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Misawa & (3169) · RiskRestated

Requests from Overseas Manufacturers to Raise Procurement Prices

First written in FY2021. 5 of 9 entries say "Restated". Latest entry: FY2025.

9entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q2 – FY2023-Q2RestatedFY2024-Q1WorsenedFY2025-Q12021: 320212022: 320222023: 120232024: 120242025: 12025
Same theme, other companies
Raw material price and procurement risks for metals, resins, etc.A theme 73 companies write about · 73 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 27 of 53 companies on the "Worse" side.

24 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 73 companies compared. The sentences above are computed from all 73.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「インテリア・家具業界におきましては、倉庫・店舗・オフィス等の賃料コストや、配送コストの上昇及び原材料価格の上昇、人材不足による人件費の増加等により、依然として厳しい競争環境が続いております。」

    The company continues to identify procurement and cost pressures, including rising raw-material prices, as factors contributing to the industry's challenging competitive environment.
  2. FY2025-Q1WorsenedAnnual report

    「インテリア・家具業界におきましては、アパレルなどの異業種からの参入による販売競争の激化や、配送コストの上昇及び原材料価格の上昇、人材不足による人件費の増加等により、依然として厳しい競争環境が続いております。」

    The company explicitly identifies rising raw-material prices as a cost pressure affecting industry conditions, in addition to the previously described manufacturers' requests for price increases due to timber shortages and other factors.
  3. FY2024-Q1RestatedAnnual report

    「インテリア・家具業界におきましては、アパレルなどの異業種からの参入による販売競争の激化や、配送コストの上昇及び木材不足等に起因するメーカーからの値上要請、人材不足による人件費の増加等により、依然として厳しい競争環境が続いております。」

    The company continues to identify manufacturers' requests for price increases due to timber shortages and other factors as a factor contributing to the industry's challenging competitive environment.
  4. FY2023-Q3WorsenedAnnual report

    「In terms of profit and loss, we passed on higher costs to the prices of some products in response to the increase in the cost ratio caused by soaring raw material prices and the depreciation of the yen, but this resulted in a deterioration in the gross profit margin.」

    In addition to the previously disclosed risk of manufacturers requesting price increases, the company states that higher raw-material prices and yen depreciation actually caused the cost ratio to rise, resulting in a deterioration in the gross profit margin even after some costs were passed on through price increases.
  5. FY2023-Q2RestatedAnnual report

    「インテリア・家具業界におきましては、アパレルなどの異業種からの参入による販売競争の激化や、配送コストの上昇及び木材の不足等に起因するメーカーからの値上要請、人材不足による人件費の増加等により、依然として厳しい競争環境が続いております。」

    The company continues to identify manufacturers' requests for price increases due to timber shortages and other factors as a factor contributing to the industry's challenging competitive environment.
  6. FY2023-Q1RestatedAnnual report

    「インテリア・家具業界におきましては、アパレルなどの異業種からの参入による販売競争の激化や、配送コストの上昇および木材の不足等に起因するメーカーからの値上要請、人材不足による人件費の増加等により、依然として厳しい競争環境が続いております。」

    The company continues to describe manufacturers' requests for price increases, driven by timber shortages and other factors, as a factor affecting industry conditions.
  7. FY2022-Q2RestatedAnnual report

    「インテリア・家具業界におきましては、巣籠もり消費やテレワーク等の需要は一段落し、外出自粛による来店客数の減少、配送コストの上昇、木材の不足等に起因するメーカーからの値上要請、小売業界の人材不足による人件費の増加等により引き続き厳しい競争環境が続いております。」

    The company continues to identify manufacturers' requests for price increases due to timber shortages and other factors as a factor contributing to the industry's challenging competitive environment.
  8. FY2022-Q1WorsenedAnnual report

    「Requests from manufacturers to raise prices due to timber shortages and other factors」

    The company newly describes specific factors, including timber shortages, behind manufacturers' requests for price increases.
  9. FY2021First statedAnnual report

    「The operating environment is expected to remain challenging due to successive requests for price increases from overseas manufacturers and rising labor costs resulting from labor shortages in the retail industry, among other factors.」

    The company identifies successive requests for price increases from overseas manufacturers as a new factor contributing to the challenging operating environment in the furniture and interior-products industry.
Moved together

"Stagnant personal consumption and slowing Asian and emerging-market economies" moved the same way as this thread, in the same document, in 2 of its 9 moves.

2222★1234
  1. ★This thread
  2. 1Stagnant personal consumption and slowing Asian and emerging-market economies2×
  3. 2Intensifying Competition in the Furniture and Interior Design Industry2×
  4. 3Foreign Exchange Risk Associated with Overseas Sourcing2×
  5. 4Higher Revenue and Reduced Losses in the food Business2×

★ 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 Misawa & yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Requests from Overseas Manufacturers to Raise Procurement Prices | Misawa & Co.,Ltd. (3169) | Komori