Komori
Atom (7412) · RiskWorsened

Increase in raw material procurement costs due to epidemics, weather, natural disasters and foreign exchange fluctuations

First written in FY2016. 17 of 33 entries say "Restated". Latest entry: 2026-08-12.

33entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2022-Q3WorsenedFY2023-Q1 – 2026-08-122016: 320162017: 420172018: 420182019: 320192020: 420202021: 220212022: 320222023: 320232024: 020242025: 220252026: 52026
Same theme, other companies
Food Ingredient Safety, Stable Sourcing and Price Volatility RiskA theme 67 companies write about · 68 as a headwind · 0 as a tailwind

Atom moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2025: 28 of 39 companies on the "Worse" side.

14 other companies' latest entry also says "Worsened".

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 67 companies compared. The sentences above are computed from all 67.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Because our company uses a wide variety of food ingredients, difficulties in securing the necessary quantities of raw materials due to epidemics, adverse weather, natural disasters, resource competition resulting from geopolitical risks and other factors, or increases in procurement prices resulting from fluctuations in market prices or foreign exchange rates, could affect our operating results and financial position.」

    In addition to the previously identified risks from epidemics, weather, natural disasters and foreign exchange, resource competition driven by geopolitical risks is explicitly identified. The actual business environment is also described as experiencing persistently high costs for rice, meat, seafood, energy, logistics and other items.
  2. FY2026-H1WorsenedAnnual report

    「Meanwhile, prolonged inflation is leading to increasingly selective and value-conscious consumer spending, while uncertainty about the outlook persists due to the ongoing labor shortage and growing downside risks to the economy resulting from the impact of U.S. trade policy.」

    In addition to the previously identified risks from rising raw-material and energy costs, downside risks to the economy resulting from U.S. trade policy are explicitly identified. Uncertainty in the external environment, including raw-material procurement conditions, continues.
  3. FY2025WorsenedAnnual report

    「If epidemics, adverse weather conditions, natural disasters or geopolitical risks lead to competition for resources and make it difficult to secure the required quantities of raw materials, or if procurement prices rise due to fluctuations in market prices or foreign exchange rates, this could affect our operating results and financial position.」

    In addition to conventional risks from epidemics, weather, natural disasters and foreign exchange, resource competition driven by geopolitical risks is explicitly identified as a raw-material procurement risk, and the continuation of an environment of rising costs is noted.
  4. FY2024-Q2WorsenedAnnual report

    「The uncertain outlook has continued due to the prolonged Russia-Ukraine situation, higher raw-material and resource costs as the yen has weakened, persistently high energy prices, and the impact of chronic labor shortages, among other factors.」

    Identifies the geopolitical situation, the weaker yen, raw-material and resource costs, energy prices and chronic labor shortages as adverse external factors.
  5. FY2024-Q1WorsenedAnnual report

    「The economic outlook remains uncertain due to rising energy prices and higher consumer prices resulting from the weaker yen. The food-service industry also continues to face a challenging operating environment, including soaring prices, consumers’ heightened focus on protecting their household finances as selective consumption has become entrenched under the impact of COVID-19, geopolitical risks from the prolonged Russia-Ukraine situation, and higher raw-material, logistics and utility costs resulting from the weaker yen and other factors.」

    States that raw-material, logistics and utility costs have continued to rise against a backdrop of higher energy prices, the weaker yen and geopolitical risks.
  6. FY2023-Q3WorsenedAnnual report

    「During the first 3 quarters of the current fiscal year, the Japanese economy remained uncertain, as the eighth wave of COVID-19 emerged and prices for various goods and services were raised due to soaring raw-material and energy prices against a backdrop of the situation in Ukraine and the weaker yen, raising concerns about cooling consumer sentiment.」

    Describes the procurement and cost environment as one of continued soaring raw-material and energy prices and price increases against a backdrop of the eighth wave, the situation in Ukraine and the weaker yen.
  7. FY2023-Q2WorsenedAnnual report

    「In addition, signs that could slow the recovery of the global economy have continued, including higher energy and food-resource prices resulting from Russia’s invasion of Ukraine, which began in February 2022, shortages of raw materials and various components, and disruption to logistics.」

