Inflation Resulting from Higher Utility, Logistics and Raw-Material Costs
First written in FY2019-Q1. 9 of 17 entries say "Worsened", first in FY2022. Latest entry: 2026-10-13.
Aeon Kyushu moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).
The whole theme swung hardest in 2025: 14 of 20 companies on the "Worse" side.
13 other companies' latest entry also says "Restated".
- FY2026-H1WorsenedAnnual report
「Meanwhile, the outlook remained uncertain due to factors including high energy and resource prices resulting from unstable international conditions, inflation caused by higher personnel and logistics costs, and the effects of volatility in the financial and capital markets.」
The Company explicitly identified energy and resource prices, personnel costs, logistics costs, and the effects of volatility in the financial and capital markets as factors contributing to inflation and an uncertain outlook. - FY2025-H1WorsenedAnnual report
「Meanwhile, the outlook remained uncertain due to factors including high energy and resource prices resulting from unstable international conditions, inflation caused by higher personnel and logistics costs, and the effects of volatility in the financial and capital markets.」
The Company identified energy and resource prices, higher personnel and logistics costs, and the effects of volatility in the financial and capital markets as factors contributing to inflation and an uncertain outlook. - FY2025-Q1WorsenedAnnual report
「Meanwhile, the outlook remained uncertain due to factors including heightened geopolitical risks, higher raw material prices resulting from the continued depreciation of the yen, and concerns over a slowdown in consumption caused by persistent inflation.」
The Company specified heightened geopolitical risks, higher raw material prices resulting from the continued depreciation of the yen, persistent inflation, and concerns over a slowdown in consumption as factors contributing to an uncertain outlook. - FY2024-Q3RestatedAnnual report
「During the cumulative third quarter of the consolidated fiscal period under review (1 March 2023 to 30 November 2023), the domestic economy continued to face an uncertain outlook, as social and economic activity normalized following the reclassification of COVID-19 under the Infectious Diseases Control Law as a Category 5 infectious disease, while foreign exchange fluctuations and surging raw-material and energy prices persisted.」
While social and economic activity continued to normalize, uncertainty in the inflation and cost environment due to exchange-rate fluctuations and high raw material and energy prices persisted. - FY2024-Q2RestatedAnnual report
「Meanwhile, in response to rising prices, particularly electricity charges, food, and daily necessities」
The Company continued to identify increases in electricity charges and food and daily-necessities prices as burdens on the operating environment. - FY2024-Q1RestatedAnnual report
「Meanwhile, the outlook for the economy remained uncertain due to factors including exchange-rate fluctuations and high energy prices.」
The Company continued to identify exchange-rate fluctuations and high energy prices as factors contributing to an uncertain economic outlook. - FY2023WorsenedAnnual report
「The Kyushu economy, which provides the foundation for the Company's business, is expected to recover gradually as social and economic activity moves toward normalization following the January 2023 reclassification of COVID-19 under the Infectious Diseases Act and the easing of restrictions on movement and border-control measures, supported by increased inbound tourism demand. However, in addition to changes in the macroeconomic environment, including demographics, and intensifying competition across industry and business-format boundaries, the prolonged situation in Ukraine and the effects on consumer sentiment of continuing inflation caused by high resource and energy prices」
The Company further specified high resource and energy prices and the progress and persistence of inflation as factors affecting consumer sentiment. - FY2023-Q3RestatedAnnual report
「During the cumulative 9-month period of the fiscal year under review (1 March 2022 to 30 November 2022), Japan's economy showed signs of returning to normal social and economic activity as restrictions on movement were eased, while the outlook remained uncertain due to persistently high raw material and energy prices and the rapid depreciation of the yen.」
The Company continued to identify high raw material and energy prices and the rapid depreciation of the yen as factors contributing to an uncertain outlook. - FY2023-Q2WorsenedAnnual report
「Uncertainty continues over the impact on personal consumption of higher crude oil and raw-material prices caused by geopolitical risks and sharp fluctuations in foreign exchange rates, among other factors.」
In addition to rising raw material prices, the Company specified sharp exchange-rate fluctuations, higher crude oil prices, and the resulting impact on product procurement prices and utility costs as factors contributing to uncertainty. - FY2023-Q1WorsenedAnnual report
「In the retail industry, in addition to cost increases such as higher product procurement prices and utility costs against a backdrop of rising resource prices and a weaker yen」
In addition to the previously cited increases in raw material prices, the Company specified rising resource prices, a weaker yen, and higher product procurement prices and utility costs as factors driving cost increases. - FY2022WorsenedAnnual report
「In addition to concerns over new variants, natural disasters, and geopolitical risks, the outlook is expected to remain uncertain due to increases in prices of daily necessities resulting from higher crude oil and raw material prices.」
In addition to trends in raw material prices, the Company explicitly identified higher crude oil prices and the resulting increases in prices of daily necessities as factors contributing to uncertainty. - FY2022-Q3RestatedAnnual report
「The outlook remained uncertain, including the impact of trends in raw material prices on the economy.」
Trends in raw material prices, which had been omitted from the previous filing, were disclosed again as a factor contributing to uncertainty in the economic environment. - FY2020DroppedAnnual reportNo disclosure identifying utility charges, logistics costs, and raw material costs as separate risks could be confirmed in this filing.
- FY2019-Q1First statedAnnual report
「Inflation resulting from increases in utility charges such as electricity and gas rates, as well as higher logistics and raw material costs」
The Company identified increases in utility charges, logistics costs, and raw material costs, together with the resulting inflation, as new factors making the operating environment for the retail industry more challenging.