Risk of earnings deterioration due to raw material shortages
First written in FY2018-Q1. 7 of 11 entries say "Mitigated", first in FY2018-Q2. Latest entry: 2026-08-14.
The whole theme swung hardest in 2022: 45 of 64 companies on the "Worse" side.
11 other companies' latest entry also says "Mitigated".
- FY2024-Q3RestatedAnnual report
「Frozen products posted a 16.3% year-on-year increase in sales, as handling of Chinese potatoes increased, sales to the existing mass-market prepared-foods, retail and food-service channels trended higher, and price revisions for large products sold to food-service chains and a recovery in the market also contributed.」
The company continued handling Chinese potatoes, introduced in response to supply shortages, and expanding sales to mass-market prepared-foods, retail and food-service customers. - FY2024-Q1RestatedAnnual report
「Frozen products posted a 30.2% year-on-year increase in sales, as handling of Chinese potatoes gained momentum, sales to the existing mass-market prepared-foods, retail and food-service channels trended higher, and price revisions for large products sold to food-service chains and a recovery in the market also contributed.」
The company continued handling and expanding sales of Chinese potatoes, which it had introduced in response to the global potato shortage. - FY2023MitigatedAnnual report
「Frozen products posted a 47.4% year-on-year increase in sales, as handling of Chinese potatoes gained momentum, sales to the existing mass-market prepared-foods, retail and food-service channels trended higher, and price revisions for large products sold to food-service customers and a recovery in the market also contributed.」
In response to the global potato shortage, the company expanded its handling of Chinese potatoes and proceeded with increased sales to mass-market prepared-foods, retail and food-service customers and price revisions. - FY2023-Q3MitigatedAnnual report
「Frozen products posted a 43.1% year-on-year increase in sales, as handling of Chinese potatoes gained momentum, sales to mass-market prepared-foods, retail and food-service channels increased, and price revisions for large products sold to food-service customers progressed.」
In response to the global potato shortage, the company expanded its handling of Chinese potatoes, increased sales to mass-market prepared-foods, retail and food-service customers, and proceeded with price revisions. - FY2023-Q2MitigatedAnnual report
「Frozen products posted a 41.8% year-on-year increase in sales, as handling of Chinese potatoes gained momentum, sales to mass-market prepared-foods, retail and food-service channels increased, and price revisions for large products sold to food-service customers progressed.」
The company expanded its handling of Chinese potatoes and increased sales to mass-market prepared-foods, retail and food-service customers in response to raw material supply constraints. - FY2023-Q1MitigatedAnnual report
「Frozen products posted a 30.4% year-on-year increase in sales, as the company began handling Chinese potatoes and sales to its existing mass-market prepared-foods and retail channels performed well.」
The company continued handling Chinese potatoes, introduced in response to the global potato shortage, contributing to higher sales to mass-market prepared-foods and retail customers. - FY2022MaterialisedAnnual report
「Amid a global shortage of potatoes, the company began selling fries made from Chinese potatoes as a new product.」
The global potato shortage affected actual procurement and the product mix, prompting the company to begin selling fries made from Chinese potatoes as a new product. - FY2018-Q2MitigatedAnnual report
「Tea was significantly affected by strikes in producing countries across the industry, but the company was able to cover the impact with the cooperation of its suppliers, and sales of bulk black tea performed well.」
The company states that strikes in producing countries affected supply, but that cooperation from suppliers offset the impact on the business. - FY2018-Q1MaterialisedAnnual report
「The company recorded an operating loss of ¥2 million, due to the impact of one-time costs associated with restructuring its logistics system, raw material shortages, and higher logistics-related costs resulting from increased inventories in preparation for the summer sales season, among other factors.」
The company states that raw material shortages actually occurred as one of the factors contributing to the operating loss for the quarter. The impact of the raw material shortages alone is not quantified.