Komori
Can Do (2698) · RiskWorsened

Cost Inflationary Pressure

First written in FY2016-Q2. 19 of 34 entries say "Worsened", first in FY2016. Latest entry: 2026-10-09.

34entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2021-Q3 – FY2024RestatedFY2024-Q2 – FY2026-H12016: 220162017: 120172018: 420182019: 320192020: 420202021: 220212022: 420222023: 320232024: 320242025: 120252026: 72026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind

Can Do moved to the "Worse" side of this theme in 2017, 4 years before the typical company in this theme (2021).

The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.

55 other companies' latest entry also says "Worsened".

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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 370 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1WorsenedAnnual report

    「Although the company worked to reduce the cost of sales through initiatives to improve gross profit and the gross margin, the gross margin declined by 0.4 percentage points from the same period a year earlier due to the impact of higher raw material costs resulting from the situation in the Middle East and fluctuations in foreign exchange rates.」

    The impact of higher raw material costs materialized as a 0.4-percentage-point year-on-year decline in the gross margin, making the effect of cost inflation on results more evident.
  2. 2026-07-09RestatedEarnings

    「The outlook remains uncertain because of high domestic inflation, elevated raw-material and energy prices associated with geopolitical risks arising from the international situation, US policy trends and the impact of global financial and capital markets.」

    The company continued to identify inflation, elevated raw-material and energy prices driven by geopolitical risks, US policy trends and global financial and capital markets as sources of uncertainty.
  3. FY2026RestatedAnnual report

    「The outlook remains uncertain because of high domestic inflation, elevated raw-material and energy prices associated with geopolitical risks arising from the international situation, US policy trends and the impact of global financial and capital markets.」

    The Company continues to cite high prices and elevated raw material and energy prices associated with geopolitical risks as concerns relating to upward pressure on costs and the business environment.
  4. FY2026-H1RestatedAnnual report

    「The outlook remains uncertain because of high domestic inflation, elevated raw-material and energy prices associated with geopolitical risks arising from the international situation, US policy trends and the impact of global financial and capital markets.」

    The Company continues to cite high prices and elevated raw material and energy prices associated with geopolitical risks as concerns relating to upward pressure on costs and the business environment.
  5. FY2024-Q2RestatedAnnual report

    「At the Company, although signs of a recovery in personal consumption have been observed, the business environment remains challenging due to soaring costs, including raw materials and labor.」

    The Company continues to describe a situation in which a recovery in personal consumption coexists with a challenging business environment caused by soaring costs including raw materials and labor.
  6. FY2024WorsenedAnnual report

    「At the Company, although signs of a recovery in personal consumption have been observed, the business environment remains challenging due to soaring costs, including raw materials, utilities, and labor.」

    Soaring costs including raw materials, utilities, and labor were identified as contributing to the Company's challenging business environment.
  7. FY2023-Q4WorsenedAnnual report

    「At the Company, although signs of a recovery in personal consumption have been observed, the business environment remains challenging due to soaring costs, including raw materials, utilities, and labor.」

    In addition to the previous increases in raw material and energy costs, soaring costs including utilities and labor were identified as factors contributing to the challenging business environment.
  8. FY2023-Q2WorsenedAnnual report

    「In the retail industry, personal consumption showed signs of recovery, but the business environment remained challenging due to soaring utility costs and purchase prices, as well as higher personnel and recruitment costs associated with labor shortages.」

    In addition to the conventional increases in raw material and energy costs, rising utility costs, purchase prices, labor costs, and recruitment expenses were identified as burdens on the cost and expense environment.
  9. FY2023WorsenedAnnual report

    「During the current consolidated fiscal year (1 December 2021 to 28 February 2023), Japan's economy began to show signs of a gradual recovery as social activity moved toward normalisation following the easing of restrictions on movement related to COVID-19 and restrictions on entry from overseas. Meanwhile, the outlook remains uncertain due to the prolonged Russia-Ukraine situation, soaring raw material and energy costs, and concerns over foreign exchange trends, including the depreciation of the yen.」

    While activity is normalising following the easing of restrictions on movement, the Russia-Ukraine situation, soaring raw material and energy costs, and the depreciation of the yen continue to exert and increase upward pressure on costs.
  10. FY2022-Q4WorsenedAnnual report

    「Meanwhile, there is still no end in sight to the prolonged Russia-Ukraine situation, the economic downturn accompanying global monetary tightening, or soaring energy, food and other raw material prices, and the outlook remains uncertain.」

