Raw Material Supply Risks Arising from Specific Suppliers and Adverse Weather
First written in FY2020. 5 of 10 entries say "Worsened", first in FY2025-H1. Latest entry: 2026-08-10.
Iwatsuka Confectionery moved to the "Worse" side of this theme in 2024, 3 years after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.
15 other companies' latest entry also says "Worsened".
- 2026-08-10WorsenedEarnings
「In the manufacturing division, high-priced rice procured last fiscal year continued to account for the majority of the materials used, while packaging material prices began to rise due to what is known as a naphtha shortage, making increases in manufacturing costs unavoidable.」
Adds the rise in packaging material prices caused by a naphtha shortage to the continued use of high-priced procured rice, specifying the increases in raw material and material costs. - FY2026WorsenedAnnual report
「The recent rice shortage and soaring rice prices have had a significant impact, making it difficult to secure the required volume of domestically produced raw material rice consistently and at low cost.」
The rice shortage and soaring rice prices have made it increasingly difficult to secure the required volume of domestically produced raw material rice consistently and at low cost. Expanding contract farming and diversifying procurement channels are being pursued as countermeasures. - FY2026-H1RestatedAnnual report
「In addition to soaring raw material rice prices, concerns are growing that stable procurement will become more difficult, and the business environment is expected to become more challenging than ever.」
The company continues to cite concerns over soaring raw material rice prices and difficulties in securing stable supplies. No new measures or changes in suppliers have been indicated. - FY2025WorsenedAnnual report
「The recent rice shortage and soaring rice prices have had a significant impact, making it difficult to secure the required volume of domestically produced raw material rice consistently and at low cost.」
The company states that the rice shortage and soaring rice prices have made it increasingly difficult to secure the required volume of domestically produced raw material rice consistently and at low cost. - FY2025-H1WorsenedAnnual report
「In addition to shortages and soaring prices for domestically produced rice caused by last summer’s extreme heat and adverse weather, soaring prices for imported rice are expected to make it difficult to procure raw materials consistently, resulting in higher manufacturing costs.」
The company describes worsening external supply conditions, with shortages and soaring prices for domestically produced rice due to adverse weather, as well as soaring prices for imported rice, making stable raw material procurement difficult. - FY2024-Q3Deteriorating external supply conditions and stable procurement through contract farmingAnnual report
「The business environment is becoming increasingly challenging, as the deterioration in the supply situation for raw material rice and other specified grains due to adverse summer weather has become pronounced, with companies struggling to secure supplies. Meanwhile, amid widespread reports of shortages of specified grains caused by adverse weather, we have been able to secure a stable supply of domestically produced raw material rice through contract farming」
The company describes the deterioration in the supply situation for raw material rice and the resulting procurement difficulties due to adverse weather as a specific external factor, while noting that it can secure a stable supply of domestically produced raw material rice through contract farming. - FY2023AdvancedAnnual report
「We aim to optimize the entire supply chain, including the management of information on human rights issues and other matters in countries of origin. We also intend to stabilize procurement of raw material rice by expanding contract farming and absorb cost increases by improving production efficiency.」
The company has expanded its response to supply risks caused by dependence on specific suppliers, adverse weather and other factors to include optimization of the entire supply chain, expansion of contract farming, and information management. - FY2020First statedAnnual report
「We depend on specific suppliers for the supply of certain raw materials used in our products. In particular, some agricultural products, including our principal raw material, rice, are sourced only from specified production areas and varieties.」
The company has identified supply disruptions caused by dependence on specific suppliers, restrictions on production areas and varieties, and adverse weather as separate risks, with securing contracted volumes and developing multiple suppliers as countermeasures.