Rising raw material, personnel and recruitment costs in the food-service business
First written in FY2020-Q2. 7 of 13 entries say "Restated". Latest entry: 2026-10-15.
Ahc Group moved to the "Worse" side of this theme in 2020, 1 year after the typical company in this theme (2019).
The whole theme swung hardest in 2022: 41 of 48 companies on the "Worse" side.
21 other companies' latest entry also says "Restated".
- FY2026-H1WorsenedAnnual report
「As soaring raw-material prices, logistics costs and energy costs persist in the food service industry, appropriate price pass-through and the provision of added value are required. At the same time, store operations are rapidly becoming more efficient through labor-saving measures and the use of digital technologies, including digital transformation (DX), to address the serious labor shortage.」
Regarding the food service business, the company described the prolonged increases in raw-material prices, logistics costs and energy costs, as well as the serious labor shortage, and cited price pass-through, the provision of added value, labor-saving measures and DX as responses. - 2026-04-14RestatedEarnings
「As raw material prices and logistics costs continue to rise in the restaurant industry, businesses are required to pass on costs appropriately and provide added value, while store operations are rapidly becoming more efficient to reduce labor requirements.」
The Company described the continued rise in raw material prices and logistics costs, as well as the need to pass on costs, provide added value, and reduce labor requirements. - FY2025-H1RestatedAnnual report
「Although the food service industry continues to see a trend toward recovering demand, inflation caused by soaring raw-material prices and logistics costs, together with increased labor costs, including recruitment costs to secure employees, has become pronounced.」
While the recovery trend in food service demand continues, the company reaffirmed its view that increases in raw-material prices, logistics costs and recruitment costs have become pronounced. - FY2024RestatedAnnual report
「Although the food service industry continues to see a trend toward recovering demand, inflation caused by soaring raw-material prices and logistics costs, together with higher labor costs, including the revised minimum wage and recruitment costs to secure employees, has become pronounced.」
While food service demand is recovering, the company reaffirmed its view that increases in raw-material prices, logistics costs, the minimum wage and recruitment costs have become pronounced. - FY2024-Q2RestatedAnnual report
「Although the food service industry continues to see a trend toward recovering demand, inflation caused by soaring raw-material prices and logistics costs, together with higher hourly wages for part-time and temporary workers and increased labor costs, including recruitment costs to secure employees, has become pronounced.」
While referring to the continuing recovery trend in food service demand, the company reaffirmed its view that increases in raw-material prices, logistics costs, hourly wages and recruitment costs have become pronounced. - FY2023-Q2WorsenedAnnual report
「However, inflation caused by soaring raw-material prices, labor costs and logistics costs, together with higher hourly wages for part-time and temporary workers and increased recruitment costs to secure employees, has become pronounced.」
The company stated that soaring raw-material prices, labor costs and logistics costs, as well as higher hourly wages for part-time and temporary workers and increased recruitment costs, had become pronounced. - FY2023-Q1WorsenedAnnual report
「Although consumer activity has begun to recover as activity restrictions are eased in the food service industry, the market environment remains difficult due to uncertainty surrounding inflation caused by soaring raw-material prices, labor costs, resource prices, logistics costs and other expenses.」
While referring to the recovery in consumption resulting from eased activity restrictions, the company identified soaring resource prices and logistics costs, in addition to raw-material prices and labor costs, as factors contributing to the difficult market environment in the food service business. - FY2022WorsenedAnnual report
「In the food service industry, the quasi-emergency measures to prevent the spread of disease, which had been reapplied in January, were fully lifted on 21 March, and customer traffic had begun to recover gradually. However, the operating environment has remained difficult due to the resurgence in infections during the seventh wave of COVID-19 from July, as well as the impact of soaring raw-material prices, utility costs and other expenses.」
The company explicitly cited soaring raw-material prices, utility costs and other expenses, noting that the difficult environment for the food service business continues alongside the seventh wave of infections. - FY2022-Q3WorsenedAnnual report
「The industry environment remains uncertain due to soaring raw-material prices and a decrease in various cooperation subsidies because the government is no longer issuing restrictions on activities, and the company has yet to find a path to earnings recovery.」
In addition to continued soaring raw-material prices, the decrease in cooperation subsidies resulting from the absence of activity restrictions was cited as a factor hindering earnings recovery in the food service industry. - FY2020-Q2MaterialisedAnnual report
「In the food service industry, soaring raw-material costs and higher labor and recruitment costs, together with various requests from the government and local authorities under the state of emergency, forced many restaurants to temporarily close or shorten their operating hours, resulting in an extremely difficult operating environment.」
The company stated that higher costs surrounding the food service business were actually being incurred in the form of raw-material, labor and recruitment costs.