Komori
KENKO Mayonnaise (2915) · RiskMaterialised

Labor cost volatility involving part-time and casual workers

First written in FY2016. 10 of 16 entries say "Restated". Latest entry: 2026-08-07.

16entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q1RestatedFY2020-Q2 – FY2022-Q32016: 320162017: 420172018: 120182019: 320192020: 120202021: 020212022: 120222023: 020232024: 020242025: 120252026: 22026
Same theme, other companies
Labor Cost and Employment Risks from Changes in Labor Regulations and Employment SystemsA theme 27 companies write about · 27 as a headwind · 0 as a tailwind

KENKO Mayonnaise moved to the "Worse" side of this theme in 2025, 5 years after the typical company in this theme (2020).

The whole theme swung hardest in 2024: 4 of 10 companies on the "Worse" side.

2 other companies' latest entry also says "Materialised".

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 27 companies compared. The sentences above are computed from all 27.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07MaterialisedEarnings

    「Cost pressures from higher personnel and logistics expenses, among others, continued, resulting in a challenging operating environment for the Group.」

    The company states that cost pressures from higher personnel expenses have continued.
  2. FY2026MaterialisedAnnual report

    「Profit declined year on year due to higher raw material costs caused by the persistently high egg market prices, in addition to the impact of lower sales and the lag in implementing price revisions to reflect increases in raw material, labor and logistics costs.」

    Higher labor costs, together with the timing gap in price revisions, are materializing as factors behind lower profit.
  3. FY2026-H1MaterialisedAnnual report

    「Profit declined year on year due to higher raw material costs caused by the persistently high egg market prices, in addition to the impact of lower sales and the lag in implementing price revisions to reflect increases in raw material, labor and logistics costs.」

    Higher labor costs, together with the timing gap in price revisions, materialized as factors behind lower profit.
  4. FY2022-Q3RestatedAnnual report

    「During the nine-month cumulative period, there were no new business or other risks, nor any 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 regarding labor cost fluctuations, including part-time and temporary employees.
  5. FY2020-Q3RestatedAnnual report

    「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that no new risks have arisen and that there have been no material changes regarding labor cost fluctuations, including part-time and temporary employees.
  6. FY2020-Q2RestatedAnnual report

    「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that no new risks have arisen and that there have been no material changes regarding labor cost fluctuations, including part-time and temporary employees.
  7. FY2019MaterialisedAnnual report

    「During the current consolidated fiscal year, Japan's economy faced a challenging external environment, including natural disasters such as earthquakes and typhoons, as well as rising labor and logistics costs due to labor shortages.」

    Higher labor costs resulting from labor shortages emerged as a full-year external-environment factor and also contributed to lower profit.
  8. FY2019-Q3MaterialisedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, from 1 April 2018 to 31 December 2018, Japan's economy faced a challenging external environment, including natural disasters such as earthquakes and typhoons, as well as rising labor and logistics costs due to labor shortages.」

    Higher labor costs resulting from labor shortages have emerged as an actual business-environment factor.
  9. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company states that no new risks have arisen and that there have been no material changes regarding labor cost fluctuations, including part-time and temporary employees.
  10. FY2018-Q2RestatedAnnual report

    「During the six-month cumulative period, there were no new business or other risks, nor any 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 regarding labor cost fluctuations, including part-time and temporary employees.
  11. FY2018-Q1RestatedAnnual report

    「During the three-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that no new risks have arisen and that there have been no material changes regarding labor cost fluctuations, including part-time and temporary employees.
  12. FY2017RestatedAnnual report

    「In addition to regular employees, the group employs partner staff, temporary employees and others in order fulfillment, production and other operations. Costs may fluctuate if laws concerning employees' working conditions and other matters are amended, which may affect business performance.」

    The company reiterates the workforce composition, including partner staff and temporary employees, and the risk of cost fluctuations resulting from amendments to employment-related laws.
  13. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding labor cost fluctuations, including part-time and temporary employees.
  14. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding labor cost fluctuations, including part-time and temporary employees.
  15. FY2017-Q1RestatedAnnual report

    「There have been 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 regarding labor cost fluctuations, including part-time and temporary employees.
  16. FY2016First statedAnnual report

    「In addition to regular employees, the group employs partner staff, temporary employees and others in order fulfillment, production and other operations. Costs may fluctuate if laws concerning employees' working conditions and other matters are amended, which may affect business performance.」

    The group identifies as risks its workforce composition, including non-regular employees, and cost fluctuations resulting from amendments to employment-related laws.
Moved together

"Fluctuations in the prices of raw materials such as edible oils, eggs and vegetables" moved the same way as this thread, in the same document, in 4 of its 16 moves.

443322★123456
  1. ★This thread
  2. 1Fluctuations in the prices of raw materials such as edible oils, eggs and vegetables4×
  3. 2Risk of Fixed Asset Impairment4×
  4. 3Full Outsourcing of Logistics Operations3×
  5. 4Yen Appreciation, Stagnation in Overseas Economies, and Instability in International Affairs3×
  6. 5Decline in sales opportunities as customers bring production in-house2×
  7. 6Risk of Failing to Achieve the Medium-Term Management Plan Targets2×

★ 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 KENKO Mayonnaise yet. It last moved in the Earnings of 2026-08-07: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Labor cost volatility involving part-time and casual workers | KENKO Mayonnaise Co.,Ltd. (2915) | Komori