Procurement Cost and Supply Risks Arising from Import Restrictions, Food-Related Issues and Exchange Rate Fluctuations
First written in FY2019. 9 of 17 entries say "Restated". Latest entry: 2026-06-12.
Kobe Bussan moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 23 of 32 companies on the "Worse" side.
25 other companies' latest entry also says "Restated".
- 2026-06-12RestatedEarnings
「Although procurement costs increased because of volatile exchange rates and price increases,」
Pressure on procurement prices and the supply environment from exchange-rate fluctuations and price increases is continuing. - FY2024RestatedAnnual report
「In addition, if procurement prices fluctuate sharply as a result of sudden foreign-exchange movements or other factors, or delays in imported products caused by container shortages, procurement prices could vary substantially when products become scarce.」
Risks to procurement prices and supply from foreign-exchange movements, container shortages and import delays continue. - FY2024-Q2RestatedAnnual report
「Meanwhile, the outlook remains uncertain due to the prolonged Russia-Ukraine issue, the emergence of new geopolitical risks such as escalating tensions in the Middle East, volatile exchange-rate movements, and soaring energy costs.」
Pressure on the procurement and supply environment from geopolitical conditions, foreign-exchange movements and soaring energy costs continues. - FY2023RestatedAnnual report
「In addition, if procurement prices fluctuate sharply as a result of sudden foreign-exchange movements or other factors, or delays in imported products caused by container shortages, procurement prices could vary substantially when products become scarce.」
Risks to procurement prices and supply from import restrictions, foreign-exchange movements, container shortages and import delays continue. - FY2023-Q3RestatedAnnual report
「Meanwhile, the outlook remains uncertain due to the prolonged Russia-Ukraine conflict, concerns over an economic slowdown caused by global monetary tightening, volatile exchange-rate movements, and soaring energy costs.」
Pressure on the procurement and supply environment from the situation involving Russia and Ukraine, raw material and energy costs, and foreign-exchange movements continues. - FY2023-Q2RestatedAnnual report
「Meanwhile, the outlook remains uncertain due to the prolonged Russia-Ukraine conflict, soaring raw material and energy costs, and rapid exchange-rate fluctuations.」
Pressure on the procurement and supply environment from soaring raw material and energy costs, foreign-exchange movements, and the prolonged situation involving Russia and Ukraine continues. - FY2023-Q1WorsenedAnnual report
「The outlook remains uncertain due to the prolonged situation involving Russia and Ukraine, soaring raw material and energy costs, and sharp foreign-exchange movements, among other factors.」
In the import and procurement environment, pressure on supply and procurement prices from soaring raw material and energy costs, sharp foreign-exchange movements, and the prolonged situation involving Russia and Ukraine continues. - FY2022-Q3WorsenedAnnual report
「Costs rose rapidly across the board as a result of poor harvests caused by droughts and other conditions around the world, restrictions on imports and exports of grains and energy resources against the backdrop of Russia's military invasion of Ukraine, and the yen's sharp depreciation due to rising U.S. interest rates, among other factors.」
In the import and procurement environment, poor agricultural harvests, restrictions on the import and export of grains and energy resources, sharp yen depreciation, and rapidly rising costs have been identified as new factors driving supply constraints and higher procurement prices. - FY2022-Q2WorsenedAnnual report
「In addition to the impact of global inflation and yen depreciation, costs are rising due to higher personnel and utility expenses, requiring us to take countermeasures.」
In the import and procurement environment, global inflation, yen depreciation, and higher personnel and utility expenses have been identified as new sources of cost increases and pressure. - FY2022-Q1WorsenedAnnual report
「In addition, supply constraints caused by rising global demand for raw materials persisted, the yen continued to weaken, and companies raised prices one after another due to higher ocean freight and crude oil prices.」
In the import and procurement environment, prolonged supply constraints, yen depreciation, soaring ocean freight and crude oil prices, and price increases have been identified as new pressures. - FY2021WorsenedAnnual report
「In addition, if procurement prices fluctuate sharply as a result of sudden foreign-exchange movements or other factors, or delays in imported products caused by container shortages, procurement prices could vary substantially when products become scarce.」
In addition to the existing risks relating to import restrictions, food-related issues and foreign-exchange movements, the risks have become more specific, including higher energy costs, container shortages, import delays, and procurement price fluctuations caused by product shortages. - FY2021-Q3RestatedAnnual report
「If the global spread of COVID-19 continues, it could affect the procurement of products and related activities. However, the Group is mitigating the risk by diversifying its suppliers and taking other measures.」
The disclosure continues to cover the potential impact of COVID-19 on procurement and risk mitigation through supplier diversification. - FY2021-Q1RestatedAnnual report
「If the global spread of COVID-19 continues, it could affect the procurement of products and related activities. However, the Group is mitigating the risk by diversifying its suppliers and taking other measures.」
The disclosure continues to cover the potential impact of COVID-19 on procurement and risk mitigation through supplier diversification. - FY2020ReframedAnnual report
「If Japan imposes import restrictions as a result of BSE (bovine spongiform encephalopathy), swine fever, or avian influenza outbreaks, fluctuations in agricultural commodity prices caused by adverse weather, reputational damage arising from food-fraud incidents, political turmoil such as terrorism, riots or conflicts, or revisions to standards for the use of food additives or limits on pesticide residues, the Group may have difficulty promptly securing substitute products for some of the products it procures.」
In addition to the existing risks relating to import restrictions, food-related issues and foreign-exchange movements, swine fever and fluctuations in agricultural commodity prices caused by adverse weather are identified as risk factors. - FY2020-Q3RestatedAnnual report
「If the global spread of COVID-19 continues, it could affect the procurement of products and related activities. However, we are mitigating the risk by diversifying our suppliers and taking other measures.」
The disclosure continues to cover the potential impact of COVID-19 on procurement and risk mitigation through supplier diversification. - FY2020-Q2WorsenedAnnual report
「If the global spread of COVID-19 continues, it could affect the procurement of products and related activities.」
In addition to the existing risks relating to import restrictions, food-related issues and foreign-exchange movements, the company described the potential impact of the global spread of COVID-19 on procurement. - FY2019First statedAnnual report
「If Japan imposes import restrictions as a result of BSE (bovine spongiform encephalopathy) or avian influenza outbreaks, reputational damage arising from food-fraud incidents, political turmoil such as terrorism, riots or conflicts, or revisions to standards for the use of food additives or limits on pesticide residues, the Group may have difficulty promptly securing substitute products for some of the products it procures.」
The company has disclosed the possibility that infectious diseases, food fraud, political turmoil, import restrictions and foreign-exchange movements could make it difficult to secure substitute products, increase procurement and selling prices, or result in stockouts.