Disruptions to Product and Raw Material Procurement and Price Fluctuations
First written in FY2016. 6 of 13 entries say "Worsened", first in FY2018. Latest entry: 2026-04-09.
Seven & i Holdings moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 45 of 64 companies on the "Worse" side.
26 other companies' latest entry also says "Materialised".
- 2026-04-09MaterialisedEarnings
「While same-store sales exceeded the year-earlier period, the gross profit margin was below the year-earlier level due to higher raw material prices, including those for rice.」
Higher raw material prices were reflected in a decline in the gross profit margin of the domestic convenience store business during the period. - FY2026-H1MaterialisedAnnual report
「Although same-store sales during the six-month period under review exceeded the previous year, the gross margin fell below the previous year due to higher prices for raw materials such as rice.」
The risk of higher raw material prices materialized in actual results as a decline in gross margins at domestic convenience stores. - FY2025WorsenedAnnual report
「In addition, the supply chain could be disrupted by higher fuel costs and labor shortages among outsourced delivery providers.」
The risk of supply disruptions caused by higher fuel costs and labor shortages among outsourced logistics providers was added specifically to the existing climate change and raw material price risks. - FY2024-Q3RestatedAnnual report
「In addition to rising prices resulting from higher energy costs and raw material prices and the impact of foreign-exchange fluctuations, concerns remain about the effect on the economy of global monetary tightening, and the outlook remains uncertain.」
The report continues to describe uncertainty in the procurement and cost environment resulting from energy and raw material price inflation, foreign exchange fluctuations, and monetary tightening. - FY2024-Q2RestatedAnnual report
「In addition to rising prices resulting from higher energy costs and raw material prices and the impact of foreign-exchange fluctuations, concerns remain about the effect on the economy of global monetary tightening, and the outlook remains uncertain.」
The report continues to describe uncertainty in the procurement and cost environment resulting from energy and raw material price inflation, foreign exchange fluctuations, and monetary tightening. - FY2024-Q1RestatedAnnual report
「In addition to rising prices resulting from higher energy costs and raw material prices and the impact of foreign-exchange fluctuations, concerns remain about the effect on the economy of global monetary tightening, and the outlook remains uncertain.」
Energy and raw material price inflation and foreign exchange fluctuations continue to be environmental factors affecting procurement and costs. - FY2023-Q3RestatedAnnual report
「The period was marked by the need to monitor the impact on household finances of inflation caused by surging energy and raw-material costs, as well as supply constraints.」
Surging energy and raw-material prices and supply constraints continue as environmental factors affecting procurement and costs. - FY2023-Q2WorsenedAnnual report
「The period was marked by the need to monitor the impact on household finances of inflation caused by surging energy and raw-material costs, as well as supply constraints.」
Rising raw-material and energy prices and supply constraints are described as procurement and cost factors in the domestic business environment that require attention. - FY2023-Q1WorsenedAnnual report
「Rising raw-material prices and supply constraints」
Regarding the risks of procurement disruptions and raw-material price fluctuations, rising raw-material prices and supply constraints have emerged as business-environment factors during the current quarter. - FY2022WorsenedAnnual report
「Some of the products handled by the Group are subject to fluctuations in purchase prices due to external factors, including changes in political and economic conditions in the countries and regions where they are produced or where the Group operates, deterioration in public security or social unrest caused by terrorism or conflict, changes in supply and demand due to weather, and fluctuations in the prices of raw materials such as crude oil.」
The scope of procurement-price fluctuation risks has been expanded beyond climate change, raw-material, and energy-price risks to include political and economic conditions, terrorism and conflict, and social unrest. - FY2019WorsenedAnnual report
「In addition, if energy prices, including electricity costs at the product-manufacturing stage, rise in the future due to climate change-related regulations and policies, purchase prices may be affected.」
In addition to the existing risks related to procurement disruptions, raw-material price fluctuations, and climate change, the risk of higher energy prices due to climate change-related regulations and policies was explicitly identified. - FY2018WorsenedAnnual report
「Climate change, including rising temperatures and changes in weather patterns, may cause shifts over the medium to long term in areas suitable for growing agricultural products and in fishing grounds. To address these issues, we are working to diversify procurement and collaborate with primary producers to increase yields.」
In addition to the existing risks of procurement disruptions and raw-material price fluctuations, the scope of risks has been expanded to include shifts in areas suitable for growing agricultural products and in fishing grounds due to climate change, as well as rising energy prices. - FY2016First statedAnnual report
「However, if some procurement routes are disrupted, the Group’s businesses may be affected. In addition, some of the products handled by the Group are subject to fluctuations in purchase prices due to external factors, including products affected by fluctuations in the prices of raw materials such as crude oil.」
While pursuing diversification of procurement sources, disruptions to procurement routes and fluctuations in raw-material prices are identified.