A Challenging Business Environment Driven by Rising Raw Material and Labor Costs and Customers’ Focus on Cost Efficiency
First written in FY2025-H1. 5 of 9 entries say "Restated". Latest entry: 2026-08-10.
Shimadaya moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2022: 64 of 103 companies on the "Worse" side.
45 other companies' latest entry also says "Worsened".
- FY2026RestatedAnnual report
「The environment surrounding the food industry remains challenging, with raw material, packaging material and energy prices staying high due to further instability in international conditions, along with labor shortages and rising personnel costs resulting from Japan's declining population and declining birthrate and aging population, as well as surging logistics costs.」
The disclosure continues to describe a challenging business environment due to persistently high or rising raw material, packaging material and energy prices, personnel costs and logistics costs. - FY2026-H1RestatedAnnual report
「In the food industry, as prices continued to be revised amid rising raw material, personnel and logistics costs, consumers became even more price-sensitive.」
The disclosure continues to describe a challenging environment due to higher raw material, personnel and logistics costs, price revisions and increased consumer price sensitivity. - FY2025RestatedAnnual report
「In the food industry, demand for eating out remained firm due to inbound tourism, but demand for eating at home declined amid continued product price revisions in response to surging logistics and personnel costs, while customers became increasingly focused on value, resulting in a challenging operating environment.」
The disclosure continues to describe a challenging environment due to higher logistics and personnel costs, product price revisions and customers' increasing focus on value. - FY2025-H1First statedAnnual report
「In the food industry, as product price revisions continue in response to surging raw material prices and higher manufacturing labor costs, customers are increasingly focused on value, resulting in a persistently challenging business environment.」
The disclosure states that increases in raw material prices, manufacturing labor costs, logistics costs and personnel expenses are already affecting profitability.