Fluctuations in Raw Material Prices and Supply of Seafood, Meat and Other Products
First written in FY2016. 21 of 36 entries say "Materialised", first in FY2019-Q1. Latest entry: 2026-10-30.
Dairei moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).
The whole theme swung hardest in 2025: 26 of 37 companies on the "Worse" side.
10 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「In Japan’s food industry, raw-material and energy prices remain high, while upward pressure on procurement costs caused by foreign-exchange movements continues. Price increases show no sign of abating, consumers are becoming more inclined to economize, and the difficult business environment is expected to continue.」
High raw-material and energy prices and foreign-exchange-driven upward pressure on procurement costs have continued as actual business conditions. They have also led to increased discounting to offer lower prices and a lower gross margin. - FY2025-H1MaterialisedAnnual report
「In Japan's food industry, product-price increases due to higher raw-material prices, labor costs and logistics costs continue, consumers remain strongly inclined to save, and a challenging business environment is expected to continue.」
The filing states that higher raw-material prices, labor and logistics costs, and product prices have continued to rise, with risks from fluctuations in raw-material and other costs continuing to appear in business conditions. - FY2024MaterialisedAnnual report
「The outlook remains uncertain as risks of a downturn in overseas economies, historically weak yen levels, and prolonged high raw-material and energy prices continue.」
The filing states that high raw-material and energy prices have continued for an extended period, with the risk of raw-material price fluctuations continuing to appear in actual business conditions. - FY2024-Q3MaterialisedAnnual report
「In Japan's food industry, consumers are becoming more inclined to save as food-price increases reflecting higher raw-material and energy costs have occurred one after another, and a challenging business environment is expected to continue.」
The filing states that higher raw-material and energy costs have led to food-price increases and stronger consumer thrift, with the impact of raw-material price fluctuations appearing in actual business conditions. - FY2024-Q2MaterialisedAnnual report
「In Japan's food industry, labor shortages are worsening as the economy recovers, labor costs are rising because of the shortages, raw-material and energy prices remain high, and prices continue to rise as the yen weakens. While price increases and product-price reviews are being implemented, consumers continue to curb personal consumption as real wages decline, and a challenging business environment is expected to continue.」
The filing states that higher raw-material and energy prices, price increases due to yen depreciation, and higher labor costs caused by labor shortages have continued, leading to price increases, product-price reviews and restrained personal consumption. Risks in the raw-material and supply environment have materialized as specific business conditions. - FY2024-Q1MaterialisedAnnual report
「In Japan's food industry, a challenging business environment is expected to continue, as consumers are becoming more inclined to save due to food-price increases reflecting higher raw-material and energy costs, while egg supplies are tightening because of avian influenza.」
The filing states that, in addition to higher raw-material prices, egg supplies have tightened because of avian influenza. The risk of fluctuations in raw-material prices and supply has materialized with a new specific example. - FY2023MaterialisedAnnual report
「The company pursued sales-price revisions in response to repeated increases in raw-material costs」
Raw-material price increases actually occurred, leading to repeated revisions to selling prices. The impact of fluctuations in raw-material prices on operating performance and sales activities has continued. - FY2023-Q3MaterialisedAnnual report
「The company pursued sales-price revisions in response to repeated increases in raw-material costs」
Raw-material price increases actually occurred, requiring revisions to selling prices. Fluctuations in raw-material prices had a specific impact on business operations during the current quarter. - FY2023-Q2MaterialisedAnnual report
「In Japan's food industry, repeated increases in selling prices due to higher energy and raw-material costs have created a challenging environment that is reducing consumers' willingness to purchase.」
The filing states that higher energy and raw-material costs have actually occurred, leading to repeated selling-price revisions and lower consumer willingness to purchase. - FY2023-Q1MaterialisedAnnual report
「In the boneless fish business, we promoted the expansion of sales of our proprietary products, including the Dice Cut Series, and revisions to selling prices in response to higher raw-material prices.」
Raw-material price increases actually occurred, requiring action to promote revisions to selling prices. Fluctuations in raw-material prices had a specific impact on business operations during the current fiscal year. - FY2022MaterialisedAnnual report
「In the boneless fish business, we worked to expand sales of our proprietary products, including the Dice Cut Series, but revenue declined 1.6% year on year to ¥9,503.174 million because a shortage of raw materials such as saury reduced sales.」
A shortage of raw materials such as saury reduced sales in the boneless fish business, and fluctuations in raw-material supply actually affected full-year operating performance. - FY2022-Q3MaterialisedAnnual report
「Revenue of ¥7,296.136 million, down 1.7% year on year, due to lower sales caused by a shortage of raw materials for saury.」
A shortage of raw materials for saury led to lower sales in the boneless fish business, and the risk of fluctuations in raw-material supply continued to affect operating performance during the current quarter. - FY2022-Q2MaterialisedAnnual report
「Revenue of ¥4,719.110 million, down 1.5% year on year, due to lower sales caused by a shortage of raw materials for saury.」
The filing states that insufficient raw-material supply actually led to lower sales in the boneless fish business, demonstrating that the risk of fluctuations in raw-material prices and supply has materialized. - FY2022-Q1RestatedAnnual report
「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company provides a comprehensive disclosure stating that there have been no new developments or material changes in the risk of fluctuations in the prices or supply of raw materials such as seafood and meat. - FY2021RestatedAnnual report
「However, if an event affects raw-material market conditions more than expected, such as tighter fishing restrictions, fluctuations in landing volumes or market prices, or lower production due to infectious diseases, shortages of our products and other factors could affect our operating performance.」
The company continues to identify the risk of fluctuations in the prices and supply of raw materials such as seafood and meat. - FY2020RestatedAnnual report
