the previous fiscal year, demand for infection-prevention products and food and other items increased against the backdrop of the spread of COVID-19 and people refraining from going out. In the cumulative first quarter of the current fiscal year, however, demand declined year on year as a result of the subsequent reaction.」

    After demand for infection-prevention products, food and other items increased in the previous fiscal year, the resulting decline in demand appeared in actual sales trends during the first quarter of the current fiscal year.
  9. FY2021RestatedAnnual report

    「Regarding the impact of COVID-19, the company considers the underlying risks and its response policy to be equivalent to those for influenza and other infectious diseases.」

    The company has reconfirmed its policy of including COVID-19 among its existing infectious disease risks and managing its effects on product supply, employee infections and business continuity in the same manner.
  10. FY2021-Q3RestatedAnnual report

    「Although current business conditions have remained favorable due to increased preference for home dining and higher demand for disinfectants and hygiene products resulting from lifestyle changes in the era of living with COVID-19,」

    The company has reconfirmed that the increased preference for home dining and higher demand for disinfectants and hygiene products associated with COVID-19 continue.
  11. FY2021-Q2RestatedAnnual report

    「Although current business conditions have remained favorable due to increased preference for home dining and higher demand for disinfectants and hygiene products resulting from lifestyle changes in the era of living with COVID-19,」

    The increased preference for home dining and higher demand for disinfectants and hygiene products associated with COVID-19 continue, with the impact of infectious disease appearing in actual demand trends.
  12. FY2021-Q1MaterialisedAnnual report

    「Although changes in lifestyles resulting from activity restrictions and other measures have temporarily increased demand for home dining through stay-at-home consumption, as well as demand for disinfectants and hygiene products,」

    The increase in demand for home dining and disinfectants and hygiene products associated with COVID-19 has appeared in actual sales trends, and the impact of infectious disease risks continues to occur.
  13. FY2020MaterialisedAnnual report

    「Regarding the impact of COVID-19, sales increased from temporary demand growth for infection-prevention products, food and other items from February 2020 onward. However, the company considers the underlying risks and its response policy to be equivalent to those for influenza and other infectious diseases.」

    The company explicitly includes COVID-19 among its existing infectious disease risks and states that temporary demand growth for infection-prevention products, food and other items from February 2020 onward actually contributed to higher sales.
  14. FY2019RestatedAnnual report

    「Demand for related products and supplies may rise sharply during outbreaks of influenza and other infectious diseases, making it impossible to provide sufficient quantities of related products to customers or distribute them to employees. In addition, if a mass infection occurs among employees, it may become difficult to continue business operations.」

    The company has reiterated the risks of product shortages, employee infections and difficulties continuing business operations resulting from infectious disease outbreaks.
  15. FY2018RestatedAnnual report

    「Demand for related products and supplies may rise sharply during outbreaks of influenza and other infectious diseases, making it impossible to provide sufficient quantities of related products to customers or distribute them to employees. In addition, if a mass infection occurs among employees, it may become difficult to continue business operations.」

    The company has reiterated the risks of product shortages, employee infections and difficulties continuing business operations resulting from infectious disease outbreaks.
  16. FY2017RestatedAnnual report

    「Demand for related products and supplies may rise sharply during outbreaks of influenza and other infectious diseases, making it impossible to provide sufficient quantities of related products to customers or distribute them to employees. In addition, if a mass infection occurs among employees, it may become difficult to continue business operations.」

    The company has reiterated the risks of product shortages, employee infections and difficulties continuing business operations resulting from infectious disease outbreaks.
  17. FY2016First statedAnnual report

    「Demand for related products and supplies may rise sharply during outbreaks of influenza and other infectious diseases, making it impossible to provide sufficient quantities of related products to customers or distribute them to employees. In addition, if a mass infection occurs among employees, it may become difficult to continue business operations.」

    The company identifies both surging demand and mass employee infections as risks to product sales and business continuity.
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"Providing high-quality products as a shopping agent at reassuringly low prices with warm service" moved the same way as this thread, in the same document, in 3 of its 17 moves.

332★123
  1. ★This thread
  2. 1Providing high-quality products as a shopping agent at reassuringly low prices with warm service3×
  3. 2Social Contributions Through Support for the Kumamoto Earthquake and the Kyushu Support Fair3×
  4. 3Market instability caused by China's economic slowdown and Brexit2×

★ 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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