Komori
Garden (274A) · RiskMitigated

Soaring Raw Material and Energy Prices and Supply Concerns

First written in FY2025. 5 of 10 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-10-28.

10entries
2years
7from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2025MaterialisedFY2026-H1 – 2026-04-14Materialised2026-07-14 – 2026-10-152025: 220252026: 82026
Same theme, other companies

Garden moved to the "Worse" side of this theme in 2025, 6 years after the typical company in this theme (2019).

The whole theme swung hardest in 2022: 95 of 131 companies on the "Worse" side.

22 other companies' latest entry also says "Mitigated".

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 168 companies compared. The sentences above are computed from all 168.
Moved together

"Reliance on Interest-Bearing Debt, Interest Rates and Financial Covenants" moved the same way as this thread, in the same document, in 4 of its 10 moves.

444333★123456
  1. ★This thread
  2. 1Reliance on Interest-Bearing Debt, Interest Rates and Financial Covenants4×
  3. 2Bottoming Out and Recovering Existing-Store Performance and the Profit Contribution from New Openings4×
  4. 3Declining Demand for Eating Out and Intensifying Competition4×
  5. 4Stable, continuous shareholder returns with a payout ratio of 40% or more3×
  6. 5Labor Shortages, Employee Turnover and Rising Labor Costs3×
  7. 6Business expansion driven by 壱角家 ramen restaurants and 山下本気うどん udon restaurants3×

★ 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 Garden yet. It last moved in the Earnings presentation materials of 2026-10-28: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.