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Hayashikane Sangyo (2286) · RiskRestated

Operating pressure in the food industry from higher logistics costs and labor shortages

First written in FY2018-Q3. 12 of 18 entries say "Restated". Latest entry: 2026-11-13.

18entries
9years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q3 – FY2021RestatedFY2025-H1 – 2026-11-132018: 220182019: 320192020: 220202021: 120212022: 220222023: 420232024: 220242025: 020252026: 22026
Same theme, other companies

Hayashikane Sangyo moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 12 of 14 companies on the "Worse" side.

9 other companies' latest entry also says "Restated".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1RestatedAnnual report

    「However, the food industry continues to face a challenging and uncertain operating environment, with raw material prices and energy costs soaring due to the weaker yen.」

    The company continues to describe the challenging operating environment in the food industry caused by soaring raw material prices and energy costs due to the weaker yen.
  2. FY2024-Q3Reference to the ban on seafood exports to China disappeared.Annual report

    「However, the food industry continues to face a challenging and uncertain operating environment, including persistently high raw material prices resulting from yen depreciation.」

    The reference to the ban on all exports of marine products to China, which was added in the previous quarter, has been removed, but elevated raw material prices caused by the weaker yen continue to be identified as operating pressure.
  3. FY2024-Q2WorsenedAnnual report

    「However, the food industry continues to face a challenging operating environment with an uncertain outlook, including the complete ban on seafood exports to China and persistently high raw material prices due to the yen's depreciation.」

    In addition to higher raw material prices caused by the weaker yen, the ban on all exports of marine products to China has added to the cost pressures facing the food industry, expanding the factors contributing to the challenging environment.
  4. FY2024-Q1RestatedAnnual report

    「However, the food industry continues to face a challenging and uncertain operating environment, with raw material prices and energy costs soaring due to the prolonged situation in Ukraine and the weaker yen.」

    The company continues to describe the challenging and uncertain operating environment in the food industry, with soaring raw material prices and energy costs.
  5. FY2023MaterialisedAnnual report

    「Price revisions failed to keep pace with the increases in raw material prices and energy costs, and the impact of the group reorganization carried out in the previous consolidated fiscal year also contributed to operating profit of ¥351 million, down 51.7% from the previous fiscal year.」

    The delay in passing on soaring raw material and energy costs through price revisions resulted in an actual deterioration in margins and operating profit.
  6. FY2023-Q3RestatedAnnual report

    「However, the challenging operating environment in the food industry continues, with raw material prices and energy costs soaring due to the prolonged situation in Ukraine and the weaker yen.」

    The company has reconfirmed the challenging environment caused by continued pressure from logistics and manufacturing costs, as well as soaring raw material prices and energy costs due to the prolonged situation in Ukraine and the weaker yen.
  7. FY2023-Q2WorsenedAnnual report

    「The food industry continues to face a challenging operating environment, with raw material prices and energy costs surging because of the prolonged situation in Ukraine and further yen depreciation.」

    In addition to the existing pressure from logistics, manufacturing and other costs, soaring raw material prices and energy costs have again been identified, indicating that cost pressure in the food industry is increasing.
  8. FY2023-Q1WorsenedAnnual report

    「However, the food industry continues to face a challenging operating environment, including surging raw material prices and energy costs because of the prolonged situation in Ukraine and the rapid depreciation of the yen.」

    In addition to the existing cost pressures from logistics and other costs, soaring raw material prices and energy costs have been identified, indicating that operating pressure in the food industry is increasing.
  9. FY2021RestatedAnnual report

    「Going forward, as logistics and manufacturing costs increase, the company has begun reorganizing the product mix at its multiple processed-food plants and restructuring the plants. It aims to expand profitability by achieving efficient production that makes use of the characteristics of each production site.」

    The company continues to describe the increase in logistics and manufacturing costs and the resulting need for plant reorganization and efficient production.
  10. FY2020RestatedAnnual report

    「In the food industry, the challenging operating environment continued, with higher logistics and other costs, chronic labor shortages, and outbreaks of livestock diseases in Japan and overseas.」

    The company continues to describe the challenging operating environment in the food industry caused by higher logistics and other costs, chronic labor shortages, and livestock diseases.
  11. FY2020-Q3RestatedAnnual report

    「In the food industry, the challenging operating environment continued, with higher logistics and other costs, chronic labor shortages, and outbreaks of livestock diseases in Japan and overseas.」

    The company continues to describe the challenging operating environment in the food industry caused by higher logistics and other costs and chronic labor shortages, as well as livestock diseases in Japan and overseas.
  12. FY2020-Q2RestatedAnnual report

    「In the food industry, the challenging operating environment continued, with higher logistics and other costs, chronic labor shortages, and outbreaks of livestock diseases in Japan and overseas.」

    The challenging operating environment in the food industry caused by higher logistics and other costs and labor shortages continues. Outbreaks of livestock diseases were separately identified as a new external risk.
  13. FY2019RestatedAnnual report

    「In the food industry, the operating environment remained challenging as sales competition intensified, logistics and other costs increased, and labor shortages became more severe.」

    The company continues to describe the challenging operating environment in the food industry caused by sales competition, higher logistics and other costs, and labor shortages.
  14. FY2019-Q3RestatedAnnual report

    「In the food industry, the operating environment remained challenging as sales competition intensified, logistics and other costs increased, and labor shortages became more severe.」

    The company continues to describe the challenging operating environment in the food industry caused by sales competition, higher logistics and other costs, and worsening labor shortages.
  15. FY2019-Q1RestatedAnnual report

    「In the food industry, the operating environment remained challenging as sales competition intensified, logistics and other costs increased, and labor shortages became more severe.」

    The company continues to describe the challenging operating environment in the food industry caused by sales competition, higher logistics and other costs, and labor shortages.
  16. FY2018-Q3First statedAnnual report

    「In the food industry, the operating environment remained challenging as sales competition intensified, logistics and other costs increased, and labor shortages became more severe.」

    The company newly identified intensifying sales competition, higher logistics and other costs, and worsening labor shortages as factors contributing to the challenging operating environment in the food industry during the fiscal year.
Moved together

"Fluctuations in purchase prices of agricultural, livestock and aquatic products" moved the same way as this thread, in the same document, in 3 of its 18 moves.

333222★123456
  1. ★This thread
  2. 1Fluctuations in purchase prices of agricultural, livestock and aquatic products3×
  3. 2Growth in operating profit, ordinary profit and net profit despite lower revenue3×
  4. 3Increasing uncertainty in the business environment due to a slowdown in the Chinese economy and sluggish personal consumption3×
  5. 4Impact of COVID-19 on Business Operations and Performance2×
  6. 5Foreign exchange fluctuations related to imports, exports and foreign-currency-denominated assets2×
  7. 6Business interruptions and damage to business partners from earthquakes, typhoons and other disasters2×

★ 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
Hayashikane Sangyo's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-11-13: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Operating pressure in the food industry from higher logistics costs and labor shortages | Hayashikane Sangyo Co.,Ltd. (2286) | Komori