Komori
Maruyoshi Center (7515) · RiskMaterialised

Higher purchase costs

First written in FY2018. 16 of 25 entries say "Restated". Latest entry: FY2026.

25entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2022-Q3RestatedFY2024-Q2 – FY2025-H1WorsenedFY2025 – FY20262018: 320182019: 320192020: 320202021: 220212022: 220222023: 420232024: 420242025: 220252026: 22026
Same theme, other companies
Pressure on Profit from Higher Cost RatiosA theme 19 companies write about · 19 as a headwind · 0 as a tailwind

Maruyoshi Center moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2026: 6 of 12 companies on the "Worse" side.

2 other companies' latest entry also says "Materialised".

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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Net sales for the current consolidated fiscal year remained strong at ¥40,754 million (up 2.5% year on year), due in part to higher average customer spending, but gross profit was ¥9,423 million (up 1.0% year on year) due to higher cost of sales resulting from soaring raw material prices and other factors.」

    The Company states that higher cost of sales resulting from soaring raw material prices actually occurred in the current fiscal year, while gross profit increased only 1.0% compared with the 2.5% increase in net sales.
  2. 2026-04-15WorsenedRevision of earnings forecasts

    「Merchandise costs are expected to rise alongside crude oil prices, while electricity, freight and consumables costs are also expected to increase.」

    For the next fiscal year, the company expects increases in merchandise costs associated with higher crude oil prices, as well as electricity, freight and consumables costs.
  3. FY2026-H1MaterialisedAnnual report

    「It is difficult to raise selling prices in line with rising procurement costs, putting pressure on gross profit」

    The Company states that the increase in procurement costs could not be sufficiently passed on to selling prices, and that the resulting pressure on gross profit has actually materialized.
  4. FY2025WorsenedAnnual report

    「Gross profit was ¥9,326 million (up 2.6% year on year) due to higher cost of sales resulting from soaring raw material prices. Total selling, general and administrative expenses increased by ¥274 million for salaries, allowances and bonuses due to the increase in the minimum wage, while utility expenses increased by ¥79 million, partly reflecting the reversal of the reduction in fuel costs resulting from the government's Fuel Price Volatility Mitigation Subsidy in the previous fiscal year」

    The Company reports an actual increase in cost of sales due to soaring raw material prices, as well as increases of ¥274 million in salaries, allowances and bonuses resulting from the higher minimum wage and other factors, and ¥79 million in utility expenses.
  5. FY2025-H1RestatedAnnual report

    「The environment surrounding the retail industry is also becoming increasingly challenging, with lower purchasing appetite caused by anxiety about the future resulting from rising prices, higher personnel-related costs due to tight labor demand, and increased expenses such as utility and freight costs because of soaring energy prices.」

    The Company continues to view the environment surrounding rising costs as challenging, including increases in expenses such as utility costs and freight charges resulting from soaring energy prices.
  6. FY2025-Q1RestatedAnnual report

    「The environment surrounding the retail industry is also becoming increasingly challenging, with lower purchasing appetite caused by anxiety about the future resulting from rising prices, higher personnel-related costs due to tight labor demand, and increased expenses such as utility and freight costs because of soaring energy prices.」

    The Company reiterates, in connection with the existing theme of rising procurement costs and other costs, its view that expenses such as utility costs and freight charges continue to increase as a result of soaring energy prices.
  7. FY2024RestatedAnnual report

    「Meanwhile, in response to increases in product costs, raw material costs and electricity and utility expenses caused by persistently high crude oil prices and the weaker yen,」

    The Company states that increases in product costs, raw material costs and electricity and utility expenses driven by persistently high crude oil prices and the weaker yen are continuing.
  8. FY2024-Q3RestatedAnnual report

    「During the nine-month period ended 30 November 2023 (1 March 2023 to 30 November 2023), Japan's economy showed signs of improvement as the impact of COVID-19 gradually subsided and restrictions on activities in Japan and entry restrictions for visitors from overseas were eased. However, the outlook remained uncertain because of the prolonged Russia-Ukraine situation, higher energy and raw material prices caused by the weaker yen, and rising prices.」

    The Company reiterates its view that soaring energy and raw material prices and rising prices, driven by the weaker yen and the prolonged situation, are continuing.
  9. FY2024-Q2RestatedAnnual report

