Escalating Raw Material Prices and Worsening Labor Shortages
First written in FY2019-Q1. 14 of 28 entries say "Restated". Latest entry: 2026-10-14.
Seihyo moved to the "Worse" side of this theme in 2022, 2 years after the typical company in this theme (2020).
The whole theme swung hardest in 2022: 8 of 9 companies on the "Worse" side.
5 other companies' latest entry also says "Worsened".
- FY2027-H1WorsenedAnnual report
「Regarding earnings, cost pressures from persistently high energy costs and rising labor costs continued. In addition, packaging material prices rose against the backdrop of higher naphtha prices affected by the situation in the Middle East, and raw material prices were repeatedly revised upward, resulting in a larger-than-expected increase in manufacturing costs from the beginning-of-period assumptions.」
Higher energy costs, labor costs, packaging material prices driven by naphtha prices, and raw material prices continued, causing manufacturing costs to increase beyond the assumptions at the beginning of the period. - 2026-07-14RestatedEarnings
「In terms of earnings, manufacturing costs increased due to higher raw material and packaging material prices, persistently high energy costs and higher labor costs, while selling, general and administrative expenses, including transportation and storage costs, increased because inventories of products were built up in line with the sales plan.」
The Company reconfirmed the increase in manufacturing costs caused by raw materials, packaging materials, energy and labor costs. - FY2026RestatedAnnual report
「In Japan's food industry, product price increases due to higher raw material prices, labor costs and logistics costs are continuing.」
The company stated that raw material prices, labor costs, logistics costs and product price increases continue to rise. - FY2026-H1RestatedAnnual report
「In terms of earnings, increases in manufacturing costs, including higher raw material prices and logistics costs, persistently high energy costs and surging labor costs, continued as they did last year. In addition, selling, general and administrative expenses such as transportation and storage fees increased due to the impact of building up product inventories at the beginning of the period based on the sales plan and the increase in sales.」
The company states that raw material prices, logistics costs, energy costs and labor costs continue to rise, reaffirming the ongoing increase in manufacturing costs. - FY2025-H1Logistics cost increases attributable to the 2024 problem explicitly identifiedAnnual report
「The company implemented price revisions to address higher manufacturing costs, including increases in raw material prices and logistics costs attributable to the 2024 problem, as well as persistently high energy costs and surging labor costs.」
In addition to the previous increases in raw material prices, energy costs and labor costs, the company explicitly identified higher logistics costs attributable to the 2024 problem. - FY2025-Q1WorsenedAnnual report
「In the domestic food industry, product price increases due to soaring raw material prices and higher labor and logistics costs have continued, while consumers' cost-consciousness remains strong, and challenging business conditions are expected to continue.」
In addition to surging raw material prices, the company explicitly identified higher labor and logistics costs as factors worsening the profit environment and stated that product price increases are continuing. - FY2024-Q2RestatedAnnual report
「In the domestic food industry, repeated increases in food prices reflecting soaring raw material prices and higher energy costs have heightened consumers' cost-consciousness, and challenging business conditions are expected to continue.」
The company continues to identify higher raw material and energy costs, food price increases and a growing consumer preference for saving as factors contributing to the challenging business environment. - FY2024-Q1WorsenedAnnual report
「In the domestic food industry, repeated increases in food prices reflecting soaring raw material prices and higher energy costs have heightened consumers' cost-consciousness, and challenging business conditions are expected to continue.」
The company states that higher raw material and energy costs have led to food price increases and a growing consumer preference for saving. - FY2023WorsenedAnnual report
「Cost of sales was ¥3,599 million. In addition to the increase associated with higher sales, increases in raw material prices and energy costs resulted in gross profit of ¥593 million and a gross profit margin of 14.1%.」
Higher raw material and energy costs were reflected in the increase in cost of sales and the 14.1% gross profit margin, putting pressure on profits. - FY2023-Q3RestatedAnnual report
「The domestic food industry is facing challenging conditions, with repeated increases in selling prices due to soaring raw material prices and energy costs, which are weakening consumers' willingness to purchase.」
The company has reaffirmed that continued increases in raw material and energy costs are leading to repeated sales price revisions and weakening consumers' willingness to buy. - FY2023-Q2WorsenedAnnual report
