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Seihyo (2872) · RiskRestated

Consumer Focus on Saving Money and Sales and Price Competition in the Food Industry

First written in FY2017-Q1. 17 of 35 entries say "Restated". Latest entry: 2026-10-14.

35entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2020-Q3RestatedFY2025-H1 – 2026-10-142016: 220162017: 420172018: 320182019: 420192020: 320202021: 420212022: 420222023: 420232024: 320242025: 120252026: 32026
Same theme, other companies
Deteriorating sales environment due to thrift, low-price preferences, and price competitionA theme 23 companies write about · 23 as a headwind · 0 as a tailwind

Seihyo moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.

The whole theme swung hardest in 2020: 12 of 19 companies on the "Worse" side.

10 other companies' latest entry also says "Restated".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「In the domestic food industry, product price increases due to soaring raw material prices and higher labor and logistics costs have continued. In addition, in light of crude oil price trends against a backdrop including heightened tensions in the Middle East, procurement conditions, including those for raw materials and logistics, require continued monitoring. Under these conditions, consumers' cost-consciousness remains strong, and challenging business conditions are expected to continue.」

    Reconfirms the challenging conditions in the food industry, with higher raw material, labor and logistics costs and price increases, procurement conditions affected by crude oil prices, and strong cost-consciousness continuing.
  2. FY2026-H1RestatedAnnual 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.」

    Reconfirms the challenging conditions in the food industry caused by price increases due to higher raw material, labor and logistics costs, together with strong consumer cost-consciousness.
  3. FY2025-H1RestatedAnnual 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.」

    Reconfirms the challenging conditions in the food industry caused by price increases due to higher raw material, labor and logistics costs, together with strong consumer cost-consciousness.
  4. 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.」

    Explicitly identifies higher labor and logistics costs in addition to raw material prices, ongoing product price increases, strong consumer cost-consciousness and the outlook for continued challenging conditions.
  5. FY2024RestatedAnnual 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 annual report also reconfirms the challenging conditions in the food industry caused by higher raw material and energy costs, food price increases and consumers' cost-consciousness.
  6. 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.」

    Reconfirms the challenging conditions in the food industry caused by higher raw material and energy costs, food price increases and consumers' cost-consciousness.
  7. 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.」

    States that repeated price increases reflecting higher raw material and energy costs have heightened consumers' cost-consciousness, providing greater detail on the challenging conditions in the food industry.
  8. FY2023WorsenedAnnual report

    「The domestic food industry continues to face an uncertain outlook, as resource price increases have led to unprecedented rises in raw material prices and energy costs, resulting in repeated price revisions and concerns that rising prices will dampen consumer sentiment.」

    In addition to the previously cited cost-consciousness and price competition, describes substantial increases in raw material and energy costs, repeated price revisions and concerns about weaker consumer sentiment due to inflation, thereby emphasizing the challenging conditions in the food industry.
  9. 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.」

    Reconfirms the challenging conditions in the food industry caused by soaring raw material prices and energy costs, repeated selling-price increases and declining consumer willingness to purchase.
  10. 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.」

    Adds repeated selling-price increases resulting from soaring raw material and energy costs, together with declining consumer willingness to purchase, as challenging conditions in the food industry.
  11. FY2023-Q1Added the recovery in demand for eating out after restrictions on activities were lifted.Annual report

    「In the domestic food industry, demand for eating at home has remained high as the new lifestyle has taken root, and this situation is expected to continue for some time. Demand for eating out has also been recovering gradually since the lifting of priority preventive measures to prevent the spread of disease.」

    Reconfirms that demand for eating at home remains high and states that demand for eating out has been recovering gradually since the lifting of priority preventive measures to prevent the spread of disease.
  12. FY2022Provides greater detail on persistently high demand for eating at home and the delayed recovery in demand for eating out.Annual report

    「In the domestic food industry, demand for eating at home has remained high as the new lifestyle has taken root, and this situation is expected to continue for some time. Demand for eating out has been recovering gradually since the lifting of declarations of a state of emergency and other measures, but it is expected to take time to return to pre-pandemic levels.」

    States that demand for eating at home remains high, while demand for eating out has recovered only gradually and will take time to return to pre-pandemic levels.
  13. FY2022-Q3WorsenedAnnual 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.」

