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S Foods (2292) · RiskWorsened

Uncertainty Regarding Political, Economic and Social Conditions in Overseas Markets and Procurement

First written in FY2017. 6 of 16 entries say "Worsened", first in FY2022. Latest entry: 2026-07-14.

16entries
10years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2018MaterialisedFY2020-Q1 – FY2020WorsenedFY20232017: 120172018: 120182019: 220192020: 120202021: 120212022: 320222023: 220232024: 020242025: 120252026: 42026
Same theme, other companies
Risks Relating to Laws and Regulations and Political and Economic Conditions in Overseas MarketsA theme 446 companies write about · 452 as a headwind · 0 as a tailwind

S Foods moved to the "Worse" side of this theme in 2023, 2 years after the typical company in this theme (2021).

The whole theme swung hardest in 2025: 47 of 94 companies on the "Worse" side.

39 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.
Showing 14 of the 197 companies compared. The sentences above are computed from all 197.Comparing 200 of the theme's 452 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-14WorsenedFinancial results

    「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.」

    Increasing instability overseas was specifically described as higher energy and raw-material costs and pressure on earnings.
  2. FY2026WorsenedAnnual report

    「As international conditions become increasingly unstable, energy resource prices are expected to continue rising. If this leads to continued price increases for goods, further inflation is a concern, and if the situation is prolonged, it is expected to result in a decline in corporate activity and consumer behavior.」

    The instability of international conditions emerged more specifically as a potential cause of soaring energy resource prices, inflation and sluggish corporate activity and consumer behavior.
  3. FY2025ReframedAnnual report

    「Although the Japanese economy is showing a gradual recovery trend due to factors such as rising wages, inflation is progressing as a result of soaring energy resource prices caused by unstable international conditions and repeated price increases for daily necessities. These developments are not yet expected to subside, and the unstable situation is expected to continue.」

    The uncertainty of international conditions was described in terms of soaring energy resource prices, price increases for daily necessities and inflation, while the assessment was organized to reflect both the economic recovery and the unstable external environment.
  4. FY2023WorsenedAnnual report

    「The energy and raw material supply crisis stemming from Russia's invasion of Ukraine」

    Uncertainty in overseas political and social conditions emerged in the operating environment as an energy and raw material supply crisis.
  5. FY2023-Q3RestatedAnnual report

    「Meanwhile, people's livelihoods are increasingly under pressure as a result of rising prices caused by unstable international conditions.」

    The instability of international conditions continued to be identified as affecting the operating environment through rising prices.
  6. FY2023-Q2RestatedAnnual 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.」

    The uncertainty of overseas political and social conditions continued to be identified as affecting the operating environment through higher prices generally and yen depreciation.
  7. FY2023-Q1RestatedAnnual report

    「The Company remains in a difficult situation due to soaring energy and other prices caused by unstable international conditions and the rapid depreciation of the yen.」

    The uncertainty of overseas political and social conditions continued to be identified as affecting the operating environment through higher energy prices and yen depreciation.
  8. FY2022WorsenedAnnual report

    「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.」

    With respect to uncertainty in overseas political and social conditions, the possibility that turmoil originating in Eastern Europe could affect the industrial structure was newly identified.
  9. FY2021RestatedAnnual report

    「Part of the Group's production and sales activities is conducted in the United States, while procurement of meat raw materials and products has expanded from North America and Australia to China and Central and South America. The Group's business activities and procurement in these overseas markets may be affected by unforeseeable problems involving the political and economic conditions, social conditions, legal regulations, trade relations, climate and other natural conditions of the countries in which it operates, which could affect the Group's business performance and financial position.」

    Uncertainty in the political and economic conditions, regulations, trade relations and natural conditions associated with production and sales in the United States and geographically broader overseas procurement continued to be identified.
  10. FY2020MaterialisedAnnual report

    「Losses from disasters mainly comprised losses related to flood damage suffered by FREMONT BEEF COMPANY in March 2019, including impairment losses on assets and restoration costs.」

    With respect to natural-condition risks associated with overseas operations, flood damage suffered by FREMONT BEEF COMPANY and related losses actually occurred.
  11. FY2020-Q1MaterialisedAnnual report

    「During the first quarter of the current consolidated fiscal year, the Japanese economy remained somewhat sluggish due to factors including a decline in export volumes resulting from intensifying trade friction and rising labor costs.」

    With respect to uncertainty in the overseas and trade environment, intensifying trade friction and declining export volumes were identified as actual economic conditions.
  12. FY2019RaisedAnnual report

    「Part of the Group's production and sales activities is conducted in the United States, while procurement of meat raw materials and products has expanded from North America and Australia to China and Central and South America.」

    The scope of overseas procurement was shown to have expanded from North America and Australia to China and Central and South America, broadening the range of external-environment factors associated with overseas operations.
  13. FY2018RestatedAnnual report

    「The Group's business activities and procurement in these overseas markets may be affected by unforeseeable problems involving the political and economic conditions, social conditions, legal regulations, trade relations, climate and other natural conditions of the countries in which it operates, which could affect the Group's business performance and financial position.」

    Uncertainty in the political and economic conditions, regulations, trade relations and natural conditions of each country associated with overseas production, sales and procurement continued to be identified.
  14. FY2017First statedAnnual report

    「The Group's business activities and procurement in these overseas markets may be affected by unforeseeable problems involving the political and economic conditions, social conditions, legal regulations, trade relations, climate and other natural conditions of the countries in which it operates, which could affect the Group's business performance and financial position.」

    Country-specific external-environment risks associated with expanding production and sales in the United States and procurement from North America, Australia and other regions were explicitly identified.
Moved together

"Higher Revenue, Lower Profit in Retail Business" moved the same way as this thread, in the same document, in 7 of its 16 moves.

766543★123456
  1. ★This thread
  2. 1Higher Revenue, Lower Profit in Retail Business7×
  3. 2Deterioration in the Business Environment Due to an Economic Slowdown, Yen Appreciation and Weaker Consumer Sentiment6×
  4. 3Restaurant Business: Declining Revenue and Profit6×
  5. 4Procurement destabilization due to food resource shortages, disease, and import regimes5×
  6. 5First-Quarter Revenue and Profit Growth4×
  7. 6Increase in Guarantees of Obligations to Affiliated Companies, etc.3×

★ 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
No upcoming earnings preview for S Foods yet. It last moved in the Financial results of 2026-07-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Uncertainty Regarding Political, Economic and Social Conditions in Overseas Markets and Procurement | S Foods Inc. (2292) | Komori