「However, if an event affects raw-material market conditions more than expected, such as tighter fishing restrictions, fluctuations in landing volumes or market prices, or lower production due to infectious diseases, shortages of our products and other factors could affect our operating performance.」
The company continues to identify the risk of fluctuations in the prices and supply of raw materials such as seafood and meat. - FY2020-Q3RestatedAnnual report
「In Japan's food industry, rising raw-material prices and higher logistics costs are affecting the industry as a whole, and the business environment remains challenging.」
The filing describes an environment in which raw-material prices continue to rise, while profit for the current quarter increased because reduced discounts improved the gross margin. - FY2020-Q2RestatedAnnual report
「In Japan's food industry, the business environment remains challenging as logistics costs and raw-material prices remain high and labor shortages persist, while consumers continue to focus on protecting their household budgets amid concerns about the economic outlook following the consumption-tax increase.」
The filing describes a business environment in which raw-material prices remain elevated. Meanwhile, profit for the cumulative second quarter increased as a result of gross-margin improvement from reduced discounts, and this filing does not indicate any new deterioration in operating performance due to higher raw-material prices. - FY2020-Q1MaterialisedAnnual report
「In the boneless fish business, the company worked to expand sales of private-label products for affiliated organizations, among others, but sluggish sales due to higher raw material costs for major fish species resulted in revenue of ¥2,727 million, down 3.0% year on year.」
Higher raw-material costs for the main fish species reduced sales in the boneless fish business, and the actual impact of raw-material price fluctuations on operating performance is disclosed. - FY2019MaterialisedAnnual report
「Gross profit increased by ¥159.335 million, or 3.9%, year on year to ¥4,250.485 million, despite higher raw-material costs, because the recommendation issued by the Japan Fair Trade Commission in the previous fiscal year under the Act against Delay in Payment of Subcontract Proceeds, Etc. to Subcontractors was resolved during the current fiscal year, improving the gross margin.」
The company states that although raw-material costs also rose during the current fiscal year, gross profit increased as the resolution of the recommendation improved the gross margin. - FY2019-Q3MaterialisedAnnual report
「In terms of earnings, operating income was ¥835.709 million, down 21.6% year on year, ordinary income was ¥845.994 million, down 21.3%, and quarterly net income was ¥573.010 million, down 21.6%, mainly because higher raw-material costs lowered the gross margin.」
Higher raw-material prices reduced operating income, ordinary income and quarterly net income by lowering the gross margin, and the impact of raw-material price fluctuations on operating performance has continued. - FY2019-Q2MaterialisedAnnual report
「In terms of earnings, operating income was ¥472.559 million, down 28.5% year on year, ordinary income was ¥480.403 million, down 27.7%, and quarterly net income was ¥320.149 million, down 28.6%, mainly because higher raw-material costs lowered the gross margin.」
Higher raw-material prices reduced operating income, ordinary income and quarterly net income by lowering the gross margin, and the impact of raw-material price fluctuations on operating performance has continued. - FY2019-Q1MaterialisedAnnual report
「In terms of earnings, operating income was ¥218.970 million, down 27.6% year on year, ordinary income was ¥220.879 million, down 27.2%, and quarterly net income was ¥145.845 million, down 29.1%, mainly because higher raw-material costs lowered the gross margin.」
The company states that higher raw-material prices reduced operating income and other earnings by lowering the gross margin, meaning that fluctuations in raw-material prices actually affected operating performance. - FY2018RestatedAnnual report
「If an event affects raw-material market conditions more than expected, such as tighter fishing restrictions, fluctuations in landing volumes or market prices, or lower production due to infectious diseases, shortages of our products and other factors could affect our operating performance.」
The company continues to disclose the risk of fluctuations in the prices and supply of raw materials such as seafood and meat. - FY2018-Q3RestatedAnnual report
「There were no newly arising business or other risks during the cumulative third quarter. There were also no material changes to the business or other risks described in the securities report submitted for the previous fiscal year.」
The company states that there have been no new developments or material changes in the risk of fluctuations in the prices or supply of raw materials such as seafood and meat. - FY2018-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company states that there have been no new developments or material changes in the risk of fluctuations in the prices or supply of raw materials such as seafood and meat. - FY2018-Q1RestatedAnnual report
「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company provides a comprehensive disclosure stating that there have been no new developments or material changes in the risk of fluctuations in the prices or supply of raw materials such as seafood and meat. - FY2017RestatedAnnual report
「However, if an event affects raw-material market conditions more than expected, such as tighter fishing restrictions, fluctuations in landing volumes or market prices, or infectious diseases, shortages of our products and other factors could affect our operating performance.」
The company continues to identify the risk of fluctuations in the prices and supply of raw materials such as seafood and meat. - FY2017-Q3RestatedAnnual report
「There were no newly arising business or other risks during the cumulative third quarter, and there were no material changes to the business or other risks described in the securities report submitted for the previous fiscal year.」
The company provides a comprehensive disclosure stating that there have been no new developments or material changes in the risk of fluctuations in the prices or supply of raw materials such as seafood and meat. - FY2017-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter, and there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company provides a comprehensive disclosure stating that there have been no new developments or material changes in the risk of fluctuations in the prices or supply of raw materials such as seafood and meat. - FY2016First statedAnnual report
「If an event affects raw-material market conditions more than expected, such as tighter fishing restrictions, fluctuations in landing volumes or market prices, or lower production due to infectious diseases, shortages of our products and other factors could affect our operating performance.」
The company identifies fluctuations in raw-material prices and supply caused by fishing restrictions, market conditions and diseases as risks.