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O'will (3143) · RiskReframedLatest Earnings (2026-08-10): "Restated"

Price Fluctuations in Food Ingredients, Dairy Products and Agricultural Products

First written in FY2016. 26 of 32 entries say "Restated". Latest entry: 2026-08-10.

32entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q3RestatedFY2020-Q2 – FY2021RestatedFY2023-Q2 – 2026-06-022016: 320162017: 420172018: 320182019: 320192020: 220202021: 120212022: 420222023: 420232024: 320242025: 120252026: 42026
Same theme, other companies
Impact of Raw Material Price Fluctuations on EarningsA theme 63 companies write about · 56 as a headwind · 5 as a tailwind

The whole theme swung hardest in 2022: 38 of 55 companies on the "Worse" side.

17 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 63 companies compared. The sentences above are computed from all 63.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-10RestatedEarnings

    「Although product price increases by food and beverage manufacturers in response to soaring energy costs and raw material prices are gradually taking hold, the business environment is expected to remain challenging.」

    The company continues to describe soaring raw material prices and energy costs, product price increases, and a challenging earnings environment.
  2. FY2026ReframedAnnual report

    「The Group handles ingredients such as vitamins, sugars, dairy products, fruit juice and fish roe whose prices are determined by market conditions and quotations.」

    In addition to conventional food additives, dairy products and agricultural products, the Group includes processed marine products such as fish roe among the items subject to price fluctuation risk, reflecting the business of 株式会社海鮮.
  3. FY2026-H1RestatedAnnual report

    「In the food and beverage industry, the Group's core market, consumers are showing a tendency to become more cautious in their spending due to price increases implemented in response to higher raw material prices, labor costs and other factors, and the operating environment is expected to remain challenging.」

    The Group continues to identify higher raw material prices and labor costs, product price increases and increasingly cautious consumer spending as factors pressuring the earnings environment in its food and beverage business.
  4. FY2025-H1RestatedAnnual report

    「In the food and beverage industry, the Group's core market, consumers are showing a tendency to become more cautious in their spending due to price increases implemented in response to higher raw material prices, labor costs and other factors, and the operating environment is expected to remain challenging.」

    The Group continues to identify higher raw material prices and labor costs, product price increases and increasingly cautious consumer spending as factors pressuring the earnings environment in its food and beverage business.
  5. FY2024RestatedAnnual report

    「In the food and beverage industry, the Group's core market, consumption has begun to recover as foot traffic returns. However, the operating environment is expected to remain challenging due to higher raw material prices and logistics expenses, as well as increasingly cautious consumer spending.」

    The Group continues to disclose higher raw material prices and logistics expenses, together with increasingly cautious consumer spending, as factors pressuring the earnings environment in its food and beverage business.
  6. FY2024-Q3RestatedAnnual report

    「In the food and beverage industry, the Group's core market, consumption has begun to recover as foot traffic returns following the easing of restrictions on movement. However, the operating environment is expected to remain challenging due to higher raw material prices and logistics expenses, as well as increasingly cautious consumer spending.」

    While consumption has begun to recover, the Group continues to identify higher raw material prices and logistics expenses, together with increasingly cautious consumer spending, as pressures on the earnings environment.
  7. FY2024-Q2RestatedAnnual report

    「In the food and beverage industry, the Group's core market, consumption has begun to recover as foot traffic returns following the easing of restrictions on movement. However, the operating environment is expected to remain challenging due to higher raw material prices and logistics expenses, as well as increasingly cautious consumer spending.」

    While recognizing signs of a recovery in consumption, the Group continues to identify higher raw material prices and logistics expenses, together with increasingly cautious consumer spending, as pressures on the earnings environment.
  8. FY2024-Q1RestatedAnnual report

    「In the food and beverage industry, the Group's core market, foot traffic is recovering, including inbound tourism. However, consumption is showing a tendency to remain sluggish due to the effects of price increases implemented in response to higher raw material prices and other costs, and the operating environment is expected to remain challenging.」

    While recognizing the recovery in foot traffic, the Group describes sluggish consumption due to higher raw material prices and price increases, and expects the challenging operating environment to continue.
  9. FY2023RestatedAnnual report

    「In the food and beverage industry, the Group's core market, consumption has begun to recover as restrictions on movement have been eased. However, the operating environment is expected to remain challenging due to higher logistics expenses and raw material prices, as well as increasingly cautious consumer spending.」

