Komori
Kikkoman (2801) · RiskMaterialised

Surging Market Prices for Soybeans, Wheat, Crude Oil and Other Commodities

First written in FY2016. 18 of 27 entries say "Restated". Latest entry: FY2026.

27entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q3RestatedFY2024-Q1 – FY2025-H12016: 320162017: 320172018: 220182019: 420192020: 120202021: 220212022: 320222023: 420232024: 120242025: 220252026: 22026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 353 companies write about · 365 as a headwind · 1 as a tailwind

Kikkoman moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2022: 121 of 167 companies on the "Worse" side.

40 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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 365 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「The "Mixed Rice Seasoning" products fell below the same period of the previous year, partly due to soaring rice market prices」

    The impact of soaring rice market prices materialized as a decline in sales of the “mixed-rice seasoning base.” Price revisions driven by soaring raw material prices and other factors also continued.
  2. 2026-04-24MaterialisedEarnings

    「「混ぜごはんの素」は米市場価格高騰の影響もあり前年同期を下回り、その結果、前年同期を下回りました。」

    米市場価格高騰の影響が「混ぜごはんの素」の減収として実績に現れた。
  3. FY2026-H1MaterialisedAnnual report

    「The "Mixed Rice Seasoning" products fell below the same period of the previous year, partly due to soaring rice market prices」

    The impact of soaring rice market prices materialized as a decline in sales of the “mixed-rice seasoning base.”
  4. FY2025MaterialisedAnnual report

    「In terms of profit, higher revenue from soy sauce, food products, beverages and alcoholic beverages had a positive effect, but profit declined due to higher fixed costs and the impact of soaring raw material prices and other factors.」

    Soaring raw material prices and other factors materialised as a factor reducing full-year profit in the domestic food-products manufacturing and sales business. Additional price revisions were also implemented for processed grain products, grated-product series and juices.
  5. FY2025-H1RestatedAnnual report

    「In addition, Del Monte seasonings underwent price revisions in April 2024 against a backdrop of soaring raw material prices and other factors.」

    Del Monte seasonings also underwent price revisions against a backdrop of soaring raw material prices and other factors, reconfirming the risk of higher costs due to raw material market conditions and the response through pricing policies.
  6. FY2024-Q2RestatedAnnual report

    「During the six-month period ended the second quarter, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of higher costs due to soaring soybean, wheat and crude oil prices and other commodity prices.
  7. FY2024-Q1RestatedAnnual report

    「In addition, except for items whose prices were revised in February 2023, soy sauce products underwent price revisions in April 2023 against a backdrop of soaring raw material prices and other factors.」

    Amid continued soaring raw material prices and other factors, additional price revisions were implemented for soy sauce products in April 2023. The risk of higher costs due to soaring commodity prices and the response through pricing policies were reconfirmed.
  8. FY2023WorsenedAnnual report

    「In Japan, the Group’s soy sauce and alcoholic beverages businesses remained firm, but sales of food products and beverages fell short of the previous year, resulting in lower revenue. In terms of profit, higher revenue from soy sauce and alcoholic beverages had a positive effect, but profit declined due to the impact of soaring raw material prices and other factors.」

    Soaring raw material prices and other factors materialised as a factor reducing profit in the domestic food-products manufacturing and sales business. Responses including price revisions are being advanced on the assumption that raw material and energy prices will remain high.
  9. FY2023-Q3RestatedAnnual report

    「During the first 9 months of the fiscal year, the global economy remained in a difficult situation. Although the economy as a whole was gradually recovering, some regions showed signs of stagnation, while raw material and energy prices continued to rise.」

    The view that raw material and energy prices continued to rise was reconfirmed.
  10. FY2023-Q2RestatedAnnual report

    「During the first half of the fiscal year, the global economy remained in a difficult situation, despite signs of a gradual recovery, due to factors including soaring raw material and crude oil prices resulting from the worsening situation in Russia and Ukraine.」

    The view that the impact of soaring raw material and crude oil prices resulting from the worsening situation in Russia and Ukraine continued was reconfirmed. The description also continued to state that Del Monte seasonings and beverages had implemented price revisions in response to soaring raw material prices and other factors.
  11. FY2023-Q1WorsenedAnnual report

