Instability in Procurement of Key Ingredients
First written in FY2023. 7 of 9 entries say "Restated". Latest entry: FY2026-H1.
The whole theme swung hardest in 2025: 23 of 32 companies on the "Worse" side.
25 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「However, in addition to continued personnel shortages and rising prices, inbound demand, which had driven the recovery, also grew at a slower pace in the latter half of the current interim consolidated accounting period, and the business environment remains challenging.」
Prices continue to rise, reaffirming the severity of the procurement and cost environment, including ingredients. No material change was disclosed regarding the risk itself of being unable to procure key ingredients on a stable basis. - FY2025RestatedAnnual report
「The Company may become unable to procure key ingredients on a stable basis due to weather, the international situation or other factors.」
The Company continues to disclose the risk of being unable to procure key ingredients on a stable basis, together with procurement measures involving the continued collection of supply-and-demand information and consideration of alternative products. The impact and likelihood of rising ingredient prices are both assessed as high. - FY2025-H1WorsenedAnnual report
「Personnel shortages and soaring food costs, among other factors, remain severe, and the challenging business environment continues.」
Regarding soaring prices for ingredients and other items, including key ingredients, the wording was changed from prices continuing to rise and conditions becoming increasingly difficult to “severe,” emphasising the severity of the cost environment. - FY2025-Q1RestatedAnnual report
「Meanwhile, labour shortages and soaring food-material and other costs have become increasingly severe, and the business environment remains challenging.」
Soaring prices for ingredients and other items continue, reaffirming the risks concerning procurement of key ingredients and the cost environment. - FY2024RestatedAnnual report
「The Company may become unable to procure key ingredients on a stable basis due to weather, the international situation or other factors.」
The Company continues to disclose the risk of being unable to procure key ingredients on a stable basis, together with procurement measures involving the continued collection of supply-and-demand information and consideration of alternative products. - FY2024-Q3RestatedAnnual report
「Labor shortages and soaring food costs, among other factors, continue, and the business environment remains challenging.」
Soaring prices for ingredients and other items continue, reaffirming the risks concerning procurement of key ingredients and the cost environment. - FY2024-Q2RestatedAnnual report
「Labor shortages and soaring food costs, among other factors, continue, and the business environment remains challenging.」
Soaring prices for ingredients and other items continue, reaffirming the risks concerning procurement of key ingredients and the cost environment. - FY2024-Q1RestatedAnnual report
「Meanwhile, labour shortages and soaring prices for ingredients and other items continue, leaving the business environment difficult.」
The Company stated that labour shortages and soaring prices for ingredients and other items continue, reaffirming the risks concerning procurement of key ingredients and the cost environment. - FY2023First statedAnnual report
「The Company may become unable to procure key ingredients on a stable basis due to weather, the international situation or other factors.」
Separately from rising ingredient prices, the Company identified the risk of being unable to procure key ingredients on a stable basis due to weather, the international situation and other factors as a new risk item. Its countermeasures include continuously collecting supply-and-demand information and procuring with alternative products in mind.