Concern over rising raw material prices due to yen depreciation
First written in FY2017-Q3. 11 of 18 entries say "Worsened", first in FY2022. Latest entry: FY2026.
S Foods 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: 33 of 59 companies on the "Worse" side.
7 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「With fuel and raw-material prices remaining elevated, consumer demand is shifting toward lower-priced products, resulting in soaring pork and chicken prices.」
Surging pork and chicken prices were identified as an actual business-environment condition against a backdrop of elevated fuel and raw-material prices and a shift in demand. - FY2025-Q1WorsenedAnnual report
「Despite being buffeted by the weakening yen and soaring prices of imported goods,」
The weakening yen and soaring prices of imported goods continued to be identified as environmental factors making it difficult for the meat industry to secure earnings. - FY2024WorsenedAnnual report
「However, considering Japan’s position in the global economy, there are many sources of concern, including declining competitiveness among Japanese companies and higher import costs due to the prolonged weakening of the yen.」
Higher import costs due to the weaker yen continued to be identified as a source of concern expected to persist. - FY2024-Q3WorsenedAnnual report
「The meat industry is facing a challenging operating environment due to higher raw-material costs caused by the weaker yen and increased logistics expenses.」
In addition to higher raw-material costs caused by the weaker yen, increased logistics expenses continued and became a concrete factor contributing to the meat industry’s challenging operating environment. - FY2024-Q2WorsenedAnnual report
「Although the recovery in personal consumption and inbound demand is a positive factor for the meat industry, it is struggling to secure profit due to the impact of broad-based price increases and the weaker yen.」
The weaker yen and broad-based price increases continued and became concrete environmental factors making it difficult for the meat industry to secure profit. - 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.」
The weaker yen and broad-based price increases continued and became concrete environmental factors making it difficult for the meat industry to secure earnings. - FY2023WorsenedAnnual report
「The surge in meat raw-material prices and higher logistics costs placed us in a situation where securing earnings was extremely difficult.」
The previous concern over the weaker yen and higher raw-material prices materialized as difficulty securing earnings due to surging raw-material prices and higher logistics costs. - FY2023-Q3WorsenedAnnual report
「As the supply-demand balance deteriorated, raw-material prices surged due to the weaker yen and increased overseas demand, while demand shifted from higher-priced to lower-priced meat and cuts,」
The surge in raw-material prices caused by the weaker yen and increased overseas demand materialized, accompanied by a shift in demand toward lower-priced meat and cuts. - FY2023-Q2WorsenedAnnual report
「However, the unstable international situation and the weakening yen are driving up prices across the board and placing increasing pressure on people’s lives.」
Regarding the risk of foreign exchange and resource-price fluctuations, the weakening yen and broad-based price increases continued and intensified as actual business-environment conditions. - FY2023-Q1WorsenedAnnual report
「Surging energy and other prices due to unstable international conditions and a sharp weakening of the yen」
Regarding the risk of foreign exchange and resource-price fluctuations, a sharp weakening of the yen and surging energy and other prices were identified as actual business-environment conditions. - FY2022WorsenedAnnual report
「Raw-material and energy prices, which had been gradually rising, could surge further as a result of the unstable social environment.」
In connection with the risk of higher import costs due to foreign exchange and resource-market conditions, concern was expressed over further sharp increases in raw-material and energy prices. - FY2022-Q3MaterialisedAnnual report
「Although surging meat raw-material prices are a source of concern,」
The previous risk of higher raw-material prices caused by the weaker yen and other factors materialized this quarter in the form of surging meat raw-material prices in the actual business environment. - FY2021RestatedAnnual report
「Further fluctuations in foreign exchange rates can increase or decrease import costs. In addition, fluctuations in market prices for resources with a high degree of overseas dependence, including oil, can also increase or decrease import costs.」
Continued to identify the risk that foreign exchange and resource-market fluctuations could affect import costs. - FY2020RestatedAnnual report
「Further fluctuations in foreign exchange rates can increase or decrease import costs. In addition, fluctuations in market prices for resources with a high degree of overseas dependence, including oil, can also increase or decrease import costs.」
Continued to identify the risk that foreign exchange and resource-market fluctuations could affect import costs. - FY2019RestatedAnnual report
「Under these challenging conditions, intensified sales competition caused by fluctuations in commodity-market prices and weaker demand resulting from the weaker yen and higher resource prices could have a significant impact on business performance.」
Continued to identify commodity-market fluctuations and weaker demand caused by the weaker yen and higher resource prices as factors affecting business performance. - FY2018-Q3MaterialisedAnnual 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 previous concern over higher raw-material prices caused by the weaker yen was described as having materialized in the form of prolonged yen weakness and higher raw-material prices, which led to an actual decline in consumer appetite. - FY2017RestatedAnnual report
「Further fluctuations in foreign exchange rates can increase or decrease import costs. In addition, fluctuations in market prices for resources with a high degree of overseas dependence, including oil, can also increase or decrease import costs.」
Continued to identify the impact of foreign exchange and resource-market fluctuations on import costs as a business risk. - FY2017-Q3First statedAnnual report
「In addition, concern over rising raw-material prices due to the weakening yen is another source of uncertainty.」
Identified higher meat raw-material prices caused by the weaker yen as a new source of uncertainty for the meat industry.