Higher Raw Material Prices and Labor Costs, and Securing Personnel
First written in FY2016. 16 of 35 entries say "Restated". Latest entry: 2026-08-14.
Delsole moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).
The whole theme swung hardest in 2022: 44 of 53 companies on the "Worse" side.
21 other companies' latest entry also says "Worsened".
- 2026-08-14WorsenedEarnings
「Profitability continues to be pressured by rising raw-material, labor and logistics costs. In addition to these higher costs, the chronic labor shortage is making the business environment increasingly challenging.」
The company states that, in addition to rising raw-material, labor and logistics costs, labor shortages are making conditions increasingly difficult in terms of costs and staffing. - FY2026-H1WorsenedAnnual report
「In the Food Service Business, demand remains firm, partly due to the increase in international visitors to Japan. However, the operating environment remains difficult, with raw material prices staying high, soaring logistics and utility costs, and expected continued labor shortages and increases in the minimum wage.」
While noting firm demand in the Food Service Business, the Company identifies high raw material prices, soaring logistics and utility costs, chronic labor shortages, and expected increases in the minimum wage, broadening the cost and staffing risk factors. - FY2025RestatedAnnual report
「In the food and food service industries, profits continue to be squeezed by rising raw material, labor and logistics costs as consumers become more oriented toward saving. The operating environment is becoming increasingly difficult, partly because of the impact of chronic labor shortages in addition to these higher costs.」
The Company continues to describe a difficult operating environment caused by rising raw material, labor and logistics costs, consumers' saving orientation, and chronic labor shortages. - FY2025-H1WorsenedAnnual report
「In the Food Service Business, the operating environment remains difficult. Although customer traffic in office locations is recovering, raw material prices are soaring, recruitment costs are rising due to labor shortages, hourly wages for part-time workers are increasing, and large typhoons and extreme heat are affecting operating hours and customer traffic.」
For the Food Service Business, the Company describes the effects of raw material prices, recruitment costs associated with labor shortages, and rising hourly wages for part-time workers, as well as the effects of large typhoons and extreme heat on operating hours and customer traffic. - FY2024Explicit identification of the risk of soaring logistics costsAnnual report
「The Company has established a stable logistics system through cooperation with logistics providers and is working to optimize inventory levels. However, as logistics costs, including transportation and storage costs, continue to rise due to regulatory compliance requirements, labor shortages and other factors, failure to offset higher costs through production rationalization or passing them on through selling prices could materially affect the Company's results.」
The Company treats soaring logistics costs as a separate risk item and explicitly identifies the potential impact on results if higher costs cannot be offset through production rationalization or passed on through selling prices. - FY2024-Q3RestatedAnnual report
「In the food and food service industries, profits continue to be squeezed by soaring raw material, labor, logistics and utility costs in a market where consumers remain strongly oriented toward saving. With further increases in these costs also expected, the operating environment is becoming increasingly difficult.」
The Company continues to describe profit pressure from soaring raw material, labor, logistics and utility costs and the expected further increases in these costs. - FY2024-Q2WorsenedAnnual report
「In the food and food service industries, profits continue to be squeezed by soaring raw material, labor, logistics and utility costs in a market where consumers remain strongly oriented toward saving. With further increases in these costs also expected, the operating environment is becoming increasingly difficult and uncertainty about the outlook is rising.」
The Company identifies soaring raw material, labor, logistics and utility costs, explicitly noting the expected further increases in these costs and continued profit pressure. - FY2024-Q1RestatedAnnual report
「In the Food Service Business, the operating environment remains difficult. Although customer traffic in office locations is recovering, raw material prices remain high, while recruitment costs are rising due to labor shortages and hourly wages for part-time workers are increasing.」
The Company continues to describe a difficult environment in the Food Service Business, with customer traffic recovering but raw material prices, recruitment costs due to labor shortages, and hourly wages for part-time workers rising. - FY2023RestatedAnnual report
