Rising Raw Material Prices, Logistics Costs and Labor Costs
First written in FY2016. 13 of 30 entries say "Restated". Latest entry: 2026-10-14.
create restaurants holdings moved to the "Worse" side of this theme in 2022, 3 years after the typical company in this theme (2019).
The whole theme swung hardest in 2022: 41 of 48 companies on the "Worse" side.
7 other companies' latest entry also says "Materialised".
- 2026-10-14MaterialisedEarnings
「Operating profit fell below the prior-year period because roadside-format Kagonoya and street-front-format Isomaru Suisan were heavily affected by typhoons, heavy rain and other adverse weather, while one-time costs including merger-related expenses for SFP Holdings Co.,Ltd. were also incurred.」
Poor performance in certain formats due to adverse weather and merger-related expenses were reflected in lower operating profit. - FY2027-H1MaterialisedAnnual report
「Operating profit fell below the prior-year period because roadside-format Kagonoya and street-front-format Isomaru Suisan were heavily affected by typhoons, heavy rain and other adverse weather, while one-time costs including merger-related expenses for SFP Holdings Co.,Ltd. were also incurred.」
Amid persistently high raw material prices and other cost pressures, declining customer numbers at existing stores and a higher cost ratio resulting from surging raw material prices have contributed to weaker category performance, with the impact of rising cost risks appearing in actual results. - FY2026MaterialisedAnnual report
「Although operating profit in the CR and specialty-brand categories performed well, the SFP category posted a substantial decline in profit due to a decrease in customer traffic at existing stores and a higher cost ratio resulting from soaring raw material prices. As a result, consolidated operating profit was below the previous fiscal year.」
Higher cost ratios resulting from soaring raw material prices and lower customer traffic at existing stores were reflected in a substantial decline in profit in the SFP category. - FY2025WorsenedAnnual report
「In the food service industry, demand has remained firm, supported by more selective spending and an increase in inbound visitors, but a difficult operating environment is expected to continue due to persistently high energy prices, continued yen depreciation, and further increases in raw material prices resulting from abnormal weather, as well as an expected labor supply shortage, although an easing of the situation is anticipated from the higher income threshold for social insurance coverage.」
It cites energy resource prices, continued yen depreciation and the possibility of further increases in raw material prices due to extreme weather as factors driving higher costs, and states that the shortage of available personnel will also continue. - FY2025-H1WorsenedAnnual report
「In the food service industry, demand has remained firm, supported by the recovery in corporate entertainment expenses following tax reforms and an increase in inbound visitors, but a difficult operating environment is expected to continue as energy prices rise, raw material prices are expected to increase further due to continued yen depreciation and abnormal weather, and the labor supply shortage is becoming more severe.」
In addition to the previously cited increases in raw material prices and personnel expenses, it identifies energy resource prices, yen depreciation, extreme weather and a worsening shortage of available personnel as factors driving higher costs. - FY2025-Q1WorsenedAnnual report
「In the food service industry, demand has remained firm, supported by the recovery in corporate entertainment expenses following tax reforms and an increase in inbound visitors, but a difficult operating environment is expected to continue as energy prices rise, raw material prices are expected to increase further due to continued yen depreciation, and the labor supply shortage is becoming more severe.」
Regarding the risk of higher raw material and personnel costs, it identifies rising energy resource prices and a worsening shortage of available personnel as new cost pressures. - FY2024WorsenedAnnual report
「While the impact of the COVID-19 pandemic is showing signs of subsiding, the food-service industry is expected to continue facing a challenging operating environment, with higher raw material prices and personnel expenses anticipated.」
It describes a cost environment in which the impact of the pandemic is weakening while raw material prices, personnel expenses and utility costs, among others, continue to rise. - FY2024-Q2WorsenedAnnual report
「While the impact of the COVID-19 pandemic is showing signs of subsiding, the food-service industry is expected to continue facing a challenging operating environment due to anticipated increases in raw material prices and personnel expenses, as well as supply constraints resulting from a shortage of personnel.」
It cites supply constraints resulting from higher raw material prices and personnel expenses, as well as the shortage of personnel. It also states that the scope for raising selling prices is approaching its limit as consumers become more focused on protecting their household budgets. - FY2024-Q1RestatedAnnual report
「While the impact of the COVID-19 pandemic is showing signs of subsiding, the food-service industry is expected to continue facing a challenging operating environment, with higher raw material prices and personnel expenses anticipated.」
It continues to describe a challenging food-service environment in which higher raw material prices and personnel expenses are anticipated. - FY2023-Q3RestatedAnnual report
「The food-service industry is expected to continue facing a challenging operating environment due to the impact of higher raw material prices, personnel expenses and utility costs, among other factors.」
It continues to describe higher raw material prices, personnel expenses and utility costs as contributing to the challenging cost environment in the food-service industry. - FY2023-Q2WorsenedAnnual report
「The food-service industry is also expected to face higher raw material prices, personnel expenses and utility costs, among other factors.」
In addition to the previously cited raw material prices and personnel expenses, it explicitly identifies higher utility costs, expanding the factors contributing to cost increases in the food-service business. - FY2023-Q1RestatedAnnual report
「The food-service industry is expected to continue facing a challenging operating environment, with higher raw material prices and personnel expenses anticipated.」
It continues to describe a challenging food-service environment in which higher raw material prices and personnel expenses are anticipated. - FY2022WorsenedAnnual report
「Food procurement may face higher prices and unstable supply due to a combination of factors, including high crude oil prices, yen depreciation, Russia's invasion of Ukraine, and weather conditions.」
