Komori
Akikawa Foods & Farms (1380) · RiskMitigatedLatest Revision to earnings forecast (2026-11-13): "Worsened"

Higher manufacturing costs at the chicken processing center and frozen-food plant

First written in FY2020-Q1. 7 of 14 entries say "Mitigated", first in FY2021-Q2. Latest entry: 2026-11-13.

14entries
8years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2021-Q2 – FY2024-Q2MitigatedFY2025 – FY20262019: 220192020: 320202021: 220212022: 020222023: 120232024: 120242025: 120252026: 42026
Same theme, other companies
Profit pressure from higher material, packing and freight, and labor costsA theme 173 companies write about · 176 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 81 of 126 companies on the "Worse" side.

48 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 173 companies compared. The sentences above are computed from all 173.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Despite the effects of higher costs for raw materials, packaging materials and labor, profit increased as a result of expanded sales, the effects of price revisions, and improved productivity at the frozen-food and meat plants.」

    While costs for raw materials, packaging materials and labor continued to rise, price revisions, expanded sales and improved productivity relatively mitigated the impact of higher plant-related costs on profit.
  2. 2026-05-15MitigatedResults

    「Despite the effects of higher costs for raw materials, packaging materials and labor, profit increased as a result of expanded sales, the effects of price revisions, and improved productivity at the frozen-food and meat plants.」

    工場のコスト上昇が続く一方、生産性向上と販売拡大・価格改定により生産卸売事業は増益となった。
  3. FY2025MitigatedAnnual report

    「In terms of profit, there were cost pressures from higher labor costs and increased depreciation expenses associated with the investment to renew freezing equipment in February 2024, but profit increased due to the effects of product price increases and higher sales.」

    Despite higher labor costs and increased depreciation expenses associated with the renewal of freezing equipment, profit in the production and wholesale business increased due to product price increases and higher sales, relatively mitigating the impact of higher plant-related costs on profit.
  4. FY2025-H1WorsenedAnnual report

    「Profit declined due to higher costs, including higher labor costs and increased depreciation associated with investment to renew freezing equipment in February 2024, as well as lower productivity at the meat and frozen-food plants resulting from inventory adjustments and a deterioration in the supply-demand balance associated with lower egg sales, among other factors.」

    In addition to higher depreciation expenses associated with the renewal of freezing equipment, lower productivity at the meat and frozen-food plants due to inventory adjustments has emerged as a factor behind lower profit.
  5. FY2024-Q2MitigatedAnnual report

    「In terms of profit, despite cost increases such as higher feed prices and labor costs, profit increased due to higher sales, the effects of price increases, and improved productivity at chicken packing centers and frozen food plants, among other factors.」

    In contrast to the higher manufacturing costs at the plants cited through the previous fiscal year, improved productivity at the chicken processing center and frozen-food plant is cited this time as a factor behind higher profit.
  6. FY2021MitigatedAnnual report

    「In terms of profit, earnings increased substantially due to the factors behind higher revenue, as well as improved productivity at the frozen food plant and primary chicken processing plant and improved egg production performance at production subsidiaries.」

    Instead of higher manufacturing costs at the plants, which were cited as a factor behind lower profit in the previous fiscal year, improved productivity and production performance are cited as factors behind higher profit.
  7. FY2021-Q3MitigatedAnnual report

    「In terms of profit, earnings increased substantially due to the factors behind higher revenue, as well as improved productivity at the frozen food plant and primary chicken processing plant and improved egg production performance at production subsidiaries.」

    Instead of the higher manufacturing costs cited as a factor behind lower profit in the previous fiscal year, improved productivity at the plants and processing facilities and improved egg production performance are cited as factors behind higher profit.
  8. FY2021-Q2MitigatedAnnual report

    「In terms of profit, profit increased substantially due to higher net sales, improved productivity at frozen food plants and primary chicken processing facilities, and lower feed prices, among other factors.」

    Instead of the higher manufacturing costs cited as a factor behind lower profit in the previous fiscal year, improved productivity at both plants and processing facilities is cited as a factor behind higher profit in the current quarter.
  9. FY2020WorsenedAnnual report

    「In terms of profit, although egg production performance at production subsidiaries and other factors improved, profit declined due to higher manufacturing costs at the chicken packing center and frozen-food plant, among other factors.」

    Although egg production performance improved, manufacturing costs at the chicken processing center and frozen-food plant continued to rise, and operating income in the production and wholesale business declined 4.6% year on year.
  10. FY2020-Q3RestatedAnnual report

    「In terms of profit, although there were factors behind lower profit, including higher manufacturing costs at the chicken packing center and frozen-food plant, profit increased due to improved chicken and egg production performance at production subsidiaries and the effect of reductions in selling, general and administrative expenses in the direct-sales business, among other factors.」

    While higher manufacturing costs at the chicken processing center and frozen-food plant continue to be cited as factors behind lower profit, overall profit increased due to improved production performance and other factors.
  11. FY2020-Q2RestatedAnnual report

    「In terms of profit, improvements in chicken and egg production performance at production subsidiaries and the effect of reductions in selling, general and administrative expenses in the direct-sales business contributed positively, but profit declined at the ordinary-income level due to higher manufacturing costs at the chicken processing center and frozen-food plant, among other factors.」

    Higher manufacturing costs at the chicken processing center and frozen-food plant were factors behind the decline in ordinary income, despite improved production performance and lower expenses in the direct-sales business.
  12. FY2020-Q1First statedAnnual report

    「In terms of profit, improvements in chicken and egg production performance at production subsidiaries and the effect of reductions in selling, general and administrative expenses in the direct-sales business contributed positively, but profit declined due to higher manufacturing costs at the chicken processing center and frozen-food plant, among other factors.」

    Higher manufacturing costs at the chicken processing center and frozen-food plant actually materialized and became factors behind the decline in profit, despite improved production performance and lower expenses in the direct-sales business.
Moved together

"Turned profitable in operating and ordinary income from a loss in the previous year" moved the same way as this thread, in the same document, in 10 of its 14 moves.

1087655★123456
  1. ★This thread
  2. 1Turned profitable in operating and ordinary income from a loss in the previous year10×
  3. 2Improving the profitability of the production and wholesale business8×
  4. 3Expansion of nationwide home-delivery membership and sales to mail-order companies7×
  5. 4Higher freight and member recruitment expenses associated with the expansion of direct sales6×
  6. 5Expansion of sales of core products to consumer cooperatives and home-delivery companies5×
  7. 6Improved productivity at the frozen food plant5×

★ 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
Akikawa Foods & Farms's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Revision to earnings forecast of 2026-11-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.