「In the food and food service industries, profits continue to be squeezed by soaring raw material, labor, logistics and utility costs in a market where consumers remain strongly oriented toward saving, exceeding the range that can be absorbed through corporate efforts. With further increases in these costs also expected, the operating environment is becoming increasingly difficult and uncertainty about the outlook is rising.」
The Company continues to indicate that profit pressure from rising raw material, labor, logistics and utility costs has exceeded the range that can be absorbed through corporate efforts. - FY2023-Q3WorsenedAnnual report
「In the food and food service industries, profits continue to be squeezed by rising raw material, labor, logistics and utility costs in a market where consumers remain strongly oriented toward saving, exceeding the range that can be absorbed through corporate efforts. The operating environment is becoming increasingly difficult, and uncertainty about the outlook is also rising.」
In addition to raw material prices, the Company explicitly identifies rising labor, logistics and utility costs, stating that profit pressure from higher costs has exceeded the range that can be absorbed through corporate efforts. - FY2023-Q2WorsenedAnnual report
「Raw material prices are soaring and the yen is weakening further, exceeding the range that can be absorbed through the Company's efforts.」
The Company states that soaring raw material prices and the yen's depreciation have exceeded the range that can be absorbed through corporate efforts, indicating a worsening risk of profit pressure from raw material, logistics and other costs. - FY2023-Q1WorsenedAnnual report
「Uncertainty about the outlook has increased due to soaring prices for a wide range of raw materials, supplies and crude oil, as well as the rapid depreciation of the yen. In the household market, including food supermarkets and consumer cooperatives, the outlook has also become uncertain as households have become more focused on protecting their finances after rapid pass-through of higher prices, particularly for food and daily necessities.」
In addition to soaring prices for raw materials, supplies and crude oil and the weaker yen, the Company describes heightened household concerns about protecting finances due to price pass-through, indicating increasingly difficult earnings and demand conditions. - FY2022WorsenedAnnual report
「The timing of the end of the novel coronavirus disease cannot be foreseen, and there are concerns about the impact on economic activity from soaring raw material and resource prices and heightened geopolitical risks. As consumers are expected to become even more focused on protecting their household finances, raw material prices and logistics costs continue to rise, and the environment surrounding the food and food service industries is expected to become increasingly difficult.」
In addition to the existing labor shortages and rising labor and logistics costs, the Company explicitly identifies soaring raw material and resource prices and geopolitical risks, indicating that the business environment is expected to become more difficult. - FY2022-Q3WorsenedAnnual report
「In the food and food service industries, sales competition is intensifying in a market where consumers remain strongly oriented toward saving, while profits continue to be squeezed by rising labor and logistics costs amid labor shortages and work-style reforms. The impact of the novel coronavirus disease is prolonged. The operating environment is extremely difficult due in part to rising raw material prices, and the outlook remains highly uncertain.」
In addition to the longstanding labor shortages, rising labor and logistics costs, sales competition, and prolonged pandemic, the Company explicitly identifies rising raw material prices, expanding the factors behind profit pressure and the difficult outlook. - FY2022-Q2RestatedAnnual report
「In the food and food service industries, sales competition is intensifying in a market where consumers remain strongly oriented toward saving, while profits continue to be squeezed by rising labor and logistics costs amid labor shortages and work-style reforms. The impact of the novel coronavirus disease is prolonged. The operating environment is extremely difficult, and the outlook remains uncertain.」
The Company continues to describe a difficult business environment caused by consumers' saving orientation, sales competition, labor shortages, rising labor and logistics costs, and the prolonged pandemic. - FY2022-Q1RestatedAnnual report
「In the food and food service industries, sales competition is intensifying in a market where consumers remain strongly oriented toward saving, while profits continue to be squeezed by rising labor and logistics costs amid labor shortages and work-style reforms. The impact of the novel coronavirus disease is prolonged.」
The Company continues to identify consumers' saving orientation, sales competition, labor shortages, and profit pressure from rising labor and logistics costs, as well as the prolonged impact of the pandemic, as risks. - FY2021WorsenedAnnual report
