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Itoham Yonekyu Holdings (2296) · RiskWorsened

Price Competition and the Difficulty of Maintaining Market Share and Profitability

First written in FY2017-Q1. 11 of 16 entries say "Restated". Latest entry: FY2025.

16entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2020-Q2WorsenedFY2022-Q3 – FY20252016: 220162017: 320172018: 420182019: 320192020: 020202021: 020212022: 220222023: 120232024: 020242025: 12025
Same theme, other companies
Declining selling prices and lower profit due to intensified competition from other companiesA theme 230 companies write about · 231 as a headwind · 0 as a tailwind

Itoham Yonekyu Holdings moved to the "Worse" side of this theme in 2022, 3 years after the typical company in this theme (2019).

The whole theme swung hardest in 2026: 41 of 86 companies on the "Worse" side.

33 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 199 companies compared. The sentences above are computed from all 199.Comparing 200 of the theme's 231 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「Successive price increases for essential goods, including food, are raising concerns about sluggish consumption.」

    In addition to the established low-price orientation and rising costs, it identifies sluggish consumption caused by price increases for essential goods as a concern for the future competitive and demand environment.
  2. FY2023WorsenedAnnual report

    「In addition to rising raw material and utility costs, packaging and logistics costs remained elevated, while the continuing depreciation of the yen added to the pressure, resulting in a persistently challenging business environment.」

    It describes a situation in which low-price orientation and the competitive environment, combined with higher costs and yen depreciation, continue to pressure profitability even after price revisions.
  3. FY2022WorsenedAnnual report

    「With raw material and energy prices continuing to rise and the yen depreciating sharply, costs are expected to increase by more than product price revisions, creating a challenging outlook.」

    It indicates that, in addition to the established low-price orientation and competitive environment, costs are expected to rise by more than prices and the yen is expected to depreciate sharply.
  4. FY2022-Q3WorsenedAnnual report

    「In addition to soaring raw material and fuel prices, logistics and labor costs have remained elevated, creating a challenging business environment in which food manufacturers have had no choice but to revise product prices.」

    It specifically describes the difficult environment of continued low-price orientation and intensifying competition, alongside soaring raw material and fuel prices, persistently high logistics and labor costs, and the need to revise product prices.
  5. FY2020-Q2RestatedAnnual report

    「As labor and logistics costs continue to rise amid labor shortages, consumers' strong preference for low prices for food and other everyday necessities remains, and difficult business conditions continue.」

    The company reiterates the difficult competitive and earnings environment caused by higher personnel and logistics costs and consumers' preference for low prices.
  6. FY2020-Q1RestatedAnnual report

    「In this industry, difficult business conditions continue as labor and logistics costs rise amid labor shortages, while consumers' strong preference for low prices for food and other everyday necessities persists.」

    The company reiterates the difficult competitive and earnings environment caused by higher personnel and logistics costs and consumers' preference for low prices.
  7. FY2019-Q3RestatedAnnual report

    「In this industry, difficult business conditions continue as production costs, including raw materials, continue to rise and logistics costs remain high, while consumers' strong preference for low prices for food and other everyday necessities persists.」

    The company reiterates the difficult competitive and earnings environment in which rising costs coexist with consumers' preference for low prices.
  8. FY2019-Q2RestatedAnnual report

    「Amid continued increases in production costs, including raw materials, and persistently high logistics costs, consumers' strong preference for low prices for food and other everyday necessities remains, and difficult business conditions continue.」

    The company reiterates the difficult competitive and earnings environment in which rising costs coexist with consumers' preference for low prices.
  9. FY2019-Q1RestatedAnnual report

    「Amid continued increases in production costs, including raw materials, and persistently high logistics costs, consumers' strong preference for low prices for food and other everyday necessities remains, and difficult business conditions continue.」

    The company reiterates the difficult competitive and earnings environment in which rising costs coexist with consumers' preference for low prices.
  10. FY2018RestatedAnnual report

    「As raw material prices and logistics costs rise, consumers' preference for low prices for everyday necessities such as food remains deeply entrenched, and the business environment continues to be difficult.」

    The company reiterates the risks to competition and profitability arising from higher raw material and logistics costs and consumers' preference for low prices.
  11. FY2018-Q3RestatedAnnual report

    「As raw material prices and logistics costs rise, consumers' preference for low prices for everyday necessities such as food remains deeply entrenched, and the business environment continues to be difficult.」

    The company continues to indicate that the business environment remains difficult against the backdrop of consumers' preference for low prices.
  12. FY2018-Q1RestatedAnnual report

    「Consumers' preference for low prices for everyday necessities such as food remains deeply entrenched, and the business environment continues to be difficult as competition among companies intensifies.」

    The company continues to indicate that competition among companies is intensifying against the backdrop of consumers' preference for low prices and that the business environment remains difficult.
  13. FY2017RestatedAnnual report

    「As sales competition intensifies due to consumers' preference for low prices, the consumer products business is working to strengthen its corporate brand, primarily for core products, through television commercials and other measures,」

    The company continues to describe intensifying competition driven by consumers' preference for low prices and identifies brand-building through television commercials and other measures as a response.
  14. FY2017-Q3RestatedAnnual report

    「As sales competition intensifies due to consumers' preference for low prices,」

    The company continues to indicate the risk of intensifying competition and difficulty maintaining market share and profitability against the backdrop of consumers' preference for low prices.
  15. FY2017-Q2RestatedAnnual report

    「As sales competition intensifies due to consumers' preference for low prices,」

    The company continues to indicate the risk of intensifying competition and difficulty maintaining market share and profitability against the backdrop of consumers' preference for low prices.
  16. FY2017-Q1First statedAnnual report

    「Amid a polarization between high value-added products and low prices, the Group may be unable to maintain or expand its market share and preserve profitability against low-cost, low-price competitors.」

    The company identifies intensifying competition in the food, retail and foodservice industries and the response to low-price competitors as risks.
Moved together

"Risk from Market Price Fluctuations in Meat, Feed, Secondary Raw Materials and Other Inputs" moved the same way as this thread, in the same document, in 4 of its 16 moves.

433322★123456
  1. ★This thread
  2. 1Risk from Market Price Fluctuations in Meat, Feed, Secondary Raw Materials and Other Inputs4×
  3. 2Cost Reduction and Improved Profitability Through Joint Procurement3×
  4. 3Risks Associated with Overseas Expansion, Including Political, Regulatory and Personnel Risks3×
  5. 4Risk of Unrecoverable Business and Capital Investments and Impairment3×
  6. 5Recession and Declining Consumer Demand2×
  7. 6Risks of Insufficient Logistics and Distribution Infrastructure and Disruption to Supply Continuity2×

★ 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
Itoham Yonekyu Holdings's next results are scheduled for 2026-11-04. Read the earnings preview
News
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