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Axyz (1381) · RiskWorsened

Impact on chicken prices from excess inventories of imported chicken and falling market prices for other livestock species

First written in FY2017-Q1. 19 of 32 entries say "Restated". Latest entry: FY2026.

32entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017-Q1 – FY2017-Q3RestatedFY2022-Q1 – FY2024-Q32016: 12017: 220172018: 320182019: 420192020: 320202021: 420212022: 320222023: 320232024: 220242025: 120252026: 62026
Same theme, other companies
Market Price Declines and Profit Pressure from Increased Chicken Imports and Yen AppreciationA theme 2 companies write about · 3 as a headwind · 0 as a tailwind

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Meanwhile, chicken prices have been on a declining trend since peaking in January 2026. In July 2026, the combined price of leg and breast meat was below the level of the same month a year earlier, and market conditions are expected to remain challenging.」

    Conditions have deteriorated from the previous report of firm chicken prices to a declining trend after peaking in January 2026, prices below the year-earlier level, and expectations of challenging market conditions ahead.
  2. FY2026-H1RestatedAnnual report

    「As a result of the firm performance of chicken prices,」

    Following the previous reference to a recovery trend, chicken prices are described as remaining firm, and the reduced risk of a sluggish market has continued.
  3. FY2025-H1MitigatedAnnual report

    「In the chicken industry, although chicken prices have been recovering, supported by rising consumer demand for at-home consumption and chicken's price advantage over other meats, feed ingredient prices, a major production cost, have remained high, while other production costs, including labor costs, have continued to increase, and challenging conditions are expected to continue.」

    Previous disclosures described a loose supply-demand balance and challenging market conditions, but the explanation now states that chicken prices have turned toward recovery, supported by demand for at-home consumption and chicken's price advantage over other meats. At the same time, the challenging conditions caused by rising production costs have continued.
  4. FY2024-Q3RestatedAnnual report

    「In addition, the supply-demand balance has loosened as domestic chicken production has increased, and challenging conditions are expected to continue.」

    The loosening of the supply-demand balance due to increased domestic production and continued challenging conditions in the chicken market ahead.
  5. FY2024-Q2RestatedAnnual report

    「In addition, the supply-demand balance has loosened as domestic chicken production has increased, and challenging conditions are expected to continue.」

    The loosening of the supply-demand balance due to increased domestic production and continued challenging conditions surrounding chicken prices.
  6. FY2024-Q1RestatedAnnual report

    「In addition, although chicken prices have remained stable, supported by rising consumer demand for at-home consumption and chicken's price advantage over other meats, the supply-demand balance has loosened as domestic chicken production has increased, and challenging conditions are expected to continue.」

    Although chicken prices are stable, the recognition that the supply-demand balance has loosened due to increased domestic production and that challenging conditions will continue has also continued.
  7. FY2023-Q3RestatedAnnual report

    「In the chicken industry, although chicken prices have remained stable, supported by rising consumer demand for at-home consumption and chicken's price advantage over other meats, feed ingredient prices, a major production cost, have risen sharply, while other production costs, including labor costs, have also continued to increase, and challenging conditions are expected to continue.」

    Although chicken prices are stable, the recognition that challenging conditions will continue due to rising production costs has continued.
  8. FY2023-Q2RestatedAnnual report

    「In the chicken industry, although chicken prices have remained stable, supported by rising consumer demand for at-home consumption and chicken's price advantage over other meats, feed ingredient prices, a major production cost, have risen sharply, while other production costs, including labor costs, have also continued to increase, and challenging conditions are expected to continue.」

    Although chicken prices are stable against a backdrop of demand for at-home consumption and chicken's price advantage over other meats, the recognition that challenging conditions will continue due to rising production costs has also continued.
  9. FY2023-Q1RestatedAnnual report

    「In addition, although chicken prices have remained stable, supported by rising consumer demand for at-home consumption and chicken's price advantage over other meats, the supply-demand balance has loosened as domestic chicken production has increased, and challenging conditions are expected to continue.」

    Although chicken prices are stable due to demand for at-home consumption and chicken's price advantage over other meats, the loosening of the supply-demand balance due to increased domestic production and challenging conditions ahead have continued.
  10. FY2022-Q3RestatedAnnual report

    「Although chicken prices have been stable due to rising consumer demand for at-home consumption and chicken's price advantage over other meats, the supply-demand balance has loosened as domestic chicken production has increased, and challenging conditions are expected to continue.」

    The loosening of the supply-demand balance due to increased domestic production, together with challenging conditions ahead, has continued from the previous quarter, despite stable chicken prices.
  11. FY2022-Q2RestatedAnnual report

    「Although chicken prices have been stable due to rising consumer demand for at-home consumption and chicken's price advantage over other meats, the supply-demand balance has loosened as domestic chicken production has increased, and challenging conditions are expected to continue.」

    The loosening of the supply-demand balance due to increased domestic production, together with challenging conditions ahead, has continued from the previous quarter, despite stable chicken prices.
  12. FY2022-Q1RestatedAnnual report

    「Although chicken prices have been stable due to rising consumer demand for at-home consumption and chicken's price advantage over other meats, the supply-demand balance has loosened as domestic chicken production has increased, and challenging conditions are expected to continue.」

    Although chicken prices are stable, the recognition that the supply-demand balance has loosened due to increased domestic production and that challenging conditions will continue has carried over from the previous fiscal year.
  13. FY2021WorsenedAnnual report

    「Although chicken prices have been stable due to rising consumer demand for at-home consumption and chicken's price advantage over other meats, the supply-demand balance has loosened as domestic chicken production has increased, and challenging conditions are expected to continue.」