    In addition to the previous increases in energy and raw material prices, soaring food prices, global monetary tightening, and the lack of any visible end to the price surge were identified, indicating that the factors driving upward pressure on costs are broadening.
  11. FY2022-Q3WorsenedAnnual report

    「In the retail industry, personal consumption showed signs of recovery, but energy and raw material prices were rising rapidly, making the business environment challenging.」

    The disclosure states that energy and raw material prices are rising rapidly, indicating mounting upward pressure on costs.
  12. FY2022-Q2WorsenedAnnual report

    「During the first six months of the second quarter of the current consolidated fiscal year (1 December 2021 to 31 May 2022), Japan's economy gradually moved toward normalisation of consumer activity as the number of COVID-19 cases was brought under control, restrictions on movement to prevent the spread of COVID-19 were lifted, and willingness to go out and spend increased. Meanwhile, the outlook for the economy has become increasingly uncertain due to fluctuations in foreign exchange rates caused by the rapid depreciation of the yen, the prolonged Russia-Ukraine situation, and soaring energy and raw material prices.」

    While restrictions on movement due to infectious diseases were eased, the rapid depreciation of the yen and soaring energy and raw material prices were identified as new sources of upward pressure on costs, further worsening the cost environment.
  13. FY2022-Q1WorsenedAnnual report

    「New infections declined due to the effects of promoting COVID-19 vaccinations, and economic activity temporarily began to recover. However, severe conditions continued due to the renewed spread of the infection caused by the Omicron variant, heightened tensions surrounding Ukraine and soaring global raw material prices.」

    In addition to conventional logistics and labor costs, the global surge in raw material prices was identified as a factor behind the current challenging economic environment.
  14. FY2021WorsenedAnnual report

    「However, it was necessary to pay close attention to risks such as supply-side constraints and soaring raw material prices.」

    In addition to the previous increases in personnel and logistics costs, supply constraints and soaring raw material prices were expressly identified as risks in the operating environment.
  15. FY2021-Q3WorsenedAnnual report

    「The cost-of-sales ratio to net sales increased by 0.1 percentage points year on year to 61.8%, as the sales mix shifted toward products in other price ranges introduced during the previous fiscal year and franchise stores, where the Group was strengthening store openings.」

    The cost-of-sales ratio increased by 0.1 percentage points year on year to 61.8% due to the higher sales mix of products in other price ranges and franchise stores.
  16. FY2020RestatedAnnual report

    「The operating environment surrounding the Group was expected to remain challenging due to soaring personnel and logistics costs caused by a declining labor force and intensifying competition to attract customers across industry and business-format boundaries.」

    Soaring personnel and logistics costs caused by a declining labor force continued to be identified as factors contributing to the challenging operating environment.
  17. FY2020-Q3WorsenedAnnual report

    「In the retail industry, conditions became challenging as the spread of COVID-19 reduced going out and travel, while labor shortages, the associated rise in labor costs and soaring logistics expenses accelerated.」

    The increase in labor costs associated with labor shortages and soaring logistics expenses were described as accelerating, indicating stronger cost inflationary pressure.
  18. FY2020-Q2RestatedAnnual report

    「We also continued to pursue greater originality and a differentiation strategy based on social media analysis, while working with suppliers to develop higher-quality products in response to logistics and environmental issues.」

    The Group continued to work with suppliers to address logistics and environmental issues and pursued product development to improve quality. The cost-of-sales ratio increased by 0.3 percentage points year on year due to changes in the store mix.
  19. FY2020-Q1MitigatedAnnual report

    「In addition, we worked with suppliers to address logistics and environmental issues and pursued product development that improved quality. As a result, the cost-of-sales ratio to net sales was 61.3%, at the same level as in the previous year’s corresponding period.」

    The Group addressed logistics and environmental issues in cooperation with suppliers and maintained the cost-of-sales ratio at 61.3%, the same level as in the previous year’s corresponding period.
  20. FY2019ReframedAnnual report

    「The Group operates stores throughout Japan, and depending on the speed and extent of future increases in logistics costs for transporting products to stores, its performance may be affected.」

    In addition to the previous pressure from increases in product costs and logistics expenses, fluctuations in logistics costs were identified separately as a business risk.
  21. FY2019-Q3WorsenedAnnual report

