Rising construction costs
First written in FY2026-H1. 3 of 5 entries say "Materialised", first in 2026-03-16. Latest entry: 2026-06-12.
Maruchiyo Yamaokaya moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 4 of 6 companies on the "Worse" side.
1 other company's latest entry also says "Materialised".
- 2026-06-12MaterialisedEarnings
「Operating-related costs continue to increase due to higher energy and consumables costs resulting from conditions in the Middle East, and the business environment remains challenging.」
As no direct new disclosure regarding higher construction costs was identified, this is recorded as a description of the existing cost-increase environment. - FY2026MaterialisedAnnual report
「Increases in operating-related costs continue, including persistently high food-material costs, higher labor costs associated with wage increases, higher recruiting expenses to secure personnel, and soaring store construction and equipment costs,」
Higher construction and equipment costs are described as an actual burden in the business environment, alongside increases in labor, recruitment, and food ingredient costs. - FY2026-H1First statedAnnual report
「Meanwhile, various costs, including labor, food ingredients, logistics and construction, continue to rise, and the business environment remains challenging.」
The company identified higher construction costs as a new cost risk in the business environment during the interim accounting period.