Risk of factory shutdowns and food ingredient supply disruptions
First written in FY2016. 3 of 5 entries say "Restated". Latest entry: FY2023.
Sagami Holdings moved to the "Worse" side of this theme in 2023, 4 years after the typical company in this theme (2019).
The whole theme swung hardest in 2026: 14 of 33 companies on the "Worse" side.
7 other companies' latest entry also says "Worsened".
- FY2023WorsenedAnnual report
「Damage to facilities, supply chain disruptions and business suspensions caused by intensifying natural disasters: Major natural disasters may cause damage to factories, stores and other facilities, supply chain disruptions, business suspensions and other losses.」
The TCFD analysis newly assesses the impact of damage to facilities, supply chain disruptions and business suspensions caused by natural disasters as “high,” with an impact exceeding ¥500 million and an occurrence period ranging from the short to long term. - FY2022RestatedAnnual report
「The company has production facilities in Ichinomiya, Aichi Prefecture; Tobishima, Ama District, Aichi Prefecture; and Iruma, Saitama Prefecture.」
The disclosure reiterates production facilities in 3 regions and the risk of supply disruptions caused by disasters and food safety issues. - FY2021RestatedAnnual report
「The Group has production facilities for frozen noodles and kaeshi sauces used at its restaurants in Ichinomiya, Aichi Prefecture; Tobishima, Ama District, Aichi Prefecture; and Iruma, Saitama Prefecture. If natural disasters such as earthquakes and typhoons or food safety issues such as food poisoning occur at these facilities, disrupting production activities or the supply of food ingredients to stores, operating results and financial condition may be affected.」
The disclosure reiterates production facilities in 3 regions and the risk of supply disruptions caused by disasters and food safety issues. - FY2017RestatedAnnual report
「The Group has production facilities for frozen noodles and kaeshi sauces used at its restaurants in Ichinomiya, Aichi Prefecture; Tobishima, Ama District, Aichi Prefecture; and Iruma, Saitama Prefecture. If natural disasters such as earthquakes and typhoons or food safety issues such as food poisoning occur at these facilities, disrupting production activities or the supply of food ingredients to stores, operating results and financial condition may be affected.」
The disclosure continues to describe production facilities in 3 regions and the risk of supply disruptions caused by disasters and food safety issues. - FY2016First statedAnnual report
「The Group has production facilities for frozen noodles and kaeshi sauces used at its restaurants in Ichinomiya, Aichi Prefecture; Tobishima, Ama District, Aichi Prefecture; and Iruma, Saitama Prefecture. If natural disasters such as earthquakes and typhoons or food safety issues such as food poisoning occur at these facilities, disrupting production activities or the supply of food ingredients to stores, operating results and financial condition may be affected.」
The disclosure describes the structure of having production facilities in 3 regions and the possibility of supply disruptions caused by disasters and food poisoning.