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Cypress Holdings (428A) · RiskMaterialised

Difficulties in Sourcing Ingredients and Surging Prices

First written in FY2025. 2 of 3 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-04-10.

3entries
2years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY20252025: 120252026: 22026
Same theme, other companies
Disruption of Food and Product Supply Systems and Procurement Price VolatilityA theme 94 companies write about · 105 as a headwind · 0 as a tailwind

Cypress Holdings moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2022: 45 of 64 companies on the "Worse" side.

26 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 94 companies compared. The sentences above are computed from all 94.
Full recordFilings, disclosures and news, newest first
  1. 2026-04-10MaterialisedEarnings

    「Although inflation, including higher rice prices, increased personnel expenses due to wage increases aimed at improving employee motivation and securing talented personnel, and the impact of one-time listing-related expenses affected results, the initial budget had been achieved as of the interim period, and interim profit increased 16.5% year on year.」

    The Company stated that inflation, including higher rice prices, continued to emerge as a factor affecting performance. The canonical thread remains unchanged.
  2. FY2026-H1MaterialisedAnnual report

    「Although results were affected by rising prices, including those of rice, higher personnel expenses resulting from base-pay increases aimed at improving employee motivation and securing talented personnel, and one-off expenses related to the listing, we achieved the initial budget as of the interim period.」

    The disclosure states that rising prices, including food ingredient costs, actually affected performance during the current interim consolidated accounting period. The impact amount of the risk was not individually disclosed, so quantified is false.
  3. FY2025First statedAnnual report

    「If uncertainty in the procurement of raw materials and other items or price increases arise, our group’s operating performance may be affected by factors including a higher cost-of-sales ratio.」

    Inflation, extreme weather, logistics disruptions, fishing restrictions and foreign-exchange fluctuations are cited as potential factors. We plan to respond by maintaining relationships with a large number of suppliers.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Cypress Holdings's next results are scheduled for 2026-10-07. Read the earnings preview It last moved in the Earnings of 2026-04-10: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Difficulties in Sourcing Ingredients and Surging Prices | Cypress Holdings Co.,Ltd. (428A) | Komori