    「In the retail industry, the e-commerce market continued to expand, but the environment remained on a downward trend amid rising labor and logistics costs due to worsening labor shortages and soaring raw material prices, as well as declining consumer sentiment caused by record-low temperatures and prolonged rainfall.」

    In addition to the previous increases in logistics and personnel costs, worsening labor shortages and soaring raw material prices were expressly noted, indicating stronger cost inflationary pressure. Meanwhile, the Group stated that it maintained the cost-of-sales ratio at the same level as in the previous year’s corresponding period as part of its product strategy.
  22. FY2019-Q2MitigatedAnnual report

    「To address cost increases, particularly in logistics and environmental issues, we worked with our business partners to maintain product quality. As a result, the cost of sales ratio remained at the same level as in the same period of the previous year.」

    Although factors driving cost increases continued, the Group stated that it maintained the cost-of-sales ratio at the same level as in the previous year’s corresponding period through cooperation with business partners.
  23. FY2019-Q1MitigatedAnnual report

    「To address cost increases, particularly in logistics and environmental issues, we worked with our business partners to maintain product quality. As a result, the cost of sales ratio remained at the same level as in the same period of the previous year.」

    Although cost increases primarily related to logistics and environmental issues continued, the Group stated that it maintained the cost-of-sales ratio at the same level as in the previous year’s corresponding period through cooperation with business partners.
  24. FY2018-Q3WorsenedAnnual report

    「In the retail industry, market conditions became increasingly challenging due to intensifying competition among companies, higher personnel and logistics costs caused by labor shortages, and weather-related factors including the Northern Osaka Earthquake in June and the heavy rains in western Japan in July.」

    In addition to conventional factors such as fuel costs, higher personnel and logistics costs caused by labor shortages were expressly noted, broadening the factors driving cost increases.
  25. FY2018-Q2RestatedAnnual report

    「In the retail industry, personal consumption and consumer sentiment were showing signs of recovery, but the operating environment remained uncertain as higher costs associated with labor shortages and rising fuel prices continued.」

    The Group continued to describe an operating environment in which costs associated with rising fuel prices remained elevated.
  26. FY2018-Q1WorsenedAnnual report

    「The operating environment remained uncertain due to the effects of adverse weather, labor shortages and higher costs associated with rising fuel prices.」

    In addition to the previously noted cost increases primarily related to logistics and environmental issues, higher costs associated with rising fuel prices were identified as a burden on the operating environment.
  27. FY2017WorsenedAnnual report

    「To address cost increases, particularly in logistics and environmental issues, we will work with our business partners to develop products while maintaining product quality.」

    Rising costs, primarily related to logistics and environmental issues, were identified as an issue requiring a response in product development.
  28. FY2016WorsenedAnnual report

    「Amid globally rising costs for wages, logistics, rents and other items, we strengthened our MADE IN JAPAN initiative to stabilize product costs and improve quality.」

    Global increases in wages, logistics costs, rents and other expenses were expressly identified as pressure on product costs, making measures to stabilize costs a prominent issue.
  29. FY2016-Q3RestatedAnnual report

    「The pressure on costs showed signs of easing due to the shift from a weaker yen to a stronger yen and the stability of crude oil prices at low levels.」

    The explanation regarding cost inflationary pressure and the easing effect of foreign exchange and crude oil prices continued, as in the previous quarter.
  30. FY2016-Q2First statedAnnual report

    「The pressure on costs showed signs of easing due to the shift from a weaker yen to a stronger yen and the stability of crude oil prices at low levels.」

    Although cost inflationary pressure remained, it was explained that the pressure had eased somewhat due to the reversal in foreign exchange trends and stable crude oil prices.
Moved together

"Risk of impact on performance from aggressive new store openings and closures of existing stores" moved the same way as this thread, in the same document, in 13 of its 34 moves.

13121211108★123456
  1. ★This thread
  2. 1Risk of impact on performance from aggressive new store openings and closures of existing stores13×
  3. 2Year-on-Year Change in Sales, Operating Profit and Net Profit12×
  4. 3Risk of impairment of fixed assets related to unprofitable stores12×
  5. 4Lack of a clear recovery in personal consumption11×
  6. 5Growing Difficulty in Securing Personnel as the Active Job Openings-to-Applicants Ratio Rises10×
  7. 6Uncertain Business Outlook Due to Overseas Economic Instability and Financial Market Volatility8×

★ 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
No upcoming earnings preview for Can Do yet. It last moved in the Financial results briefing materials of 2026-10-09: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.