Komori
TORIDOLL Holdings (3397) · RiskMaterialised

Labor Shortages and Rising Labor and Raw-Material Costs

First written in FY2019-Q3. 11 of 20 entries say "Restated". Latest entry: 2026-08-14.

20entries
8years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q3 – FY2023-Q22019: 320192020: 220202021: 420212022: 120222023: 220232024: 320242025: 120252026: 42026
Same theme, other companies
Intensifying Competition, Higher Raw-Material Costs and Rising Labor Costs in the Food-Service IndustryA theme 59 companies write about · 67 as a headwind · 0 as a tailwind

TORIDOLL Holdings moved to the "Worse" side of this theme in 2026, 7 years after the typical company in this theme (2019).

The whole theme swung hardest in 2022: 44 of 52 companies on the "Worse" side.

9 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 59 companies compared. The sentences above are computed from all 59.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-14MaterialisedEarnings

    「丸亀製麺セグメント及び国内その他セグメントでは、人件費等の増加を増収で吸収しきれず、減益となりました。」

    人件費等の上昇が丸亀製麺および国内その他の事業利益を実際に圧迫した。
  2. FY2026MaterialisedAnnual report

    「In the Domestic Other segment, increases in raw material and labor costs could not be fully absorbed by higher revenue, resulting in a slight decline in profit.」

    Higher raw material and labor costs and other expenses actually pressured profit in the Domestic Other segment, with business profit declining 6.6% year on year.
  3. FY2026-H1MitigatedAnnual report

    「In the Marugame Seimen and Domestic Other segments, increases in raw material and labor costs and other expenses were absorbed by higher revenue, resulting in higher profit.」

    Although raw material and labor costs and other expenses increased, the increases were absorbed by higher revenue in the key domestic segments, resulting in higher profit.
  4. FY2025-H1WorsenedAnnual report

    「During the interim period (1 April to 30 September 2024), the operating environment was somewhat uncertain. While wage increases across industries and regions were expected to stimulate consumer spending, there were concerns about the impact of higher labor costs on corporate performance.」

    The impact of higher labor costs associated with wage increases was explicitly identified as a factor contributing to uncertainty in the operating environment. The disclosure also noted lower profit in Domestic Other due to higher labor costs associated with new store openings, and lower profit in the United States overseas business due to higher labor and rent costs.
  5. FY2024MitigatedAnnual report

    「Although raw material, labor, and utilities costs increased in Japan and overseas, the increases were absorbed by higher revenue. Business profit (Note 1) rose significantly to ¥14,536 million, up 108.1% year on year, also reaching a record high.」

    Although raw material, labor, and utilities costs continued to rise, the increases were absorbed by higher revenue.
  6. FY2024-Q3RestatedAnnual report

    「Although raw material, labor, and utilities costs increased in Japan and overseas, the increases were absorbed by higher revenue. Business profit (Note 1) rose significantly to ¥11,811 million, up 89.9% year on year, reaching a record high for the third-quarter cumulative period.」

    Although raw material, labor, and utilities costs continued to rise, the increases were absorbed by higher revenue during the cumulative third quarter.
  7. FY2024-Q1RestatedAnnual report

    「In terms of profit, although raw material, labor, and utilities costs continued to rise in Japan and overseas, the increase was absorbed by higher revenue, and profit increased in all segments.」

    While raw material, labor, and utilities costs continued to rise, the increase was absorbed by higher revenue in the current quarter, resulting in higher profit in all segments.
  8. FY2023-Q3WorsenedAnnual report

    「In terms of profit, although the Group worked to reduce costs and optimize energy use in response to worldwide increases in raw material, labor, and utilities costs, the rise in expenses exceeded the benefits of these efforts.」

    In addition to rising raw material and labor costs, soaring utilities costs were explicitly identified, with higher expenses exceeding the benefits of cost reductions and energy-use optimization.
  9. FY2023-Q2RestatedAnnual report