    States that demand for eating at home remains resilient, while challenging conditions are expected to continue due to intensifying price competition and increasingly pronounced increases in raw material costs.
  14. FY2022-Q2RestatedAnnual report

    「Demand for eating at home remained resilient in the food industry as stay-at-home demand continued amid voluntary restrictions on outings. Meanwhile, demand for eating out remained challenging due to reduced operating hours and requests to restrict the serving of alcoholic beverages.」

    Presents both the resilience of demand for eating at home driven by stay-at-home demand and the challenging conditions for eating out caused by reduced operating hours and restrictions on serving alcoholic beverages.
  15. FY2022-Q1Presents both resilient demand for eating at home and weak demand for eating out.Annual report

    「Demand for eating at home remained resilient in the food industry as stay-at-home demand continued amid voluntary restrictions on outings. Meanwhile, demand for eating out remained challenging due to reduced operating hours and requests to restrict the serving of alcoholic beverages.」

    Presents both the resilience of demand for eating at home driven by stay-at-home demand and the challenging conditions for eating out caused by reduced operating hours and restrictions on serving alcoholic beverages.
  16. FY2021WorsenedAnnual report

    「Although demand for eating at home increased in the domestic food industry as a result of voluntary restrictions on nonessential and nonurgent outings, demand for eating out declined substantially due to the closure of commercial facilities and restaurants and reduced operating hours.」

    States that demand for eating out declined substantially due to COVID-19-related voluntary restrictions on outings, commercial-facility and restaurant closures, and reduced operating hours.
  17. FY2021-Q3WorsenedAnnual report

    「The domestic food industry has been negatively affected by economic stagnation caused by activity restrictions and voluntary restrictions on outings associated with the spread of COVID-19. Even after the declaration of a state of emergency was lifted, the industry continued to be affected by changes in consumer purchasing habits and the renewed spread of infections, and challenging business conditions continue.」

    Explicitly identifies changes in consumer purchasing habits and the renewed spread of infections, in addition to the previously cited activity restrictions and voluntary restrictions on outings, and states that challenging conditions continue in the food industry.
  18. FY2021-Q2WorsenedAnnual report

    「The domestic food industry continues to face challenging business conditions due not only to the negative effects of economic stagnation caused by activity restrictions and voluntary restrictions on outings associated with the spread of COVID-19, but also the effects of low temperatures caused by prolonged rain, including the July 2020 torrential rains, and the delayed end of the rainy season.」

    Adds activity restrictions, voluntary restrictions on outings, the July torrential rains, prolonged rain and low temperatures caused by the delayed end of the rainy season as challenging environmental factors for the food industry, in addition to the previously cited cost-consciousness and other factors.
  19. FY2021-Q1WorsenedAnnual report

    「The domestic food industry entered an extremely challenging situation as a result of voluntary restrictions on outings and the closure of commercial facilities following the government's nationwide school closures and declarations of a state of emergency. Even under these dramatically changed circumstances, consumer perspectives, including diverse values and deeply rooted cost-consciousness, remained unchanged, creating a challenging operating environment in which companies were required to respond to them.」

    While stating that diverse consumer values and deeply rooted cost-consciousness themselves have not changed, describes the food industry's environment as considerably more challenging than before due to the effects of school closures, voluntary restrictions on outings and commercial-facility closures.
  20. FY2020-Q3RestatedAnnual 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.」

    Reconfirms diverse consumer values, deeply rooted cost-consciousness, weather-related demand fluctuations, soaring raw material prices and worsening labor shortages as challenging conditions in the food industry.
  21. FY2020-Q2Added the need to respond to demand fluctuations caused by weather conditions.Annual 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.」

    Explicitly identifies the need to respond to weather-related demand fluctuations, in addition to the previously cited diverse consumer values and cost-consciousness, as an environmental factor affecting the food industry.
  22. 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.」

    Continues to describe diverse consumer values, deeply rooted cost-consciousness, soaring raw material prices and worsening labor shortages as challenging conditions in the food industry.
  23. 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.」

