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DOUTOR・NICHIRES Holdings Co.,Ltd. (3087) · RiskWorsened

Rising prices for imported goods and raw materials, and higher logistics costs

First written in FY2017. 18 of 28 entries say "Restated". Latest entry: 2026-10-13.

28entries
10years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2020-Q32017: 320172018: 320182019: 420192020: 120202021: 020212022: 320222023: 220232024: 320242025: 220252026: 72026
Same theme, other companies
Downside risk to the economy from higher raw material costs and supply constraintsA theme 23 companies write about · 23 as a headwind · 0 as a tailwind

DOUTOR・NICHIRES Holdings Co.,Ltd. moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 9 of 17 companies on the "Worse" side.

7 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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-13RestatedRevision of earnings forecasts

    「原材料価格をはじめ、水道光熱費や物流費、さらに人件費に至るまで、さまざまなコストの上昇が業績に影響を与える状況となっております。」

    原材料、光熱費、物流費、人件費などのコスト上昇が業績に影響しているとの認識を継続している。
  2. FY2027-H1WorsenedAnnual report

    「The food-service industry is also expected to face increases in various costs, including raw materials, utilities and logistics, as well as rents and construction costs associated with opening stores and personnel expenses resulting from labor shortages. Downside risks from exchange-rate movements also remain, and the severe operating environment is expected to continue, leaving little room for complacency.」

    Adds increases in store rents and construction costs to the previously identified cost drivers, including raw materials, utilities, logistics, labor and foreign exchange movements.
  3. FY2026WorsenedAnnual report

    「However, profits and losses fell below the previous year as procurement prices for coffee beans, dairy products and rice rose, while management costs, including labor, logistics and utility costs, increased significantly.」

    States that procurement prices for coffee beans, dairy products and rice, as well as management costs including labor, logistics and utility costs, rose significantly, with an actual impact on profits and losses.
  4. FY2026-H1WorsenedAnnual report

    「However, profits and losses fell below the previous year as procurement prices for coffee beans, dairy products and rice rose, while management costs, including labor, logistics and utility costs, increased significantly.」

    States that procurement prices for coffee beans, dairy products and rice, as well as management costs including labor, logistics and utility costs, rose significantly, resulting in profits and losses falling below the previous year.
  5. FY2025RestatedAnnual report

    「In addition, various costs, including raw materials, utilities and logistics, as well as higher labor costs associated with labor shortages, are expected to rise. There are also downside risks from foreign exchange movements, and the challenging operating environment continues, leaving no room for complacency.」

    Cost increases and downside risks related to raw materials, utilities, logistics, labor and foreign exchange movements continue.
  6. FY2025-H1RestatedAnnual report

    「In addition, various costs, including raw materials, utilities and logistics, as well as higher labor costs associated with labor shortages, are expected to rise. There are also downside risks from foreign exchange movements, and the challenging operating environment continues, leaving no room for complacency.」

    Identifies expected increases in raw material, utility, logistics and labor costs, as well as downside risks from foreign exchange movements, and states that the challenging operating environment continues.
  7. FY2025-Q1WorsenedAnnual report

    「In addition, various costs, including raw materials, utilities and logistics, as well as labor costs associated with labor shortages, are expected to rise. Downside risks from the yen's depreciation are also beginning to materialize, and the extremely challenging operating environment continues, leaving no room for complacency.」

    Emphasizes the challenging operating environment, stating that raw material, utility, logistics and labor costs are expected to rise and that downside risks from the yen's depreciation are beginning to materialize.
  8. FY2024-Q3RestatedAnnual report

    「In addition, various costs, including raw materials, labor and logistics, continue to rise, and further increases are expected. The challenging operating environment continues, leaving no room for complacency.」

    Continues to state that costs such as raw materials, labor and logistics continue to rise, with further increases expected.
  9. FY2024-Q2RestatedAnnual report

    「In addition, increases in various costs, including raw materials, labor and logistics, have exceeded the range that can be addressed through corporate efforts, and further cost increases are expected. The challenging operating environment continues, leaving no room for complacency.」

    Continues to state that increases in raw material, labor and logistics costs have exceeded the range that can be addressed through corporate efforts, with further increases expected.
  10. FY2023-Q3WorsenedAnnual report

    「The challenging operating environment has deteriorated further as increases in various costs, including raw materials, labor, logistics and utilities, have exceeded the range that can be addressed through corporate efforts, with further cost increases expected.」

    States that increases in costs including raw materials, labor, logistics and utilities have exceeded the range that can be addressed through corporate efforts, explicitly indicating that cost risks are worsening.
  11. FY2023-Q2RestatedAnnual report

    「In addition, increases in various costs, including raw materials, labor and logistics, are beginning to exceed the range that can be addressed through corporate efforts, and further cost increases are expected, causing the challenging operating environment to deteriorate further.」

    Continues to state that increases in raw material, labor and logistics costs are beginning to exceed the range that can be addressed through corporate efforts, with further increases expected.
  12. FY2023-Q1WorsenedAnnual report

