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Kanmonkai (3372) · RiskMaterialised

Contraction of the Dining-Out Market Due to Staffing Shortages and Expansion of the Prepared-Food Market

First written in FY2017. 7 of 8 entries say "Materialised", first in FY2023. Latest entry: FY2026.

8entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017MaterialisedFY2023 – FY20262017: 120172018: 020182019: 020192020: 020202021: 020212022: 020222023: 120232024: 220242025: 120252026: 32026
Same theme, other companies

Kanmonkai moved to the "Worse" side of this theme in 2023, 3 years after the typical company in this theme (2020).

The whole theme swung hardest in 2020: 33 of 49 companies on the "Worse" side.

3 other companies' 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.
Showing 14 of the 67 companies compared. The sentences above are computed from all 67.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Selling, general and administrative expenses increased amid continuing difficulty in hiring, due to higher personnel expenses to improve employee待遇 and higher costs for personnel expenses and recruitment expenses for temporary employees against a backdrop of labor shortages, as well as increases in advertising expenses associated with fairs and other events and SEO and MEO expenses.」

    Higher personnel expenses and recruitment costs for temporary employees against a backdrop of difficulty in hiring and labor shortages actually occurred as cost increases.
  2. FY2025MaterialisedAnnual report

    「Selling, general and administrative expenses increased amid continuing difficulty in hiring, due to higher costs for bonuses to improve employee待遇 and higher recruitment costs and personnel expenses for temporary employees, as well as increases in advertising expenses associated with fairs and other events and SEO and MEO expenses.」

    Difficulty in hiring and higher personnel expenses for temporary employees actually became factors behind the increase in costs. Selling, general and administrative expenses amounted to ¥3,180 million, up 5.4% from the previous fiscal year.
  3. FY2024MaterialisedAnnual report

    「Selling, general and administrative expenses increased due to higher personnel expenses for temporary employees and higher labor costs resulting from the payment of a special bonus to return profits to employees, among other factors.」

    Higher personnel expenses for temporary employees actually occurred, and labor costs amounted to ¥1,234.628 million.
  4. 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 personnel expenses for part-time and temporary workers actually occurred as a factor behind the increase in variable costs, and selling, general and administrative expenses rose 12.3% year on year.
  5. FY2023MaterialisedAnnual report

    「While the severe conditions caused by the spread of COVID-19 have gradually eased, progress has been made toward normalizing socioeconomic activity and signs of recovery have emerged in the environment surrounding the food-service industry. However, conditions remain such that close attention should be paid to solving the labor-shortage problem, which has become a social issue, as well as to rising prices driven by soaring global energy prices and other factors.」

    The labor shortage continues to be identified as a key issue, and higher personnel expenses for temporary employees resulting from the labor shortage became a factor behind the increase in selling, general and administrative expenses.
  6. FY2017First statedAnnual report

    「We face concerns including a worsening labor shortage resulting from improving employment conditions and a shrinking food-service market due to the expansion of the prepared-food market.」

    For the first time, the worsening labor shortage and the shrinking food-service market due to the expansion of the prepared-food market are listed separately as concerns regarding the future operating environment.
Moved together

"Cost increases due to surging energy prices and inflation" moved the same way as this thread, in the same document, in 5 of its 8 moves.

553322★123456
  1. ★This thread
  2. 1Cost increases due to surging energy prices and inflation5×
  3. 2Impairment Risk from Unprofitable Stores5×
  4. 3Establishing and enhancing profitability3×
  5. 4Nationwide Expansion of Area Franchising3×
  6. 5Capturing Inbound Demand2×
  7. 6Higher Cost Ratio Due to Soaring Tiger Pufferfish Prices2×

★ 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 2026-05-15: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Contraction of the Dining-Out Market Due to Staffing Shortages and Expansion of the Prepared-Food Market | KANMONKAI Co.,Ltd. (3372) | Komori