Komori
Yutaka Foods (2806) · RiskRestatedLatest Revisions to earnings forecasts (2026-11-02): "Worsened"

Rising Raw Material Prices

First written in FY2017-Q1. 26 of 37 entries say "Restated". Latest entry: 2026-11-02.

37entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2020-Q3RestatedFY2023 – FY2026-H12016: 22017: 420172018: 420182019: 320192020: 420202021: 420212022: 420222023: 320232024: 220242025: 220252026: 52026
Same theme, other companies
Cost increases driven by surging raw material and energy pricesA theme 379 companies write about · 391 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 125 of 167 companies on the "Worse" side.

60 other companies' latest entry also says "Worsened".

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 392 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「Raw material prices and fuel costs are expected to remain elevated, and difficult operating conditions are expected to continue.」

    The outlook that elevated raw material prices and fuel costs will continue remains unchanged.
  2. FY2025RestatedAnnual report

    「In the food industry as well, strong upward pressure on raw material costs and intensified price competition driven by consumers' preference for low prices and frugality are expected to result in continuing difficult operating conditions.」

    The view that upward pressure on raw material costs is strong continues to be stated.
  3. FY2025-H1RestatedAnnual report

    「In the food industry, declining consumer willingness to spend due to continuing price increases, further interest in food safety and security, and the expected continuation of elevated raw material prices and fuel costs mean that difficult operating conditions are expected to continue.」

    The view that elevated raw material prices and fuel costs are expected to continue remains unchanged.
  4. FY2024-Q3RestatedAnnual report

    「Raw material prices and fuel costs are expected to remain elevated, and difficult operating conditions are expected to continue.」

    The view that elevated raw material prices and fuel costs are expected to continue is stated with the same content as in the previous quarter.
  5. FY2024-Q2RestatedAnnual report

    「Raw material prices and fuel costs are expected to remain elevated, and difficult operating conditions are expected to continue.」

    The view that elevated raw material prices and fuel costs are expected to continue is stated, following the previous quarter.
  6. FY2023RestatedAnnual report

    「While upward pressure on raw material costs is strong, intensified price competition driven by consumers' preference for low prices and frugality is expected to result in continuing difficult operating conditions.」

    The view that upward pressure on raw material costs is strong continues to be stated.
  7. FY2023-Q3SoftenedAnnual report

    「Raw material prices are expected to remain high, and difficult operating conditions are expected to continue.」

    The direct reference to fuel costs has been removed from the previous quarter's statement that “elevated raw material prices and fuel costs will continue,” and the wording now refers to the expected continuation of high raw material prices.
  8. FY2023-Q2RestatedAnnual report

    「Raw material prices and fuel costs are expected to remain elevated, and difficult operating conditions are expected to continue.」

    The same content as in the previous quarter is stated, with elevated raw material prices expected to continue alongside fuel costs.
  9. FY2023-Q1WorsenedAnnual report

    「In the food industry, the spread of COVID-19 has led to weakening consumer demand and changes in purchasing behavior, while interest in food safety and security has risen further, and raw material prices and fuel costs are expected to remain elevated, meaning that difficult operating conditions are expected to continue.」

    In addition to persistently high raw material prices and upward pressure, the statement says that elevated prices, including fuel costs, are expected to continue.
  10. FY2022WorsenedAnnual report

    「In the food industry as well, strong upward pressure on raw material costs and intensified price competition driven by consumers' preference for low prices and frugality are expected to result in continuing difficult operating conditions.」

    In addition to persistently high raw material prices, the description of strong upward pressure on raw material costs continues.
  11. FY2022-Q3RestatedAnnual report

    「Raw material prices are expected to remain high, and difficult operating conditions are expected to continue.」

    The expected continuation of high raw material prices and difficult operating conditions continue to be stated.
  12. FY2022-Q2RestatedAnnual report

    「Raw material prices are expected to remain high, and difficult operating conditions are expected to continue.」

    The expected continuation of high raw material prices and difficult operating conditions continue to be stated.
  13. FY2022-Q1SoftenedAnnual report

