Komori
Yakiniku Sakai Holdings (2694) · RiskRestated

Procurement uncertainty due to epidemics, adverse weather and natural disasters

First written in FY2016. 5 of 9 entries say "Restated". Latest entry: FY2026.

9entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017RestatedFY2019 – FY2024MaterialisedFY2025-H12016: 220162017: 120172018: 120182019: 120192020: 120202021: 020212022: 020222023: 020232024: 220242025: 020252026: 12026
Same theme, other companies
Food Ingredient Safety, Stable Sourcing and Price Volatility RiskA theme 70 companies write about · 71 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 30 of 41 companies on the "Worse" side.

30 other companies' latest entry also says "Restated".

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 70 companies compared. The sentences above are computed from all 70.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Going forward, outbreaks of epidemics such as BSE and avian influenza, the spread of defamatory claims about imported ingredients, adverse weather, conflicts related to the situation in the Middle East and natural disasters could cause procurement uncertainty and higher ingredient prices, potentially having a significant impact on the Group's operating results and financial position.」

    Procurement uncertainty and higher prices caused by epidemics, defamatory claims about imported ingredients, adverse weather, conflicts related to the situation in the Middle East and natural disasters continued to be identified as future risks.
  2. FY2025-H1MaterialisedAnnual report

    「Against this backdrop, although the Group's businesses, including its core yakiniku business, everyday-meal and fast-food businesses and other operations, were affected to a limited extent by adverse weather such as extreme heat and typhoons, sales remained firm, supported by increased foot traffic as economic activity normalised and inbound demand.」

    The disclosure stated that adverse weather, including extreme heat and typhoons, had actually affected each business.
  3. FY2024RestatedAnnual report

    「Going forward, outbreaks of epidemics such as BSE and avian influenza, the spread of defamatory claims about imported ingredients, adverse weather and natural disasters could cause procurement uncertainty and higher ingredient prices, potentially having a significant impact on the Group's operating results and financial position.」

    Procurement uncertainty and higher prices caused by epidemics, defamatory claims about imported ingredients, adverse weather and natural disasters continued to be identified as future risks.
  4. FY2020RestatedAnnual report

    「Going forward, outbreaks of epidemics such as BSE and avian influenza, the spread of defamatory claims about imported ingredients, adverse weather and natural disasters could cause procurement uncertainty and higher ingredient prices, potentially having a significant impact on the Group's operating results and financial position.」

    Procurement uncertainty and higher prices caused by epidemics, defamatory claims about imported ingredients, adverse weather and natural disasters continued to be identified as future risks.
  5. FY2019RestatedAnnual report

    「Going forward, outbreaks of epidemics such as BSE and avian influenza, the spread of defamatory claims about imported ingredients, adverse weather and natural disasters could cause procurement uncertainty and higher ingredient prices, potentially having a significant impact on the Group's operating results and financial position.」

    Procurement uncertainty and higher prices caused by epidemics, defamatory claims about imported ingredients, adverse weather and natural disasters continued to be identified as future risks.
  6. FY2019-Q2MaterialisedAnnual report

    「In the food-service industry, the outlook remains challenging due to higher recruitment and other costs resulting from labour shortages, increasingly strong consumer thrift, and the impact of natural disasters such as earthquakes, typhoons and localised torrential rain.」

    The disclosure stated that earthquakes, typhoons and localised torrential rain, which had previously been identified as risks, were already affecting the food-service industry.
  7. FY2017RestatedAnnual report

    「Going forward, outbreaks of epidemics such as BSE and avian influenza, the spread of defamatory claims about imported ingredients, adverse weather and natural disasters could cause procurement uncertainty and higher ingredient prices, potentially having a significant impact on the Group's operating results and financial position.」

    Procurement uncertainty and higher prices caused by epidemics, defamatory claims about imported ingredients, adverse weather and natural disasters continued to be identified as future risks.
  8. FY2017-Q2MaterialisedAnnual report

    「Although the recent appreciation of the yen has provided some relief from persistently high raw-material prices, we continue to face issues including higher raw-material prices due to adverse weather, labour shortages and rising personnel costs.」

    A risk previously described as the possibility of procurement uncertainty and higher prices due to adverse weather and other factors was described as a current issue involving higher raw-material prices caused by adverse weather.
  9. FY2016First statedAnnual report

    「Going forward, outbreaks of epidemics such as BSE and avian influenza, the spread of defamatory claims about imported ingredients, adverse weather and natural disasters could cause procurement uncertainty and higher ingredient prices, potentially having a significant impact on the Group's operating results and financial position.」

    Epidemics, defamatory claims about imported ingredients, adverse weather and natural disasters were identified as factors contributing to procurement uncertainty and higher prices.
Moved together

"Impact of extreme weather, major earthquakes and other events on food ingredients and regional economies" moved the same way as this thread, in the same document, in 2 of its 9 moves.

222★123
  1. ★This thread
  2. 1Impact of extreme weather, major earthquakes and other events on food ingredients and regional economies2×
  3. 2Cash flow risk on bond redemption and loan repayment dates2×
  4. 3Risk of recovering security deposits, guarantee deposits and construction cooperation deposits2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
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News
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