    「In terms of profit, business profit declined to ¥955 million, down 34.0% year on year but 6.1% above the initial plan, as upfront investments such as marketing expenses increased in connection with global expansion across multiple business formats, while operating efficiency temporarily declined in some regions due to restrictions on activities to prevent COVID-19 infections.」

    Rising raw material and labor costs and higher expenses associated with global expansion continue to be cited as factors putting pressure on overseas business profits.
  10. FY2022-Q2RestatedAnnual report

    「In the food service industry, consumer sentiment has weakened due to the spread of COVID-19, in addition to intensifying competition across industries and business formats, and the operating environment remains challenging.」

    The challenging operating environment, including intensifying competition and deteriorating consumer sentiment due to COVID-19, has continued.
  11. FY2022-Q1RestatedAnnual report

    「In the food service industry, consumer sentiment has weakened due to the spread of COVID-19, in addition to intensifying competition across industries and business formats, and the operating environment remains challenging.」

    In addition to intensifying competition, deteriorating consumer sentiment due to COVID-19 has been identified as a factor contributing to the continuation of the challenging operating environment, alongside rising labor and raw material costs and other factors.
  12. FY2021RestatedAnnual report

    「In the restaurant industry, consumer sentiment has deteriorated due to the spread of COVID-19, in addition to rising labor costs against a backdrop of labor shortages, rising raw material costs, and intensifying competition across industries and business formats, and the challenging operating environment has continued.」

    The challenging operating environment, including labor shortages, rising labor and raw material costs, and intensifying competition, has continued.
  13. FY2021-Q3RestatedAnnual report

    「In the food service industry, the operating environment remains challenging as consumer sentiment has deteriorated due to COVID-19 infections, in addition to rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    The challenging operating environment, including labor shortages, rising labor and raw material costs, and intensifying competition, has continued alongside deteriorating consumer sentiment due to COVID-19.
  14. FY2021-Q1RestatedAnnual report

    「In the food service industry, the operating environment remains challenging as consumer sentiment has deteriorated due to COVID-19 infections, in addition to rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    Labor shortages, rising labor and raw material costs, and intensifying competition, together with deteriorating consumer sentiment due to COVID-19 infections, are described as part of the challenging operating environment.
  15. FY2020-Q3RestatedAnnual report

    「In the food service industry, the operating environment remains challenging due to rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    Labor shortages, rising labor and raw material costs, and intensifying competition across industries and business formats continue to be factors contributing to the challenging operating environment for the restaurant business.
  16. FY2020-Q2RestatedAnnual report

    「In the food service industry, the operating environment remains challenging due to rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    Labor shortages and rising labor and raw material costs continue to be factors contributing to the challenging operating environment for the restaurant business.
  17. FY2020-Q1RestatedAnnual report

    「In the food service industry, the operating environment remains challenging due to rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    Labor shortages and rising labor and raw material costs continue to be factors contributing to the challenging operating environment for the restaurant business.
  18. FY2019-Q3First statedAnnual report

    「The challenging operating environment has continued due to rising labor costs against a backdrop of labor shortages, rising raw material costs, and intensifying competition across industries and business formats.」

    Labor shortages and rising labor and raw material costs were recorded as an independent theme for the first time as factors making the operating environment for the restaurant business challenging.
Moved together

"Occurrence of Unprofitable Stores and Impairment Losses" moved the same way as this thread, in the same document, in 7 of its 20 moves.

743222★123456
  1. ★This thread
  2. 1Occurrence of Unprofitable Stores and Impairment Losses7×
  3. 2Impairment Risk for Goodwill and Intangible Assets from Acquisitions4×
  4. 3Expansion of UK and European brands through the acquisition of The Fulham Shore3×
  5. 4Restructuring and Insolvency Proceedings for Fulham Shore’s UK Operations2×
  6. 5Growth into a Global Company with Multiple Growth Drivers2×
  7. 6Overseas Expansion through a Multi-Portfolio Approach2×

★ 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
TORIDOLL Holdings's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Earnings of 2026-08-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.