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Base Food (2936) · RiskMaterialisedLatest Earnings presentation (2026-07-15): "Mitigated"

Risks from raw material prices, foreign-exchange fluctuations and procurement shortages

First written in FY2023. 4 of 7 entries say "Materialised", first in FY2024-Q2. Latest entry: 2026-07-15.

7entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2024-Q2 – FY2026-H12023: 220232024: 020242025: 220252026: 32026
Same theme, other companies
Raw Material Cost Containment and Procurement Risk Reduction through FX ForwardsA theme 5 companies write about · 1 as a headwind · 4 as a tailwind

Base Food moved to the "Worse" side of this theme in 2023.

0 other companies' latest entry also says "Mitigated".

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-15MitigatedEarnings presentation

    「The gross profit margin remained high through ongoing cost-reduction measures despite a challenging external environment of continued higher raw-material costs and yen depreciation.」

    The Company maintained a high gross profit margin through cost-reduction measures despite continued higher raw-material costs and yen depreciation.
  2. FY2026MaterialisedAnnual report

    「To hedge the risks of procuring raw materials and fluctuations in their prices, the company is taking measures including building and optimizing its raw material supply network and developing new products that do not use raw materials subject to high procurement or price fluctuation risks. However, if fuel and raw material prices rise due to global conditions or sharp foreign exchange fluctuations occur, making it difficult to secure the necessary quantities of raw materials and other items at appropriate prices, the company’s business and performance may be affected.」

    As the effects of raw material prices and foreign exchange fluctuations continue, the company is advancing measures including building and optimizing its supply network and changing raw material formulations.
  3. 2026-05-26MitigatedManagement Planning

    「Establishing a stable supply structure through sourcing from multiple companies」

    The Company described specific measures including multiple sourcing, the use of overseas suppliers and the consolidation of raw materials.
  4. FY2026-H1MaterialisedAnnual report

    「In addition, the discontinuation of some products due to soaring raw-material costs and the skipping of recurring orders due to the extremely hot weather contributed to declines in the main KPIs.」

    The company states that soaring raw material prices led to the discontinuation of sales of some products, indicating that the raw material price risk has had a specific impact.
  5. FY2025MaterialisedAnnual report

    「The company’s procurement costs have been affected by soaring fuel and raw material prices due to global conditions and sharp foreign exchange fluctuations. It is considering comprehensive measures to secure the necessary quantities of raw materials and other items at appropriate prices, including adding suppliers, further optimizing raw material combinations and improving manufacturing efficiency.」

    While raw material prices and foreign exchange fluctuations are affecting procurement costs, the company is considering measures including adding suppliers, optimizing raw material combinations and improving manufacturing efficiency.
  6. FY2024-Q2MaterialisedAnnual report

    「The company has continued to be affected by soaring raw material prices and other factors since the previous fiscal year.」

    The company states that it continues to be affected by soaring raw material prices.
  7. FY2023First statedAnnual report

    「To hedge the risks of procuring raw materials and fluctuations in their prices, the company is taking measures including adding and diversifying suppliers and developing new products that do not use raw materials subject to high procurement or price fluctuation risks. However, if fuel and raw material prices rise due to global conditions or sharp foreign exchange fluctuations occur, making it difficult to secure the necessary quantities of raw materials and other items at appropriate prices, the company’s business and performance may be affected.」

    As specific hedging measures against the risk identified in t7 materializing, the company describes diversifying suppliers and developing new products using alternative raw materials.
Moved together

"Start of Convenience Store Distribution and Expansion of Product Lineup" moved the same way as this thread, in the same document, in 4 of its 7 moves.

443333★123456
  1. ★This thread
  2. 1Start of Convenience Store Distribution and Expansion of Product Lineup4×
  3. 2Expansion of Own E-Commerce Membership and Retail Store Counts4×
  4. 3Expansion of Advertising and Promotional Activities3×
  5. 4Recurring purchases and stable demand under a subscription model3×
  6. 5Risk of higher advertising and promotional expenses and deteriorating advertising efficiency3×
  7. 6Dilution of equity value resulting from the exercise of stock acquisition rights3×

★ 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 Base Food yet. It last moved in the Earnings presentation of 2026-07-15: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risks from raw material prices, foreign-exchange fluctuations and procurement shortages | BASE FOOD,Inc. (2936) | Komori