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Hurxley Holdings (7561) · RiskWorsened

Risk of Higher Procurement Prices Due to Natural Disasters, Import Restrictions and Foreign Exchange Fluctuations

First written in FY2016. 12 of 23 entries say "Restated". Latest entry: 2026-08-05.

23entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2022WorsenedFY2025-H1 – 2026-08-052016: 120162017: 120172018: 320182019: 420192020: 020202021: 120212022: 320222023: 420232024: 220242025: 120252026: 32026
Same theme, other companies
Disruption of Food and Product Supply Systems and Procurement Price VolatilityA theme 94 companies write about · 105 as a headwind · 0 as a tailwind

Hurxley Holdings 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 2022: 45 of 64 companies on the "Worse" side.

21 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 94 companies compared. The sentences above are computed from all 94.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-05WorsenedEarnings

    「The business environment remains highly uncertain, owing to factors including heightened and prolonged geopolitical risks, particularly in the Middle East, the impact of higher prices caused by crude oil price risks and movements in foreign exchange rates, and increasingly frugal consumer behavior.」

    The company identifies prolonged geopolitical risks, high crude oil prices, inflation, foreign-exchange movements and consumer thrift as uncertainties affecting the business environment.
  2. FY2026WorsenedAnnual report

    「In the food-processing business, Inaba Peanut Co., Ltd., which relies on imported raw materials, faces significant risks from fluctuations in raw-material prices, including foreign exchange effects. There are also risks that poor harvests of rice and vegetables used in takeaway bento meals and other products, price increases amid inflation, or disruptions to chicken imports could affect business performance and financial condition.」

    Identified procurement risk as a major risk, specifying imported raw materials at Inaba Peanut, poor rice and vegetable harvests, inflation-driven price increases and disruptions to chicken imports, and rated the impact as "extremely significant" and the urgency as "high."
  3. 2026-05-13WorsenedEarnings

    「Looking ahead, the business environment is expected to remain difficult, given the continued geopolitical risks, foreign-exchange volatility, persistently high raw-material and energy prices, and the expectation that consumers will continue to favor saving in response to inflationary pressures.」

    The company identifies geopolitical risks, foreign exchange, raw-material and energy prices, and inflation-driven consumer thrift as concerns affecting the future business environment.
  4. FY2026-H1WorsenedAnnual report

    「During the interim consolidated accounting period, Japan's economy showed a gradual recovery, supported by robust inbound demand and improvements in employment and income conditions. However, the outlook remained uncertain amid concerns about an economic slowdown due to US tariff policies and heightened consumer efforts to protect their livelihoods as prices continued to rise.」

    In addition to the existing procurement and economic risks from inflation and other factors, explicitly identifies concerns about an economic slowdown caused by US tariff policies and heightened consumer efforts to protect their livelihoods as prices rise. States that the background to these risks is continuing and expanding. No amounts of price increases or other figures are provided.
  5. FY2025-H1MaterialisedAnnual report

    「Meanwhile, amid disruption to economic activity caused by extreme heat, earthquakes and torrential rain, among other factors, various costs continued to rise as foreign exchange movements drove inflation, while consumers became increasingly inclined to economize and protect their livelihoods as real wages declined.」

    Cost increases caused by foreign exchange movements, weather and disasters, and inflation have continued to materialize, putting pressure on profits in the prepared-meals business through higher raw-material prices.
  6. FY2024-Q3RestatedAnnual report

    「Meanwhile, in addition to inflation accompanying higher raw-material and energy prices against the backdrop of the prolonged situation in Ukraine, the outlook remained uncertain, as the effects of global monetary tightening and concerns about the outlook for the Chinese economy created risks that a downturn in overseas economies would affect Japan's domestic economy.」

    The downside risk to overseas economies from surging raw-material and energy prices, global monetary tightening and concerns about the outlook for the Chinese economy continues.
  7. FY2024-Q2WorsenedAnnual report

    「Meanwhile, in addition to inflation accompanying higher raw-material and energy prices against the backdrop of the prolonged situation in Ukraine, the economy remained in a state requiring close attention, as the effects of global monetary tightening and concerns about the outlook for the Chinese economy created risks that a downturn in overseas economies would affect Japan's domestic economy.」

    In addition to the existing risks from surging raw-material and energy prices and the weaker yen, explicitly identified global monetary tightening and concerns about the outlook for the Chinese economy as downside risks to Japan's domestic economy. No actual occurrence of these risks is stated.
  8. FY2024-Q1RestatedAnnual report

    「Meanwhile, in addition to inflation accompanying higher raw-material and energy prices against the backdrop of the prolonged situation in Ukraine, the economy remained in a state requiring close attention to downside risks, including the rapid depreciation of the yen.」

    Downside procurement and economic risks from the situation in Ukraine, surging raw-material and energy prices, and the rapid depreciation of the yen continue to be identified.
  9. FY2023ReframedAnnual report

    「In the food-processing business, Inaba Peanut Co., Ltd., which relies on imported raw materials, faces significant risks from fluctuations in raw-material prices, including foreign exchange effects. There are also risks that poor rice and vegetable harvests, which provide ingredients for takeaway bento meals, or disruptions to chicken imports could affect business performance and financial condition.」

