Komori
G-7 Holdings (7508) · RiskMitigated

Meat Business profit pressured by higher raw material prices and rent

First written in FY2022-Q1. 8 of 16 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2026.

16entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2024-Q1 – FY2024-Q3WorsenedFY2025-H1 – FY2026-H12021: 220212022: 420222023: 420232024: 220242025: 220252026: 22026
Same theme, other companies
Profit Pressure from a Higher Cost RatioA theme 21 companies write about · 21 as a headwind · 0 as a tailwind

G-7 Holdings moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).

The whole theme swung hardest in 2017: 2 of 7 companies on the "Worse" side.

4 other companies' latest entry also says "Mitigated".

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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「In the Meat Business, the Company worked to ensure a stable supply of safe, reliable and fresh food products amid persistently high raw material prices and rising logistics costs. In addition to the revenue contribution from new store openings, the inclusion as a consolidated subsidiary of ミートプランニング, a company based in Takasaki, Gunma Prefecture that processes and sells beef tongue wholesale, from October 2025 enabled sales and profit both to exceed the previous fiscal year.」

    Despite continued increases in raw material prices and logistics costs, sales and profit in the Meat Business exceeded the previous fiscal year through new store openings and the inclusion of ミートプランニング as a consolidated subsidiary, according to the disclosure.
  2. 2026-05-13MitigatedEarnings

    「新規出店による増収効果に加え、2025年10月から群馬県高崎市に拠点を置き、牛タンの加工・卸販売を行う株式会社ミートプランニングを連結子会社化したことにより、売上及び利益面ともに前年度を上回りました。」

    精肉事業は前中間期・前期に示された原材料価格高騰等による利益圧迫から、通期では売上・利益が前年度を上回る状態となった。
  3. FY2026-H1WorsenedAnnual report

    「In the Meat Business, sales exceeded the previous year as the Company worked to ensure a stable supply of safe and reliable products and opened new stores, despite persistently high raw material prices and rising logistics costs. Profit declined, however, and the business recorded an ordinary loss, as the extremely hot weather reduced domestic pork production and caused market prices to surge, while consumers also became more savings-conscious.」

    In addition to the profit pressures from high raw material prices and the weaker yen, lower domestic pork production and a surge in market prices caused by the extremely hot weather, as well as consumers' increased savings-consciousness, resulted in an ordinary loss in the Meat Business.
  4. FY2025WorsenedAnnual report

    「As consumers became more price-conscious amid rising prices, sales and profit both fell below the previous fiscal year.」

    As raw material and imported raw material prices remained high, consumers became even more price-conscious, resulting in lower sales and profit in the Meat Business for the full year.
  5. FY2025-H1WorsenedAnnual report

    「However, sales of products declined as consumers became even more price-conscious, resulting in sales and profit both falling below the same period of the previous year.」

    As consumers became even more price-conscious while raw material prices and imported raw material prices remained high, the Meat Business experienced an actual decline in sales and deterioration in profit.
  6. FY2024-Q3MitigatedAnnual report

    「Despite continued increases in raw material prices and imported raw material prices due to the weaker yen, sales and profit both exceeded the same period of the previous year as a result of reviewing selling prices and product assortments and the revenue contribution from new store openings, among other factors.」

    Despite continued increases in raw material prices and imported raw material prices, sales and profit in the Meat Business exceeded the same period of the previous year through revisions to selling prices and product assortments and new store openings, according to the disclosure.
  7. FY2024-Q2MitigatedAnnual report

    「Despite continued increases in raw material prices and imported raw material prices due to the weaker yen, sales and profit both exceeded the same period of the previous year as a result of reviewing selling prices and the revenue contribution from new store openings, among other factors.」

    Despite continued increases in raw material prices and imported raw material prices, sales and profit in the Meat Business exceeded the same period of the previous year through revisions to selling prices and new store openings, according to the disclosure.
  8. FY2024-Q1MitigatedAnnual report

    「Despite continued increases in raw material prices and imported raw material prices due to the weaker yen, performance exceeded the previous year as a result of reviewing selling prices and the revenue contribution from new store openings, among other factors.」

    Despite continued increases in raw material prices and imported raw material prices due to the weaker yen, the Meat Business outperformed the previous year through revisions to selling prices and new store openings, according to the disclosure.
  9. FY2023WorsenedAnnual report

