Rising raw material and labor costs and intensifying competition for customers
First written in FY2017-Q1. 12 of 31 entries say "Worsened", first in FY2018-Q3. Latest entry: FY2027-H1.
Hub 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: 41 of 48 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- FY2027-H1ReframedAnnual report
「The food service industry also continues to recover gradually, but structural challenges remain, including rising raw material, packaging, labor, utilities, logistics and construction costs, as well as labor shortages amid the recovery. The business environment surrounding the industry therefore remains challenging.」
In addition to the continuing increases in raw material, labor, utilities, logistics and construction costs, the company identified rising packaging costs and labor shortages during the recovery as structural challenges. - 2026-07-14WorsenedEarnings
「中東情勢の緊迫化や為替の影響に伴う物価高を背景として、エネルギーコスト、原材料費、及び人件費の上昇傾向が一段と強まっており、依然として先行き不透明な状況が続いております。」
従来から示されていたコスト上昇リスクについて、エネルギーコスト、原材料費、人件費の上昇傾向が「一段と強まっている」と説明され、リスクの強まりが示された。 - FY2026ReframedAnnual report
「The food service industry also remains on a gradual recovery trend, but structural issues persist, including surging raw material costs, rising labor, utility, logistics and construction costs, and consumers' preference for saving money, leaving the operating environment uncertain.」
While also noting a recovery in demand, the disclosure identifies rising construction costs and consumers' cost-consciousness, in addition to traditional issues such as raw material and labor costs, as structural challenges. - 2026-05-01RestatedGeneral Meetings of Shareholders
「The food service industry also remains on a gradual recovery trend, but structural issues persist, including surging raw material costs, rising labor, utility, logistics and construction costs, and consumers' preference for saving money, leaving the operating environment uncertain.」
需要回復を示す一方、原材料費、人件費、光熱費、物流費、建築費の上昇と節約志向を構造的課題として引き続き記載している。 - FY2026-H1ReframedAnnual report
「The food service industry is benefiting from increased foot traffic and inbound demand, but structural issues inside and outside companies, including surging costs and consumers' preference for saving money, remain, and the operating environment continues to be uncertain.」
While the tailwinds from increased foot traffic and inbound demand are indicated, surging costs and consumers' preference for saving money are explicitly identified as structural issues, updating the risk description to include both recovery factors and challenges. - FY2025-H1RestatedAnnual report
「The food service industry also remains on a recovery trend as foot traffic increases with the normalization of economic activity, but the difficult operating environment continues due to rising energy costs, raw material expenses, logistics costs and labor costs against the backdrop of higher prices resulting from worsening overseas conditions and foreign exchange movements.」
While a recovery trend in the food service industry driven by increased foot traffic is indicated, continued increases in energy costs, raw material expenses, logistics costs and labor costs against the backdrop of overseas conditions and foreign exchange movements are cited as factors contributing to the difficult environment. - FY2025-Q1ReframedAnnual report
「During the cumulative first quarter, Japan's economy was on a path of gradual growth led by domestic demand as social and economic activity normalized and foot traffic and inbound consumption recovered. In the food service industry, the recovery in demand was gradually beginning to appear in performance, but the difficult operating environment continued due to rising energy costs, raw material expenses, logistics costs and labor costs against the backdrop of higher prices resulting from worsening overseas conditions and foreign exchange movements.」
While recovery in demand driven by foot traffic and inbound consumption is noted, higher prices resulting from overseas conditions and foreign exchange movements, together with rising energy costs, raw material expenses, logistics costs and labor costs, are identified as factors contributing to the difficult operating environment. - FY2024ReframedAnnual report
「In the food service industry, top-line recovery is progressing overall as consumption becomes more active, but the operating environment remains difficult due to increasing pressure from all types of costs and a continued upward trend in labor costs.」
The risk description has been updated to include top-line recovery driven by improved foot traffic and more active consumption, while noting continued cost pressure from energy resources, raw material prices and logistics costs, as well as rising labor costs. - FY2024-Q3ReframedAnnual report
「During the cumulative third quarter, Japan's economy was on a gradual recovery trend, with domestic demand driving more active consumption against the backdrop of a recovery in inbound consumption. However, unstable international conditions and increasing upward pressure on energy and raw material prices continue, and the operating environment remains difficult. The food service industry also continues to face difficulties due to macroeconomic trends, although top-line recovery is progressing overall as foot traffic improves.」
While the difficult environment caused by unstable international conditions and continued upward pressure on energy and raw material prices is indicated, the overall recovery in the food service industry's top line accompanying improved foot traffic is also noted, changing the risk description to include a recovery trend. - FY2024-Q2ReframedAnnual report