「Securing and developing capable personnel in each business is important for the Company's sustainable growth. However, as employment conditions diversify and competition for recruitment intensifies, failure to secure the necessary personnel as planned could disrupt business activities and affect the Company's results.」
In addition to the existing labor shortages and rising labor costs, the Company identifies intensified recruitment competition and failure to secure the necessary personnel as separate risks. - FY2021-Q3WorsenedAnnual report
「In the food and food service industries, sales competition is intensifying in a market where consumers remain strongly oriented toward saving, while profits are squeezed by rising labor and logistics costs amid labor shortages and work-style reforms. The industries have been severely affected by the novel coronavirus disease. The operating environment is extremely difficult, and the outlook remains highly uncertain as infections continue to resurge intermittently and the timing of the end of the pandemic cannot be foreseen.」
In addition to rising labor and logistics costs and sales competition, the Company explicitly identifies the intermittent resurgence of infections and uncertainty over when the pandemic will end, indicating that the difficult business environment is continuing and worsening. - FY2021-Q1WorsenedAnnual report
「In the food and food service industries, sales competition is intensifying in a market where consumers remain strongly oriented toward saving, while profits are squeezed by rising labor and logistics costs amid labor shortages and work-style reforms. The industries have been severely affected by the novel coronavirus disease. The operating environment is extremely difficult, and the outlook remains highly uncertain amid concerns about a second wave.」
In addition to the existing labor shortages, rising labor and logistics costs, and sales competition, the Company explicitly identifies the substantial impact of the novel coronavirus disease and concerns about a second wave. - FY2020WorsenedAnnual report
「In addition, the impact of the novel coronavirus disease has been substantial, leaving the operating environment extremely difficult and uncertain.」
In addition to the previous increases in raw material, logistics and labor costs, the Company explicitly identifies the substantial impact of the novel coronavirus disease. - FY2020-Q3RestatedAnnual report
「In the Food Service Business, difficult operating conditions continue, owing to soaring raw material and logistics costs, rising labor costs associated with labor shortages, and the need to respond to changes in consumer sentiment resulting from the consumption tax increase and the reduced tax rate system.」
The Company continues to describe the difficult operating environment in the Food Service Business, including rising raw material, logistics and labor costs, labor shortages, and changes in consumer sentiment resulting from the consumption tax increase and the reduced tax rate system. - FY2020-Q2WorsenedAnnual report
「In the food and food service industries, difficult operating conditions continue as sales competition intensifies in a market where consumers remain strongly oriented toward saving, amid sluggish wage growth and the October consumption tax increase, while profits are squeezed by rising labor and logistics costs due to labor shortages.」
In addition to the previous increases in labor and logistics costs and sales competition, the Company explicitly identifies a saving orientation resulting from the October consumption tax increase, broadening the factors behind the difficult market environment. - FY2020-Q1RestatedAnnual report
「In the Food Service Business, difficult operating conditions continue, owing to soaring raw material and logistics costs and rising labor costs associated with labor shortages.」
The Company continues to describe the difficult environment in the Food Service Business, citing rising raw material, logistics and labor costs and labor shortages. - FY2019RestatedAnnual report
「In the Food Service Business, difficult business conditions continued, owing to soaring raw material and logistics costs and rising labor costs associated with labor shortages.」
The Company continues to describe the difficult environment in the Food Service Business, citing rising raw material, logistics and labor costs and labor shortages. - FY2019-Q2RestatedAnnual report
「In the Food Service Business, the operating environment remains difficult, with soaring raw material prices due to unfavorable weather and intensifying competition to attract customers across business formats as consumer behavior diversifies.」
The Company continues to describe the difficult operating environment in the Food Service Business caused by soaring raw material prices due to unfavorable weather and competition to attract customers across business formats. - FY2019-Q1RestatedAnnual report