    States that higher energy and food-resource prices, raw-material and component shortages, and logistics disruption stemming from the invasion of Ukraine have continued. It also indicates that higher resource prices and the weaker yen have driven up costs.
  8. FY2023-Q1WorsenedAnnual report

    「However, signs that could slow the recovery of the global economy have continued, including higher energy and food-resource prices resulting from Russia’s invasion of Ukraine, which began in February 2022, shortages of raw materials and various components, and disruption to logistics.」

    Specifies higher energy and food-resource prices, raw-material and component shortages, and logistics disruption stemming from the invasion of Ukraine as factors worsening the raw-material and procurement environment.
  9. FY2022-Q3RestatedAnnual report

    「During the nine months ended December 2020, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  10. FY2022-Q2Explicitly identifies soaring crude oil and natural gas prices.Annual report

    「With concerns about a sixth wave of COVID-19 remaining unresolved and crude oil and natural gas prices also soaring, the uncertain outlook is expected to continue.」

    Explicitly identifies soaring crude oil and natural gas prices as external factors affecting raw-material and energy prices.
  11. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  12. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  13. FY2021-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  14. FY2020RestatedAnnual report

    「Because our group uses a wide range of food ingredients, difficulties may arise in securing the required quantities of raw materials due to outbreaks of epidemics, adverse weather conditions or natural disasters. If procurement prices rise due to fluctuations in market prices or foreign exchange rates, this could affect the performance of our group.」

    Reiterates the risk to raw-material procurement from epidemics, weather, natural disasters and price and foreign exchange fluctuations.
  15. FY2020-Q3RestatedAnnual report

    「During the nine months ended December 2020, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  16. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  17. FY2020-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  18. FY2019-Q3RestatedAnnual report

    「During the nine months ended December 2020, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  19. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  20. FY2019-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  21. FY2018MaterialisedAnnual report

    「Cost of sales amounted to ¥17.411 billion, up 2.1% year on year, reflecting the impact of new store openings, soaring raw-material prices and other factors.」

    The impact of soaring raw-material prices is actually cited in the current-year analysis of cost of sales, which amounted to ¥17.411 billion.
  22. FY2018-Q3RestatedAnnual report

    「During the nine months ended December 2020, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  23. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  24. FY2018-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  25. FY2017MaterialisedAnnual report

    「Cost of sales amounted to ¥17.053 billion, reflecting the impact of new store openings, soaring raw-material prices and other factors.」

    The impact of soaring raw-material prices is actually cited in the current-year analysis of cost of sales in relation to the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  26. FY2017-Q3RestatedAnnual report

    「During the nine months ended December 2020, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  27. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  28. FY2017-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」

    No material changes were identified in the risk of higher raw-material procurement prices due to epidemics, weather, natural disasters and foreign exchange movements.
  29. FY2016MaterialisedAnnual report

    「Cost of sales amounted to ¥16.958 billion, reflecting the impact of new store openings, higher sales and soaring raw-material prices.」

    While disclosing raw-material procurement risks, the current-year analysis actually cites the impact of soaring raw-material prices.
Moved together

"Decline in Same-Store Sales Driven by Competition in the Foodservice Market and Growth in Prepared Meals" moved the same way as this thread, in the same document, in 12 of its 33 moves.

12107444★123456
  1. ★This thread
  2. 1Decline in Same-Store Sales Driven by Competition in the Foodservice Market and Growth in Prepared Meals12×
  3. 2Fluctuations in Business Performance Due to Economic Trends, Consumer Spending and Sudden Changes in Economic Conditions10×
  4. 3Consolidated operating loss caused by corporate expenses exceeding segment profit7×
  5. 4Impairment losses on unprofitable stores, declining land prices and acquisition goodwill4×
  6. 5Decline in Net Assets and Equity Ratio Following Recognition of Net Loss4×
  7. 6Growth in the Restaurant Business and Revenue Declines in the Izakaya and Entertainment Businesses4×

★ 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
Atom's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Results of 2026-08-12: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.