[Follow-up] Cosmetics OEM Bay Cosmetics Continues Stable Supply of Materials and Containers - Firmly Maintains "3-Month Delivery" System
Amid supply chain disruptions caused by the Strait of Hormuz blockade, Bay Cosmetics announced it maintains a stable "3-month delivery" for cosmetic containers using its proprietary global network.
📋 Article Processing Timeline
- 📰 Published: April 23, 2026 at 21:00
- 🔍 Collected: April 23, 2026 at 12:31
- 🤖 AI Analyzed: April 24, 2026 at 00:28 (11h 56m after Collected)
Bay Cosmetics Co., Ltd. (Headquarters: Izumisano City, Osaka Prefecture; CEO: Sota Kato; hereinafter "the Company") is pleased to announce once again that, despite the significant deterioration in procurement lead times for containers and packaging materials across the entire cosmetics industry due to the re-blockade of the Strait of Hormuz, it continues to provide a stable supply of aluminum refill pouch materials and major cosmetic containers (bottles, pumps, droppers, tubes, caps, etc.) through its unique overseas network. In addition, the Company maintains a system that strictly guarantees "delivery within 3 months from order," and as of today, we are further strengthening our readiness to accept consultations for new business and estimates.
Great Response from Fuji TV, Yahoo! News, and Various Media
Quote: https://www.youtube.com/watch?v=al808YNl4cg&t=12s
The two press releases announced in April 2026 were widely introduced on national broadcasts, national newspapers, and industry papers as concrete measures demonstrating the intersection between the Middle East situation and the cosmetics industry.
Part 1: Established a stable supply system for cosmetics materials (3-month delivery for bottles, pumps, etc., via overseas network)
https://prtimes.jp/main/html/rd/p/000000031.000143494.html
Part 2: Secured a stable supply line for aluminum refill pouch materials (equivalent to about 5% of domestic demand, up to 100 million pouches)
https://prtimes.jp/main/html/rd/p/000000032.000143494.html
Major Media Coverage
Fuji TV (FNN Prime Online): https://www.fnn.jp/articles/-/1030662
Chiba Television Broadcasting: https://www.chiba-tv.com/plus/detail/2026041501300
Yahoo! JAPAN News: https://news.yahoo.co.jp/articles/2b8d4c488f21f7a188d2c8eff35bfcea9af21bec
Industry Papers: Shukan Shogyo / Aerosol Shimbun / Ryutsu Sangyo Shimbun / Net Ryutsu Shimbun
We receive inquiries from brands and businesses every day, and we continue to accept individual interview requests with CEO Kato, as well as on-site coverage of materials and containers at our headquarters factory. We widely welcome interview requests from members of the press.
"Cannot get containers" "Pouches skyrocketing" ── The dark clouds of material procurement covering the industry
Quote: https://www.youtube.com/watch?v=al808YNl4cg&t=12s
On April 18, 2026, Iranian military authorities re-entered the Strait of Hormuz into a state of blockade since late February. Ceasefire negotiations with the United States are facing difficulties, and the blockade is expected to last for at least a month or more. Japan's dependence on the Middle East for crude oil is approximately 94%, and the number of passing vessels has plummeted by about 90% compared to peacetime (around 10 vessels per day), causing the refinery operating rate to plunge to a record low of 67.7%.
The brunt of the impact is hitting containers, packaging, and materials head-on, even before the cosmetics contents themselves.
Naphtha price: Expected to exceed 110,000 yen/kL from April to June 2026 (approx. 1.75 times year-on-year)
Polyethylene (PE): +28.83% in the last month
Polypropylene (PP): +26.72% ── Simultaneous price spikes in the main resins for PET bottles, caps, and pumps
Aluminum ingot (LME): Rose to $3,571/ton in April, driving up costs for refill pouches, tubes, and aerosol cans
Cosmetics container lead time: Extended from the conventional 2-3 months to over 4-6 months
68.9% of the manufacturing industry faces "difficulty procuring crude oil-derived raw materials" (Teikoku Databank survey)
If the supply of naphtha from the Middle East stops, Japan's private inventory will last only 20 days (excluding strategic reserves). Haruhiko Sakaino (CEO of Connect Energy LLC), who also serves as an expert committee member for the Agency for Natural Resources and Energy, sounded the alarm, stating, "At this rate, Japan will be checkmated in June" (Source: Japan Fact-check Center).
Even major cosmetics manufacturers are struggling to formulate specific individual measures against the severance of the Middle East route.
