Raw material procurement risk from meat prices, foreign exchange, disease and other factors
First written in FY2016. 13 of 26 entries say "Restated". Latest entry: 2026-08-10.
Takizawa Ham moved to the "Worse" side of this theme in 2025.
2 other companies' latest entry also says "Worsened".
- 2026-08-10WorsenedEarnings
「輸入牛肉をはじめとする原材料価格の上昇に加え、中東情勢の緊迫化等を背景とした包装資材価格やエネルギーコストの上昇などの影響を受け、これらのコスト増加を十分に吸収することができませんでした。」
輸入原材料、包装資材、エネルギーの価格上昇が第1四半期の損失要因として実績化した。 - FY2026WorsenedAnnual report
「Overseas as well, numerous factors are affecting the company's business activities, including concerns about crude oil supply due to tensions in the Strait of Hormuz, instability in logistics and resource prices due to the prolonged situation in Ukraine, higher import costs due to the prolonged weakness of the yen, and concerns about a slowdown in the global economy due to financial market volatility. The outlook is becoming even more uncertain.」
In addition to the existing risks related to supply and demand, foreign exchange, disease and import restrictions, the company identifies tensions in the Strait of Hormuz, the prolonged situation in Ukraine, the prolonged weakness of the yen and financial market volatility as factors contributing to uncertainty in the procurement environment. Higher raw material prices, including imported beef, also pressured profits in actual results. - FY2026-H1WorsenedAnnual report
「The weaker yen caused imported raw material prices and energy costs to rise, putting pressure on companies' earnings structures.」
While stating that there have been no material changes in the risks related to its business or other matters, the company specifically identifies higher imported raw material prices and energy costs due to the weaker yen as actual conditions during the interim period. - FY2024RestatedAnnual report
「Our group seeks to secure stable quantities and avoid concentration on specific suppliers by procuring raw materials from various production regions and other sources on a diversified basis. However, changes in global supply and demand and foreign exchange trends, as well as outbreaks of BSE, avian influenza and foot-and-mouth disease and the implementation of safeguards covering imported beef and pork, raise concerns about restrictions on procurement quantities and higher procurement prices for raw materials and other items.」
While continuing to respond through diversified raw material procurement, the company continues to list procurement risks related to supply and demand, foreign exchange, disease and import restrictions, as before. - FY2024-Q3RestatedAnnual report
「The business environment remains challenging, with raw material and energy prices staying high, higher logistics costs and labor shortages, and stagnant personal consumption due to continued inflation.」
Persistently high raw material and energy prices, higher logistics costs, labor shortages and stagnant consumption due to inflation continue, reaffirming the challenging procurement and cost environment. - FY2024-Q2RestatedAnnual report
「The business environment remains challenging, with raw material and energy prices staying high, higher logistics costs and labor shortages, and stagnant personal consumption due to continued inflation.」
The company continues to describe challenging procurement and business conditions, including persistently high raw material and energy prices, higher logistics costs and labor shortages. - FY2024-Q1RestatedAnnual report
「The challenging business environment continues, with soaring raw material prices, higher energy prices and logistics costs, and declining personal consumption due to inflation caused by successive food price increases.」
Difficult procurement and cost conditions continue, including higher raw material and energy prices and logistics costs. - FY2023-Q3RestatedAnnual report
「The challenging business environment continues, with soaring raw material prices and energy costs and declining personal consumption due to inflation.」
Soaring raw material prices and energy costs and declining personal consumption due to inflation continue, and the company continues to describe challenging procurement and business conditions. - FY2023-Q2RestatedAnnual report
「The business environment is becoming increasingly challenging due to soaring raw material prices and energy costs and declining personal consumption caused by rapid inflation.」
The company continues to describe the difficult procurement and business environment caused by soaring raw material and energy prices and inflation, as in the previous quarter. - FY2023-Q1WorsenedAnnual report
「The business environment is becoming increasingly challenging due to soaring raw material and energy prices and declining personal consumption caused by rapid inflation.」
Soaring raw material and energy prices and declining personal consumption due to inflation are cited together, and the procurement and business environment is described as becoming more challenging. The company also describes a response involving the development of new sources of origin. - FY2022WorsenedAnnual report
「The environment surrounding the industry is expected to remain challenging, due to soaring raw material and energy prices resulting from the weaker yen and sluggish consumption caused by rising prices.」
In addition to the existing risks related to supply and demand, foreign exchange, disease and import restrictions, the company identifies higher raw material prices due to the weaker yen, higher energy prices and inflation as factors worsening the procurement environment. - FY2022-Q3WorsenedAnnual report
「In this industry, the business environment remains challenging, with the global spread of new variants driving up raw material prices, causing supply concerns due to logistics delays and raising manufacturing costs through higher crude oil prices.」
In addition to soaring raw material prices, supply concerns due to logistics delays and higher manufacturing costs due to higher crude oil prices are specifically identified, indicating increasingly difficult conditions for raw material procurement and supply. - FY2022-Q2WorsenedAnnual report
「In this industry, consumer sentiment continues to weaken as the periods covered by states of emergency and priority preventive measures in multiple regions have been extended. In addition, higher raw material and other costs have driven up expenses, leaving the business environment challenging.」
