Komori
Kotobuki Spirits (2222) · RiskWorsened

Difficulty Procuring Raw Materials and Rising Prices

First written in FY2018. 6 of 12 entries say "Worsened", first in FY2022. Latest entry: FY2026.

12entries
9years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018MitigatedFY2020RestatedFY2024-Q1 – FY2024-Q2WorsenedFY2025-H1 – FY20262018: 120182019: 020192020: 120202021: 020212022: 320222023: 320232024: 120242025: 020252026: 32026
Same theme, other companies
Difficulty continuing production due to raw material supply disruptionsA theme 11 companies write about · 11 as a headwind · 0 as a tailwind

Kotobuki Spirits moved to the "Worse" side of this theme in 2022, 4 years after the typical company in this theme (2018).

The whole theme swung hardest in 2018: 5 of 7 companies on the "Worse" side.

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

    「In addition to surging raw material and energy prices resulting from heightened geopolitical risks, including the instability in the Middle East, the continuing rise in prices is further deepening the polarization of consumption.」

    Geopolitical risks and instability in the Middle East are explicitly identified as new factors behind surging raw material and energy prices.
  2. FY2025-H1WorsenedAnnual report

    「Further Increases in Raw Material Prices」

    Further increases in raw material prices are identified as a cost increase factor in the explanation of business performance.
  3. FY2024-Q2RestatedAnnual report

    「A worsening labor shortage and further increases in raw material and energy prices」

    A worsening labor shortage and rising raw material and energy prices continue to be identified as business environment risks.
  4. FY2024-Q1RestatedAnnual report

    「Further Increases in Raw Material and Energy Prices」

    Rising raw material and energy prices continue to be identified as business environment risks.
  5. FY2023WorsenedAnnual report

    「At the same time, the outlook is expected to remain uncertain due to the worsening labor shortage, further increases in raw material and energy prices, and concerns that inflation will weaken consumer sentiment.」

    The increase in raw material and energy prices is described as a further increase, alongside the worsening labor shortage and concerns that inflation will weaken consumer sentiment.
  6. FY2023-Q2RestatedAnnual report

    「There are concerns that rising prices caused by surging raw material and energy costs could dampen consumer sentiment.」

    Concerns that surging raw material and energy costs and resulting inflation will continue to dampen consumer sentiment.
  7. FY2023-Q1WorsenedAnnual report

    「There are concerns that rising prices caused by surging raw material and energy costs could dampen consumer sentiment.」

    Concerns that inflation caused by surging raw material and energy costs will dampen consumer sentiment have been explicitly added to the existing procurement and pricing risks.
  8. FY2022WorsenedAnnual report

    「A surge in crude oil prices could cause prices for heavy oil and other fuels, as well as packaging materials and containers made from petroleum products, to rise.」

    In addition to the existing raw material price and procurement risks, explicitly identified crude oil price increases driven by geopolitical risks and resulting increases in fuel and packaging material prices.
  9. FY2020MitigatedAnnual report

    「To achieve stable procurement, our Group is implementing various measures, including gathering information promptly, diversifying suppliers, and mitigating risk through advance price negotiations.」

    Taking measures to address the risk of raw material procurement difficulties and price increases by gathering information, diversifying suppliers, and negotiating in advance.
  10. FY2018First statedAnnual report

    「Adverse weather conditions in production areas, natural disasters, or changes in global supply and demand could cause prices to rise or make stable procurement difficult. In the case of imported raw materials, purchase prices could also fluctuate due to exchange-rate movements.」

    Identifies as risks rising prices and procurement difficulties for agricultural raw materials, imported raw materials, fuel, and packaging materials.
Moved together

"Policy of Delivering Extraordinary Experiences Worldwide through WSR" moved the same way as this thread, in the same document, in 4 of its 12 moves.

443332★123456
  1. ★This thread
  2. 1Policy of Delivering Extraordinary Experiences Worldwide through WSR4×
  3. 2Stimulating demand and creating new growth engines through the Shinsei Jutto-saku ten-point plan4×
  4. 3Weak Personal Consumption and More Discerning Customer Product Selection3×
  5. 4Improving Manufacturing Profitability through Higher Productivity3×
  6. 5Higher Labor Costs Due to Labor Shortages3×
  7. 6Risk of Corporate and Personal Information Leakage2×

★ 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
Kotobuki Spirits's next results are scheduled for 2026-11-04. Read the earnings preview It last moved in the Financial Results Presentation of 2026-05-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.