Procurement destabilization due to food resource shortages, disease, and import regimes
First written in FY2017. 12 of 24 entries say "Worsened", first in FY2022-Q3. Latest entry: 2026-07-14.
S Foods moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2025: 23 of 32 companies on the "Worse" side.
11 other companies' latest entry also says "Worsened".
- 2026-07-14WorsenedEarnings
「Although businesses were generally firm, the impact of conditions in the Middle East has driven up energy and raw-material costs, and difficult conditions in which earnings are being pressured continue.」
The impact of conditions in the Middle East appeared in the business environment as higher energy and raw-material costs. - FY2026WorsenedAnnual report
「In the meat industry, while fuel and raw material prices remain high, consumer demand is shifting toward lower-priced products, resulting in soaring pork and chicken prices.」
Persistently high raw material and fuel prices and changes in the composition of demand materialized as soaring pork and chicken prices. - 2026-04-14WorsenedEarnings
「Fuel and raw-material prices remain elevated, while consumer demand has shifted toward lower-priced products, resulting in higher pork and chicken prices. Labor and transportation costs have also continued to rise, making it difficult to secure earnings.」
Persistently high fuel and raw-material prices, together with higher pork and chicken prices, labor costs, and transportation costs, made it difficult to secure earnings. - FY2025RestatedAnnual report
「Market conditions may change as a result of the impact of disease issues, including BSE, foot-and-mouth disease and avian influenza, and import systems such as safeguards (emergency import restrictions) and the differential tariff on pork, on procurement volumes or consumption trends, as well as the impact of climatic factors on the harvests of feed grains and on livestock production and herd sizes, potentially resulting in fluctuations in procurement and sales prices.」
The risk of fluctuations in procurement volumes and prices due to disease, import systems, climate, feed grains and livestock production volumes continued to be disclosed. - FY2024-Q3WorsenedAnnual report
「In the manufacturing and wholesale businesses for meat and other products, amid expectations of unstable raw material procurement as climate change and the international trading environment become more fluid」
Against the backdrop of climate change and increasing fluidity in international trading arrangements, instability in raw material procurement newly emerged as a specific anticipated risk. - FY2024-Q2WorsenedAnnual report
「In the manufacturing and wholesale businesses for meat and other products, amid a worsening operating environment due to rising raw material and other costs」
Rising raw material and other costs were identified as factors making the operating environment for the manufacturing and wholesale businesses even more challenging. - FY2024-Q1WorsenedAnnual report
「Although the recovery in inbound demand is a positive factor for the meat industry, it is struggling to secure earnings due to the impact of broad-based price increases and the weaker yen.」
In the meat industry, yen depreciation and rising prices have emerged as difficulties in securing earnings, while the severity of risks relating to raw materials and the procurement environment has continued. - FY2023WorsenedAnnual report
「In addition to the rising prices of various goods that had been underway, supply crises involving energy and raw materials originating from Russia's invasion of Ukraine, and the continuing depreciation of the yen, among other factors」
In addition to the previously identified risks of fluctuations in supply and demand and market conditions, a supply crisis involving energy and raw materials stemming from turmoil originating in Eastern Europe, and yen depreciation, were identified. - FY2023-Q3WorsenedAnnual report
「In the manufacturing and wholesale businesses for meat and other products, as the balance of supply and demand deteriorates, raw material prices rise due to yen depreciation and increased overseas demand, and demand shifts from higher-priced to lower-priced meat and cuts」
The imbalance between supply and demand continued, while higher raw material prices due to yen depreciation and increased overseas demand and changes in the composition of demand were identified as specific aspects of the operating environment. - FY2023-Q2WorsenedAnnual report
「In the manufacturing and wholesale businesses for meat and other products, amid an operating environment that was becoming increasingly difficult day by day due to rising costs such as logistics expenses and unstable raw material procurement」
The instability of meat raw material procurement, together with rising costs such as logistics expenses, was strongly identified as an actual deterioration in the operating environment for the manufacturing and wholesale businesses. - FY2023-Q1WorsenedAnnual report
「In the manufacturing and wholesale businesses for meat and other products, amid a worsening operating environment due to rising costs such as logistics expenses and unstable raw material procurement」
The instability of raw material procurement, together with rising costs such as logistics expenses, was identified as an actual deterioration in the operating environment for the manufacturing and wholesale businesses. - FY2022WorsenedAnnual report
「However, society has also accepted this and appears to be moving toward rebuilding daily life and industry while coexisting with the virus. Rather, it may be said that the turmoil originating in Eastern Europe that erupted at the end of the fiscal year could potentially transform Japan's industrial structure as well.」
In addition to infectious diseases, turmoil originating in Eastern Europe, soaring raw material and energy prices, and procurement difficulties were added as supply, demand and market-condition risks. - FY2022-Q3WorsenedAnnual report
