Komori
Aseed Holdings (9959) · RiskMaterialised

Weather and brand owners' outsourcing policies affecting contract manufacturing

First written in FY2016. 9 of 13 entries say "Materialised", first in FY2017-Q3. Latest entry: FY2027-H1.

13entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q3 – FY2022-Q1RestatedFY20242016: 120162017: 220172018: 220182019: 220192020: 120202021: 120212022: 020222023: 020232024: 120242025: 020252026: 32026
Same theme, other companies
天候・委託元の外注政策による飲料受託生産変動A theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MaterialisedAnnual report

    「Although M&A increased sales, integration costs were incurred ahead of the benefits, and the business was also affected by poor summer weather across eastern Japan, resulting in higher sales but lower profit.」

    Poor summer weather across eastern Japan actually affected the performance of the vending machine retail business and emerged as one factor behind the decline in profit despite higher revenue, reflecting weather-related risk.
  2. FY2026MitigatedAnnual report

    「Meanwhile, the company will seek to reduce risks such as declining production volumes by expanding its own brands and thereby stabilizing factory utilization.」

    As a response to the risk in contract manufacturing of being affected by weather and brand owners' outsourcing policies, the company newly specifies stabilizing factory utilization by expanding its own brands.
  3. 2026-05-13WorsenedResults

    「収束の見えないウクライナ情勢に加えて、年度後半に発生したイラン情勢など地政学リスクの高まりにより不透明感は以前よりも増しており、不確実性は一層高まっています。」

    従来の不透明要因に加え、ウクライナ情勢やイラン情勢など地政学リスクの高まりを記載している。
  4. FY2024RestatedAnnual report

    「Contract manufacturing performance and financial condition may be affected by weather and brand owners' outsourcing policies. In response, we will seek to minimize these risks by strengthening our day-to-day collaboration with brand owners, establishing a structure that can respond promptly to changes, and increasing added value through proposals from our group.」

    The company is reiterating the risk of fluctuations in contract manufacturing caused by weather and brand owners' outsourcing policies, and identifies collaboration, a rapid-response framework and higher value added through planning proposals as countermeasures.
  5. FY2022-Q1MaterialisedAnnual report

    「Although the early start to the rainy season and other adverse weather conditions affected operations, the Beverage Manufacturing Business focused on producing carbonated and low-alcohol beverages against a backdrop of at-home drinking demand, and performance remained firm.」

    The company states that unseasonable weather, including an early start to the rainy season, actually occurred. Meanwhile, production of carbonated and low-alcohol beverages remained solid, supported by demand for at-home drinking.
  6. FY2020MaterialisedAnnual report

    「Sales declined substantially year on year due to the suspension of the retort line at the Utsunomiya Beverage Plant in March 2019 and the impact of adverse summer weather on OEM production of RTD (ready-to-drink low-alcohol beverages), among other factors.」

    The impact of unseasonable weather and contract manufacturing of RTD beverages for brand owners actually occurred and is identified as a factor behind the 13.8% decline in revenue in the beverage manufacturing business.
  7. FY2020-Q2MaterialisedAnnual report

    「Unseasonable weather continued, including the effects of an unusually cold rainy season in July and the successive landfalls of major typhoons, creating an extremely difficult business environment for the beverage industry.」

    Unseasonable weather caused by the unusually cold rainy season and major typhoons actually occurred and is identified as a factor behind the difficult environment in the beverage industry and the beverage manufacturing business falling below the prior-year level.
  8. FY2019MaterialisedAnnual report

    「Despite logistics disruptions caused by the torrential rains in July 2018, the beverage manufacturing business increased 11.8% to ¥11,942 million, driven by sales of high-value-added products.」

    Disruptions to logistics caused by the heavy rains in July 2018 actually occurred and are identified as a factor affecting the beverage manufacturing business.
  9. FY2018MaterialisedAnnual report

    「Although unseasonably cold and rainy weather continued, particularly in eastern Japan, the ODM (Original Design Manufacturing) business, which offers brand owners an integrated service from planning and design through manufacturing, performed well both in Japan and overseas.」

    The company explains that unseasonably cold and rainy weather actually occurred, while the ODM business performed well in Japan and overseas.
  10. FY2018-Q3MaterialisedAnnual report

    「Although unfavorable weather, including low temperatures and rainfall, continued mainly in eastern Japan, the ODM business, which provides brand owners with integrated proposals from planning and design through manufacturing, performed well both in Japan and overseas.」

    The company states that unseasonably cold and rainy weather continued during the period. Meanwhile, the ODM business performed well in Japan and overseas.
  11. FY2018-Q2MaterialisedAnnual report

    「Although unfavorable weather, including low temperatures and rainfall, continued mainly in eastern Japan, the ODM business, which provides brand owners with integrated proposals from planning and design through manufacturing, performed well both in Japan and overseas.」

    The company states that unseasonably cold and rainy weather continued. It also states in the same disclosure that the ODM business performed well in Japan and overseas.
  12. FY2017-Q3MaterialisedAnnual report

    「Revenue declined year on year because unseasonable summer weather and the revision of selling prices led to declines in vending machine sales volumes and beverage production volumes.」

    Unseasonable weather actually resulted in lower vending machine sales volumes and beverage production volumes, contributing to the year-on-year revenue decline.
  13. FY2016First statedAnnual report

    「The Group's performance may be affected by weather conditions and the outsourcing policies of brand owners.」

    For its contract beverage manufacturing business, the company identifies weather and the outsourcing policies of its customers as factors that can cause fluctuations in performance.
Moved together

"Vending machine market saturation, intensifying competition, and declining profitability" moved the same way as this thread, in the same document, in 7 of its 13 moves.

743322★123456
  1. ★This thread
  2. 1Vending machine market saturation, intensifying competition, and declining profitability7×
  3. 2Impact of hiring difficulties and labor shortages on business operations4×
  4. 3Risk of impairment losses from declining profitability of fixed assets3×
  5. 4Concentration of sales and card usage in the gaming venue industry3×
  6. 5Sustainable growth and improved corporate value over the medium to long term2×
  7. 6Pressure on Beverage Manufacturing Profitability from Surging Energy and Raw Material Prices2×

★ 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 Aseed Holdings yet. It last moved in the Results of 2026-05-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.