Komori
Wakou Shokuhin (2813) · RiskRestatedLatest Earnings presentation (2026-11-13): "Mitigated"

Profit pressure from labor shortages and rising labor and logistics costs

First written in FY2018. 9 of 16 entries say "Materialised", first in FY2019-Q1. Latest entry: 2026-11-13.

16entries
9years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q1 – FY2020-Q1RestatedFY2020-Q2MaterialisedFY2021 – FY2023-Q2RestatedFY2023-Q3 – FY20232018: 320182019: 320192020: 020202021: 120212022: 220222023: 220232024: 120242025: 120252026: 32026
Same theme, other companies
Profit pressure from higher material, packing and freight, and labor costsA theme 173 companies write about · 176 as a headwind · 0 as a tailwind

Wakou Shokuhin moved to the "Worse" side of this theme in 2018, 2 years before the typical company in this theme (2020).

The whole theme swung hardest in 2022: 81 of 126 companies on the "Worse" side.

18 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 173 companies compared. The sentences above are computed from all 173.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「In Japan's seasonings industry, food price increases due to surging raw material prices and higher energy costs are continuing, consumers are becoming more price-conscious, and the business environment remains challenging.」

    The Company continues to indicate a challenging business environment resulting from rising raw material and energy costs, food price increases and consumers' propensity to economize.
  2. FY2025-H1MaterialisedAnnual report

    「During the six-month interim consolidated period, Japan's economy remained firm despite the impact of soaring raw material and logistics costs resulting from yen depreciation, supported by a recovery in personal consumption and inbound demand as employment and income conditions improved.」

    The disclosure states that soaring raw material and logistics costs resulting from yen depreciation actually affected the domestic economy during the six-month interim consolidated period.
  3. FY2023RestatedAnnual report

    「The environment surrounding our Group is expected to remain challenging, with continued increases in raw material prices and in labor and logistics costs amid labor shortages and social structural changes.」

    The Company continues to recognize profit pressure from raw material prices, labor shortages, and higher labor and logistics costs.
  4. FY2023-Q3RestatedAnnual report

    「However, the economic outlook remains uncertain due to signs of a renewed spread of infectious diseases, increases in raw material and logistics costs resulting from surging energy prices, sharp foreign exchange fluctuations, and other factors.」

    The Company continues to report a challenging environment of sustained increases in raw material and logistics costs resulting from soaring energy prices, together with sharp exchange-rate fluctuations.
  5. FY2023-Q2MaterialisedAnnual report

    「However, the outlook for the economy remains uncertain due to the worsening situation in Ukraine, the depreciation of the yen, and increases in raw material and logistics costs resulting from surging energy prices.」

    Rising raw material and logistics costs resulting from soaring energy prices have actually occurred in the business environment for the quarter.
  6. FY2022MaterialisedAnnual report

    「In the Japan segment, sales have been significantly affected because the foodservice market, a major sales destination, has been impacted by COVID-19. In addition, higher costs, including rising raw material prices and higher labor and logistics costs amid labor shortages and improving employment conditions, continue to make it difficult to secure profits.」

    In addition to sluggish foodservice sales, rising raw material, labor and logistics costs continued throughout the fiscal year as factors making it difficult to secure profits.
  7. FY2021MaterialisedAnnual report

    「In the Japan segment, sales have been significantly affected because the foodservice market, a major sales destination, has been impacted by COVID-19. In addition, higher costs, including rising raw material prices and higher labor and logistics costs amid labor shortages and improving employment conditions, continue to make it difficult to secure profits.」

    In addition to lower foodservice sales, rising raw material, labor and logistics costs have continued to make it difficult to secure profits.
  8. FY2020-Q2RestatedAnnual report

    「The seasonings industry continues to face a challenging environment, including higher raw material prices and higher labor and logistics costs driven by labor shortages and changes in the social structure.」

    Rising labor and logistics costs amid labor shortages and social structural changes have continued, together with rising raw material prices, as part of the industry's challenging operating environment.
  9. FY2020-Q1MaterialisedAnnual report

    「The seasonings industry continues to face a challenging environment, including higher raw material prices and higher labor and logistics costs driven by labor shortages and changes in the social structure.」

    Rising labor and logistics costs amid labor shortages and social structural changes have continued, together with rising raw material prices, as part of the industry's challenging operating environment.
  10. FY2019-Q3MaterialisedAnnual report

    「In Japan, profit declined due to higher raw material prices, increased labor costs against a backdrop of improvements in the employment environment, and higher logistics costs. At overseas subsidiaries, however, higher sales increased plant utilization, reducing the manufacturing cost ratio and substantially improving the loss amount.」

    In Japan, rising raw material, labor and logistics costs were actual factors behind the decline in profit.
  11. FY2019-Q2MaterialisedAnnual report

    「The main factors were higher labor costs, reflecting rising raw material prices and an improving employment environment, together with higher logistics costs, resulting in lower profit.」

    Rising raw material, labor and logistics costs were actual factors behind the decline in operating profit.
  12. FY2019-Q1MaterialisedAnnual report

    「The main factors were rising raw material prices, higher labor costs amid improving employment conditions, the hiring of senior employees and higher logistics costs, resulting in lower profit.」

    In addition to rising raw material, labor and logistics costs, the cost of hiring senior employees was an actual factor behind the decline in operating profit.
  13. FY2018First statedAnnual report

    「Higher costs continue to make it difficult to secure profits, due to factors including rising raw material prices and higher labor and logistics costs amid labor shortages and improving employment conditions, which are major factors affecting the management of our Group.」

    Separately from raw material price risk, the disclosure identifies rising labor and logistics costs amid labor shortages and improving employment conditions as factors making it difficult to secure profits, and presents them together for the first time.
Moved together

"Surging Raw Material Prices and Difficulty Securing Quantities" moved the same way as this thread, in the same document, in 7 of its 16 moves.

766544★123456
  1. ★This thread
  2. 1Surging Raw Material Prices and Difficulty Securing Quantities7×
  3. 2Increase in Liabilities Balance Due to Higher Borrowings6×
  4. 3Cash used in financing activities6×
  5. 4Economic uncertainty caused by a slowdown in emerging-market economies, the UK's withdrawal from the EU and other factors5×
  6. 5Policy of positioning overseas operations as a future growth driver4×
  7. 6Increase in Asset Balance and Cash and Accounts Receivable4×

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