Supply constraints caused by logistics disruptions and surging raw material and crude oil prices
First written in FY2023-Q1. 6 of 11 entries say "Worsened", first in FY2023-Q2. Latest entry: FY2027-H1.
Yoshimura Food Holdings K.K. moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 45 of 64 companies on the "Worse" side.
21 other companies' latest entry also says "Worsened".
- FY2027-H1WorsenedAnnual report
「In Japan's food industry, the operating environment became challenging as raw-material prices remained high and packaging-material, energy, logistics and labor costs continued to rise. While responses to fluctuations in the supply volumes and procurement prices of agricultural and fishery products are required, consumers are showing a stronger inclination to economize and greater selectivity regarding prices against a backdrop of rising food prices.」
In addition to higher raw-material, packaging-material, energy, logistics and labor costs, fluctuations in the supply volumes and procurement prices of agricultural and fishery products are identified as combined cost and supply constraints. - FY2026WorsenedAnnual report
「In the food industry, raw material and energy prices remained high, while upward pressure on procurement costs due to foreign exchange movements continued. Together with consumers' increasingly frugal spending, this resulted in a persistently challenging business environment.」
Persistently high raw material and energy prices, higher procurement costs due to foreign exchange movements, and increasingly frugal consumer spending continue in combination. - FY2026-H1WorsenedAnnual report
「Overseas, sales to retailers such as supermarkets and to restaurants stagnated due to the economic slowdown in Singapore, while higher prices increased costs, resulting in lower revenue and lower profit.」
In the overseas business, the economic slowdown and cost increases associated with inflation resulted in sluggish sales, lower revenue and lower profit, and supply and earnings pressures from the external environment continue. - FY2025WorsenedAnnual report
「The operating environment surrounding our group is expected to remain uncertain, despite the recovery in inbound demand and a pickup in personal consumption, due to continued geopolitical risks, foreign exchange fluctuations and global inflationary pressures. In addition to persistently high raw material and energy prices, structural issues have become apparent, including rising logistics and labor costs and increasing difficulty in securing workers.」
While recognizing recovery factors, the company identifies geopolitical risks, foreign exchange, prices, raw materials and energy, logistics costs, labor costs and securing workers as interrelated challenges. - FY2023WorsenedAnnual report
「Against a backdrop of soaring raw material and energy prices resulting from the prolonged Russia-Ukraine situation, concerns over rising inflation and an economic recession have spread, including rapid yen depreciation in the foreign exchange market amid global monetary tightening, and the outlook remains uncertain.」
In addition to the risk of soaring logistics and raw material costs, the Russia-Ukraine situation, soaring energy prices, rapid yen depreciation and concerns over an economic recession persist. - FY2023-Q2WorsenedAnnual report
「During the cumulative second quarter under review, raw material and energy prices rose sharply due to the prolonged situation between Russia and Ukraine and the rapid depreciation of the yen. In addition, the rapid spread of the seventh wave of the novel coronavirus disease occurred, and Japan’s economic outlook remained uncertain.」
In addition to the risk of soaring logistics and raw material costs, the rapid depreciation of the yen, soaring energy prices and the rapid spread of the seventh wave of infections have emerged as specific factors worsening the operating environment. - FY2023-Q1First statedAnnual report
「Supply-side constraints caused by logistics disruptions and further surges in raw material and crude oil prices have intensified, and difficult operating conditions are expected to continue across the industry.」
For the first time, supply-side constraints caused by logistics disruptions and the worsening of soaring raw material and crude oil prices were identified separately as current operating conditions in the food industry.