Higher raw material and other costs are specifically identified as a factor worsening the procurement and earnings environment. - FY2022-Q1RestatedAnnual report
「In terms of profit and loss, the company worked to improve efficiency through cost reductions, but lower productivity due in part to higher raw material prices and changes in the product mix resulted in an operating loss of ¥35 million (an operating loss of ¥26 million in the same period of the previous year)」
Higher raw material prices are reflected in actual results, but no material changes are described in the structure of procurement risks, such as supply stoppages or concentration on specific suppliers. - FY2021MitigatedAnnual report
「Our group seeks to secure stable quantities and avoid concentration on specific suppliers by procuring raw materials from various production regions and other sources on a diversified basis. However, changes in global supply and demand and foreign exchange trends, as well as outbreaks of BSE, avian influenza and foot-and-mouth disease and the implementation of safeguards covering imported beef and pork, raise concerns about restrictions on procurement quantities and higher procurement prices for raw materials and other items.」
Although procurement risk itself remains, the company explicitly describes its response of diversifying raw material procurement to secure quantities and avoid concentration on specific suppliers. - FY2020WorsenedAnnual report
「Regarding the outlook, the spread of COVID-19 has had a major impact on economic and social activity worldwide, and the prolonged effects are expected to leave the outlook uncertain. ……The environment surrounding the industry is expected to become even more challenging, including concerns about securing stable supplies of imported raw materials.」
In addition to the existing risks related to supply and demand, foreign exchange, disease and import restrictions, the company specifically identified concerns about securing stable supplies of imported raw materials associated with COVID-19, indicating greater uncertainty in the procurement environment. - FY2019RestatedAnnual report
「In procuring raw materials and other items, the Group faces concerns that changes in global supply and demand, foreign exchange trends, outbreaks of BSE, avian influenza, foot-and-mouth disease and other conditions, and the imposition of safeguards on imported beef and pork could restrict procurement volumes or increase procurement prices.」
The company continues to disclose raw material procurement risks arising from supply and demand, foreign exchange, disease and import restrictions, as before. - FY2018RestatedAnnual report
「In procuring raw materials and other items, the Group faces concerns that changes in global supply and demand, foreign exchange trends, outbreaks of BSE, avian influenza, foot-and-mouth disease and other conditions, and the imposition of safeguards on imported beef and pork could restrict procurement volumes or increase procurement prices.」
The company continues to disclose raw material procurement risks arising from supply and demand, foreign exchange, disease and import restrictions, as before. - FY2018-Q3WorsenedAnnual report
「In this industry, the business environment remains challenging as raw material prices rise due to the weaker yen and the implementation of safeguards on imported frozen beef, among other factors, while labor and logistics costs also increase against a backdrop of labor shortages.」
In addition to the existing risks related to supply and demand, foreign exchange and import restrictions, the company specifically identifies rising raw material prices due to the weaker yen and the implementation of safeguards on imported frozen beef as actual industry conditions. - FY2017RestatedAnnual report
「In procuring raw materials and other items, the Group faces concerns that changes in global supply and demand, foreign exchange trends, outbreaks of BSE, avian influenza, foot-and-mouth disease and other conditions, and the imposition of safeguards on imported beef and pork could restrict procurement volumes or increase procurement prices.」
The company continues to list raw material procurement risks arising from supply and demand, foreign exchange, disease and import restrictions, as before. - FY2017-Q3RestatedAnnual report
「In this industry, prices for raw materials used in processed products remained relatively stable, but a stronger focus on saving and lower prices for food in general intensified sales competition among companies, and difficult conditions continued.」
While prices for raw materials used in processed products are relatively stable, procurement and sales conditions remain challenging. The company states that there have been no material changes in risks related to its business or other matters. - FY2017-Q2RestatedAnnual report
「In this industry, imported raw material prices are relatively stable, but consumers continue to favor lower prices amid concerns about the economic outlook. In addition, competition among companies is intensifying, resulting in a challenging business environment.」
While imported raw material prices are relatively stable, the external environment surrounding the meat industry remains uncertain and competition continues to intensify. - FY2017-Q1RestatedAnnual report
「Although import raw material prices stabilized as the yen appreciated, the business environment remained difficult, with procurement costs rising due to persistently high market prices for domestically produced beef and pork.」
While imported raw material prices have stabilized, procurement costs continue to rise due to persistently high market prices for domestically produced beef and pork. Raw material procurement risk remains. - FY2016First statedAnnual report
「In procuring raw materials and other items, the Group faces concerns that changes in global supply and demand, foreign exchange trends, outbreaks of BSE, avian influenza, foot-and-mouth disease and other conditions, and the imposition of safeguards on imported beef and pork could restrict procurement volumes or increase procurement prices.」
The Company identifies fluctuations in procurement volumes and prices caused by global supply and demand, foreign exchange rates, livestock diseases and import restrictions as risks. The text explains that higher raw material prices and the structural squeeze of high input costs and low product prices have in fact continued.