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Valor Holdings (9956) · RiskWorsened

Risk of Store Operations and Procurement Disruptions Due to Natural Disasters and Infectious Diseases

First written in FY2016. 3 of 9 entries say "Materialised", first in FY2020-Q3. Latest entry: FY2026.

9entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MitigatedFY2022-Q1RestatedFY20232016: 120162017: 120172018: 020182019: 020192020: 320202021: 220212022: 020222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies

Valor Holdings moved to the "Worse" side of this theme in 2026, 7 years after the typical company in this theme (2019).

The whole theme swung hardest in 2020: 10 of 24 companies on the "Worse" side.

1 other company's 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 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「With regard to large-scale natural disasters, because many of the Group's stores are located in the Tokai region, an earthquake along the Nankai Trough could significantly affect the Group's operating performance and financial position through partial interruptions to business activities and other effects.」

    Regarding natural disaster and infectious disease risks, the company explicitly stated the possibility of a significant impact from a Nankai Trough earthquake, given the concentration of its stores in the Tokai region.
  2. FY2023RestatedAnnual report

    「The Group has taken all possible measures against natural disasters and accidents, including preparing infectious disease response manuals, ensuring the seismic resistance of its stores, preparing disaster response manuals and conducting evacuation drills. However, if a large-scale natural disaster such as an earthquake or typhoon, or an infectious disease outbreak, occurs, the Group's ability to continue operating its stores and procure products for sale may be affected.」

    The company continued to describe its measures against infectious diseases and natural disasters, including manuals, seismic resistance and training, as well as the risks of business and procurement disruptions.
  3. FY2022-Q1MitigatedAnnual report

    「In this business, although some stores in areas subject to a state of emergency temporarily closed or operated for shorter hours, the company continued normal operations while implementing infection-control measures and worked to retain existing members and encourage users of the membership suspension program to return.」

    Although restrictions on operations due to the infectious disease remained at some stores, the scope of the impact narrowed from the closure of up to 181 stores in the previous year, and the company transitioned to normal operations.
  4. FY2021MaterialisedAnnual report

    「The company recorded ¥702 million in losses from voluntary business suspensions as an extraordinary loss in the first-quarter consolidated accounting period. This comprised ¥602 million in the sports club business, which voluntarily suspended operations after receiving closure requests following the declaration of a state of emergency in April 2020, and ¥99 million in the pet shop business, included in Other businesses, whose commercial facilities received closure requests.」

    The impact of voluntary business suspensions caused by the infectious disease resulted in ¥702 million in extraordinary losses for the fiscal year. Meanwhile, the sports club business resumed operations at all stores on 5 June 2020.
  5. FY2021-Q1MitigatedAnnual report

    「In that business, after receiving requests from local governments to close following the declaration of a state of emergency, the company voluntarily suspended operations at up to 181 locations. It subsequently resumed operations in areas where the requests had been lifted, and all stores had resumed operations by 5 June 2020.」

    The company voluntarily suspended operations at up to 181 stores due to the infectious disease, incurring ¥702 million in losses from the suspensions, but resumed operations at all stores on 5 June 2020.
  6. FY2020MaterialisedAnnual report

    「In the sports club business, the company voluntarily suspended operations at up to 181 locations in accordance with requests from local governments to close.」

    The infectious disease risk materialized, and the sports club business closed up to 181 locations. In addition to recording ¥272 million in extraordinary losses, including fixed costs, associated with the voluntary closures, the Group's 3 core businesses responded to ensure a stable supply of infection-prevention products and daily necessities.
  7. FY2020-Q3MaterialisedAnnual report

    「The Group has recorded ¥388 million as a loss from the disaster, classified as an extraordinary loss, in connection with the repair and restoration of damage caused by Typhoon No. 19 of Reiwa 1 (Typhoon Hagibis) within the Allenza Group.」

    The natural disaster risk materialized, and ¥388 million was recorded as repair and restoration costs for damage caused by Typhoon No. 19.
  8. FY2017RestatedAnnual report

    「The Group has taken all possible measures against natural disasters and accidents, including ensuring the seismic resistance of its stores, preparing disaster response manuals and conducting evacuation drills. However, if a large-scale natural disaster such as an earthquake or typhoon, or an infectious disease outbreak, occurs, the Group's ability to continue operating its stores and procure products for sale may be affected.」

    The company describes the risks of business continuity and procurement disruptions caused by natural disasters and infectious diseases, and cites seismic resistance, disaster response manuals and evacuation drills as countermeasures.
  9. FY2016First statedAnnual report

    「If a large-scale natural disaster such as an earthquake or typhoon, or an infectious disease outbreak, occurs, the Group's ability to continue operating its stores and procure products for sale may be affected.」

    The company also refers to the possibility of business disruptions caused by a Tokai earthquake, given the concentration of its stores in Gifu and Aichi prefectures.
Moved together

"Structural Reform and Profitability Improvement in the Supermarket Business" moved the same way as this thread, in the same document, in 4 of its 9 moves.

443333★123456
  1. ★This thread
  2. 1Structural Reform and Profitability Improvement in the Supermarket Business4×
  3. 2Additional Impairment Risk Relating to Low-Profitability Stores4×
  4. 3Structural reform, growth, and organizational foundation strengthening under the Medium-Term Three-Year Management Plan3×
  5. 4Expansion of Will_G, a Low-Investment, Low-Membership-Fee Fitness Gym Format3×
  6. 5Expansion of a New Business Format Supporting Pets’ Beauty and Health3×
  7. 6Risks related to securing properties for new store openings, borrowing for capital investment, and interest-rate fluctuations3×

★ 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
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Risk of Store Operations and Procurement Disruptions Due to Natural Disasters and Infectious Diseases | VALOR HOLDINGS CO.,LTD. (9956) | Komori