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Arigatou Services (3177) · RiskRestated

Food Safety, Supply Shortages and Price Fluctuations

First written in FY2018. 8 of 16 entries say "Restated". Latest entry: 2026-10-14.

16entries
9years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018 – FY2019ReframedFY2020ReframedFY2025-Q1 – 2026-04-142018: 120182019: 120192020: 120202021: 020212022: 220222023: 320232024: 420242025: 120252026: 32026
Same theme, other companies
Food Ingredient Safety, Stable Sourcing and Price Volatility RiskA theme 56 companies write about · 57 as a headwind · 0 as a tailwind

Arigatou Services moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).

The whole theme swung hardest in 2025: 23 of 32 companies on the "Worse" side.

25 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 56 companies compared. The sentences above are computed from all 56.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-14RestatedEarnings

    「As various costs, including raw material and utility costs, rose, we analyzed the current state of each business and business format, selected areas with prospects for future growth and areas from which to withdraw, and worked to improve profitability.」

    The disclosure continues to identify increases in various costs, including raw material and utility costs.
  2. FY2026RestatedAnnual report

    「Although the Group works to secure a stable supply of food ingredients, with food safety as its top priority, if concerns about food safety cause consumers to turn away from the food-service industry, or if shortages of safe food ingredients or substantial fluctuations in food-ingredient market prices occur, this could affect the Group's business results and other matters.」

    The risk of an impact on performance from food safety, supply shortages and fluctuations in food prices continues.
  3. 2026-04-14ReframedEarnings

    「These could drive higher raw material and logistics costs through rising energy prices and restrictions on maritime transport.」

    The disclosure identifies rising energy prices and restrictions on maritime transport, in addition to geopolitical risks, as factors that could increase raw material and logistics costs.
  4. FY2026-H1ReframedAnnual report

    「Although various costs, including raw material and utility costs, have risen, we analyzed the current state of each business format, selected areas with prospects for future growth and areas from which to withdraw, and worked to improve profitability.」

    The description of cost-increase factors has been updated from the previous reference to raw material, energy and logistics costs to various costs, including raw material and utility costs.
  5. FY2025-H1ReframedAnnual report

    「In addition to prolonged increases in raw material prices, rising logistics costs and the impact of exchange rates reflecting the yen's depreciation trend, prices are on an upward trend, while the impact of unstable international conditions on the domestic economy and other uncertainties continue to make the outlook uncertain.」

    In addition to rising raw material prices, higher logistics costs and price increases resulting from the yen's depreciation trend, unstable international conditions are identified as uncertainties affecting costs and the business environment.
  6. FY2025-Q1ReframedAnnual report

    「Meanwhile, as prolonged increases in raw material prices and rising labor and logistics costs continue, domestic prices remain on an upward trend, also affected by the yen's record-low level.」

    The description of risks related to fluctuations in food and raw material prices has expanded to include rising labor and logistics costs, the yen's record-low level and rising domestic prices, in addition to higher raw material prices.
  7. FY2024RestatedAnnual report

    「Although the Group works to secure a stable supply of food ingredients, with food safety as its top priority, if concerns about food safety cause consumers to turn away from the food-service industry, or if shortages of safe food ingredients or substantial fluctuations in food-ingredient market prices occur, this could affect the Group's business results and other matters.」

    The risk of an impact on performance from food safety, supply shortages and fluctuations in food prices continues to be disclosed.
  8. FY2024-Q3RestatedAnnual report

    「Meanwhile, prolonged increases in raw material and energy costs, record levels of yen depreciation and the resulting rapid rise in domestic prices continue.」

    The Company continues to indicate, as it did in the previous quarter, that raw material and energy costs are rising, the yen remains at a record-low level and domestic prices are increasing.
  9. FY2024-Q2ReframedAnnual report

    「Meanwhile, prolonged increases in raw material and energy costs, record levels of yen depreciation and the resulting rapid rise in domestic prices continue.」