「As demand shifts from higher-priced to lower-priced meat and cuts, and raw material prices rise due to yen depreciation and increased overseas demand, causing the balance of supply and demand to deteriorate」
In addition to the previously identified risks of fluctuations in supply and demand and market conditions, shifts in demand from higher-priced to lower-priced meat and cuts, and higher raw material prices due to yen depreciation and increased overseas demand, emerged as specific aspects of the operating environment. - FY2022-Q2MaterialisedAnnual report
「In the manufacturing and wholesale business for meat and other products, the company implemented various measures with the primary aims of maintaining stable operations and ensuring that products were reliably delivered to customers amid an imbalance between supply and demand and unstable commodity prices.」
The instability of food supply and demand and market conditions, previously identified as risks, was described as having actually emerged in the form of an imbalance between demand and supply and unstable commodity prices. - FY2021RestatedAnnual report
「Market conditions may change as a result of the impact of disease issues, including BSE, foot-and-mouth disease and avian influenza, and import systems such as safeguards (emergency import restrictions) and the differential tariff on pork, on procurement volumes or consumption trends, as well as the impact of climatic factors on the harvests of feed grains and on livestock production and herd sizes, potentially resulting in fluctuations in procurement and sales prices.」
The risk of fluctuations in procurement volumes and prices due to disease, import systems, climate and feed grains, among other factors, continued to be disclosed. - FY2020RestatedAnnual report
「Market conditions may change as a result of the impact of disease issues, including BSE, foot-and-mouth disease and avian influenza, and import systems such as safeguards (emergency import restrictions) and the differential tariff on pork, on procurement volumes or consumption trends, as well as the impact of climatic factors on the harvests of feed grains and on livestock production and herd sizes, potentially resulting in fluctuations in procurement and sales prices.」
The risk of fluctuations in procurement volumes and prices due to disease, import systems, climate and feed grains, among other factors, continued to be disclosed. - FY2020-Q1RestatedAnnual report
「The meat industry also continued to face difficult conditions, affected by destabilizing factors such as difficulties procuring raw materials and labor shortages.」
The continued instability of procurement in the meat industry, including difficulties procuring raw materials, was disclosed. - FY2019RestatedAnnual report
「In recent years, intensifying competition for international food resources has become evident as a result of global population growth and economic development in third countries, among other factors, and we recognize that meat companies have a significant responsibility from the perspective of food security.」
Competition for food resources resulting from global population growth and economic development, and food security issues, continued to be disclosed. - FY2019-Q2RestatedAnnual report
「In the meat industry, the international balance of food supply and demand remains unstable, and the challenging environment for maintaining stable operations continues.」
The instability of the international balance of food supply and demand continued to be identified as a factor making it difficult to maintain stable operations in the meat industry. - FY2019-Q1MaterialisedAnnual report
「The meat industry also continued to face difficult conditions, affected by destabilizing factors such as difficulties procuring raw materials and labor shortages.」
In addition to the previously identified possibility of fluctuations in procurement volumes and prices, difficulties procuring raw materials were described as an actual destabilizing factor in the meat industry. - FY2018RestatedAnnual report
「Market conditions may change as a result of the impact of disease issues, including BSE, foot-and-mouth disease and avian influenza, and import systems such as safeguards (emergency import restrictions) and the differential tariff on pork, on procurement volumes or consumption trends, as well as the impact of climatic factors on the harvests of feed grains and on livestock production and herd sizes, potentially resulting in fluctuations in procurement and sales prices.」
The risk of fluctuations in procurement volumes and prices due to disease, import systems, climate and feed grains, among other factors, continued to be disclosed. - FY2018-Q3ReframedAnnual report
「The meat industry faced declining consumer appetite due to the prolonged weakening of the yen and rising raw-material prices caused by climate change.」
The risk in the procurement environment arising from food supply and demand and climate factors was described more specifically in terms of higher raw material prices caused by climate change and weaker consumer demand. - FY2018-Q2RestatedAnnual report
「In the meat industry, the international balance of food supply and demand has become unstable, and the challenging environment for maintaining stable operations continues.」
The instability of food supply and demand continued to be identified as a procurement and operating-environment risk in the meat industry. - FY2017First statedAnnual report
「Market conditions may change as a result of the impact of disease issues in recent years, including BSE, foot-and-mouth disease and avian influenza, and import systems such as safeguards (emergency import restrictions) and the differential tariff on pork, on procurement volumes or consumption trends, as well as the impact of climatic factors on the harvests of feed grains and on livestock production and herd sizes, potentially resulting in fluctuations in procurement and sales prices.」
The risk of fluctuations in procurement volumes and prices due to disease, emergency import restrictions and tariffs, climate, feed grains and livestock production volumes was detailed.