Komori
Jason (3080) · RiskRestated

Increased Burden on Businesses and Households from Higher Electricity and Food Prices

First written in FY2023-Q2. 11 of 16 entries say "Restated". Latest entry: FY2027-H1.

16entries
5years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY20262022: 120222023: 420232024: 320242025: 220252026: 62026
Same theme, other companies
Sluggish personal consumption due to economic conditions, weather, tax burdens, and other factorsA theme 83 companies write about · 88 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 53 of 68 companies on the "Worse" side.

29 other companies' latest entry also says "Restated".

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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「The retail industry continues to face a challenging operating environment. In addition to ongoing price increases, primarily for food products, surging energy prices, and rising costs including labor costs, competition across industry boundaries, including intensifying M&A activity, is becoming more severe.」

    The Company continues to describe a challenging retail environment in which food price increases and higher costs such as energy and labor costs are burdening companies and households.
  2. FY2026RestatedAnnual report

    「In the retail industry, price increases, mainly for various food products, and higher costs, particularly labor costs, continue, while competition is intensifying across industry boundaries, including through increased M&A activity, resulting in a persistently challenging operating environment.」

    The company continues to recognize a challenging retail environment due to rising costs, including food and labor costs, and high prices affecting consumers.
  3. 2026-04-13RestatedRevision of earnings forecasts

    「各種食料品を中心とした物価上昇に伴う値上げの進行や人件費をはじめとした各種コストの増加」

    食料品価格の上昇と人件費等のコスト増加を厳しい経営環境の要因として継続している。
  4. FY2026-H1RestatedAnnual report

    「In the retail industry, in addition to intensifying competition across industry boundaries, prices have broadly risen, including for various food products, particularly rice, and energy. Consumers continue to prioritise thrift to protect their living standards, and the operating environment remains challenging.」

    The company continues to recognize a challenging operating environment due to broad-based increases in food and energy prices and consumers' preference for saving.
  5. FY2025RestatedAnnual report

    「In the retail industry, robust demand is continuing due to the expansion of inbound consumption, but consumers' preference for saving is becoming even stronger as a result of higher prices, creating an operating environment that remains uncertain.」

    While indicating factors supporting the recovery in demand, the company continues to recognize a challenging retail environment due to higher prices and consumers' preference for saving.
  6. FY2025-Q1RestatedAnnual report

    「In the retail industry, robust demand is continuing due to the recovery in foot traffic and the expansion of inbound consumption, but soaring costs, particularly labor costs, are weighing on businesses, and the operating environment is expected to remain challenging.」

    While indicating factors supporting the recovery in demand, the company continues to recognize that soaring costs, including labor costs, are a burden and that the challenging operating environment will persist.
  7. FY2024RestatedAnnual report

    「Amid the continued weakening of the yen, procurement prices and various costs continue to rise, while higher prices are further strengthening consumers' preference for saving, and the operating environment is expected to remain challenging.」

    The company continues to recognize a challenging retail environment due to higher procurement prices and various costs, together with consumers' preference for saving.
  8. FY2024-Q3RestatedAnnual report

    「In the retail industry, higher prices, the resumption of inbound demand, the extreme summer heat and persistently high temperatures from early autumn onward boosted personal consumption, but some consumers have been holding back on purchases or showing a preference for lower prices, and the operating environment is expected to remain challenging.」

    While referring to extreme heat and high temperatures as factors supporting consumption, the company continues to recognize that some consumers are holding back on purchases or preferring lower prices and that the challenging retail environment will persist.
  9. FY2024-Q2RestatedAnnual report

    「In the retail industry, higher prices, the resumption of inbound demand and record heat boosted personal consumption, but some consumers have been holding back on purchases or showing a preference for lower prices, and the operating environment is expected to remain challenging.」

    While referring to factors supporting consumption, including higher prices and extreme heat, the company continues to recognize that some consumers are holding back on purchases or preferring lower prices and that the challenging retail environment will persist.
  10. FY2024-Q1RestatedAnnual report

    「In the retail industry, personal consumption is recovering as economic activity recovers from the COVID-19 pandemic and inbound tourism resumes, while soaring costs, particularly electricity charges, are weighing on businesses, and the operating environment is expected to remain challenging.」

    While referring to factors supporting the recovery in personal consumption, the company continues to recognize that soaring costs, particularly electricity charges, are placing a burden on businesses and that the challenging operating environment will persist.
  11. FY2023WorsenedAnnual report

    「However, in recent years, import costs and other expenses have risen due to the prolonged situation in Ukraine and supply chain disruptions associated with the pandemic. As a result, electricity charges, fuel costs and other expenses have also risen, and risks are emerging, including the growing difficulty of maintaining the low-cost operating model that is one of the group's strengths.」

    Soaring electricity charges, fuel costs and other expenses are making it increasingly difficult to maintain the low-cost operating model, and the risk is presented as an independent item with specific potential implications for operating profit.
  12. FY2023-Q3WorsenedAnnual report

    「In the retail industry, economic activity is recovering from the COVID-19 pandemic and inbound tourism is resuming, but domestic consumption lacks strength amid high prices and uncertainty about the outlook. Meanwhile, soaring costs, particularly electricity charges, are placing a significant additional burden on businesses, and the operating environment is expected to remain challenging.」

    The company states that, in addition to electricity charges, soaring costs of various kinds are placing a significant additional burden on businesses, expanding the scope and emphasizing the severity of the burden on companies.
  13. FY2023-Q2First statedAnnual report

    「In the retail industry, demand for some products increased as a result of the resurgence of COVID-19 infections and record heat. However, successive increases in electricity rates and food prices have increased the burden on companies and households, and the business environment is expected to remain difficult.」

    The successive increases in electricity and food prices have increased the burden on businesses and households and are described independently for the first time as a factor that will make the operating environment for the retail industry more challenging going forward.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Jason yet. It last moved in the Financial results presentation of 2026-10-13: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Increased Burden on Businesses and Households from Higher Electricity and Food Prices | JASON CO.,LTD. (3080) | Komori