Supply chain problems can significantly affect a company's overall performance. They can lead to delays in production, increased costs, and inability to meet customer demand. This can result in lost sales, reduced profits, and damage to the company's reputation. In severe cases, it can even lead to business failure.
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When investors read these documents, they are looking for an understanding of the company's core business, customers and industry, its financial data like a balance sheet, cash flow, or past quarter performance, as well as any risk factors associated with the company like impending regulation, legal cases, too much customer concentration, or industry-wide considerations like supply chain problems.