    「During the six-month period ended 31 August 2023 (1 March 2023 to 31 August 2023), Japan's economy showed signs of improvement as the impact of COVID-19 gradually subsided and restrictions on activities in Japan and entry restrictions for visitors from overseas were eased. However, the outlook remained uncertain because of the prolonged Russia-Ukraine situation, higher energy and raw material prices caused by the weaker yen, and rising prices.」

    The Company reiterates its view that soaring energy and raw material prices and rising prices, driven by the weaker yen and the prolonged situation, are continuing.
  10. FY2024-Q1MaterialisedAnnual report

    「In addition, uncertainty about the outlook continues due to the prolonged situation in Russia and Ukraine, soaring energy and raw material prices resulting from the weaker yen, and rising prices.」

    The Company states that soaring energy and raw material prices and rising prices have actually occurred against a backdrop of the weaker yen and the prolonged situation, indicating the continued materialization of the risk of rising procurement costs.
  11. FY2023MaterialisedAnnual report

    「In addition, regarding increases in product costs, utility expenses and other costs due to soaring crude oil prices, the weaker yen and other factors,」

    The Company states that product costs, utility expenses and other costs have actually increased against a backdrop of soaring crude oil prices and the weaker yen.
  12. FY2023-Q3RestatedAnnual report

    「In addition, regarding increases in product costs, utility expenses and other costs due to soaring crude oil prices, the weaker yen and other factors, the Company will further advance productivity improvements aimed at building a more robust management foundation」

    The Company continues to describe increases in product costs, utility expenses and other costs due to soaring crude oil prices and the weaker yen, as it did in the previous quarter.
  13. FY2023-Q2MaterialisedAnnual report

    「In addition, regarding increases in product costs, utility expenses and other costs due to soaring crude oil prices, the weaker yen and other factors,」

    The Company states that product costs, utility expenses and other costs have actually increased against a backdrop of soaring crude oil prices and the weaker yen, indicating that the previously identified risk of rising procurement costs has materialized.
  14. FY2022-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no new occurrences or material changes in the business and other risks described in the previous fiscal year, including rising procurement costs.
  15. FY2022-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no new occurrences or material changes in the business and other risks described in the previous fiscal year, including rising procurement costs.
  16. FY2021-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the business and other risks described in the previous fiscal year, including rising procurement costs.
  17. FY2021-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the business and other risks described in the previous fiscal year, including rising procurement costs.
  18. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the business and other risks described in the previous fiscal year, including rising procurement costs.
  19. FY2020-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the business and other risks described in the previous fiscal year, including rising procurement costs.
  20. FY2020-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the business and other risks described in the previous fiscal year, including rising procurement costs.
  21. FY2019DroppedAnnual report

    「Among the matters concerning the business overview, accounting and other matters described in the annual securities report, the following are the principal matters that may have a material impact on investors' decisions.」

    Rising procurement costs, which had been listed as a concern through the previous fiscal year, are not included in the list of business and other risks for the current fiscal year.
  22. FY2019-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the business and other risks described in the previous fiscal year, including rising procurement costs.
  23. FY2019-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the business and other risks described in the previous fiscal year, including rising procurement costs.
  24. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the business and other risks described in the previous fiscal year, including rising procurement costs.
  25. FY2018First statedAnnual report

    「The outlook remains uncertain, as the external environment surrounding the Company remains challenging, with concerns including rising procurement costs, new store openings by competitors and a delayed recovery in personal consumption.」

    Rising procurement costs have newly been identified as a concern for the future, alongside new store openings by competitors and a delayed recovery in personal consumption.
Moved together

"Slowdown in Emerging Asian Economies and Uncertainty over the Economic Environment" moved the same way as this thread, in the same document, in 4 of its 25 moves.

43322★12345
  1. ★This thread
  2. 1Slowdown in Emerging Asian Economies and Uncertainty over the Economic Environment4×
  3. 2Year-on-year declines in net sales, operating profit, ordinary profit and profit attributable to owners of the parent3×
  4. 3Increased Labor-Related Cost Burden from Tight Labor Supply and Demand, Higher Social Security Costs and Minimum Wages3×
  5. 4Increased Liabilities, Decreased Net Assets and Lower Equity Ratio2×
  6. 5Natural Disaster and Accident Risks Affecting Stores, Processing and Logistics Facilities, and Information Systems2×

★ 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
No upcoming earnings preview for Maruyoshi Center yet. It last moved in the Revision of earnings forecasts of 2026-04-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Higher purchase costs | Maruyoshi Center Inc. (7515) | Komori