Komori
SLD Entertainment (3223) · RiskWorsened

Rising Raw-Material Prices and Labor Costs

First written in FY2016. 19 of 27 entries say "Restated". Latest entry: 2026-10-15.

27entries
11years
5from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2023-Q1RestatedFY2025-H1 – FY2026-H12016: 120162017: 420172018: 220182019: 020192020: 120202021: 120212022: 320222023: 320232024: 320242025: 220252026: 72026
Same theme, other companies
Intensifying Competition, Higher Raw-Material Costs and Rising Labor Costs in the Food-Service IndustryA theme 55 companies write about · 63 as a headwind · 0 as a tailwind

SLD Entertainment moved to the "Worse" side of this theme in 2023, 4 years after the typical company in this theme (2019).

The whole theme swung hardest in 2022: 41 of 48 companies on the "Worse" side.

19 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 55 companies compared. The sentences above are computed from all 55.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1WorsenedAnnual report

    「In the food service industry, conditions are showing signs of recovery due in part to higher average spending per customer following price revisions. However, the prolonged surge in raw material costs and higher labor and recruitment costs associated with securing personnel continue to weigh on the business environment surrounding the industry.」

    While factors such as higher average spending per customer following price revisions are supporting a recovery, the disclosure explicitly identifies the prolonged surge in raw material costs and higher labor and recruitment costs associated with securing personnel, indicating that cost and staffing pressures continue.
  2. 2026-07-14RestatedEarnings

    「The business environment surrounding the industry remains difficult, owing to prolonged increases in raw material costs and higher labor and recruiting costs associated with securing personnel.」

    Prolonged increases in raw material costs and higher labor and recruiting costs continued to be cited as factors making the business environment difficult.
  3. FY2026RestatedAnnual report

    「In the food service industry, weather disruptions have caused raw material costs to soar, while wage increases and efforts to address labor shortages have driven up labor and recruitment costs. The business environment surrounding the industry remains challenging.」

    The disclosure identifies higher raw material, labor, and recruitment costs as ongoing cost risks linked to weather disruptions and labor shortages.
  4. FY2026-H1RestatedAnnual report

    「In the food service industry, the rising cost of raw materials, including domestically produced rice, as well as higher labor and recruitment costs resulting from wage increases and efforts to address labor shortages, have driven up expenses. The business environment surrounding the industry remains challenging.」

    The disclosure continues to identify soaring raw material costs, including domestically produced rice, and higher labor and recruitment costs associated with wage increases and labor shortages as burdens in terms of costs and staffing for the food service industry.
  5. FY2025RestatedAnnual report

    「In the food service industry, weather disruptions such as typhoons and extreme heat have caused raw material costs to soar, while wage increases and efforts to address labor shortages have driven up labor and recruitment costs. The business environment surrounding the industry remains challenging.」

    In addition to soaring raw material costs and higher labor and recruitment costs, the disclosure identifies weather disruptions such as typhoons and extreme heat as factors driving higher expenses, maintaining its assessment of a challenging environment.
  6. FY2025-H1RestatedAnnual report

    「In the food service industry, soaring raw material costs due to climate change and the economic environment, as well as higher labor and recruitment costs resulting from wage increases and efforts to address labor shortages, have driven up cost of sales and operating expenses. The business environment surrounding the industry remains challenging.」

    The disclosure continues to identify cost increases resulting from climate change, soaring raw material costs, wage increases, labor shortages, and higher labor and recruitment costs as factors contributing to the challenging business environment in the food service industry.
  7. FY2025-Q1WorsenedAnnual report

    「In the food-service industry, the operating environment remains challenging, with climate change and the economic conditions described above driving up raw-material costs, while wage increases and higher labor and recruitment costs to address labor shortages are increasing the cost of sales and operating expenses.」

    In addition to the existing factors of soaring raw material costs and labor shortages, the disclosure expands the factors driving higher cost of sales and operating expenses to include climate change, wage increases, and rising recruitment costs.
  8. FY2024-Q3RestatedAnnual report

    「Although signs of a recovery in foot traffic have emerged in the food-service industry due to an increase in foreign tourists from inbound demand, the industry continues to face a challenging operating environment because of higher costs resulting from continued soaring raw-material prices and labor shortages.」

    The Company continued to recognize a challenging operating environment in which raw-material prices remain high and costs continue to rise due to labor shortages, despite signs of a recovery in foot traffic.
  9. FY2024-Q2RestatedAnnual report

    「Although signs of a recovery in foot traffic have emerged in the food-service industry due to expanding inbound demand, the industry continues to face a challenging operating environment because of higher costs from soaring raw-material prices and labor shortages under the economic conditions described above.」

    The disclosure continues to identify higher costs due to soaring raw-material prices and labor shortages as burdens on the food-service business.
  10. FY2023WorsenedAnnual report

    「In the food-service industry, demand is trending toward recovery as foot traffic increases, but the business environment remains challenging due to the sharp rise in raw-material and utility costs and difficulties in securing labor.」

    While demand is recovering, the disclosure highlights sharp increases in raw-material and utility costs and difficulties in securing labor, emphasizing cost and workforce risks.
  11. FY2023-Q3WorsenedAnnual report

