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The Japan Wool Textile (3201) · RiskMaterialised

Risk of Raw Material Price Volatility from Global Markets, Weather and Foreign Exchange

First written in FY2018. 5 of 13 entries say "Restated". Latest entry: FY2025.

13entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q3MitigatedFY2020 – FY2021WorsenedFY2022-Q2 – FY2023-Q1RestatedFY2023-Q2 – FY2024-Q22019: 420192020: 020202021: 120212022: 220222023: 320232024: 220242025: 020252026: 1
Same theme, other companies
繊維・紙製品の販売価格と原料相場変動による業績悪化A theme 9 companies write about · 9 as a headwind · 0 as a tailwind

The Japan Wool Textile moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).

The whole theme swung hardest in 2020: 4 of 6 companies on the "Worse" side.

1 other company's latest entry also says "Materialised".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025MaterialisedAnnual report

    「In the apparel and textiles business, operating profit declined due to higher manufacturing costs, including raw material and labor costs resulting from the weaker yen, as well as system transition costs and deterioration in factory profitability caused by production adjustments.」

    Higher raw material and manufacturing costs, including labor costs, resulting from the weaker yen actually appeared as a decline in operating profit in the apparel and textiles business.
  2. FY2024-Q2RestatedAnnual report

    「Higher procurement prices resulting from soaring raw material costs, together with continued increases in advertising and promotional expenses and logistics costs in the increasingly competitive e-commerce business, are affecting results.」

    Higher procurement prices resulting from soaring raw material costs continue to affect results, together with higher advertising and promotional expenses and logistics costs.
  3. FY2024-Q1RestatedAnnual report

    「Higher procurement prices resulting from soaring raw material costs, together with continued increases in advertising and promotional expenses and logistics costs in the increasingly competitive e-commerce business, are affecting results.」

    Higher procurement prices resulting from soaring raw material costs continue to affect results, together with higher advertising and promotional expenses and logistics costs.
  4. FY2023-Q3RestatedAnnual report

    「Higher wool raw material costs due to the weaker yen and soaring energy costs are squeezing earnings.」

    We have reconfirmed that higher wool raw material costs due to the weaker yen and soaring energy costs are squeezing earnings in the apparel and textiles business.
  5. FY2023-Q2RestatedAnnual report

    「Sales increased, but profit declined due to higher wool raw-material costs resulting from the yen's depreciation and the impact of higher energy and logistics costs, among other factors.」

    Higher wool raw material, energy, and logistics costs squeezed earnings, resulting in lower profit despite higher revenue.
  6. FY2023-Q1MaterialisedAnnual report

    「Sales remained at about the same level as in the same period of the previous year, but profit declined due to higher wool raw-material costs resulting from the yen's depreciation and the impact of higher energy and logistics costs, among other factors.」

    Higher wool raw material, energy, and logistics costs actually squeezed earnings. Revenue was broadly in line with the same period of the previous year, while profit declined.
  7. FY2022-Q2WorsenedAnnual report

    「The outlook remains uncertain due to the impact of COVID-19, the rapid depreciation of the yen and soaring material and energy costs, among other factors,」

    In connection with the risk of raw material price fluctuations, soaring material and energy costs have been identified specifically as risks in the current operating environment.
  8. FY2021MitigatedAnnual report

    「The Group is working to secure stable procurement by considering multiple suppliers, global sourcing, and other procurement routes.」

    The company continues to pursue stable procurement through multiple suppliers and global sourcing in response to the risk of raw material price fluctuations caused by international market conditions, weather, and foreign exchange rates.
  9. FY2020MitigatedAnnual report

    「The Group is working to secure stable procurement by considering multiple suppliers, global sourcing, and other procurement routes.」

    In response to raw material price fluctuations and procurement risks, the company specified measures involving multiple suppliers and global sourcing.
  10. FY2019-Q3RestatedAnnual report

    「Although wool raw material prices were trending downward, they remained high, and higher costs squeezed earnings.」

    Although wool raw material prices are trending downward, they remain high, and higher costs continue to squeeze earnings.
  11. FY2019-Q2MaterialisedAnnual report

    「Wool raw material prices remained high, and higher costs squeezed earnings.」

    Persistently high wool raw material prices actually squeezed earnings through higher costs during the cumulative second quarter period.
  12. FY2019-Q1MaterialisedAnnual report

    「Wool raw material prices remained high, and higher costs squeezed earnings.」

    Regarding the risk of fluctuations in raw material prices due to international market conditions and other factors, it is stated that persistently high wool raw material prices actually affected earnings through higher costs.
  13. FY2018First statedAnnual report

    「The prices of raw materials used in the Group's principal textile products are significantly affected by international market conditions and other environmental factors, including weather and foreign exchange rates. Accordingly, they could have a material impact on the operating results and financial position of the textile business.」

    Fluctuations in textile raw material prices due to international market conditions, weather, foreign exchange rates, and other factors are identified as a standalone risk that could affect operating results and financial position.
Moved together

"Growing demand for materials used in school and government uniforms, while demand for corporate uniforms remains weak" moved the same way as this thread, in the same document, in 5 of its 13 moves.

543332★123456
  1. ★This thread
  2. 1Growing demand for materials used in school and government uniforms, while demand for corporate uniforms remains weak5×
  3. 2Shift Toward Specialty Yarns and Advanced Materials in Apparel Textiles4×
  4. 3Increase in Net Sales and Ordinary Profit with Lower Profit Attributable to Owners of the Parent3×
  5. 4Expansion of industrial materials for automobiles and environmentally friendly vehicles3×
  6. 5Making AQUA a Consolidated Subsidiary through the Acquisition of Its Shares and Expanding E-Commerce3×
  7. 6Shareholder Returns through Dividends2×

★ 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 The Japan Wool Textile yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Raw Material Price Volatility from Global Markets, Weather and Foreign Exchange | THE JAPAN WOOL TEXTILE CO.,LTD. (3201) | Komori