「The domestic food industry is facing challenging conditions, with repeated increases in selling prices due to soaring raw material prices and energy costs, which are weakening consumers' willingness to purchase.」
The company describes how surging raw material and energy costs have led to repeated sales price revisions and weakened consumers' willingness to buy. - FY2023-Q1Energy cost increases addedAnnual report
「Surging raw material prices and higher energy costs put pressure on profits,」
The company states that, in addition to the previous surge in raw material prices, higher energy costs were reflected in its results as a factor putting pressure on profits. - FY2022WorsenedAnnual report
「However, due to sharp increases in raw material prices, labor costs and energy costs, the gross profit margin was 16.0% (16.5% in the previous fiscal year).」
Higher raw material, labor and energy costs became apparent, and the gross profit margin declined from 16.5% in the previous fiscal year to 16.0%. - FY2022-Q3Raw material price increases becoming more pronouncedAnnual report
「Although demand for eating at home has remained resilient in the food industry, intensified price competition and rising raw material costs have become increasingly pronounced, and challenging conditions are expected to continue.」
The company states that raw material price increases have become pronounced and that challenging conditions in the food industry are continuing. - FY2022-Q1RestatedAnnual report
「There were no new major risks during the three months ended 30 June, and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes in its existing business and other risks, including surging raw material prices and worsening labor shortages. - FY2021-Q3RestatedAnnual report
「During the cumulative third-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」
The company states that there are no new risks or material changes regarding surging raw material prices and worsening labor shortages. - FY2020-Q3RestatedAnnual report
「During the cumulative third-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」
The company states that there are no new risks or material changes regarding surging raw material prices and worsening labor shortages. - FY2020-Q2RestatedAnnual report
「The domestic food industry is facing a challenging operating environment, with companies required to respond to increasingly diverse consumer values and deeply rooted cost-consciousness, as well as demand fluctuations caused by weather conditions, while soaring raw material prices and labor shortages are becoming more serious.」
The company has reaffirmed that surging raw material prices and worsening labor shortages, together with responses to weather-related factors, are contributing to the challenging business environment. - FY2020-Q1RestatedAnnual report
「Japan's domestic food industry faces a difficult business environment in which companies are required to respond to consumers' increasingly diverse values and deep-rooted thrift-oriented behavior, while raw material prices are surging and labor shortages are becoming more severe.」
The company continues to identify surging raw material prices and worsening labor shortages as factors contributing to the challenging business environment in the food industry. - FY2019RestatedAnnual report
「The domestic food industry is facing a challenging operating environment, with companies required to respond to increasingly diverse consumer values and deeply rooted cost-consciousness, while soaring raw material prices and labor shortages are becoming more serious.」
The company continues to identify surging raw material prices and worsening labor shortages as factors contributing to the challenging business environment in the food industry. - FY2019-Q3RestatedAnnual report
「Japan's domestic food industry faces a difficult business environment in which companies are required to respond to consumers' increasingly diverse values and deep-rooted thrift-oriented behavior, while raw material prices are surging and labor shortages are becoming more severe.」
The company continues to identify surging raw material prices and worsening labor shortages as factors contributing to the challenging business environment. - FY2019-Q2RestatedAnnual report
「Japan's domestic food industry faces a difficult business environment in which companies are required to respond to consumers' diverse values and deep-rooted thrift-oriented behavior, while raw material prices are surging and labor shortages are becoming more severe.」
The company continues to identify surging raw material prices and worsening labor shortages as factors contributing to the challenging business environment. - FY2019-Q1First statedAnnual report
「The company is operating in a challenging business environment, with surging raw material prices and increasingly severe labor shortages.」
For the first time, the company separately identified surging raw material prices and worsening labor shortages as part of the challenging business environment in the food industry.