    The Group continues to disclose higher raw material prices and logistics expenses, together with increasingly cautious consumer spending, as factors pressuring the earnings environment in its food and beverage business.
  10. FY2023-Q3RestatedAnnual report

    「Costs of raw materials, supplies and other items have not yet stabilized, and the challenging operating environment is expected to continue.」

    The Group describes the continued lack of stabilization in costs for raw materials, supplies and other items, and expects the challenging operating environment to persist.
  11. FY2023-Q2RestatedAnnual report

    「In the food and beverage industry, the Group's core market, consumption has begun to recover as foot traffic returns following the easing of restrictions on movement. However, the operating environment is expected to remain challenging due to higher raw material prices and logistics expenses, as well as increasingly cautious consumer spending.」

    While consumption has begun to recover, the Group continues to identify higher raw material prices and logistics expenses, together with increasingly cautious consumer spending, as pressures on the earnings environment.
  12. FY2023-Q1WorsenedAnnual report

    「In the food and beverage industry, the Group's core market, consumption has begun to recover as restrictions on movement have been eased. However, the operating environment is expected to remain challenging due to higher logistics expenses and raw material prices, as well as increasingly cautious consumer spending.」

    While recognizing signs of a recovery in consumption, the Group identifies higher logistics expenses and raw material prices, together with increasingly cautious consumer spending, as additional pressures on earnings.
  13. FY2022WorsenedAnnual report

    「In the food and beverage industry, the Group's core market, crude oil prices and raw material costs remain high, and the yen is expected to remain weak, resulting in continued uncertainty about the outlook.」

    In addition to fluctuations in raw material prices, the Group specifically identifies upward pressure on procurement costs from crude oil prices, logistics expenses and yen depreciation.
  14. FY2022-Q3WorsenedAnnual report

    「In the beverage market, beverage manufacturers are being forced to review their sales channel strategies in response to the effects of COVID-19. In addition, rising raw material prices and logistics expenses have increased procurement costs, and the challenging operating environment continues.」

    In addition to the previously identified fluctuations in raw material prices, the Group specifically identifies rising logistics expenses and procurement costs, highlighting cost pressures in the beverage market.
  15. FY2021RestatedAnnual report

    「The effects of fluctuations in ocean freight costs are also included in the risk of raw material price fluctuations. The Group monitors market prices and negotiates prices with trading partners as necessary, while diversifying risk by securing multiple suppliers and working to control expenses.」

    The Group continues to address the risks of price fluctuations in raw materials, ocean freight costs, dairy prices and agricultural products due to weather at production sites through price negotiations, multiple suppliers and expense controls.
  16. FY2020RestatedAnnual report

    「In the food and beverage industry, the Group's core market, the domestic market is contracting due to the declining birthrate and aging population. Manufacturers are focusing on developing products that address diverse individual needs and social changes to revitalize the market, but raw material prices and logistics costs continue to rise, and the operating environment remains challenging.」

    In addition to higher raw material prices, the Group continues to identify higher logistics costs as a factor pressuring the earnings environment.
  17. FY2020-Q3RestatedAnnual report

    「The food and beverage industry, the Group's core market, continues to face a challenging operating environment, including higher raw material prices, labor costs and logistics expenses.」

    The Group continues to identify increases and sharp rises in raw material prices, labor costs and logistics expenses as factors pressuring the earnings environment.
  18. FY2020-Q2RestatedAnnual report

    「The food and beverage industry, the Group's core market, continues to face a challenging operating environment, including higher raw material prices, labor costs and logistics expenses.」

    The Group continues to identify increases and sharp rises in raw material prices, labor costs and logistics expenses as factors pressuring the earnings environment.
  19. FY2020-Q1WorsenedAnnual report

    「The food and beverage industry, the Group's core market, continues to face a challenging operating environment, including higher raw material prices, labor costs and logistics expenses.」

    In addition to the previously identified fluctuations in raw material prices, the Group specifically identifies higher labor costs and logistics expenses, and states that gross profit margins declined and operating profit fell 21.6% year on year in the current quarter.
  20. FY2019-Q3RestatedAnnual report

    「In the food and beverage industry, product development tailored to diverse needs, including consumers’ health consciousness and growing demand for individual-serving products, has become more active, but corporate earnings remain under pressure due to intensifying competition with peers as the domestic market contracts, as well as soaring raw material prices.」

    The Group continues to disclose higher raw material prices, together with the contracting domestic market and intensifying competition, as factors pressuring corporate earnings.
  21. FY2019-Q2RestatedAnnual report