    「Raw material prices are expected to remain high, and difficult operating conditions are expected to continue.」

    The wording has changed from the prior year's description of strong upward pressure on raw material costs to an expectation that raw material prices will remain high.
  14. FY2021WorsenedAnnual report

    「In the food industry as well, strong upward pressure on raw material costs and intensified price competition driven by consumers' preference for low prices and frugality are expected to result in continuing difficult operating conditions.」

    In addition to the expected continuation of high raw material prices, upward pressure on raw material costs is explicitly described as “strong,” presenting the risk of rising costs in stronger terms.
  15. FY2021-Q3RestatedAnnual report

    「Raw material prices are expected to remain high, and difficult operating conditions are expected to continue.」

    The expected continuation of high raw material prices is stated, following the previous quarter.
  16. FY2021-Q2RestatedAnnual report

    「Raw material prices are expected to remain high, and difficult operating conditions are expected to continue.」

    The expected continuation of high raw material prices and difficult operating conditions continue to be stated.
  17. FY2021-Q1RestatedAnnual report

    「Raw material prices are expected to remain high, and difficult operating conditions are expected to continue.」

    The outlook states that raw material prices are expected to remain high, indicating that the risk of rising raw material costs is ongoing.
  18. FY2020WorsenedAnnual report

    「While upward pressure on raw material costs is strong,」

    In addition to the continuing rise in raw material prices, upward pressure is described as “strong.” The uncertain outlook for raw material costs is also indicated.
  19. FY2020-Q3RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices is stated, along with the continuation of difficult operating conditions in the food industry.
  20. FY2020-Q2RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices is stated again, and difficult operating conditions in the food industry are described as ongoing.
  21. FY2020-Q1RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices is stated again, and difficult operating conditions in the food industry are described as ongoing.
  22. FY2019-Q3RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices is stated again, and the risk is described as ongoing.
  23. FY2019-Q2RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices is stated, and the risk is ongoing. No figures are provided, but the continuation of the rise is explicitly noted.
  24. FY2019-Q1RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices continues to be stated.
  25. FY2018WorsenedAnnual report

    「In the food industry as well, strong upward pressure on raw material costs and intensified price competition driven by consumers' preference for low prices and frugality are expected to result in continuing difficult operating conditions.」

    In addition to the previously stated continuing rise in raw material prices, upward pressure on raw material costs is described as “strong,” emphasizing the pressure from rising costs.
  26. FY2018-Q3RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices is stated again.
  27. FY2018-Q2RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices is stated again.
  28. FY2018-Q1RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices is stated again.
  29. FY2017WorsenedAnnual report

    「Raw material prices, particularly for imported materials, remain elevated, and difficult operating conditions continue.」

    The business environment description states that raw material prices continue to rise, while the outlook for operating conditions uses the stronger expression “soaring raw material prices.”
  30. FY2017-Q3RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices is stated again.
  31. FY2017-Q2RestatedAnnual report

    「In the food industry, concern about food safety continues to grow, while raw-material prices remain high, resulting in a persistently challenging business environment.」

    The continuing rise in raw material prices is stated again, and the risk is described as ongoing.
  32. FY2017-Q1First statedAnnual report

    「Raw material prices remain elevated, and difficult operating conditions continue.」

    The continuing rise in raw material prices is stated, marking the first mention of the risk as an actual occurrence. No increase amount or rate is provided.
Moved together

"Rising Personnel, Depreciation and Other Expenses" moved the same way as this thread, in the same document, in 5 of its 37 moves.

544433★123456
  1. ★This thread
  2. 1Rising Personnel, Depreciation and Other Expenses5×
  3. 2Further Yen Appreciation4×
  4. 3First-quarter revenue and profit decline4×
  5. 4Weak performance of boiled noodle products4×
  6. 5Rising geopolitical risks around the world3×
  7. 6Stagnant growth in contract manufacturing of granule products3×

★ 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
Yutaka Foods's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-11-02: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.