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Kanmonkai (3372) · RiskMaterialisedLatest Earnings (2026-08-12): "Restated"

Cost increases due to surging energy prices and inflation

First written in FY2023. 7 of 11 entries say "Materialised", first in FY2024-Q2. Latest entry: 2026-08-12.

11entries
4years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2024-Q2 – FY2024-Q3RestatedFY2025-H1RestatedFY2026-H12023: 220232024: 220242025: 220252026: 52026
Same theme, other companies
Increase in operating expenses due to energy prices and inflationA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Kanmonkai moved to the "Worse" side of this theme in 2023.

0 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-12RestatedEarnings

    「Personal consumption has remained weak, with consumer sentiment also declining amid concerns about higher resource prices and supply-side impacts resulting from the prolonged situation in Ukraine and the Middle East.」

    Higher resource prices, supply-side concerns and weaker consumer sentiment continued to be cited as factors shaping the business environment.
  2. FY2026MaterialisedAnnual report

    「In addition, raw material costs, energy costs and labor costs continued to rise, making the earnings environment increasingly challenging.」

    Continued increases in raw material costs, energy costs and labor costs actually affected performance for the current fiscal year through higher cost of sales and selling, general and administrative expenses.
  3. FY2026-H1RestatedAnnual report

    「During the current interim consolidated accounting period, personal consumption showed signs of recovery as employment and the income environment improved, while there were downside risks to the economy from continued inflation, U.S. trade policy and other factors.」

    The company continues to describe continued inflation and downside risks to the economy from trade policy and other factors as risks in its operating environment.
  4. FY2025MaterialisedAnnual report

    「During the current fiscal year, consumer activity showed signs of uncertainty and demand for eating out was weakening against a backdrop of soaring prices, tariff issues and other factors.」

    The company explicitly described uncertainty in consumer activity and weakening demand for eating out due to soaring prices and other factors as part of the operating environment for the current fiscal year.
  5. FY2025-H1RestatedAnnual report

    「Although consumers remained inclined to economize due to inflation, personal consumption was on a recovery trend owing to improvements in the income environment and other factors.」

    The company stated that, while consumers continued to economize in response to inflation, personal consumption was on a recovery trend owing to improvements in the income environment and other factors.
  6. FY2024-Q3MaterialisedAnnual report

    「Although we have continued to thoroughly manage costs and pursue initiatives to improve productivity in selling, general and administrative expenses, variable costs increased due to higher personnel expenses for part-time and temporary workers, rising energy costs and other factors. As a result, selling, general and administrative expenses amounted to ¥2,161 million, up 12.3% year on year.」

    Higher energy costs actually emerged as a factor behind the increase in variable costs, and selling, general and administrative expenses increased by 12.3% year on year.
  7. FY2024-Q2MaterialisedAnnual report

    「Although the company continued efforts to strictly control costs and improve productivity in selling, general and administrative expenses, variable costs increased due to higher wages for part-time and temporary workers and higher energy costs accompanying increased store sales, among other factors, resulting in selling, general and administrative expenses of ¥1,318 million, up 13.6% year on year.」

    Higher energy costs actually emerged as a factor behind the increase in variable costs, and selling, general and administrative expenses increased by 13.6% year on year.
  8. FY2023First statedAnnual report

    「The company remains in an environment requiring close attention to inflation driven by soaring global energy prices and other factors, as well as efforts to resolve the labor shortage, which has become a social issue.」

    The company separately described soaring energy prices and inflation as new risks in its operating environment. In its analysis of operating performance, higher energy costs were identified as a factor behind the increase in selling, general and administrative expenses.
Moved together

"Contraction of the Dining-Out Market Due to Staffing Shortages and Expansion of the Prepared-Food Market" moved the same way as this thread, in the same document, in 5 of its 11 moves.

544333★123456
  1. ★This thread
  2. 1Contraction of the Dining-Out Market Due to Staffing Shortages and Expansion of the Prepared-Food Market5×
  3. 2Nationwide Expansion of Area Franchising4×
  4. 3Impairment Risk from Unprofitable Stores4×
  5. 4Establishing and enhancing profitability3×
  6. 5Capturing inbound demand3×
  7. 6Higher Cost Ratio Due to Soaring Tiger Pufferfish Prices3×

★ 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 Kanmonkai yet. It last moved in the Earnings of 2026-08-12: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Cost increases due to surging energy prices and inflation | KANMONKAI Co.,Ltd. (3372) | Komori