Komori
Hotman (3190) · RiskWorsened

Rising Purchase Prices, Utility Costs and Equipment and Supplies Prices

First written in FY2023-Q1. 7 of 11 entries say "Worsened", first in FY2023-Q2. Latest entry: 2026-07-31.

11entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2023-Q2 – FY2023RestatedFY2024-Q1 – FY2024-Q3WorsenedFY2025 – 2026-07-312022: 220222023: 320232024: 120242025: 220252026: 32026
Same theme, other companies
Cost increases driven by surging raw material and energy pricesA theme 373 companies write about · 385 as a headwind · 1 as a tailwind

Hotman moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2022: 124 of 167 companies on the "Worse" side.

58 other companies' latest entry also says "Worsened".

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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 386 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-31WorsenedEarnings

    「仕入価格や人件費をはじめとする各種コストの上昇が継続しており、厳しい事業環境が続いております。」

    仕入価格・人件費を含む各種コスト上昇が継続していると記載し、コスト上昇環境を再確認している。
  2. FY2026WorsenedAnnual report

    「In particular, the cost of sales increased due to surging tire procurement prices.」

    The increase in cost of sales resulting from surging tire procurement prices was reflected in actual results. Gross profit was flat, while profit was below the previous year.
  3. 2026-05-08WorsenedEarnings

    「In particular, the cost of sales increased due to surging tire procurement prices.」

    タイヤ仕入価格の高騰が売上原価増加とイエローハット事業の減益要因として実績化している。
  4. FY2026-H1WorsenedAnnual report

    「At the company, the stagnation in personal consumption caused by surging raw material and energy prices and continuing price increases has intensified, and the challenging situation continues.」

    The company continues to report a sense of stagnation in consumption caused by surging raw material and energy prices and rising prices. In particular, the surge in tire procurement prices has appeared in actual results as a driver of higher cost of sales and lower profit.
  5. FY2025WorsenedAnnual report

    「Although the Company has seen a recovery in customer traffic, costs such as procurement prices and personnel expenses have remained high, while stagnation in consumer sentiment caused by prolonged high prices is also a concern, and conditions remain challenging.」

    The company reports persistently high costs due to surging procurement prices and rising labor costs, as well as concerns that prolonged high prices will restrain consumption.
  6. FY2024-Q3RestatedAnnual report

    「At the company, related expenses, including procurement prices, utility costs and equipment prices, have been trending upward. In addition, continued price increases are expected to restrain consumption, and the challenging situation continues.」

    The company has reconfirmed that related expenses are continuing to rise due to higher procurement prices, utility costs and equipment prices, while concerns that higher prices will restrain consumption also persist.
  7. FY2024-Q1RestatedAnnual report

    「The Company also saw a recovery in personal consumption, but expenses have continued to increase, including due to higher procurement prices, water, utility and supplies costs, leaving conditions challenging.」

    The company has reconfirmed that higher expenses due to rising procurement prices, utility costs and equipment prices are continuing alongside a recovery in personal consumption.
  8. FY2023MaterialisedAnnual report

    「The Company also saw signs of a recovery driven by the return of customer traffic. However, expenses have continued to increase due to weaker consumer sentiment caused by higher prices, rising personnel expenses accompanying annual increases in the minimum wage, and higher water, utility and supplies costs, leaving conditions challenging.」

    Although the flow of people has recovered, higher expenses driven by rising prices, the minimum wage, labor costs, utility costs and equipment prices have emerged as part of the operating environment for the fiscal year.
  9. FY2023-Q3WorsenedAnnual report

    「During the cumulative third-quarter period, Japan's economic environment remained uncertain, as concerns persisted over the effects of surging prices for goods, raw materials and resources, as well as volatility in the financial and capital markets, even as normalization of socioeconomic activity was expected under the government's various policies amid the COVID-19 pandemic. At the company, although signs of a recovery were seen as the movement of people returned, expenses continued to trend upward due to higher labor costs accompanying annual minimum wage increases, as well as rising utility costs and equipment prices, in addition to weaker consumer sentiment caused by higher prices, and the challenging situation continues.」

    In addition to the previously reported increases in procurement prices, utility costs and equipment prices, the company points to surging prices for goods, raw materials and resources and weaker consumer sentiment due to higher prices, broadening pressure on expenses and demand.
  10. FY2023-Q2WorsenedAnnual report

    「Expenses have been trending upward due to higher labor costs resulting from the minimum wage's annual increases, as well as rising utility costs and equipment prices, and the challenging situation continues.」

    In addition to the rising procurement prices, utility costs and equipment prices reported since the previous quarter, the company explicitly identifies higher labor costs resulting from annual minimum wage increases.
  11. FY2023-Q1First statedAnnual report

    「Although economic activity was on a gradual recovery trend as the number of COVID-19 infections declined, expenses were increasing, including higher purchase prices and increases in utility and supply costs, and difficult conditions continued.」

    For the first time, the company separately identifies rising procurement prices, utility costs and equipment prices, together with the resulting increase in expenses, as part of the challenging operating environment during the quarter.
Moved together

"Declining profitability of rental and book sales" moved the same way as this thread, in the same document, in 4 of its 11 moves.

444333★123456
  1. ★This thread
  2. 1Declining profitability of rental and book sales4×
  3. 2Deterioration in the Operating Environment Due to Rising Personnel Costs4×
  4. 3Fixed Asset Impairment Risk Arises4×
  5. 4Deepening, Evolution, Innovation, and Action-Oriented Management3×
  6. 5Uncertainty in Overseas Economies and Volatility in Financial and Capital Markets3×
  7. 6Dependence on the relationship with Yellow Hat3×

★ 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
Hotman's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-07-31: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.