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Ministop (9946) · RiskWorsened

Disruptions to Procurement and Distribution Networks

First written in FY2017. 9 of 13 entries say "Restated". Latest entry: FY2026.

13entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2022-Q3WorsenedFY2024 – FY20262017: 320172018: 120182019: 120192020: 220202021: 220212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies

Ministop moved to the "Worse" side of this theme in 2024, the same year as the typical company in this theme.

The whole theme swung hardest in 2025: 5 of 7 companies on the "Worse" side.

4 other companies' latest entry also says "Worsened".

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 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「A shortage of personnel among delivery staff and delivery contractors, inadequate infrastructure, natural disasters, accidents during delivery and other events may disrupt product delivery services. Sales and profit may decline due to the introduction of limits on overtime for automobile driving work under the Working Style Reform-related laws and other factors.」

    The logistics risks were specified as including personnel shortages among delivery staff and contractors, inadequate infrastructure, natural disasters, accidents, and lower sales and profit resulting from overtime regulations.
  2. FY2025MaterialisedAnnual report

    「A logistics center problem that occurred in October 2024 delayed or disrupted product supplies and affected daily sales per store.」

    The risk of logistics network disruption materialized as delays and shortages in product supplies caused by a logistics center problem in Vietnam, affecting daily sales per store.
  3. FY2024WorsenedAnnual report

    「Because the Working Style Reform-related laws will cap overtime for automobile driving work at 960 hours per year from 1 April 2024, our operating profit may decline as freight rates charged to shipper companies increase.」

    The logistics risk was specified as including the potential for higher freight rates and lower operating profit resulting from the 2024 problem, in addition to conventional natural disasters and system disruptions.
  4. FY2022-Q3RestatedAnnual report

    「During the current third-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to existing risks, including procurement and distribution network disruptions.
  5. FY2022-Q2RestatedAnnual report

    「During the current second-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to existing risks, including procurement and distribution network disruptions.
  6. FY2021-Q3RestatedAnnual report

    「During the current third-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to existing business and other risks, including procurement and distribution network disruptions.
  7. FY2021-Q2RestatedAnnual report

    「During the current second-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to existing risks, including procurement and distribution network disruptions.
  8. FY2020-Q3RestatedAnnual report

    「During the current third-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to existing risks, including procurement and distribution network disruptions.
  9. FY2019-Q3RestatedAnnual report

    「During the current third-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to existing risks, including procurement and distribution network disruptions.
  10. FY2019-Q2RestatedAnnual report

    「During the current second-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to existing risks, including procurement and distribution network disruptions.
  11. FY2018-Q2RestatedAnnual report

    「During the current second-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding procurement and distribution network disruptions.
  12. FY2018-Q1RestatedAnnual report

    「During the current first-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding procurement and distribution network disruptions.
  13. FY2017First statedAnnual report

    「If procurement and distribution network disruptions occur due to earthquakes or other natural disasters, computer viruses or other causes, the Group may be affected by damaged or spoiled products, lost business opportunities, repair costs and other consequences.」

    Disruptions to procurement and logistics networks caused by natural disasters or computer viruses are identified as risks to products, sales opportunities and costs.
Moved together

"Turning the Overseas Business Profitable" moved the same way as this thread, in the same document, in 2 of its 13 moves.

222222★123456
  1. ★This thread
  2. 1Turning the Overseas Business Profitable2×
  3. 2Deteriorating earnings environment due to surging raw material prices and logistics instability2×
  4. 3Uncertain business environment due to yen appreciation, falling stock prices and concerns over an overseas slowdown2×
  5. 4Improving domestic store profitability and expanding chain scale2×
  6. 5Decline in the Market Prices of Shares Held2×
  7. 6Bad debts on franchisee loan accounts2×

★ 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 Ministop yet.
News
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Disruptions to Procurement and Distribution Networks | MINISTOP CO.,LTD. (9946) | Komori