Komori
and ST HD (2685) · RiskRestatedLatest Earnings presentation materials (2026-09-30): "Advanced"

Departure of Management Talent and Shortages of Store-Operations Personnel

First written in FY2024. 2 of 4 entries say "Restated". Latest entry: 2026-09-30.

4entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024 – FY20262024: 120242025: 120252026: 22026
Same theme, other companies
Operational Risk from Foodservice Labor Shortages and Work-Style ReformsA theme 15 companies write about · 15 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 5 of 10 companies on the "Worse" side.

0 other companies' latest entry also says "Advanced".

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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-30AdvancedEarnings presentation materials

    「既存の仕組みを人権デューデリジェンスのプロセスに沿って整理し、グループ全体の推進体制を強化」

    人権リスクの特定・評価・可視化を含む人権デューデリジェンスの運用整理と、グループ横断の推進体制強化が示された。
  2. FY2026RestatedAnnual report

    「The Group has more than 1,600 stores in Japan and overseas and requires substantial personnel for store operations and product development, as well as systems and logistics.」

    The Group continues to disclose the risks of personnel shortages, rising wages and employee turnover affecting more than 1,600 stores and other operations.
  3. FY2025RestatedAnnual report

    「The Group operates more than 1,600 stores in Japan and overseas and requires many people to operate its stores and develop products. If it is unable to respond to the recent decline in Japan’s working-age population and global wage increases, and cannot secure sufficient personnel in terms of both quality and quantity, its business could be affected by restrictions on store operations, higher labour-related costs, lower employee performance, and increases in leaves of absence and employee turnover.」

    The Group continues to disclose the risks of personnel shortages and rising wages affecting more than 1,600 stores, with raising starting salaries, improving wages, referral programs and diverse career support as countermeasures.
  4. FY2024First statedAnnual report

    「The Group operates more than 1,500 stores in Japan and overseas and requires substantial personnel for store operations and product development. If it is unable to respond to the recent decline in Japan's working-age population and global wage increases, and cannot secure sufficient personnel in terms of both quality and quantity, this may affect its business through restrictions on store operations, higher labor-related costs, declining employee performance, and increases in leaves of absence and employee turnover.」

    The disclosure describes the risk of the departure of the representative director and chairman and other executives who have led management for many years, as well as the risk of personnel shortages and rising wages affecting the more than 1,500 stores.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for and ST HD yet. It last moved in the Earnings presentation materials of 2026-09-30: "Advanced".
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