    「During the first quarter of the fiscal year, the global economy remained in a difficult situation, despite signs of a recovery, due to factors including soaring raw material and crude oil prices resulting from the worsening situation in Russia and Ukraine.」

    It was stated that the impact of soaring raw material and crude oil prices resulting from the worsening situation in Russia and Ukraine continued. Del Monte seasonings and beverages also implemented price revisions in response to soaring raw material prices and other factors.
  12. FY2022WorsenedAnnual report

    「The impact of higher raw material prices related to the situation in Russia and Ukraine continues, and we will continue to consider responses including pricing policies. However, if prices surge due to market fluctuations beyond expectations, or if production volumes decline due to abnormal weather or climate-related factors such as cool summers and warm winters, the Group’s operating results and financial position may be affected.」

    It was stated that the impact of higher raw material prices related to the situation in Russia and Ukraine continued, and that responses including pricing policies were under consideration.
  13. FY2022-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of higher costs due to soaring soybean, wheat and crude oil prices and other commodity prices.
  14. FY2021MitigatedAnnual report

    「For soybeans and wheat, we also exchange information among Group companies to reduce the impact of market fluctuations.」

    The measures to reduce the impact of soybean and wheat market fluctuations through information sharing among Group companies were reconfirmed.
  15. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year under review, there were no newly arising business or other risks. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of higher costs due to fluctuations in soybean, wheat and crude oil prices and other commodity prices.
  16. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the 2nd quarter cumulative period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of higher costs due to fluctuations in soybean, wheat and crude oil prices and other commodity prices.
  17. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of higher costs due to fluctuations in soybean, wheat and crude oil prices and other commodity prices.
  18. FY2019RestatedAnnual report

    「Soybeans, defatted soybeans, wheat and other ingredients used in the core soy sauce products are affected by international commodity markets. In addition, fluctuations in crude oil prices affect plastic bottles and other packaging materials, manufacturing expenses for products, and transportation costs. If these commodity prices surge, manufacturing costs and freight expenses may increase, adversely affecting the Group’s operating results and financial position.」

    The risk of higher manufacturing costs and freight expenses due to fluctuations in soybean, wheat and crude oil prices and other commodity prices was reconfirmed.
  19. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year under review, there were no newly arising business or other risks. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of soaring soybean, wheat and crude oil prices and other commodity prices.
  20. FY2019-Q2RestatedAnnual report

    「No new business or other risks arose during the 2nd quarter cumulative period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of soaring soybean, wheat and crude oil prices and other commodity prices.
  21. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of soaring soybean, wheat and crude oil prices and other commodity prices.
  22. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the 2nd quarter cumulative period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of soaring soybean, wheat and crude oil prices and other commodity prices.
  23. FY2018-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of soaring soybean, wheat and crude oil prices and other commodity prices.
  24. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year under review, there were no newly arising business or other risks. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of soaring soybean, wheat and crude oil prices and other commodity prices.
  25. FY2017-Q2RestatedAnnual report

    「No new business or other risks arose during the 2nd quarter cumulative period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of soaring soybean, wheat and crude oil prices and other commodity prices.
  26. FY2017-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no material change in the risk of soaring soybean, wheat and crude oil prices and other commodity prices.
  27. FY2016First statedAnnual report

    「Soybeans, defatted soybeans, wheat and other ingredients used in the core soy sauce products are affected by international commodity markets. In addition, fluctuations in crude oil prices affect plastic bottles and other packaging materials, manufacturing expenses for products, and transportation costs.」

    Market-price fluctuations in raw materials, packaging materials, manufacturing expenses and transportation costs were recognised as cost risks.
Moved together

"Business Interruption Caused by War, Terrorism, and Political and Social Changes" moved the same way as this thread, in the same document, in 4 of its 27 moves.

4332★1234
  1. ★This thread
  2. 1Business Interruption Caused by War, Terrorism, and Political and Social Changes4×
  3. 2Impact of Currency Fluctuations on Yen-Translated Amounts and Costs of Overseas Operations3×
  4. 3Impairment Due to Declines in Asset Fair Value and Profitability3×
  5. 4Improving Capital Efficiency with ROE as the Target Metric2×

★ 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 Kikkoman yet. It last moved in the Earnings of 2026-04-24: "Materialised".
News
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