Higher Fuel Unit Prices and Delivery Costs
First written in FY2019-Q1. 6 of 12 entries say "Restated". Latest entry: FY2026.
Aeon Hokkaido moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).
The whole theme swung hardest in 2026: 8 of 13 companies on the "Worse" side.
3 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「Although the company’s core business is retail, changes in the external environment, including higher electricity charges due to surging crude oil prices, could lead to significantly higher utility expenses for store operations and procurement prices for products and store materials, potentially affecting the company’s business results.」
The company is reaffirming the cost risks arising from higher crude oil prices and electricity charges and higher procurement prices for products and store materials. - FY2026-H1RestatedAnnual report
「Meanwhile, the unstable international situation, including the impact of U.S. trade policy and conditions in the Middle East, continues, and uncertainty about the outlook remains.」
The company is reaffirming uncertainty about the outlook due to international instability. Inflation and consumers’ persistently elevated focus on protecting household finances are also continuing. - FY2025RestatedAnnual report
「Although the company’s core business is retail, changes in the external environment, including higher electricity charges due to surging crude oil prices, could lead to significantly higher utility expenses for store operations and procurement prices for products and store materials, potentially affecting the company’s business results.」
The company is reaffirming the cost risks arising from higher crude oil prices and electricity charges and higher procurement prices for products and store materials. - FY2025-H1RestatedAnnual report
「Meanwhile, consumer efforts to protect household finances remained elevated as inflation caused by soaring energy prices due to unstable international conditions and rising labor and logistics costs continued.」
The company is reaffirming that cost and price increases resulting from higher energy prices, labor costs and logistics costs are continuing. - FY2025-Q1WorsenedAnnual report
「Meanwhile, consumer efforts to protect household finances have increased further amid inflation caused by soaring energy prices due to unstable international conditions, rising labor and logistics costs, and sluggish growth in real wages.」
In addition to the previous increases in energy and raw material costs, the company cited higher labor and logistics costs and sluggish growth in real wages, indicating mounting pressure on costs and the consumer environment. - FY2024-Q3RestatedAnnual report
「Meanwhile, consumers’ focus on protecting household finances remains elevated, affected by inflation resulting from surging energy and raw material prices.」
The company stated that surging energy and raw material prices, together with the resulting heightened focus on protecting household finances, are continuing. - FY2024-Q1RestatedAnnual report
「Meanwhile, uncertainty about the outlook continues as raw material prices remain elevated and energy costs remain high, while consumers’ focus on protecting household finances remains elevated.」
The company stated that surging raw material prices and persistently high energy costs are continuing. - FY2023-Q3WorsenedAnnual report
「Although the company’s core business is retail, changes in the external environment, including higher electricity charges due to surging crude oil prices, could lead to significantly higher utility expenses for store operations and procurement prices for products and store materials, potentially affecting the company’s business results and financial position.」
The risk of higher fuel and raw material costs was described in concrete terms, extending to electricity charges, store utility expenses and procurement prices for products and store materials due to higher crude oil prices, and was added to the business risks. - FY2023-Q2WorsenedAnnual report
「Meanwhile, the outlook remains uncertain as raw material prices have soared due to rapid yen depreciation and the prolonged deterioration in the situation between Russia and Ukraine, while fuel prices have remained high and consumer efforts to protect household finances have increased further.」
Regarding the factors driving higher raw material and fuel prices, a sharp depreciation of the yen and prolonged deterioration in the international situation have compounded one another, expanding uncertainty in the cost environment. - FY2023-Q1WorsenedAnnual report
「Meanwhile, the outlook remains uncertain due to soaring raw material prices caused by high crude oil prices and adverse weather conditions, higher import costs due to yen depreciation, and the impact of the situation between Russia and Ukraine, while consumer efforts to protect household finances are increasing further.」
In addition to cost increases resulting from higher crude oil prices, surging raw material prices and higher import costs due to the weaker yen have compounded one another, expanding uncertainty in the cost environment. - FY2022-Q3MaterialisedAnnual report
「However, the outlook remains uncertain due to the global spread of variants, soaring crude oil prices and yen depreciation, and consumer awareness of the need to protect household finances is expected to remain elevated.」
Higher crude oil prices continue to appear in the operating environment as a factor creating uncertainty about the outlook. - FY2019-Q1MaterialisedAnnual report
「The retail industry remains in a situation that permits no complacency, as irregular weather, higher fuel unit prices and delivery costs, and rising labor costs resulting from labor shortages have coincided.」
Higher fuel unit prices and delivery costs were first listed separately as cost factors that had actually emerged in the operating environment during the first quarter.