Of the risks associated with higher raw material prices, logistics costs and personnel expenses, it specifies the possibility of food ingredient costs rising due to higher crude oil prices, yen depreciation, geopolitical factors and weather conditions. - FY2020-Q2RestatedAnnual report
「Although consumer sentiment is showing signs of recovery, the foodservice industry continues to face a challenging operating environment, including higher labor costs due to prolonged labor shortages.」
It continues to cite rising personnel expenses due to the prolonged labor shortage as a factor contributing to the challenging operating environment in the food-service industry. - FY2020-Q1RestatedAnnual report
「Although consumer sentiment is showing signs of recovery, the foodservice industry continues to face a challenging operating environment, including higher labor costs due to prolonged labor shortages.」
It continues to cite rising personnel expenses due to the prolonged labor shortage as a factor contributing to the challenging operating environment in the food-service industry. - FY2019MaterialisedAnnual report
「In addition to personnel expenses rising more than expected due to the prolonged labor shortage, impairment losses also increased, resulting in ¥3,975 million, down 34.9% year on year.」
Personnel expenses rose more than expected and were specifically cited as a factor behind the decline in operating profit. The risk of higher personnel expenses has materialized in earnings. - FY2019-Q3RestatedAnnual report
「Although consumer sentiment is gradually improving, the foodservice industry continues to face a challenging operating environment, including persistently high raw-material prices driven by rising logistics costs, higher labor costs due to prolonged labor shortages, and the effects of natural disasters such as the Northern Osaka Earthquake and adverse weather, particularly in western Japan.」
It continues to cite persistently high raw material prices resulting from higher logistics costs and rising personnel expenses due to the prolonged labor shortage as factors contributing to the challenging operating environment. - FY2019-Q2RestatedAnnual report
「Although consumer sentiment is gradually improving, the foodservice industry continues to face a challenging operating environment, including persistently high raw-material prices driven by rising logistics costs, higher labor costs due to prolonged labor shortages, and the effects of natural disasters such as the Northern Osaka Earthquake and adverse weather, particularly in western Japan.」
It continues to cite persistently high raw material prices resulting from higher logistics costs and rising personnel expenses due to the prolonged labor shortage as factors contributing to the challenging operating environment. - FY2019-Q1RestatedAnnual report
「Although consumer sentiment is gradually improving, the foodservice industry continues to face a challenging operating environment, including persistently high raw-material prices driven by rising logistics costs and higher labor costs due to prolonged labor shortages.」
It continues to cite persistently high raw material prices resulting from higher logistics costs and rising personnel expenses due to the prolonged labor shortage as factors contributing to the challenging operating environment. - FY2018-Q2RestatedAnnual report
「Although personal consumption is gradually recovering, the foodservice industry continues to face a challenging operating environment, including persistently high raw-material prices driven by rising logistics costs and higher labor costs due to prolonged labor shortages.」
It continues to cite persistently high raw material prices resulting from higher logistics costs and rising personnel expenses due to the prolonged labor shortage as factors contributing to the challenging operating environment. - FY2018-Q1RestatedAnnual report
「The foodservice industry continues to face a challenging operating environment, including persistently high raw-material prices driven by rising logistics costs, higher labor costs due to prolonged labor shortages, and consumers' still-strong preference for saving.」
It continues to cite persistently high raw material prices resulting from higher logistics costs and rising personnel expenses due to the prolonged labor shortage as factors contributing to the challenging operating environment. - FY2017WorsenedAnnual report
「The industry is expected to continue facing a challenging operating environment, with concerns including soaring raw material prices resulting from the ongoing yen depreciation and higher recruitment costs aimed at addressing the chronic shortage of personnel.」
The wording regarding raw material prices was strengthened from “remaining high” to “soaring,” while the personnel shortage was described as “chronic,” indicating concern over higher recruitment costs. - FY2017-Q3RestatedAnnual report
「The food-service industry continues to face a challenging operating environment due to intensifying competition not only from competitors but also from other industries and business formats, including ready-to-eat meals, persistently high raw material prices, rising logistics costs and higher personnel expenses resulting from labor shortages, as well as external factors such as weakening consumer sentiment and unsettled weather.」
It continues to cite higher raw material prices, logistics costs and personnel expenses as factors contributing to the challenging operating environment. - FY2017-Q2RestatedAnnual report
「The foodservice industry continues to face a challenging operating environment, including intensifying competition not only from competitors but also from other industries and business formats, including the prepared-food market, persistently high raw-material prices, rising logistics costs, higher labor costs due to labor shortages, and signs that consumer sentiment is beginning to weaken.」
It continues to cite higher raw material prices, logistics costs and personnel expenses as factors contributing to the challenging operating environment. - FY2017-Q1RestatedAnnual report
「The foodservice industry continues to face a challenging operating environment, including persistently high raw-material prices, rising logistics costs, higher labor costs due to labor shortages, and signs that consumer sentiment is beginning to weaken.」
It continues to identify rising raw material prices, logistics costs and labor costs as factors contributing to a challenging operating environment. - FY2016First statedAnnual report
「The food service industry continues to face a challenging operating environment, including persistently high raw material prices due to the ongoing depreciation of the yen, rising logistics costs and rising labor costs resulting from labor shortages.」
It identifies rising raw material, logistics and labor costs as continuing sources of pressure on the earnings environment for the food service business.