    「「お肉のてらばやし」, which provides safe and reliable food products centered on meat processing and sales, experienced a decline in profit as store earnings were pressured more than expected by lower gross profit margins resulting from higher raw material prices compared with the previous year and the further increase in imported raw material prices caused by the rapid depreciation of the yen.」

    In addition to lower gross profit margins resulting from higher raw material prices, the increase in imported raw material prices caused by the rapid depreciation of the yen pressured store earnings more than expected, and full-year ordinary profit declined 26.7%.
  10. FY2023-Q3RestatedAnnual report

    「「お肉のてらばやし」, which provides safe and reliable food products centered on meat processing and sales, experienced a decline in profit due to lower gross profit margins resulting from higher raw material prices compared with the previous year and the further increase in imported raw material prices caused by the rapid depreciation of the yen.」

    The decline in gross profit margins resulting from higher raw material prices and the increase in imported raw material prices caused by the rapid depreciation of the yen continued to pressure profit in the Meat Business.
  11. FY2023-Q2WorsenedAnnual report

    「Sales and profit both declined due to the impact of higher raw material prices compared with the previous year and the further increase in imported raw material prices caused by the prolonged invasion of Ukraine and the rapid depreciation of the yen.」

    In addition to lower gross profit margins resulting from higher raw material prices, the prolonged invasion of Ukraine and the rapid depreciation of the yen continued to drive further increases in imported raw material prices, pressuring sales and profit in the Meat Business.
  12. FY2023-Q1WorsenedAnnual report

    「Sales and profit both declined due to lower gross profit margins resulting from higher raw material prices compared with the previous year, as well as the further increase in imported raw material prices caused by the prolonged invasion of Ukraine and the rapid depreciation of the yen.」

    In addition to lower gross profit margins resulting from higher raw material prices, the prolonged invasion of Ukraine and the rapid depreciation of the yen caused a further increase in imported raw material prices, pressuring sales and profit in the Meat Business.
  13. FY2022RestatedAnnual report

    「Profit declined due to lower gross profit margins resulting from a global rise in raw material prices during the COVID-19 pandemic and higher selling, general and administrative expenses, including rent.」

    The continued global rise in raw material prices and increase in selling, general and administrative expenses, including rent, pressured profit in the Meat Business for the full year.
  14. FY2022-Q3WorsenedAnnual report

    「Profit declined due to lower gross profit margins resulting from a global rise in raw material prices during the COVID-19 pandemic and higher selling, general and administrative expenses, including rent. As a result, sales were ¥14,660 million, up 0.6% year on year, while ordinary profit was ¥349 million, down 56.3% year on year.」

    The continued global rise in raw material prices and increase in selling, general and administrative expenses, including rent, caused ordinary profit in the Meat Business to decline 56.3% year on year.
  15. FY2022-Q2WorsenedAnnual report

    「Profit declined due to lower gross profit margins resulting from higher raw material prices and higher selling, general and administrative expenses, including rent. As a result, sales were ¥9,401 million, up 0.8% year on year, while ordinary profit was ¥236 million, down 54.5% year on year.」

    The decline in gross profit margins due to higher raw material prices and the increase in selling, general and administrative expenses, including rent, continued, and ordinary profit in the Meat Business declined 54.5% year on year.
  16. FY2022-Q1First statedAnnual report

    「Gross profit margins declined due to higher raw material prices, while higher selling, general and administrative expenses, including rent, also resulted in declines in both sales and profit.」

    The decline in gross profit margins due to higher raw material prices and the increase in selling, general and administrative expenses, including rent, emerged for the first time as separate risks and performance pressures contributing to lower sales and profit in the Meat Business.
Moved together

"Slowing Overseas Economies and Uncertainty About the Outlook" moved the same way as this thread, in the same document, in 8 of its 16 moves.

855443★123456
  1. ★This thread
  2. 1Slowing Overseas Economies and Uncertainty About the Outlook8×
  3. 2Expansion across multiple business formats5×
  4. 3Restrictions on going out and lower consumption due to the spread of COVID-195×
  5. 4Intensifying competition among companies across industries and business formats4×
  6. 5Impairment Losses on Fixed Assets4×
  7. 6Higher average spend per customer and fewer customers following price increases3×

★ 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
G-7 Holdings's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-05-13: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.