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Buffalo (6676) · RiskDropped

Price Fluctuations in Agricultural Products and Food Packaging Materials

First written in FY2019-Q1. 7 of 15 entries say "Restated". Latest entry: FY2026.

15entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q2 – FY2020RestatedFY2024-Q3 – FY20262018: 220182019: 420192020: 220202021: 020212022: 320222023: 220232024: 120242025: 020252026: 12026
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

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

1 other company's latest entry also says "Dropped".

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. FY2026DroppedAnnual report

    「No company engaged in the food business remains within our group.」

    The risk of fluctuations in agricultural-product and food-packaging-material prices is not disclosed in this filing because the food business was excluded from consolidation.
  2. FY2024-Q3RestatedAnnual report

    「Although prices for raw materials, including the main ingredients wheat flour and buckwheat flour, rose and manufacturing labor costs increased due to labor shortages, the Company continued working to reduce costs and sought to establish the product price revision implemented in February 2023.」

    Prices for raw materials such as wheat flour and buckwheat flour continued to rise, and the Company is responding by reducing costs and establishing product price revisions.
  3. FY2024-Q1WorsenedAnnual report

    「Although prices for all raw materials and supplies, including the main ingredients wheat flour and buckwheat flour, rose and manufacturing labor costs increased due to labor shortages, the Company continued working to reduce costs and sought to establish the product price revision implemented in February 2023.」

    In addition to higher raw-material and supplies prices, higher manufacturing labor costs due to labor shortages were explicitly identified as a factor squeezing profits in the food business.
  4. FY2023WorsenedAnnual report

    「Because increases in the costs of raw materials, supplies and energy substantially exceeded expectations, the Company implemented another product price revision from February 2023.」

    Increases in raw-material, supplies and energy costs substantially exceeded expectations, leading to another product price revision in February 2023 in addition to the previous price revisions and cost-reduction measures.
  5. FY2023-Q2RestatedAnnual report

    「Although prices for raw materials and supplies, including the main ingredients wheat flour and buckwheat flour, as well as energy prices, rose, the Company worked to substantially reduce expenses such as advertising costs and to lower costs, while seeking to establish the product price revision implemented on 1 March 2022.」

    Prices for raw materials such as wheat flour and buckwheat flour, supplies and energy continued to rise, affecting the profit environment of the food business.
  6. FY2023-Q1RestatedAnnual report

    「Although prices for raw materials and supplies, including the main ingredients wheat flour and buckwheat flour, as well as energy prices, rose, the Company continued working to reduce product costs and expenses.」

    Prices for raw materials such as wheat flour and buckwheat flour, supplies and energy continued to rise, and the Company is responding by reducing product costs and expenses.
  7. FY2022-Q3MaterialisedAnnual report

    「Although prices for raw materials and supplies, including the main ingredients wheat flour and buckwheat flour, as well as energy prices, rose, the Company continued working to reduce product costs and expenses.」

    Prices for raw materials such as wheat flour and buckwheat flour, supplies and energy continued to rise, actually affecting the profit environment of the food business.
  8. FY2020RestatedAnnual report

    「Although raw-material prices and logistics costs continued to rise sharply, the effects of product price revisions implemented from March 2019, a review of unprofitable products and expense reductions became evident in profit.」

    While raw-material prices and logistics costs continued to rise sharply, the disclosure continues to explain that the impact is being contained through product price revisions, a review of unprofitable products and expense reductions.
  9. FY2020-Q3RestatedAnnual report

    「Although raw-material prices and logistics costs continued to rise sharply, the effects of product price revisions implemented from March 2019 and expense reductions became evident in profit.」

    The food business continues to explain that, although raw-material prices and logistics costs remain elevated, the effects of product price revisions and expense reductions are becoming evident.
  10. FY2020-Q2RestatedAnnual report

    「Although raw-material prices and logistics costs continued to rise sharply, the effects of product price revisions implemented from March 2019 and expense reductions became evident in profit.」

    Raw-material prices and logistics costs continued to rise sharply, but the disclosure continues to describe measures to mitigate the impact through product price revisions and expense reductions.
  11. FY2020-Q1MitigatedAnnual report

    「Although raw-material prices and energy costs continued to rise sharply, the effects of product price revisions implemented from March 2019 and expense reductions became evident in profit.」

    Raw-material prices and energy costs continued to rise sharply, but the disclosure states that the impact on profits was partly contained by product price revisions and expense reductions.
  12. FY2019MaterialisedAnnual report

    「However, profit growth struggled due in part to substantial increases in raw-material prices and energy costs.」

    The disclosure states that, in addition to higher raw-material prices, a substantial increase in energy costs actually affected profits in the food business.
  13. FY2019-Q3MaterialisedAnnual report

    「However, profit growth struggled due in part to substantial increases in raw-material prices and energy costs.」

    The disclosure states that, in addition to higher raw-material prices, a substantial increase in energy costs affected profits in the food business, with price fluctuation risk materializing as actual stagnation in profits.
  14. FY2019-Q2RestatedAnnual report

    「In the food business, agricultural products such as wheat and food-packaging film and corrugated boxes are major raw materials and supplies, and their prices fluctuate according to market conditions. Significant market fluctuations may affect the Group's business performance.」

    The risk of price fluctuations for agricultural products such as wheat and food-packaging materials continues to be disclosed.
  15. FY2019-Q1First statedAnnual report

    「In the food business, agricultural products such as wheat and food-packaging film and corrugated boxes are major raw materials and supplies, and their prices fluctuate according to market conditions. Significant market fluctuations may affect the Group's business performance.」

    Price fluctuations for agricultural products such as wheat, packaging film and corrugated boxes, which are major raw materials and supplies for the food business, have been disclosed as new risks.
Moved together

"Lower Selling Prices and Profitability Pressure from Intensifying Price Competition" moved the same way as this thread, in the same document, in 3 of its 15 moves.

3332★1234
  1. ★This thread
  2. 1Lower Selling Prices and Profitability Pressure from Intensifying Price Competition3×
  3. 2Contraction and stagnation in the digital consumer electronics market and economic uncertainty3×
  4. 3Impact of Unfavorable Weather and Natural Disasters on the Food Business3×
  5. 4Impact of Exchange-Rate Fluctuations on Business, Performance and Financial Position2×

★ 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.

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Price Fluctuations in Agricultural Products and Food Packaging Materials | BUFFALO INC. (6676) | Komori