「The food service industry also remains difficult due to changes in lifestyles during the pandemic, global inflation, pressure from energy costs and other factors, and increasing difficulty in securing personnel. However, overall, signs of recovery emerged as foot traffic improved with the easing of the pandemic.」
In addition to the previous explanation of rising raw material and labor costs, changes in lifestyles, global inflation, energy costs and difficulty securing personnel were identified as factors, while an overall recovery trend driven by improved foot traffic was also described for the food service industry. - FY2023WorsenedAnnual report
「The food service industry also remains difficult due to global inflation, pressure from energy costs and other factors, and increasing difficulty in securing personnel.」
In addition to the previously cited risks of rising raw material prices and labor costs, global inflation, pressure from energy costs and the increasing difficulty of securing personnel were identified as factors contributing to the difficult environment. - FY2023-Q3RestatedAnnual report
「However, in the food service industry, the prolonged COVID-19 pandemic continues to affect opportunities to dine out and nighttime consumer behavior. In addition, energy and raw material costs continue to rise, and the business environment surrounding the company remains difficult.」
The impact of the pandemic on opportunities to dine out and nighttime consumer behavior, together with surging energy and raw material costs, is described as continuing to create a difficult business environment. - FY2023-Q2WorsenedAnnual report
「However, in addition to the seventh wave of infections, which expanded from June, rising energy and raw material costs resulting from the emergence of geopolitical risks are continuing, and our business environment remains difficult.」
In addition to the previously cited risk of rising costs, the seventh wave of infections and rising energy and raw material costs resulting from the emergence of geopolitical risks are continuing, leaving the business environment difficult. - FY2023-Q1WorsenedAnnual report
「However, continued restrictions on the number of customers allowed into stores and rising energy and raw material costs resulting from the emergence of geopolitical risks are affecting our business environment.」
In addition to the previously cited risk of rising costs, energy and raw material costs are increasing amid the emergence of geopolitical risks, and their impact on the business environment was explicitly indicated. - FY2022WorsenedAnnual report
「In addition to the recent rapid spread of the Omicron variant, risks related to surging energy costs and prices due to worsening global conditions have increased, and the difficult outlook continues.」
In addition to the previously cited risks of rising raw material prices and labor costs, increasing risks related to surging energy costs and prices were indicated. - FY2022-Q2WorsenedAnnual report
「The pub and izakaya sector in particular was materially affected by requests to refrain from serving alcoholic beverages and severe restrictions on operating hours.」
In addition to the previously cited cost increases and intensifying competition in the food service industry, the impact of requests to refrain from serving alcoholic beverages and restrictions on operating hours was explicitly indicated. - FY2020-Q3WorsenedAnnual report
「In the food service industry, the operating environment is becoming even more difficult as raw material prices remain high and labor costs rise, competition for customers with other industries and business formats intensifies due to increasingly diverse consumer preferences, and the company is required to respond to changes in consumer sentiment resulting from the consumption tax increase.」
In addition to rising raw material prices and labor costs and intensifying competition for customers, the need to respond to changes in consumer sentiment resulting from the consumption tax increase was newly indicated, and the operating environment was described as "even more difficult." - FY2020-Q2WorsenedAnnual report
「In the food service industry, the operating environment is becoming even more difficult as raw material prices surge, labor costs rise and competition for customers with other industries and business formats intensifies due to increasingly diverse consumer preferences.」
Surging raw material prices, rising labor costs and intensifying competition for customers continue, and the operating environment is described as "even more difficult." - FY2020-Q1RestatedAnnual report
「In the food service industry, the operating environment remains difficult as raw material prices surge and labor costs rise due to tight labor supply and demand, while competition for customers with other industries and business formats intensifies due to increasingly diverse consumer preferences.」
Surging raw material prices, rising labor costs and intensifying competition for customers driven by increasingly diverse consumer preferences are described as a continuing difficult operating environment. - FY2019WorsenedAnnual report
「In the food service industry, the operating environment remains difficult as labor costs continue to rise, raw material prices surge and competition for customers with other industries and business formats intensifies further due to increasingly diverse consumer preferences.」
In addition to the continued rise in labor costs, raw material prices are described as having surged, and further intensification of competition for customers with other industries and business formats was indicated. - FY2019-Q3WorsenedAnnual report