「In the Food Service Business, the operating environment remains difficult, with soaring raw material prices due to unfavorable weather and intensifying competition to attract customers across business formats as consumer behavior diversifies.」
The Company continues to describe a difficult operating environment in the Food Service Business, driven by soaring raw material prices due to unfavorable weather and competition to attract customers across business formats. - FY2018MaterialisedAnnual report
「In the food and food service industries, difficult operating conditions continue as sales competition intensifies in a market where consumers remain strongly oriented toward saving, while profits are squeezed by rising labor and logistics costs amid labor shortages.」
For the full fiscal year, the Company describes an operating environment in which rising labor and logistics costs amid labor shortages are squeezing profits. - FY2018-Q3WorsenedAnnual report
「In the food and food service industries, difficult operating conditions continue as sales competition intensifies in a market where consumers remain strongly oriented toward saving, while profits are squeezed by rising labor and logistics costs amid labor shortages.」
The Company explicitly identifies consumers' saving orientation and intensifying sales competition, as well as profit pressure from rising labor and logistics costs due to labor shortages, broadening the range of risk factors. - FY2018-Q2RestatedAnnual report
「In the Food Service Business, the operating environment remains difficult, with rising labor-related costs due to tight labor demand, soaring raw material prices, and intensifying competition to attract customers across business formats and industries as consumer preferences diversify.」
The Company continues to describe the difficult operating environment in the Food Service Business caused by labor-related costs, raw material prices, and intensifying competition to attract customers across business formats and industries. - FY2018-Q1RestatedAnnual report
「In the Food Service Business, the operating environment remains difficult, with rising labor-related costs due to tight labor demand, soaring raw material prices, and intensifying competition to attract customers across business formats and industries as consumer preferences diversify.」
The Company continues to describe the difficult operating environment in the Food Service Business caused by labor-related costs, raw material prices, and intensifying competition to attract customers across business formats and industries. - FY2017WorsenedAnnual report
「In the Food Service Business, the operating environment remains difficult, with rising labor-related costs due to tight labor demand, soaring raw material prices caused by unfavorable weather, and intensifying competition to attract customers across business formats and industries as consumer preferences diversify.」
The Company explicitly identifies rising labor-related costs, soaring raw material prices, and intensifying competition to attract customers across business formats and industries. - FY2017-Q3RestatedAnnual report
「Although signs of a certain recovery in consumption have emerged in the food and food service industries, partly due to improving employment conditions and inbound consumption by international visitors to Japan, difficult market conditions remain against a backdrop of sluggish wage growth and stalled consumer sentiment.」
It is stated that difficult market conditions continue, while acknowledging recovery factors from improving employment conditions and inbound consumption, as well as sluggish wage growth and stalled consumer sentiment. - FY2017-Q2RestatedAnnual report
「Although signs of a certain recovery in consumption have emerged in the food and food service industries, partly due to improving employment conditions and inbound consumption by international visitors to Japan, difficult market conditions remain against a backdrop of sluggish wage growth and stalled consumer sentiment due to falling share prices and other factors.」
It is stated that difficult market conditions continue, despite acknowledging certain factors supporting a recovery in consumption, against a backdrop of wages and consumer sentiment. - FY2017-Q1RestatedAnnual report
「Although signs of a certain recovery in consumption have emerged in the food and food service industries, partly due to improving employment conditions and inbound consumption by international visitors to Japan, market conditions remain difficult against a backdrop of sluggish wage growth and deteriorating consumer sentiment resulting from falling share prices.」
It is stated that difficult market conditions continue, including employment and wage conditions and consumer sentiment. - FY2016First statedAnnual report
「In the Food Service Business, the operating environment remains difficult, with soaring raw material prices, rising labor costs due to labor shortages, and increasing risks related to securing personnel.」
Raw material prices, labor costs and securing personnel are cited as factors in the current difficult operating environment for the Food Service Business.