    「In addition, utility and material costs rose, as in the previous quarter, due to the continued trend toward yen depreciation and global inflation, while labor costs also tended to increase due to labor shortages.」

    The upward trend in utility and material costs against a backdrop of yen depreciation and inflation, as well as the increase in labor costs due to labor shortages, has continued.
  12. FY2023-Q2WorsenedAnnual report

    「In addition, raw-material and utility costs have been trending higher amid Russia's invasion of Ukraine and the rapid depreciation of the yen, while labor costs have also tended to increase due to labor shortages.」

    The disclosure links the upward trend in raw-material and utility costs and the rise in labor costs due to labor shortages to the situation in Ukraine and the rapid depreciation of the yen.
  13. FY2023-Q1RestatedAnnual report

    「In the food-service industry, the environment surrounding the industry remains challenging due to shortened operating hours implemented under priority preventive measures through March 2022, changes in consumer lifestyles, higher costs for raw materials and other items, and labor shortages.」

    The Company continued to recognize a challenging food-service industry environment, including higher costs for raw materials and other items and labor shortages.
  14. FY2022RestatedAnnual report

    「First, regarding the industry environment surrounding food services, we recognize that economic conditions remain challenging due to sluggish personal consumption, population decline and a trend toward higher hiring wages, as well as the need to respond to changes in consumer behavior accompanying the spread of COVID-19 and to implement infection-prevention measures.」

    The disclosure identifies sluggish personal consumption, population decline, rising hiring wages and the burden of responding during the pandemic as factors contributing to the continued challenging operating environment.
  15. FY2021RestatedAnnual report

    「First, regarding the industry environment surrounding food services, we recognize that economic conditions are more challenging than before due to sluggish personal consumption, population decline and a trend toward higher hiring wages, as well as the need to respond to changes in consumer behavior accompanying the spread of COVID-19 and to implement infection-prevention measures.」

    The disclosure continues to identify sluggish personal consumption, population decline and a trend toward higher hiring wages as burdens on the operating environment.
  16. FY2020RestatedAnnual report

    「The food-service industry to which the Company belongs continued to face a challenging operating environment due to rising labor and logistics costs, soaring raw-material prices and the impact of successive natural disasters.」

    The disclosure continues to identify rising labor and logistics costs, soaring raw-material prices and natural disasters as factors behind the challenging operating environment.
  17. FY2019-Q3RestatedAnnual report

    「The food-service industry to which the Company belongs continued to face a challenging operating environment, including rising labor costs due to labor shortages, soaring raw-material costs and intensifying competition with other companies in the industry.」

    The disclosure continues to identify rising labor costs due to labor shortages and soaring raw-material costs as burdens on the operating environment.
  18. FY2018RestatedAnnual report

    「The food-service industry to which the Company belongs faced an overall challenging operating environment due to labor shortages, rising labor costs, soaring food-material prices and intensifying competition with other companies in the industry.」

    The disclosure continues to identify labor shortages, rising labor costs, soaring food-material prices and intensifying competition as burdens on the operating environment.
  19. FY2018-Q3RestatedAnnual report

    「The food-service industry to which the Company belongs continued to face a challenging operating environment against a backdrop of rising labor costs, soaring food-material prices and intensifying competition with other companies in the industry.」

    The disclosure continues to identify rising labor costs and soaring food-material prices as burdens on the operating environment.
  20. FY2018-Q2RestatedAnnual report

    「The food-service industry to which the Company belongs continued to face a challenging operating environment, including rising labor costs due to labor shortages and intensifying competition with other companies in the industry.」

    The disclosure continues to identify rising labor costs due to labor shortages as a burden on the operating environment.
  21. FY2017RestatedAnnual report

    「The food-service industry to which the Company belongs faced an overall challenging operating environment due to changing and increasingly diverse customer needs, soaring raw-material costs, rising labor costs and intensifying competition within the industry.」

    The disclosure continues to identify soaring raw-material prices and rising labor costs as burdens on the operating environment.
  22. FY2017-Q4RestatedAnnual report

    「The food-service industry to which the Company belongs continued to face a challenging operating environment due to soaring raw-material costs, rising labor costs and intensifying competition within the industry.」

    The disclosure identifies soaring raw-material prices and rising labor costs as continuing factors behind the challenging operating environment.
  23. FY2016First statedAnnual report

    「The challenging environment continues, including rising raw-material prices due to foreign-exchange movements and rising labor costs caused by a chronic shortage of personnel.」

    The conditions surrounding the food-service industry during the fiscal year are described as challenging.
Moved together

"Impairment Losses Due to Declining Store Profitability" moved the same way as this thread, in the same document, in 5 of its 27 moves.

533222★123456
  1. ★This thread
  2. 1Impairment Losses Due to Declining Store Profitability5×
  3. 2Improving the profitability of existing businesses and securing new sources of revenue3×
  4. 3Constraints on Store Plans from Site Conditions, Closure Costs and Labor Shortages3×
  5. 4Expanding the Content-Services Business and Maximizing Corporate Value2×
  6. 5Strengthening a Dominant Store Presence and Opening New Stores2×
  7. 6Intensifying Competition and Changes in Customer Preferences and Needs2×

★ 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
SLD Entertainment's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-10-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising Raw-Material Prices and Labor Costs | SLD Entertainment Inc. (3223) | Komori