    The explanation has shifted to stable chicken prices supported by demand for at-home consumption and chicken's price advantage over other meats, while the supply-demand balance has loosened due to increased domestic production and challenging conditions are expected to continue.
  14. FY2021-Q3RestatedAnnual report

    「Domestic chicken supply and demand have tightened, supported by rising consumer demand for at-home consumption and chicken's price advantage over other meats.」

    The tightening of domestic chicken supply and demand, against a backdrop of rising demand for at-home consumption and chicken's price advantage over other meats, has continued.
  15. FY2021-Q2MitigatedAnnual report

    「In the chicken industry, domestic chicken supply and demand have tightened, supported by rising consumer demand for at-home consumption and chicken's price advantage over other meats.」

    The explanation has shifted from the sluggish or recovering chicken market through the previous fiscal year to tightening domestic supply and demand, supported by demand for at-home consumption and chicken's price advantage over other meats.
  16. FY2021-Q1MitigatedAnnual report

    「In the chicken industry, domestic chicken prices are recovering, supported by rising consumer demand for at-home consumption and their price advantage over other meats.」

    The explanation has shifted from the previous sluggish chicken market to a recovery in domestic chicken prices, supported by rising demand for at-home consumption and their price advantage over other meats.
  17. FY2020-Q3RestatedAnnual report

    「In the chicken industry, demand for at-home consumption has been rising, while the chicken market has remained sluggish due in part to increased domestic chicken production.」

    Although demand for at-home consumption has been rising, the chicken market remains sluggish due to increased domestic production.
  18. FY2020-Q2ReframedAnnual report

    「In the chicken industry, chicken prices have continued to remain weak due in part to increased domestic production volumes.」

    The chicken market remains sluggish, but the explanation of the factors has shifted from increased import volumes and domestic production to a focus on increased domestic production.
  19. FY2020-Q1RestatedAnnual report

    「In the chicken industry, the supply-demand balance has loosened due to increased imports of chicken and domestic production, and chicken prices have continued to remain weak.」

    The easing of supply and demand due to increased imports of chicken and domestic production, together with weak chicken prices, continues.
  20. FY2019RestatedAnnual report

    「The supply-demand balance has loosened due in part to increased domestic production, and chicken prices have continued to remain weak.」

    The easing of supply and demand due to increased domestic production, together with weak chicken prices, has continued on a full-year basis.
  21. FY2019-Q3RestatedAnnual report

    「In the chicken industry, the supply-demand balance has loosened due in part to increased imports of chicken and domestic production, and chicken prices have continued to remain weak.」

    The easing of supply and demand due to increased imports of chicken and domestic production, together with weak chicken prices, continues.
  22. FY2019-Q2RestatedAnnual report

    「In the chicken industry, the supply-demand balance has loosened due to increased imports of chicken and domestic production, and chicken prices have continued to remain weak.」

    The easing of supply and demand due to increased imports of chicken and domestic production, together with weak chicken prices, has continued from the previous quarter.
  23. FY2019-Q1RestatedAnnual report

    「In the chicken industry, the supply-demand balance has loosened due in part to increased imports of chicken and domestic production, and chicken prices have remained weak.」

    The easing of supply and demand due to increased imports of chicken and domestic production, together with weak chicken prices, has continued from the previous fiscal year.
  24. FY2018WorsenedAnnual report

    「Imports of chicken and domestic chicken production have increased. In addition, the supply-demand balance for chicken deteriorated as sluggish prices for other livestock compounded the situation, increasing inventories in distribution channels. As a result, chicken prices have remained weak.」

    The previous decline in prices has been specified as deterioration in supply and demand due to increases in imported chicken and domestic production, sluggish prices for other livestock and higher inventories in distribution channels, with prices continuing to remain weak.
  25. FY2018-Q3MaterialisedAnnual report

    「In the chicken industry, chicken prices have fallen amid weak supply and demand due to sluggish prices for other livestock and other factors.」

    The factors previously cited as concerns weighing on chicken prices have now resulted in an actual decline in chicken prices, against a backdrop of weak supply and demand due to sluggish prices for other livestock and other factors.
  26. FY2017-Q3DroppedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The impact of excess imported chicken inventories and falling prices for other livestock on chicken prices is not discussed separately in the explanation of performance for the quarter under review.
  27. FY2017-Q2RestatedAnnual report

    「Although chicken prices have remained soft,」

    Downward pressure on chicken prices remains a concern. The specific factors cited previously, namely imported chicken inventories and prices for other livestock, are not mentioned again this time.
  28. FY2017-Q1First statedAnnual report

    「Concerns have arisen over the impact on future chicken prices of excess imported chicken inventories and falling prices for other livestock.」

    Industry inventory levels and prices for other livestock are cited as factors that could affect future chicken prices.
Moved together

"Uncertainty over the outlook due to the slowdown in overseas economies, the stronger yen and the decline in stock prices" moved the same way as this thread, in the same document, in 6 of its 32 moves.

662222★123456
  1. ★This thread
  2. 1Uncertainty over the outlook due to the slowdown in overseas economies, the stronger yen and the decline in stock prices6×
  3. 2Rising Feed Grain Prices Due to Yen Depreciation6×
  4. 3Increased demand for domestically produced chicken2×
  5. 4Enhancement of manufacturing capacity and expansion of shipments to major customers2×
  6. 5Revenue and profit growth2×
  7. 6Increase in Cash and Net Assets2×

★ 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 Axyz yet. It last moved in the General Meetings of Shareholders of 2026-09-02: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impact on chicken prices from excess inventories of imported chicken and falling market prices for other livestock species | AXYZ CO.,Ltd. (1381) | Komori