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Makiya (9890) · RiskRestated

Suspension of Distribution Center Operations and Store Deliveries Due to Natural Disasters

First written in FY2016. 6 of 12 entries say "Materialised", first in FY2019-Q2. Latest entry: FY2026.

12entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018MaterialisedFY2019-Q2 – FY2020RestatedFY2021 – FY20262016: 120162017: 120172018: 220182019: 320192020: 220202021: 120212022: 020222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Risk of Store and Logistics Network Disruptions Due to Natural DisastersA theme 82 companies write about · 79 as a headwind · 5 as a tailwind

Makiya moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).

The whole theme swung hardest in 2026: 14 of 30 companies on the "Worse" side.

36 other companies' latest entry also says "Restated".

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 82 companies compared. The sentences above are computed from all 82.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The company will seek to diversify risk by dispersing logistics facilities, developing partner contractors in other regions and securing multiple logistics routes. However, if a disaster exceeds the anticipated scale, it may affect the operating results of the Group.」

    The company has reconfirmed its policy of diversifying logistics facilities, partner contractors and delivery routes, as well as the risk of disasters exceeding expectations.
  2. FY2023RestatedAnnual report

    「The company will seek to diversify risk by dispersing logistics facilities, developing partner contractors in other regions and securing multiple logistics routes. However, if a disaster exceeds the anticipated scale, it may affect the operating results of the Group.」

    The company has reconfirmed its response policy of diversifying logistics facilities, partner contractors and delivery routes, as well as the risk of disasters exceeding expectations.
  3. FY2021RestatedAnnual report

    「In the event of a major natural disaster such as an earthquake, or if road transportation networks and other infrastructure are disrupted by deteriorating weather conditions such as typhoons or heavy snow, products may be delayed or unable to arrive at logistics hubs, creating a risk that deliveries to individual stores will not be made.」

    It reiterates the risk of deliveries to logistics hubs being suspended and products not being delivered to stores due to natural disasters or adverse weather.
  4. FY2020MaterialisedAnnual report

    「Disaster-related losses 42,092 9,518」

    The company recorded ¥9.518 million in disaster-related losses during the current fiscal year and states that the business impact of natural disasters continues to occur in practice.
  5. FY2020-Q3MaterialisedAnnual report

    「Disaster-related losses 40,053 7,938」

    The company recorded ¥7.938 million in disaster-related losses in the cumulative third quarter of the current fiscal year and states that business impacts from natural disasters have occurred.
  6. FY2020-Q2MaterialisedAnnual report

    「Disaster losses 36,368 1,722」

    The company recorded ¥1.722 million as an extraordinary loss in the cumulative second quarter of the current fiscal year in connection with natural-disaster-related losses, and continues to disclose the occurrence of impacts from natural disasters.
  7. FY2019MaterialisedAnnual report

    「Disaster losses of ¥42.092 million have been recorded as extraordinary losses.」

    It states that disaster losses of ¥42 million due to a natural disaster were recorded as extraordinary losses for the fiscal year, indicating that the natural-disaster risk materialized.
  8. FY2019-Q3MaterialisedAnnual report

    「In addition, disaster losses of ¥40 million due to typhoon damage have been recorded as extraordinary losses.」

    It states that disaster losses of ¥40 million due to typhoon damage were recorded as extraordinary losses, indicating that the business impact of a natural disaster actually occurred.
  9. FY2019-Q2MaterialisedAnnual report

    「In addition, estimated disaster losses of ¥36 million due to typhoon damage have been recorded as extraordinary losses.」

    It states that disaster losses of ¥36 million due to typhoon damage were recorded as extraordinary losses, indicating that the business impact of a natural disaster actually occurred.
  10. FY2018RestatedAnnual report

    「In the event of a major natural disaster such as an earthquake, or if road transportation networks and other infrastructure are disrupted by deteriorating weather conditions such as typhoons or heavy snow, products may be delayed or unable to arrive at logistics hubs, creating a risk that deliveries to individual stores will not be made.」

    It reiterates the risk of deliveries to logistics hubs being suspended and products not being delivered to stores due to natural disasters or adverse weather.
  11. FY2017RestatedAnnual report

    「In the event of a major natural disaster such as an earthquake, or if road transportation networks and other infrastructure are disrupted by deteriorating weather conditions such as typhoons or heavy snow, products may be delayed or unable to arrive at logistics hubs, creating a risk that deliveries to individual stores will not be made.」

    It reiterates the risk of deliveries to logistics hubs being suspended and products not being delivered to stores due to natural disasters or adverse weather.
  12. FY2016First statedAnnual report

    「In the event of a major natural disaster such as an earthquake, or if road transportation networks and other infrastructure are disrupted by deteriorating weather conditions such as typhoons or heavy snow, products may be delayed or unable to arrive at logistics hubs, creating a risk that deliveries to individual stores will not be made.」

    It indicates that the suspension of deliveries to logistics hubs and failure to deliver to stores could affect operating results.
Moved together

"Uncertainty surrounding personal consumption due to sluggish employee income growth and stagnant consumer sentiment" moved the same way as this thread, in the same document, in 3 of its 12 moves.

333322★123456
  1. ★This thread
  2. 1Uncertainty surrounding personal consumption due to sluggish employee income growth and stagnant consumer sentiment3×
  3. 2Rising Labor Costs Due to Minimum Wage Increases and Other Factors3×
  4. 3Impairment Losses Relating to Unprofitable Stores3×
  5. 4Social Contributions Through Support for the Kumamoto Earthquake and the Kyushu Support Fair3×
  6. 5Market instability caused by China's economic slowdown and Brexit2×
  7. 6Providing high-quality products as a shopping agent at reassuringly low prices with warm service2×

★ 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.

When this could move next
No upcoming earnings preview for Makiya yet.
News
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Suspension of Distribution Center Operations and Store Deliveries Due to Natural Disasters | MAKIYA CO.,LTD. (9890) | Komori