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Hikari Food Service (138A) · RiskWorsenedLatest Earnings presentation (2026-10-14): "Mitigated"

Surging raw material and energy prices

First written in FY2023. 5 of 10 entries say "Restated". Latest entry: 2026-10-14.

10entries
3years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – 2026-04-142024: 220242025: 220252026: 62026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.

34 other companies' latest entry also says "Mitigated".

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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 370 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1WorsenedAnnual report

    「In the food-service industry, raw-material and energy prices remain high, while intermittent labor-cost increases and higher recruitment costs are imposing a significant burden. The environment remains challenging.」

    The company states that persistently high raw-material and energy prices, together with rising labor and recruitment costs, are imposing a significant burden.
  2. FY2025RestatedAnnual report

    「In addition to higher raw-material and energy prices caused by the deteriorating international situation and yen depreciation, labor costs have also risen, while price increases for general consumer goods have been prolonged. The environment remains challenging.」

    The company cites higher labor costs and prolonged price increases in addition to higher raw-material and energy prices.
  3. FY2025-H1RestatedAnnual report

    「Higher raw-material and energy prices caused by the deteriorating international situation and yen depreciation, as well as price increases for general consumer goods, have persisted, and the environment remains challenging.」

    The company reiterates that higher raw-material and energy prices and prolonged price increases for general consumer goods remain challenges.
  4. FY2024RestatedAnnual report

    「We seek to reduce raw-material prices through rigorous quality checks and appropriate price negotiations. However, if the prices of raw materials we purchase rise due to changes in market conditions or other factors, this could affect our financial position, operating results and cash flows.」

    The company continues to disclose the risk of higher raw-material prices and its responses through quality checks and price negotiations.
  5. FY2024-Q1RestatedAnnual report

    「Although foot traffic in the food-service industry is recovering, higher raw-material and energy prices caused by the deteriorating international situation and yen depreciation, as well as price increases for general consumer goods, continue, and the environment remains challenging.」

    The company reiterates that higher raw-material and energy prices and price increases for general consumer goods are continuing.
  6. FY2023First statedAnnual report

    「Higher raw-material and energy prices caused by the deteriorating international situation and yen depreciation have continued, and the outlook remains uncertain.」

    The company seeks to reduce costs through quality checks and price negotiations during procurement, while identifying market-driven increases in raw-material prices as a risk that could arise within several years.
Moved together

"Maximizing LTV and Maintaining and Improving Same-Store Sales" moved the same way as this thread, in the same document, in 3 of its 10 moves.

333333★123456
  1. ★This thread
  2. 1Maximizing LTV and Maintaining and Improving Same-Store Sales3×
  3. 2Continuous expansion of store openings from existing regions into new regions3×
  4. 3Phased store-opening plan spanning fiscal 2024 to fiscal 20263×
  5. 4Strengthening Production Capacity and Business Continuity Through Two Central Kitchen Sites3×
  6. 5Talent Recruitment, Training and Values Alignment3×
  7. 6Driving Visits Through Events, Limited-Time Menus and QSC3×

★ 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 Hikari Food Service yet. It last moved in the Earnings presentation of 2026-10-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Surging raw material and energy prices | Hikari Food Service Co.,Ltd. (138A) | Komori