Surging Raw-Material Prices
First written in FY2016-Q3. 7 of 17 entries say "Worsened", first in FY2019-Q3. Latest entry: FY2026.
Tea Life moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).
The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.
50 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「On the profit side, segment profit was ¥127 million, down 52.3% year on year, due to cost-push factors including raw material and delivery costs, as well as the expense burden associated with upfront investment in the US market.」
Higher costs including raw material and delivery costs continue to squeeze profits, together with upfront investment in the US market. - FY2026-H1RestatedAnnual report
「In catalog mail-order sales, the company worked to improve the efficiency of customer acquisition and optimize the scale of promotional activities, while focusing on improving profitability by passing on higher raw material costs in its core tea products to prices. However, due to factors including the overall contraction of the catalog mail-order market and intensifying competition as more competing vendors opened stores on e-commerce malls, net sales were ¥4,857 million, down 12.8% from the previous interim consolidated period, while segment profit was ¥55 million, down 57.3% year on year, due to higher raw material and delivery costs.」
Higher raw material and delivery costs continue to emerge as factors squeezing profits, while higher raw material costs have been passed on to prices for core tea products. - FY2025MaterialisedAnnual report
「On the profit side, segment profit was ¥266 million, down 29.1% year on year, due to cost-push factors including raw material and delivery costs, as well as the expense burden associated with upfront investment in the US market.」
Higher raw material and delivery costs, together with upfront investment in the US market, are actually squeezing profits in the wellness business. - FY2025-H1MaterialisedAnnual report
「Segment profit was ¥131 million, down 23.7% year on year, due to cost-push factors including raw material and delivery costs.」
Higher raw material and delivery costs have actually emerged as factors reducing segment profit in the wellness business by 23.7% from the previous interim period. - FY2024WorsenedAnnual report
「Profitability was squeezed by higher transportation costs for products sourced overseas and the cost-push impact of the weakening yen.」
In addition to higher raw material and operating costs, surging transportation costs for products sourced overseas and the weaker yen are actually squeezing profits in the wholesale business. - FY2024-Q3RestatedAnnual report
「In the retail and wholesale industries, store performance showed signs of recovery as foot traffic recovered. However, the outlook remained uncertain due to inflation caused by persistently high energy and raw material prices.」
In addition to surging raw material prices, higher energy prices and rising prices continue to be cited as factors contributing to uncertainty in the business environment. - FY2024-Q1RestatedAnnual report
「In the retail and wholesale industries, foot traffic recovered as restrictions were eased. However, the outlook remained uncertain due to concerns over inflation caused by soaring energy and raw material prices, as well as sharp foreign exchange fluctuations.」
In addition to surging raw material prices, higher energy prices, sharp exchange-rate fluctuations and concerns about rising prices continue to be cited as factors contributing to uncertainty in the business environment. - FY2023-Q3RestatedAnnual report
「However, the cost ratio rose due to the impact of yen depreciation and increased operating costs.」
The higher cost ratio resulting from the weaker yen and higher operating costs continues to emerge as a factor squeezing profits in the wholesale business. - FY2023-Q2WorsenedAnnual report
「Profitability was affected as the cost ratio rose due to the impact of the weaker yen and higher operating costs.」
In addition to raw material costs and the weaker yen, higher operating costs have emerged as factors driving up the cost ratio and squeezing profits. - FY2023-Q1WorsenedAnnual report
「During the cumulative first quarter under review, Japan’s economy was in a situation where wage increases could not keep pace with inflation caused by the rapid depreciation of the yen and soaring raw material prices, heightening cost-consciousness.」
It describes surging raw material prices, the rapid weakening of the yen, rising prices, and consumers' growing focus on protecting their household finances due to the delayed rise in wages. - FY2022WorsenedAnnual report
「Due to the impact of surging international raw material prices and rising prices caused by the weakening yen」
In addition to surging raw material prices, the weakening yen and rising prices are explicitly cited, with their impact on costs and the consumer environment increasing. - FY2022-Q3WorsenedAnnual report
「Conditions remained weak as consumers became more cost-conscious amid concerns about inflation caused by higher crude oil and food raw material costs.」
It describes higher raw material costs as contributing to concerns about rising prices and consumers' growing focus on protecting their household finances, resulting in weakness in the retail and wholesale industries. - FY2020-Q1MaterialisedAnnual report
「Cost increases, including soaring labor and logistics costs caused by labor shortages and higher raw material prices, accumulated, and securing profits remained difficult.」
It states that higher raw material prices have actually materialized, together with other cost increases, as a factor making it difficult to secure profits. - FY2019WorsenedAnnual report
「Higher labor and logistics costs due to increasingly severe labor shortages, surging raw material prices, and the resulting pass-through of costs to prices weighed on consumer sentiment, and difficult operating conditions continued.」
It describes not only the continuation of surging raw material prices, but also their impact on consumer sentiment through the pass-through of costs to prices. - FY2019-Q3WorsenedAnnual report
「Higher labor and logistics costs due to labor shortages, surging raw material prices, and the resulting pass-through of costs to prices have weighed on consumer sentiment, among other effects」
It describes not only the continuation of surging raw material prices, but also their impact on consumer sentiment through the pass-through of costs to prices. - FY2016RestatedAnnual report
「Against the backdrop of surging raw material prices, it revised the prices of some core products from January 2016」
It continues to cite surging raw material prices as a factor behind the price revisions. - FY2016-Q3First statedAnnual report
「Against the backdrop of surging raw material prices, it revised the prices of some core products from January」
The surge in raw material prices has actually emerged as a factor behind the price revisions.