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Cookbiz (6558) · RiskMaterialised

Risks of Raw Material Procurement and Price Increases Arising from Fishery Resources and Climate Change

First written in FY2023. 6 of 9 entries say "Materialised", first in FY2025-H1. Latest entry: 2026-10-14.

9entries
3years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023ReframedFY2024MaterialisedFY2025-H1 – FY2026-H12024: 120242025: 220252026: 62026
Same theme, other companies
Commodity Price and Inventory Valuation Risk Arising from Supply-Demand FluctuationsA theme 10 companies write about · 10 as a headwind · 0 as a tailwind

Cookbiz moved to the "Worse" side of this theme in 2025, 6 years after the typical company in this theme (2019).

The whole theme swung hardest in 2022: 7 of 8 companies on the "Worse" side.

4 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MaterialisedAnnual report

    「Although we reported an operating loss in the second quarter consolidated accounting period due to the recognition of an impairment loss on scallop inventories, we remained profitable for the current interim consolidated accounting period.」

    The disclosure states that the risk of fluctuations in fishery resources and raw material prices materialized as an impairment loss on scallop inventories. Meanwhile, the investment business as a whole remained profitable during the interim period.
  2. FY2025MaterialisedAnnual report

    「We have worked to expand scallop sales at きゅういち株式会社, but stable procurement was difficult because raw material prices remained high. In addition, the decline in fresh fish catches during the second quarter accounting period compared with a typical year put the business under pressure.」

    The risks of higher raw material prices and fluctuations in fishery yields affected actual results through difficulties in stable scallop procurement and lower fresh fish catches.
  3. FY2025-H1MaterialisedAnnual report

    「During the interim consolidated accounting period, landings of fresh fish, including sardines, young yellowtail, yellowtail, flounder and mackerel, in the Donan area remained sluggish at きゅうい株式会社.」

    Regarding fluctuations in fishery yields and raw material procurement risk, low fresh fish landings in the southern Hokkaido region continued and became a factor behind lower revenue and profit in the investment business.
  4. FY2024ReframedAnnual report

    「There is also a risk that external factors, including deterioration of public safety and social disruption caused by political and economic conditions, terrorism and conflicts, may drive up raw-material prices and energy costs related to sourcing and production.」

    In addition to the previously disclosed risks to raw-material yields and prices from climate change, overfishing and illegal operations, the company expanded its risk disclosures to cover external factors affecting sourcing and production overall, including political and economic conditions, conflicts and energy costs.
  5. FY2023First statedAnnual report

    「Changes in marine and terrestrial environments caused by climate change may reduce yields of seafood and other raw materials, potentially driving up raw-material prices.」

    In connection with きゅうい株式会社’s frozen seafood processing business, the company disclosed for the first time the risk of fluctuations in raw-material yields, prices and sourcing costs due to climate change, overfishing, illegal operations, and political and economic conditions.
Moved together

"Risk of market contraction, slowing growth and declining service competitiveness" moved the same way as this thread, in the same document, in 6 of its 9 moves.

644222★123456
  1. ★This thread
  2. 1Risk of market contraction, slowing growth and declining service competitiveness6×
  3. 2Establishing a Sustainable Earnings Foundation4×
  4. 3Dilution of Share Value from Stock Options4×
  5. 4Grow each business and enhance corporate value2×
  6. 5Expected Recovery in Sales and Operating Profit/Loss Under COVID-192×
  7. 6Revitalization support for and acquisition of 株式会社久一米田商店 as a subsidiary2×

★ 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 Cookbiz yet. It last moved in the Revisions to earnings forecasts of 2026-10-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risks of Raw Material Procurement and Price Increases Arising from Fishery Resources and Climate Change | Cookbiz Co.,Ltd. (6558) | Komori