In particular, small and medium-sized D2C brands are experiencing a chain reaction of postponed new product launches, canceled renewals, and stockouts of ongoing products. The collapse of the supply chain is no longer a crisis of "it will happen someday," but rather "it is happening right now."
"Right now, we can still supply without stopping."
By fully utilizing the overseas procurement network we have built independently since our founding (a group of overseas partner factories and the limited liability company sanpack, which became a wholly-owned subsidiary in September 2025), the Company is able to continuously supply the following, even as procurement becomes increasingly difficult across the entire industry.
🔹 Cosmetic containers (possessing over 3,000 types of proprietary molds)
Bottles: PET bottles, airless bottles
Great Response from Fuji TV, Yahoo! News, and Various Media
Quote: https://www.youtube.com/watch?v=al808YNl4cg&t=12s
The two press releases announced in April 2026 were widely introduced on national broadcasts, national newspapers, and industry papers as concrete measures demonstrating the intersection between the Middle East situation and the cosmetics industry.
Part 1: Established a stable supply system for cosmetics materials (3-month delivery for bottles, pumps, etc., via overseas network)
https://prtimes.jp/main/html/rd/p/000000031.000143494.html
Part 2: Secured a stable supply line for aluminum refill pouch materials (equivalent to about 5% of domestic demand, up to 100 million pouches)
https://prtimes.jp/main/html/rd/p/000000032.000143494.html
Major Media Coverage
Fuji TV (FNN Prime Online): https://www.fnn.jp/articles/-/1030662
Chiba Television Broadcasting: https://www.chiba-tv.com/plus/detail/2026041501300
Yahoo! JAPAN News: https://news.yahoo.co.jp/articles/2b8d4c488f21f7a188d2c8eff35bfcea9af21bec
Industry Papers: Shukan Shogyo / Aerosol Shimbun / Ryutsu Sangyo Shimbun / Net Ryutsu Shimbun
We receive inquiries from brands and businesses every day, and we continue to accept individual interview requests with CEO Kato, as well as on-site coverage of materials and containers at our headquarters factory. We widely welcome interview requests from members of the press.
"Cannot get containers" "Pouches skyrocketing" ── The dark clouds of material procurement covering the industry
Quote: https://www.youtube.com/watch?v=al808YNl4cg&t=12s
On April 18, 2026, Iranian military authorities re-entered the Strait of Hormuz into a state of blockade since late February. Ceasefire negotiations with the United States are facing difficulties, and the blockade is expected to last for at least a month or more. Japan's dependence on the Middle East for crude oil is approximately 94%, and the number of passing vessels has plummeted by about 90% compared to peacetime (around 10 vessels per day), causing the refinery operating rate to plunge to a record low of 67.7%.
The brunt of the impact is hitting containers, packaging, and materials head-on, even before the cosmetics contents themselves.
Naphtha price: Expected to exceed 110,000 yen/kL from April to June 2026 (approx. 1.75 times year-on-year)
Polyethylene (PE): +28.83% in the last month
Polypropylene (PP): +26.72% ── Simultaneous price spikes in the main resins for PET bottles, caps, and pumps
Aluminum ingot (LME): Rose to $3,571/ton in April, driving up costs for refill pouches, tubes, and aerosol cans
Cosmetics container lead time: Extended from the conventional 2-3 months to over 4-6 months
68.9% of the manufacturing industry faces "difficulty procuring crude oil-derived raw materials" (Teikoku Databank survey)
If the supply of naphtha from the Middle East stops, Japan's private inventory will last only 20 days (excluding strategic reserves). Haruhiko Sakaino (CEO of Connect Energy LLC), who also serves as an expert committee member for the Agency for Natural Resources and Energy, sounded the alarm, stating, "At this rate, Japan will be checkmated in June" (Source: Japan Fact-check Center).
Even major cosmetics manufacturers are struggling to formulate specific individual measures against the severance of the Middle East route.
In particular, small and medium-sized D2C brands are experiencing a chain reaction of postponed new product launches, canceled renewals, and stockouts of ongoing products. The collapse of the supply chain is no longer a crisis of "it will happen someday," but rather "it is happening right now."
"Right now, we can still supply without stopping."
By fully utilizing the overseas procurement network we have built independently since our founding (a group of overseas partner factories and the limited liability company sanpack, which became a wholly-owned subsidiary in September 2025), the Company is able to continuously supply the following, even as procurement becomes increasingly difficult across the entire industry.
🔹 Cosmetic containers (possessing over 3,000 types of proprietary molds)
Bottles: PET bottles, airless bottles