Surging energy and raw material prices
First written in FY2022. 7 of 11 entries say "Restated". Latest entry: 2026-07-31.
G-7 Holdings moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).
The whole theme swung hardest in 2022: 25 of 41 companies on the "Worse" side.
15 other companies' latest entry also says "Restated".
- 2026-07-31RestatedEarnings
「円安による輸入価格の上昇や中東情勢の緊迫化による資源・エネルギーの供給制約、米国の通商政策をめぐる動向等が懸念され、景気の先行きは不透明な状況が続いております。」
円安、資源・エネルギー供給制約および国際情勢をめぐるコスト・供給面の懸念を再確認している。 - FY2026RestatedAnnual report
「8. Geopolitical risks The prolonged situations in Russia and Ukraine and in the Middle East could affect the performance and financial position of the Group through surging energy and raw material prices and supply-chain disruptions.」
The prolonged geopolitical situations, surging energy and raw material prices, and supply-chain disruptions are explicitly identified as key risks. - FY2025RestatedAnnual report
「The retail industry continues to face a challenging business environment, including rising costs such as raw materials and labor, as well as concerns that continued price increases will further strengthen consumers' cost-consciousness.」
The disclosure continues to identify higher costs, including raw material and personnel expenses, and consumers' increasingly frugal mindset resulting from rising prices as burdens in the external environment. - FY2024-Q3RestatedAnnual report
「In the retail industry, the challenging operating environment continues, with prices rising amid the depreciation of the yen and surging raw material and energy prices, companies reviewing the prices of products and services, and consumers becoming increasingly frugal.」
The disclosure reaffirms the challenging retail environment of continued yen depreciation, surging raw material and energy prices, rising prices and consumers' increasingly frugal mindset. - FY2024-Q2RestatedAnnual report
「The challenging operating environment continues, with costs including raw materials, logistics expenses, utilities and personnel expenses increasing across the board.」
The disclosure continues to identify higher business costs, including raw materials, logistics, utilities and personnel expenses, as a burden in the external environment for the retail industry. - FY2024-Q1WorsenedAnnual report
「The challenging operating environment continues, with business operating costs increasing across the board, including a substantial increase in energy costs such as electricity charges.」
The disclosure states that, in addition to the previous surge in energy and raw material prices, energy costs such as electricity charges have increased substantially, driving up business operating costs overall. - FY2023RestatedAnnual report
「The retail industry continues to face a challenging business environment, with concerns that personal consumption will weaken due to repeated price increases for daily necessities and other products, in addition to higher electricity rates and soaring raw material prices.」
The disclosure continues to identify the cooling of personal consumption caused by surging energy and raw material prices and higher product prices as part of the full-year external environment. - FY2023-Q3RestatedAnnual report
「The retail industry continues to face a challenging business environment, as repeated price increases across a wide range of products due to rising energy and raw material prices may further stagnate personal consumption while restrictions on activities related to COVID-19 are eased.」
The disclosure continues to identify concerns that rising energy and raw material prices and higher product prices could stagnate personal consumption as part of the retail industry's external environment. - FY2023-Q2WorsenedAnnual report
「The outlook remains uncertain due to the renewed increase in infections from the seventh wave of COVID-19 since July, surging energy prices, rising raw material prices and the rapid depreciation of the yen, among other factors.」
In addition to surging energy and raw material prices, the rapid depreciation of the yen is explicitly identified as a burden in the external environment. - FY2023-Q1ReframedAnnual report
「The retail industry continues to face a challenging business environment, as repeated price increases driven by rising energy prices and logistics costs may strengthen consumers' cost-consciousness while the severe impact of COVID-19 eases.」
In addition to surging energy and raw material prices, rising logistics costs and successive price increases may encourage consumers to adopt a more frugal mindset. - FY2022First statedAnnual report
「The retail industry continues to face a challenging business environment, with changes in consumers' lifestyles and diversification of sales channels due to the impact of COVID-19, intensifying competition among companies across industries and business formats, and rising energy and raw material prices.」
The surge in energy and raw material prices, which is now actually being observed, has emerged independently for the first time as a factor contributing to the retail industry's challenging operating environment.