    Reconfirms the challenging environment in which companies must respond to diverse consumer values and deeply rooted cost-consciousness.
  24. 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 disclosure cites responses to consumers' diverse values and deep-rooted thrift-oriented behavior, surging raw material prices, and increasingly severe labor shortages.
  25. FY2019-Q2The need to respond to diverse consumer values was added.Annual 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 disclosure describes a situation requiring responses to consumers' diverse values in addition to their thrift-oriented behavior. It also cites surging raw material prices and increasingly severe labor shortages.
  26. FY2019-Q1A preference for low prices was explicitly identified.Annual report

    「Japan's domestic food industry faces a difficult business environment in which consumers' thrift-oriented and low-price preferences have become entrenched, while raw material prices are surging and labor shortages are becoming more severe.」

    In addition to consumers' previously identified thrift-oriented behavior, the disclosure explicitly identifies a preference for low prices. It also cites surging raw material prices and increasingly severe labor shortages as factors contributing to the food industry's difficult environment.
  27. FY2018-Q3RestatedAnnual report

    「In Japan's domestic food industry, demand for safety, reliability, and high-value-added products is diverse and growing, while consumers' thrift-oriented behavior has become entrenched, resulting in a continued difficult business environment.」

    The disclosure reiterates the difficult environment in which demand for safety, reliability, and high-value-added products coexists with entrenched thrift-oriented behavior.
  28. FY2018-Q2RestatedAnnual report

    「In Japan's domestic food industry, demand for safety, reliability, and high-value-added products is diverse and growing, while consumers' thrift-oriented behavior has become entrenched, resulting in a continued difficult business environment.」

    The disclosure continues to describe a difficult environment in which demand for safety, reliability, and high-value-added products coexists with entrenched thrift-oriented behavior.
  29. FY2018-Q1RestatedAnnual report

    「In Japan's domestic food industry, consumers' thrift-oriented behavior has become entrenched, while the trend toward polarized demand for safety, reliability, and high added value continues.」

    The disclosure states that polarized demand continues to exist, with consumers seeking thrift as well as safety, reliability, and high added value.
  30. FY2017The polarization of demand, including preferences for safety and reliability, was reiterated.Annual report

    「In Japan's domestic food industry, consumers' thrift-oriented behavior remains deep-rooted, while awareness of safety and reliability is rising and the trend toward polarized demand for added value is strengthening.」

    The disclosure explicitly identifies polarized demand, with consumers seeking thrift on the one hand and safety, reliability, and added value on the other.
  31. FY2017-Q3Consumer needs becoming increasingly polarized were added.Annual report

    「In Japan's domestic food industry, consumers' thrift-oriented behavior remains deep-rooted, while the trend toward polarized demand for quality and added value is strengthening.」

    The disclosure explains that, in addition to the existing thrift-oriented behavior, consumer needs are becoming increasingly polarized, with demand for quality and added value strengthening.
  32. FY2017-Q2RestatedAnnual report

    「The domestic food industry continues to face a difficult business environment, owing in part to sluggish personal consumption resulting from consumers' deep-rooted thrift-oriented behavior.」

    The disclosure explains that the food industry continues to face a difficult environment due to consumers' thrift-oriented behavior and sluggish personal consumption.
  33. FY2017-Q1First statedAnnual report

    「Consumers' thrift-oriented behavior has become entrenched, sales and price competition continue, and the business environment for securing earnings remains difficult.」

    The disclosure explicitly identifies entrenched consumer thrift and continuing sales and price competition as factors making the earnings environment difficult.
Moved together

"Escalating Raw Material Prices and Worsening Labor Shortages" moved the same way as this thread, in the same document, in 5 of its 35 moves.

543322★123456
  1. ★This thread
  2. 1Escalating Raw Material Prices and Worsening Labor Shortages5×
  3. 2Sales of Own, OEM and Private-Brand Products4×
  4. 3Foreign Exchange and Equity Market Volatility and Uncertainty About the Outlook3×
  5. 4Risk of Lower Sales and Profitability Due to the Spread of COVID-193×
  6. 5Operating Profit, Ordinary Profit and Quarterly Net Profit Turn Profitable2×
  7. 6Cash Generated from Operating Activities and Increase in Cash and Cash Equivalents2×

★ 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 Seihyo yet. It last moved in the Earnings of 2026-10-14: "Restated".
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Consumer Focus on Saving Money and Sales and Price Competition in the Food Industry | SEIHYO CO.,LTD. (2872) | Komori