    「In the food and beverage industry, product development tailored to diverse needs, including consumers’ health consciousness and growing demand for individual-serving products, has become more active, but corporate earnings remain under pressure due to intensifying competition with peers as the domestic market contracts, as well as soaring raw material prices.」

    The Group continues to disclose higher raw material prices, together with the contracting domestic market and intensifying competition, as factors pressuring corporate earnings.
  22. FY2019-Q1RestatedAnnual report

    「In the food and beverage industry, product development tailored to diverse needs, including consumers’ health consciousness and growing demand for individual-serving products, has become more active, but corporate earnings remain under pressure due to intensifying competition with peers as the domestic market contracts, as well as soaring raw material prices.」

    The Group continues to disclose higher raw material prices, together with the contracting domestic market and intensifying competition, as factors pressuring corporate earnings.
  23. FY2018RestatedAnnual report

    「The Group handles ingredients such as fruit juice, dairy products, vitamins and sugars whose prices are determined by market conditions and quotations. Fluctuations in raw material prices also include the effects of fluctuations in ocean freight costs.」

    The Group treats fluctuations in raw material prices and ocean freight costs as ongoing risks, and identifies price negotiations, multiple suppliers and expense controls as measures.
  24. FY2018-Q2RestatedAnnual report

    「In the beverage market, beverage manufacturers are advancing the development of products with new added value and strengthening priority brands to meet diversifying consumer needs, but the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.」

    The Group continues to disclose higher raw material prices, together with the retail-dominated market environment, as factors making the earnings environment more challenging.
  25. FY2018-Q1RestatedAnnual report

    「In the food and beverage industry, social consumer interest in food safety and security remains high, requiring further strengthening of quality control systems. Corporate earnings also remain under pressure due to intensifying competition with other industry players as the domestic market contracts, as well as higher raw material prices.」

    The Group continues to disclose higher raw material prices, together with the contracting domestic market and intensifying competition, as factors pressuring corporate earnings.
  26. FY2017RestatedAnnual report

    「The Group handles ingredients such as fruit juice, dairy products, vitamins and sugars whose prices are determined by market conditions and quotations. Fluctuations in raw material prices also include the effects of fluctuations in ocean freight costs.」

    In addition to raw material prices, the Group includes fluctuations in ocean freight costs among the risks and identifies multiple suppliers, price negotiations and expense controls as measures.
  27. FY2017-Q3RestatedAnnual report

    「In the food and beverage industry, consumer interest in food safety and security remains high, requiring further strengthening of quality control systems. The operating environment also remains challenging due to intensifying competition with peers and companies in other industries as the domestic market contracts, as well as soaring food raw material costs.」

    The Group continues to identify higher food raw material prices as a factor pressuring corporate earnings.
  28. FY2017-Q2RestatedAnnual report

    「In the food and beverage industry, consumer interest in food safety and security remains high, requiring further strengthening of quality control systems. The operating environment also remains challenging due to intensifying competition with peers and companies in other industries as the domestic market contracts, as well as soaring raw material prices.」

    The Group continues to identify higher raw material prices as a factor pressuring corporate earnings.
  29. FY2017-Q1RestatedAnnual report

    「In the food and beverage industry, consumer interest in food safety and security remains high, requiring further strengthening of quality control systems. Corporate earnings also remain under pressure due to the shrinking domestic market and soaring raw material prices.」

    The Group continues to identify higher food raw material prices as a factor pressuring corporate earnings.
  30. FY2016First statedAnnual report

    「The Group handles ingredients such as fruit juice, dairy products, vitamins and sugars whose prices are determined by market conditions and quotations.」

    The Group states that it was affected by higher raw material prices during the fiscal year, and identifies securing multiple suppliers, price negotiations and expense controls as measures.
Moved together

"Customer credit risk" moved the same way as this thread, in the same document, in 4 of its 32 moves.

433222★123456
  1. ★This thread
  2. 1Customer credit risk4×
  3. 2Risk of fluctuations in foreign exchange rates3×
  4. 3A diversified business portfolio centered on food ingredients3×
  5. 4Domestic and Overseas Economic Fluctuations and Sluggish Consumer Spending2×
  6. 5Impact of Weather and Abnormal Weather on Demand and Procurement2×
  7. 6Slow-Moving Inventory and Inventory Valuation Risk2×

★ 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 O'will yet. It last moved in the Earnings of 2026-08-10: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Price Fluctuations in Food Ingredients, Dairy Products and Agricultural Products | O'will Corporation (3143) | Komori