「In the food service industry, the operating environment remained difficult as labor and logistics costs rose due to tight labor supply and demand, while competition for customers across industries and business formats intensified further due to changes in social structures, including work-style reforms, and increasingly diverse consumer preferences.」
In addition to the previously cited increases in labor costs and raw material prices and intensifying competition, rising logistics costs were explicitly identified. Competition driven by changes in social structures and increasingly diverse consumer preferences also continues to intensify. - FY2019-Q2RestatedAnnual report
「In the food service industry, the operating environment remains difficult as labor costs and raw material prices continue to rise and competition for customers with other industries and business formats intensifies further due to increasingly diverse consumer preferences.」
Rising labor costs and raw material prices and intensifying competition for customers driven by increasingly diverse consumer preferences are described as a continuing difficult operating environment. - FY2019-Q1WorsenedAnnual report
「In the food service industry, the operating environment remains difficult as competition for customers with other industries and business formats intensifies due to increasingly diverse consumer preferences resulting from changes in social structures, including work-style reforms, in addition to further increases in raw material prices.」
Raw material prices are described as subject to "further increases," and intensifying competition for customers with other industries and business formats, driven by increasingly diverse consumer preferences and changes in social structures, continues to be indicated. There are no quantified risk figures. - FY2018ReframedAnnual report
「In particular, a slowdown in personal consumption and increases in raw material prices, labor costs, rents, and utility expenses could affect our business and performance.」
In addition to the previously cited increases in raw material prices and labor costs, increases in rents and utility expenses were explicitly identified as factors that could affect performance. - FY2018-Q3WorsenedAnnual report
「In the food service industry, concerns remain over the impact of further price increases for some products, in addition to continued increases in labor costs. The operating environment remains difficult as competition for customers across industries and business formats intensifies further due to increasingly diverse consumer preferences against the backdrop of demographic aging and decline and work-style reforms.」
In addition to rising labor costs and intensifying competition for customers, further price increases for some products were explicitly identified as a concern. Increasingly diverse consumer preferences driven by demographic aging and decline and work-style reforms have also been added as a factor intensifying competition. - FY2018-Q2ReframedAnnual report
「In the food service industry, the operating environment remains difficult as labor costs continue to rise and competition for customers across industries and business formats intensifies further due to increasingly diverse consumer preferences.」
Rising labor costs and intensifying competition for customers continue, but the current description does not mention raw material prices and identifies increasingly diverse consumer preferences as a factor behind the intensification of competition. - FY2018-Q1RestatedAnnual report
「In the food service industry, the operating environment remains difficult as labor costs continue to rise, raw material prices remain high and competition for customers across industries and business formats intensifies further.」
Continued increases in labor costs, persistently high raw material prices and intensifying competition for customers are described as a difficult business environment. - FY2017RestatedAnnual report
「In the food service industry, the operating environment remains difficult as labor costs continue to rise, raw material prices remain high and competition for customers across industries and business formats intensifies further.」
Continued increases in labor costs, persistently high raw material prices and intensifying competition for customers are described as a difficult business environment. - FY2017-Q3RestatedAnnual report
「In the food service industry, the operating environment remains difficult as competition for customers with other industries and business formats intensifies further while raw material prices remain high and labor costs continue to rise.」
Persistently high raw material prices, rising labor costs and intensifying competition for customers are described as a continuing difficult business environment. - FY2017-Q2RestatedAnnual report
「In the food service industry, the operating environment remains difficult as competition for customers across industries and business formats intensifies further, in addition to rising labor costs resulting from tight labor supply and demand and persistently high raw material prices.」
Continued increases in labor costs, persistently high raw material prices and intensifying competition for customers are described as a difficult business environment. The risks are not quantified, and cost increases and other factors are described as the actual business environment. There are no clearly new risks or material changes. - FY2017-Q1First statedAnnual report
「In the food service industry, competition for customers across industries and business formats has intensified further due to persistently high raw material prices, rising labor costs and growing demand for prepared foods, leaving the operating environment difficult.」
The business environment is described as one of continued increases in raw material prices and labor costs, together with intensifying competition.