Komori
Maruchiyo Yamaokaya (3399) · RiskMaterialised

Raw material price fluctuations driven by supply-demand conditions

First written in FY2017-Q1. 20 of 37 entries say "Materialised", first in FY2017. Latest entry: FY2027-H1.

37entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q1 – FY2021-Q3MaterialisedFY2023 – FY2027-H12016: 320162017: 420172018: 420182019: 420192020: 220202021: 320212022: 420222023: 420232024: 220242025: 220252026: 52026
Same theme, other companies
Impact of Raw Material Price Fluctuations on EarningsA theme 65 companies write about · 57 as a headwind · 5 as a tailwind

Maruchiyo Yamaokaya moved to the "Worse" side of this theme in 2017, 2 years before the typical company in this theme (2019).

The whole theme swung hardest in 2022: 40 of 57 companies on the "Worse" side.

15 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 65 companies compared. The sentences above are computed from all 65.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MaterialisedAnnual report

    「Raw material prices, energy prices and logistics costs, among others, have continued to rise, and these cost increases have put pressure on earnings. The business environment therefore remains challenging.」

    The rise in raw material prices has continued together with increases in energy prices and logistics costs, among others, and has emerged as an actual factor putting pressure on earnings.
  2. FY2026MaterialisedAnnual report

    「Raw material prices have continued to surge due to exchange rate fluctuations and changes in supply and demand conditions. Although we implemented price revisions multiple times, the cost ratio increased by approximately 0.9% compared with the previous fiscal year.」

    Surging raw material prices due to exchange rate fluctuations and changes in supply and demand conditions continued, and the cost ratio increased by approximately 0.9% year on year.
  3. 2026-03-16MaterialisedEarnings

    「Persistently high food-material costs and higher labor costs associated with wage increases,」

    Persistently high food-material costs continue to impose an actual burden as operating-related costs, together with labor and other costs.
  4. FY2026-H1MaterialisedAnnual report

    「Meanwhile, various costs, including labor, food ingredients, logistics and construction, continue to rise, and the business environment remains challenging.」

    Higher food ingredient costs continue as an actual cost burden, together with labor, logistics and other costs.
  5. FY2025MaterialisedAnnual report

    「Raw material prices have continued to surge due to exchange rate fluctuations and changes in supply and demand conditions. Although we have continued to implement strict loss controls, the cost ratio increased by approximately 0.7% compared with the previous fiscal year.」

    Surging raw material prices due to exchange rate fluctuations and changes in supply and demand conditions continued, and the cost ratio increased by approximately 0.7% year on year.
  6. FY2025-H1MaterialisedAnnual report

    「Surging raw material costs and higher labor and recruitment costs associated with wage increases and efforts to address labor shortages」

    It states that surging raw material costs, together with higher labor and recruitment costs, have actually driven increases in cost of sales and operating expenses.
  7. FY2025-Q1MaterialisedAnnual report

    「Surging raw material costs due to climate change and yen depreciation」

    It is stated that surging raw material costs against a backdrop of climate change and yen depreciation have actually driven increases in cost of sales and operating expenses.
  8. FY2024-Q3MaterialisedAnnual report

    「Raw material, utility, labor and recruitment costs, all essential to operations, have risen across the board,」

    The increase in raw material costs has emerged as an actual operating burden, together with increases in other major costs.
  9. FY2024-Q2MaterialisedAnnual report

    「Raw material, utility, labor and recruitment costs, all essential to operations, have risen across the board,」

    The increase in raw material costs has continued and has emerged as an operating cost burden.
  10. FY2024-Q1MaterialisedAnnual report

    「Higher utilities, transportation costs and procurement prices have continued from the previous fiscal year. Utilities increased by approximately ¥60 million from the initial plan, while the cost ratio increased by approximately 1% compared with the previous fiscal year.」

    It states that higher procurement prices continued and that the cost ratio increased by approximately 1% year on year.
  11. FY2023MaterialisedAnnual report

    「The cost ratio increased by approximately 1% compared with the previous fiscal year, primarily due to exchange rate fluctuations.」

    It states that the cost ratio increased by approximately 1% against a backdrop of raw material price fluctuations and other factors.
  12. FY2023-Q3RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions and surging prices continue,」

    It states that surging prices have continued in addition to raw material price fluctuations.
  13. FY2023-Q2RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions and surging prices continue,」

    It states that surging prices have continued in addition to raw material price fluctuations.
  14. FY2023-Q1WorsenedAnnual report

    「Raw material price fluctuations due to supply and demand conditions and surging prices continue,」

