Cost Pressure from Rising Material Prices
First written in FY2019-Q3. 8 of 16 entries say "Restated". Latest entry: 2026-10-14.
UOGroup 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: 122 of 167 companies on the "Worse" side.
36 other companies' latest entry also says "Materialised".
- 2026-10-14MaterialisedRevision of earnings forecasts
「しかしながら、仕入価格の高騰に加え、主に夏季における急な天候不順による店頭商材の調整及び在庫調整等に苦戦を強いられ売上総利益率が 45.0％（前年同期は 45.4％）となったことより営業損失 65 百万円（前年同期は 26 百万円の営業損失）となりました。」
仕入価格の高騰が粗利益率低下と営業損失の要因として実際に発生している。 - FY2026-H1RestatedAnnual report
「The operating environment surrounding the industry remains difficult, as raw material prices are rising and delivery costs are also expected to increase due to the 2024 logistics-sector issue.」
The company recognizes that cost pressure, including higher raw material prices and increased delivery costs attributable to the 2024 logistics-sector issue, continues. - FY2025RestatedAnnual report
「The difficult operating environment continues, owing to higher raw material prices, increased overseas demand for seafood and higher fish prices resulting from poor catches, among other factors driving higher costs.」
The company recognizes that cost pressure from higher raw material and fish prices continues. - FY2025-Q1WorsenedAnnual report
「In the seafood retail industry, which is the core business of our group, the operating environment has remained challenging due to rising raw material market prices, increasing overseas demand for seafood, soaring fish prices caused by poor catches, and expected increases in delivery costs resulting from the 2024 problem in the logistics and transportation industries.」
An additional source of cost pressure has been identified, with delivery costs expected to increase due to the 2024 logistics-sector issue, in addition to higher raw material and fish prices. - FY2024-Q3WorsenedAnnual report
「In the seafood retail industry, which is the core business of our group, the challenging operating environment has continued due to higher costs driven by rising raw material market prices, increasing overseas demand for seafood, and soaring fish prices caused by poor catches.」
Higher costs, including raw material prices, overseas demand and surging fish prices caused by poor catches, continue, and the description indicates increased cost pressure on procurement and business operations. - FY2024-Q2RestatedAnnual report
「In the seafood retail industry, which is the core business of our group, the challenging environment has continued due to soaring raw material market prices and consumers’ heightened focus on protecting their household budgets.」
The recognition that pressure on costs and procurement conditions, including surging raw material prices, continues has been maintained. - FY2023-Q3RestatedAnnual report
「In the seafood retail industry, which is the core business of our group, the challenging environment has continued due to soaring raw material prices and the easing of stay-at-home demand through the end of last year.」
The recognition that cost pressure, including surging raw material prices, continues has been maintained. - FY2023-Q2RestatedAnnual report
「In the seafood retail industry, which is the core business of our group, the environment surrounding our group is expected to remain challenging, as purchase prices for seafood and logistics costs continue to rise, while stay-at-home demand has contracted following the lifting of priority preventive measures.」
The recognition that cost pressure, including resource prices and logistics costs, continues has been reiterated. - FY2023-Q1ReframedAnnual report
「Higher resource prices and increased logistics costs accompanying heightened geopolitical risk」
The issue of higher material prices, which had disappeared as a standalone item, has reappeared in the form of higher resource prices and increased logistics costs attributable to geopolitical risk. - FY2021DroppedAnnual reportThe discussion of the operating environment and risks in this report does not explicitly identify higher material or logistics costs as standalone cost pressures.
- FY2020ReframedAnnual report
「The company remained in a difficult environment, due to continued declines in catches caused by depletion of marine resources and abnormal weather, higher procurement prices resulting from increased global demand, and rising labor costs amid intensifying competition to secure personnel.」
The description has been revised from one focused on higher material and logistics costs to one covering cost pressure including higher seafood procurement prices and higher labor costs resulting from competition to secure personnel. - FY2020-Q3RestatedAnnual report
「In addition, rising labor costs and logistics expenses have become major challenges, and the operating environment remains difficult.」
Higher labor and logistics costs continue to be identified as cost pressure. - FY2020-Q2RestatedAnnual report
「In addition, rising labor costs and logistics expenses have become major challenges, and the operating environment remains difficult.」
Higher labor and logistics costs continue to be identified as cost pressure. - FY2020-Q1ReframedAnnual report
「In addition, rising labor and logistics costs have become major challenges, and the operating environment remains difficult.」
The description of cost pressure has expanded from the previous focus on higher material and labor costs to include higher logistics costs. - FY2019RestatedAnnual report
「In addition, serious labor shortages caused by rising material prices and labor costs and difficulty recruiting due to demographic changes continue.」
Higher material prices continue to be identified as cost pressure in the operating environment, alongside higher labor costs, hiring difficulties and severe labor shortages. - FY2019-Q3First statedAnnual report
「In addition, serious labor shortages caused by rising material prices and labor costs and difficulty recruiting due to demographic changes continue.」
Higher material prices were explicitly identified for the first time as cost pressure in the operating environment, alongside higher labor costs and labor shortages. Since the issues of labor costs and hiring difficulties overlap with the existing labor supply-and-demand risk, the focus here is on higher material prices.