Rising Prices for Alcoholic Beverage Raw Materials and Delivery Costs
First written in FY2016. 1 of 3 entries say "Restated". Latest entry: FY2021.
Demae-Can 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 2022: 5 of 6 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
- FY2021ReframedAnnual report
「Food ingredients used in meals delivered by member restaurants in the Demae-can business are affected by fluctuations in harvests and supply-demand balances resulting from weather, earthquakes, typhoons, tsunamis and other natural disasters. This may lead to higher procurement costs, and if these costs cannot be passed on to selling prices due to market conditions or other factors, the Group’s performance and financial condition may be affected. In addition, if fuel price increases cause delivery charges to rise, the number of orders and sales may decline, potentially having a similar impact.」
The risk has been broadened from one limited to raw materials for alcoholic beverages to a general risk of rising costs, including member restaurants’ food, fuel and delivery costs. - FY2019RestatedAnnual report
「Food ingredients, including sweet potatoes, barley and rice used as raw materials for shochu and other products in the mail-order business, are affected by fluctuations in harvests and supply-demand balances resulting from weather, earthquakes, typhoons, tsunamis and other natural disasters. This may lead to higher procurement costs, and if these costs cannot be passed on to selling prices due to market conditions or other factors, the Group’s performance and financial condition may be affected.」
The risk of rising prices for alcoholic beverage and food raw materials and higher delivery costs continues to be disclosed. - FY2016First statedAnnual report
「Prices of sweet potatoes, barley and rice, which are raw materials for shochu and other products, are affected by fluctuations in harvests and supply-demand balances resulting from weather, natural disasters and other factors. This may lead to higher procurement costs, and if these costs cannot be passed on to selling prices due to market conditions or other factors, the Group’s performance and financial condition may be affected.」
Fluctuations in raw-material prices, the inability to pass costs on to selling prices and higher delivery charges due to rising gasoline prices are identified as risks to profitability.