    The description of risks related to fluctuations in food and raw material prices has been updated to refer to a business environment in which raw material and energy costs are rising, the yen remains at a record-low level and domestic prices continue to rise.
  10. FY2024-Q1RestatedAnnual report

    「Meanwhile, prices for essential goods, including energy and food, continue to rise.」

    The disclosure states that prices for essential goods, including energy and food, are continuing to rise, and continues to identify fluctuations in food and raw material prices as a risk.
  11. FY2023RestatedAnnual report

    「Although the Group works to secure a stable supply of food ingredients, with food safety as its top priority, if concerns about food safety cause consumers to turn away from the food-service industry, or if shortages of safe food ingredients or substantial fluctuations in food-ingredient market prices occur, this could affect the Group's business results and other matters.」

    The risk of an impact on performance from food safety, supply shortages and fluctuations in food prices continues.
  12. FY2023-Q2ReframedAnnual report

    「The Company operates in an uncertain business environment, including rising raw material and logistics costs due to surging global resource prices and the yen's rapid depreciation.」

    The description of risks related to fluctuations in food and raw material prices has expanded to include rising logistics costs, in addition to raw material costs driven by surging global resource prices and the yen's rapid depreciation.
  13. FY2022RestatedAnnual report

    「Although the Group works to secure a stable supply of food ingredients, with food safety as its top priority, if concerns about food safety cause consumers to turn away from the food-service industry, or if shortages of safe food ingredients or substantial fluctuations in food-ingredient market prices occur, this could affect the Group's business results and other matters.」

    The risk of an impact on performance from food safety, supply shortages and fluctuations in food prices continues.
  14. FY2020ReframedAnnual report

    「If concerns about food safety cause consumers to turn away from the food-service industry, or if shortages of safe food ingredients or substantial fluctuations in food-ingredient market prices occur, this could affect the Group's business results and other matters.」

    In addition to the price volatility previously associated with abnormal weather, crude oil prices and grain market conditions, concerns about food safety and shortages of safe food ingredients have been expressly identified as risks.
  15. FY2019RestatedAnnual report

    「In addition, if market prices for food ingredients used by the Company fluctuate substantially due to factors such as lower production caused by abnormal weather, higher freight costs accompanying a rise in crude oil prices, higher grain prices resulting from growing demand for biofuels as part of environmental initiatives, and a perceived global shortage of food, higher procurement prices could affect the Company's business results and other matters.」

    The risks of fluctuations in the supply and prices of food ingredients due to abnormal weather, crude oil prices, grain market conditions, a perceived food shortage and other factors continue to be disclosed.
  16. FY2018First statedAnnual report

    「In addition, if market prices for food ingredients used by the Company fluctuate substantially due to factors such as lower production caused by abnormal weather, higher freight costs accompanying a rise in crude oil prices, higher grain prices resulting from growing demand for biofuels as part of environmental initiatives, and a perceived global shortage of food, higher procurement prices could affect the Company's business results and other matters.」

    The disclosure identifies fluctuations in the supply and procurement prices of food ingredients due to abnormal weather, crude oil prices, grain market conditions, a perceived food shortage and other factors as risks.
Moved together

"Deteriorating Demand Environment Due to a Stronger Yen, Falling Stock Prices and a Slowdown in Overseas Economies" moved the same way as this thread, in the same document, in 7 of its 16 moves.

743322★123456
  1. ★This thread
  2. 1Deteriorating Demand Environment Due to a Stronger Yen, Falling Stock Prices and a Slowdown in Overseas Economies7×
  3. 2Rising Fuel Costs in the Regional Revitalization Business4×
  4. 3Concurrent Revenue Growth and Profit Decline3×
  5. 4Interest-Bearing Debt and Rising Interest Rates3×
  6. 5Export of Used Products to Southeast Asia from Domestic Logistics Centers2×
  7. 6Impact of the Spread of COVID-19 on Business Activities and Earnings2×

★ 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 Arigatou Services yet. It last moved in the Earnings of 2026-10-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Food Safety, Supply Shortages and Price Fluctuations | ARIGATOU SERVICES COMPANY,LIMITED (3177) | Komori