    It states that surging prices have continued in addition to fluctuations caused by the traditional balance of supply and demand, indicating a deterioration in raw material price risk.
  15. FY2022MaterialisedAnnual report

    「During the fiscal year, the unit prices of certain food ingredients fluctuated, among other changes,」

    It states that, as a risk related to raw material price fluctuations, the unit prices of certain food ingredients actually fluctuated during the fiscal year.
  16. FY2022-Q3RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    It continues to mention raw material price fluctuations due to supply and demand conditions.
  17. FY2022-Q2RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    It continues to mention raw material price fluctuations due to supply and demand conditions.
  18. FY2021MaterialisedAnnual report

    「During the fiscal year, the unit prices of certain food ingredients fluctuated, among other changes,」

    It states that, as a risk related to raw material price fluctuations, the unit prices of certain food ingredients actually fluctuated during the fiscal year.
  19. FY2021-Q3RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    It continues to mention raw material price fluctuations due to supply and demand conditions.
  20. FY2021-Q2RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    It continues to mention raw material price fluctuations due to supply and demand conditions.
  21. FY2020-Q3RestatedAnnual report

    「Raw material price fluctuations have also been observed due to changes in supply and demand conditions and the impact of higher delivery costs,」

    It continues to mention raw material price fluctuations due to changes in supply and demand conditions and the impact of higher delivery costs.
  22. FY2020-Q2RestatedAnnual report

    「Raw material price fluctuations have also been observed due in part to the impact of higher delivery costs,」

    It continues to mention raw material price fluctuations due to the impact of higher delivery costs and other factors.
  23. FY2020-Q1RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    It continues to mention raw material price fluctuations due to supply and demand conditions.
  24. FY2019MaterialisedAnnual report

    「The unit prices of certain food ingredients increased due to adverse weather, reduced supply and other factors,」

    It states that the prices of certain food ingredients actually increased during the fiscal year due to adverse weather, reduced supply and other factors.
  25. FY2019-Q3RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    It continues to mention raw material price fluctuations due to supply and demand conditions.
  26. FY2019-Q2RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    Raw material price fluctuations due to supply and demand conditions continue to be mentioned.
  27. FY2019-Q1RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    Raw material price fluctuations due to supply and demand conditions continue to be mentioned.
  28. FY2018MaterialisedAnnual report

    「The unit prices of certain food ingredients increased due to weather-related issues and other factors.」

    It states that the prices of certain food ingredients actually increased against a backdrop of adverse weather, reduced supply and other factors.
  29. FY2018-Q3RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    Raw material price fluctuations due to supply and demand conditions continue to be mentioned.
  30. FY2018-Q2MaterialisedAnnual report

    「Labor costs increased, primarily due to higher hourly wages and unit prices for certain food ingredients, among other factors,」

    It states that, as a raw material price fluctuation risk, the unit prices of certain food ingredients actually increased.
  31. FY2018-Q1MaterialisedAnnual report

    「Labor costs increased, primarily due to higher hourly wages and unit prices for certain food ingredients, among other factors,」

    It states that, as a raw material price fluctuation risk, the unit prices of certain food ingredients actually increased.
  32. FY2017MaterialisedAnnual report

    「Due in part to exchange rate fluctuations, the unit prices of certain food ingredients increased.」

    It states that, as a raw material price fluctuation risk, the unit prices of certain food ingredients actually increased.
  33. FY2017-Q3RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    Raw material price fluctuations due to supply and demand conditions continue to be mentioned.
  34. FY2017-Q2RestatedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    Raw material price fluctuations due to supply and demand conditions continue to be mentioned.
  35. FY2017-Q1First statedAnnual report

    「Raw material price fluctuations due to supply and demand conditions have also been observed,」

    It describes a situation in which raw material price fluctuations have occurred.
Moved together

"Uncertainty over the economic outlook due to the slowdown in overseas economies and monetary policy" moved the same way as this thread, in the same document, in 20 of its 37 moves.

201810865★123456
  1. ★This thread
  2. 1Uncertainty over the economic outlook due to the slowdown in overseas economies and monetary policy20×
  3. 2Higher Personnel and Recruitment Costs Due to Tight Labor Supply and Demand18×
  4. 3Rising Logistics Costs10×
  5. 4Changes in Social Activity and Consumer Trends Due to the Spread of COVID-198×
  6. 5Risk of impairment of fixed assets related to unprofitable stores6×
  7. 6Intensifying competition, including from the prepared-meal and other sectors5×

★ 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 Maruchiyo Yamaokaya yet. It last moved in the Earnings of 2026-09-11: "Materialised".
Raw material price fluctuations driven by supply-demand conditions | Maruchiyo Yamaokaya Corporation (3399) | Komori