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Jm Holdings (3539) · RiskRestated

Rising Utility, Transportation and Packaging Material Prices

First written in FY2016. 13 of 17 entries say "Restated". Latest entry: 2026-10-07.

17entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020RestatedFY2024-Q3 – FY2026-H12016: 12017: 120172018: 120182019: 420192020: 220202021: 020212022: 020222023: 220232024: 120242025: 220252026: 32026
Same theme, other companies
Profit pressure from higher material, packing and freight, and labor costsA theme 143 companies write about · 146 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 64 of 103 companies on the "Worse" side.

31 other companies' latest entry also says "Restated".

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 143 companies compared. The sentences above are computed from all 143.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「In the food retail industry, the operating environment remains challenging, as consumers have become increasingly focused on saving and low prices because food price increases have continued amid the weak yen and soaring raw material prices, in addition to rising costs including labor and logistics costs and electricity charges.」

    The Company continues to identify rising logistics, personnel, electricity and other costs, together with price increases driven by the yen's depreciation and higher raw material prices, as cost risks for store and logistics operations.
  2. FY2025RestatedAnnual report

    「In addition to higher personnel, logistics and other costs, food price increases continued due to the yen's depreciation and surging raw material prices, among other factors.」

    The risks of higher expenses and prices due to increases in logistics and other costs, crude oil and raw material prices, and the yen's depreciation remain.
  3. FY2025-H1RestatedAnnual report

    「In the food retail industry, the operating environment remains challenging, as consumers have become increasingly focused on saving and low prices because food price increases have continued amid the weak yen and soaring raw material prices, in addition to rising costs including labor and logistics costs.」

    The continued increase in logistics and other costs, together with price increases driven by the yen's depreciation and surging raw material prices, remains a risk for store and logistics operations.
  4. FY2024-Q3RestatedAnnual report

    「In the food retail industry, the operating environment remains challenging, as consumers have become increasingly focused on saving and low prices amid rising costs, including labor and logistics costs, compounded by repeated food price increases.」

    The continued increase in logistics costs and various other costs, including personnel expenses, together with ongoing food price increases, remains a risk for store and logistics operations.
  5. FY2024-Q1WorsenedAnnual report

    「In the food retail industry, the operating environment remains challenging, as consumers have become increasingly focused on saving and low prices amid rising labor, logistics, and utility costs, compounded by repeated food price increases.」

    In addition to logistics costs, higher personnel and utility costs have been specified, clarifying the risk of rising costs associated with store and logistics operations.
  6. FY2023-Q2WorsenedAnnual report

    「Repeated food price increases have continued due to the yen's rapid depreciation and surging crude oil and raw material prices,」

    The Company states that the yen's rapid depreciation, surging crude oil and raw material prices, and repeated price increases continue to put pressure on business costs and the sales environment.
  7. FY2020RestatedAnnual report

    「If electricity charges, fuel costs and the prices of related materials rise due to a surge in crude oil prices or other factors, this may increase the cost of sales, selling expenses and general and administrative expenses, potentially affecting the Group's operating results and financial position.」

    The cost risks from rising utility, transportation and material costs for trays, film and other items remain.
  8. FY2020-Q2RestatedAnnual report

    「The food retail industry continues to face a challenging business environment due to intensifying competition across industry and business-format boundaries, consumers holding back on purchases as sentiment weakened following the consumption tax increase, and rising labor and logistics costs against a backdrop of labor shortages.」

    The Company continues to identify higher logistics costs as a challenging factor in the food retail industry.
  9. FY2020-Q1RestatedAnnual report

    「The food retail industry continues to face a challenging business environment due to intensifying competition across industry and business-format boundaries, consumers holding back on purchases as sentiment weakened following the consumption tax increase, and rising labor and logistics costs against a backdrop of labor shortages.」

    The Company continues to identify higher logistics costs as a challenging factor in the food retail industry.
  10. FY2019RestatedAnnual report

    「If electricity charges, fuel costs and the prices of related materials rise due to a surge in crude oil prices or other factors, this may increase the cost of sales, selling expenses and general and administrative expenses, potentially affecting the Group's operating results and financial position.」

    The cost risks from rising utility, transportation and material costs for trays, checkout bags, film and other items remain.
  11. FY2019-Q3RestatedAnnual report

    「The food retail industry continues to face a challenging business environment due to consumers' deeply rooted thrift orientation, intensifying competition across industry and business-format boundaries, and rising labor and logistics costs against a backdrop of labor shortages.」

    The Company continues to identify higher logistics costs as a challenging factor in the food retail industry.
  12. FY2019-Q2RestatedAnnual report

    「The food retail industry continues to face a challenging business environment due to consumers' deeply rooted thrift orientation, intensifying competition across industry and business-format boundaries, and rising labor and logistics costs against a backdrop of labor shortages.」

    The Company continues to identify higher logistics costs as a challenging factor in the food retail industry.
  13. FY2019-Q1RestatedAnnual report

    「The food retail industry continues to face a challenging business environment due to consumers' deeply rooted thrift orientation, intensifying competition across industry and business-format boundaries, and rising labor and logistics costs against a backdrop of labor shortages.」

    The Company continues to identify higher logistics costs as a challenging factor in the food retail industry.
  14. FY2017RestatedAnnual report

    「If electricity charges, fuel costs and the prices of related materials rise due to a surge in crude oil prices or other factors, this may increase the cost of sales, selling expenses and general and administrative expenses, potentially affecting the Group's operating results and financial position.」

    The cost risks from rising utility, transportation and material costs for trays, checkout bags, film and other items remain.
  15. FY2016First statedAnnual report

    「If electricity charges, fuel costs and the prices of related materials rise due to a surge in crude oil prices or other factors, this may increase the cost of sales, selling expenses and general and administrative expenses, potentially affecting the Group's operating results and financial position.」

    The Company identifies rising utility and transportation costs associated with store operations and product distribution, as well as higher prices for petroleum-based trays, checkout bags and film, as cost risks.
Moved together

"Frugal consumer sentiment, intensifying competition, rising food prices, and concerns about safety and peace of mind" moved the same way as this thread, in the same document, in 2 of its 17 moves.

2★1
  1. ★This thread
  2. 1Frugal consumer sentiment, intensifying competition, rising food prices, and concerns about safety and peace of mind2×

★ 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 Jm Holdings yet. It last moved in the General Meetings of Shareholders of 2026-10-07: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising Utility, Transportation and Packaging Material Prices | JM HOLDINGS CO.,LTD. (3539) | Komori