    「In addition, increases in various costs, including raw materials, labor and logistics, are beginning to exceed the range that can be addressed through corporate efforts, and further cost increases are expected, causing the challenging operating environment to deteriorate further.」

    States that increases in costs such as raw materials, labor and logistics are beginning to exceed the range that can be addressed through corporate efforts, with further increases expected, explicitly indicating that the risk is worsening.
  13. FY2022-Q3WorsenedAnnual report

    「In addition, the increase in working from home and the rapid shift from eating out to eating at home have become apparent, while costs across the consumer goods sector have risen across the board, further worsening the operating environment.」

    Newly states that costs across the consumer goods sector are rising across the board in connection with the risk of higher raw material and logistics costs, further intensifying the challenging operating environment.
  14. FY2020-Q3RestatedAnnual report

    「The operating environment has become increasingly challenging in the food-service industry as raw material prices and logistics costs continue to rise, along with labor costs driven by labor shortages.」

    Continues to identify rising raw material prices, logistics costs and labor costs as contributing to the challenging operating environment in the food-service industry.
  15. FY2020-Q2RestatedAnnual report

    「The operating environment has become increasingly challenging in the food-service industry as raw material prices and logistics costs continue to rise, along with labor costs driven by labor shortages.」

    Continues to identify rising raw material prices, logistics costs and labor costs as contributing to the challenging operating environment in the food-service industry.
  16. FY2020-Q1RestatedAnnual report

    「The operating environment has become increasingly challenging in the food-service industry amid higher raw material prices and logistics costs, as well as rising labor costs driven by labor shortages.」

    Continues to identify rising raw material prices, logistics costs and labor costs as contributing to the challenging operating environment in the food-service industry.
  17. FY2019RestatedAnnual report

    「While the food-service industry is expected to recover gradually as employment conditions continue to improve, partly reflecting the effects of recent economic policies, competition across industry boundaries is also expected to continue in addition to higher raw material prices and labor costs, and the challenging operating environment is expected to persist.」

    Continues to identify rising raw material prices, labor costs, logistics costs and cross-industry competition as contributing to the challenging operating environment in the food-service industry.
  18. FY2019-Q3RestatedAnnual report

    「The operating environment has become more challenging in the food-service industry as raw material prices and logistics costs continue to rise, along with labor costs driven by labor shortages.」

    Continues to identify rising raw material prices, logistics costs and labor costs as contributing to the challenging operating environment in the food-service industry.
  19. FY2019-Q2RestatedAnnual report

    「The operating environment has become increasingly challenging in the food-service industry as raw material prices and logistics costs continue to rise, along with labor costs driven by labor shortages.」

    Continues to identify rising raw material prices, logistics costs and labor costs as contributing to the challenging operating environment in the food-service industry.
  20. FY2019-Q1RestatedAnnual report

    「The operating environment has become increasingly challenging in the food-service industry as raw material prices and logistics costs continue to rise, along with labor costs driven by labor shortages.」

    Continues to identify higher raw material prices and logistics costs as risks facing the food-service industry.
  21. FY2018-Q3RestatedAnnual report

    「The food-service industry also faces risks that could weigh on the domestic economy, including higher raw material prices and logistics costs.」

    The company continues to identify rising raw material prices and logistics costs as risks to the food service industry and the domestic economy.
  22. FY2018-Q2RestatedAnnual report

    「The food service industry also faces risks that could put downward pressure on the domestic economy, including concerns over rising raw material prices and higher logistics costs.」

    The company continues to identify rising raw material prices and logistics costs as risks to the food service industry and the domestic economy.
  23. FY2018-Q1RestatedAnnual report

    「The food service industry also faces risks that could put downward pressure on the domestic economy, including concerns over rising raw material prices and higher logistics costs.」

    The company continues to identify rising raw material prices and logistics costs as risks to the food service industry and the domestic economy.
  24. FY2017First statedAnnual report

    「There is a risk of downward pressure on the domestic economy from the effective increase in import prices caused by yen depreciation, as well as rising raw material prices and logistics costs.」

    The company identifies higher import prices, raw material prices, and logistics costs as current operating conditions and as risks that could put downward pressure on the domestic economy.
Moved together

"Downside Risks to the Global Economy and Uncertainty over the Economic Outlook" moved the same way as this thread, in the same document, in 4 of its 28 moves.

43332★12345
  1. ★This thread
  2. 1Downside Risks to the Global Economy and Uncertainty over the Economic Outlook4×
  3. 2Impairment losses due to declining store profitability3×
  4. 3Commodity Price Surges and Semiconductor Shortages Caused by the War in Ukraine and China’s Lockdowns3×
  5. 4Store Closures and Worsening Performance Due to the Spread of COVID-193×
  6. 5Risk of Recovering Deposits for Leased Properties2×

★ 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 DOUTOR・NICHIRES Holdings Co.,Ltd. yet. It last moved in the Revision of earnings forecasts of 2026-10-13: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising prices for imported goods and raw materials, and higher logistics costs | DOUTOR・NICHIRES Holdings Co.,Ltd. (3087) | Komori