Komori
OOTOYA Holdings (2705) · RiskRestated

Food Safety, Procurement Costs and Supply Fluctuations

First written in FY2016. 4 of 13 entries say "Restated". Latest entry: 2026-10-23.

13entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017WorsenedFY2020-Q2 – FY2023-Q2RestatedFY2023-Q3 – FY2024-Q12016: 120162017: 120172018: 020182019: 120192020: 120202021: 020212022: 320222023: 220232024: 020242025: 120252026: 32026
Same theme, other companies
Food Ingredient Safety, Stable Sourcing and Price Volatility RiskA theme 63 companies write about · 64 as a headwind · 0 as a tailwind

OOTOYA Holdings moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).

The whole theme swung hardest in 2025: 26 of 37 companies on the "Worse" side.

10 other companies' latest entry also says "Materialised".

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 63 companies compared. The sentences above are computed from all 63.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The Group is working to ensure safety by diversifying procurement routes to source safe and reliable food ingredients and verifying their place of origin and logistics through traceability. However, if a food-related issue such as BSE or avian influenza occurs, or if adverse weather causes poor crop yields, this may affect procurement prices and the Group's performance.」

    Continues to identify risks related to food safety, supply fluctuations and procurement prices, along with responses involving diversified procurement routes and traceability.
  2. FY2025WorsenedAnnual report

    「However, the company faces a difficult operating environment, including surging raw material prices, particularly rice, rising labor costs, and growing consumer frugality amid continuing price increases.」

    Regarding food procurement price risk, identifies surging raw material prices, particularly rice, as having materialized in the business environment.
  3. FY2024-Q1RestatedAnnual report

    「The difficult operating environment has continued due to higher procurement prices and utility costs resulting from surging crude oil and raw material prices, as well as the impact of chronic labor shortages.」

    Continues to identify higher procurement prices and utility costs resulting from surging crude oil and raw material prices, along with labor shortages, as operating-environment risks affecting food ingredients and costs.
  4. FY2023-Q3RestatedAnnual report

    「Japan's economy during the cumulative third quarter under review is expected to remain in an uncertain outlook, as normalization of economic and social activity progresses following the easing of various restrictions related to COVID-19, while costs continue to rise due to surging global resource prices and labor shortages.」

    While noting progress toward normalization following the easing of restrictions, continues to identify surging global resource prices and cost increases due to labor shortages as factors contributing to the uncertain outlook.
  5. FY2023-Q2WorsenedAnnual report

    「Although various restrictions were eased in the food service industry as the number of COVID-19 cases declined, the difficult operating environment has continued due to pressure on store operations from labor shortages, sluggish consumer sentiment amid rising prices, and higher procurement prices and utility costs resulting from surging crude oil and raw material prices.」

    In addition to the previously cited surge in crude oil and raw material prices, the disclosure cites pressure on store operations from labor shortages, sluggish consumer sentiment due to rising prices, and higher procurement prices and utility costs.
  6. FY2023-Q1WorsenedAnnual report

    「Although various restrictions were eased in the food service industry following the lifting of priority preventive measures, the difficult operating environment has continued due to higher procurement prices and utility costs resulting from surging crude oil and raw material prices.」

    Identifies the surge in crude oil and raw material prices as having materialized in the operating environment through higher procurement prices and utility costs.
  7. FY2022WorsenedAnnual report

    「If a food-related issue such as BSE or avian influenza occurs, or if adverse weather causes poor crop yields, this may affect procurement prices and the Group's performance.」

    In addition to food safety and supply fluctuation risks, rising crude oil and raw material prices are identified as concerns in the operating environment.
  8. FY2020-Q3MaterialisedAnnual report

    「In addition to the regularly offered charcoal-grilled saury set meal, scheduled for sale in September, being delayed until mid-October due to poor saury catches and therefore not being sold as usual, sales and profit fell below the previous third-quarter cumulative consolidated period due to the impact of typhoons and other natural disasters, the resulting shortened operating hours at certain stores, and the prolonged demonstrations in Hong Kong, which caused the Hong Kong subsidiary's sales to fall below plan.」

    The delay in selling the planned product due to poor saury catches, and the resulting inability to sell it as usual, became a factor in the declines in sales and profit.
  9. FY2020-Q2MaterialisedAnnual report

    「Sales and profit fell below the previous second-quarter cumulative consolidated period, partly because the regularly offered charcoal-grilled saury set meal, scheduled for sale in September, could not be sold due to poor saury catches, as well as the impact of typhoons and other natural disasters.」

    Regarding food-supply fluctuation risk, the inability to sell the planned product due to poor saury catches became a factor in the declines in sales and profit.
  10. FY2017RestatedAnnual report

    「In addition to diversifying procurement routes to source safe and reliable food ingredients, the Group is working to ensure safety by verifying their place of origin and logistics through traceability.」

    Continues to use diversified procurement routes and traceability to ensure safety.
  11. FY2016First statedAnnual report

    「In addition to diversifying procurement routes to source safe and reliable food ingredients, we are working to ensure safety by verifying their place of origin and logistics through traceability.」

    Identifies food-related issues and price and supply risks caused by adverse weather, while citing diversification of procurement routes and traceability as countermeasures.
Moved together

"Deteriorating Operating Conditions Due to Consumer Spending, Labor Costs and Food Prices" moved the same way as this thread, in the same document, in 4 of its 13 moves.

443322★123456
  1. ★This thread
  2. 1Deteriorating Operating Conditions Due to Consumer Spending, Labor Costs and Food Prices4×
  3. 2Country Risk Associated with International Expansion4×
  4. 3Declining Demand Due to Global Economic and Financial Crises3×
  5. 4Emergence of Impairment Risks for Stores and Idle Assets3×
  6. 5Domestic Franchise Revenue and Profit Growth and Declining Profitability of Company-Owned Stores2×
  7. 6Impact of Natural Disasters on Domestic and Overseas Stores2×

★ 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
OOTOYA Holdings's next results are scheduled for 2026-11-06. Read the earnings preview