    Reorganized the existing risks from natural disasters, import restrictions and foreign exchange as procurement risks following the addition of fluctuations in the prices of Inaba Peanut's imported raw materials after the Group's expansion.
  10. FY2023-Q3RestatedAnnual report

    「However, the outlook for the economy remained uncertain, with global resource and raw-material prices rising due to the situation in Ukraine since July 2022, compounded by price increases caused by the sharp depreciation of the yen.」

    Procurement and economic risks arising from the situation in Ukraine, surging resource and raw-material prices, and the sharp depreciation of the yen continue.
  11. FY2023-Q2WorsenedAnnual report

    「In the prepared-meals business, prolonged effects of the COVID-19 pandemic were compounded by inflation caused by global conditions and the weaker yen. Demand for ceremony and catering services declined, while higher raw-material prices increased costs.」

    States that, in addition to the existing procurement risks related to raw-material prices and foreign exchange, global conditions, inflation, the weaker yen and surging raw-material prices are simultaneously affecting the business.
  12. FY2023-Q1WorsenedAnnual report

    「However, amid uncertainty surrounding the situation in Russia and Ukraine, the economy remained in a state requiring close attention to downside risks, with resource and crude oil prices surging and the yen rapidly weakening against the US dollar.」

    In addition to the existing procurement risks from natural disasters, import restrictions and foreign exchange movements, specified the situation in Russia and Ukraine, surging resource and crude oil prices, and the rapid depreciation of the yen against the US dollar as downside risks to the economy.
  13. FY2022Geopolitical risk explicitly identifiedAnnual report

    「The supply-demand balance and market prices of livestock and agricultural products may fluctuate due to the suspension of chicken imports caused by food safety or hygiene issues and geopolitical risks, as well as natural disasters such as typhoons.」

    In addition to the existing risks of higher procurement costs due to natural disasters, import restrictions and foreign exchange movements, explicitly identifies geopolitical risk that could lead to the suspension of chicken imports.
  14. FY2022-Q2RestatedAnnual report

    「During the cumulative second-quarter consolidated period, there were no new business or other risks, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes to the risk of higher procurement costs due to natural disasters, import restrictions and foreign exchange movements.
  15. FY2020-Q2RestatedAnnual report

    「During the cumulative second-quarter consolidated period, there were no new business or other risks, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes to the risks of raw-material shortages and surging procurement costs caused by natural disasters, import restrictions and foreign exchange movements.
  16. FY2020-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no new business or other risks, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes to the risks of raw-material shortages and surging procurement costs caused by natural disasters, import restrictions and foreign exchange movements.
  17. FY2019RestatedAnnual report

    「If natural disasters or abnormal weather severely affect rice and vegetable harvests, this could affect the Group's performance. In addition, if shortages of raw materials or surging procurement costs arise for imported ingredients or containers as a result of import restrictions stemming from overseas political and economic conditions, public health and sanitation conditions, or harvest and production conditions, or from significant foreign exchange fluctuations, this could also affect the Group's performance.」

    Continues to identify the risks of raw-material shortages and surging procurement costs caused by natural disasters, import restrictions and foreign exchange movements.
  18. FY2019-Q3RestatedAnnual report

    「During the cumulative third-quarter consolidated period, there were no new business or other risks, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes to the risk of higher procurement costs due to natural disasters, import restrictions and foreign exchange movements.
  19. FY2019-Q2RestatedAnnual report

    「During the cumulative second-quarter consolidated period, there were no new business or other risks, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes to the risk of higher procurement costs due to natural disasters, import restrictions and foreign exchange movements.
  20. FY2019-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no new business or other risks, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes to the risk of higher procurement costs due to natural disasters, import restrictions and foreign exchange movements.
  21. FY2018-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no new business or other risks, and no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    States that there have been no material changes to the risk of higher procurement costs due to natural disasters, import restrictions and foreign exchange movements.
  22. FY2017RestatedAnnual report

    「If natural disasters or abnormal weather severely affect rice and vegetable harvests, this could affect the Group's performance. In addition, if shortages of raw materials or surging procurement costs arise for imported ingredients or containers as a result of import restrictions stemming from overseas political and economic conditions, public health and sanitation conditions, or harvest and production conditions, or from significant foreign exchange fluctuations, this could also affect the Group's performance.」

    Continues to disclose the risks of raw-material shortages and surging procurement costs caused by natural disasters, import restrictions and foreign exchange movements.
  23. FY2016First statedAnnual report

    「If natural disasters or abnormal weather severely affect rice and vegetable harvests, or if import restrictions on imported ingredients or containers arise due to overseas political or economic conditions, public health and sanitation, or harvest and production conditions, or procurement costs surge because of foreign exchange movements, these circumstances could affect the performance of the Group.」

    Risk that procurement prices and the supply of agricultural and livestock products, imported ingredients and containers may be affected by external factors.
Moved together

"Business Environment of Rising Ingredient Prices and Labor Costs and Stagnant Consumer Spending" moved the same way as this thread, in the same document, in 3 of its 23 moves.

32222★12345
  1. ★This thread
  2. 1Business Environment of Rising Ingredient Prices and Labor Costs and Stagnant Consumer Spending3×
  3. 2Risks Related to Securing and Training Personnel and Shortages of Store Part-Timers2×
  4. 3A multi-business, multi-company structure centered on takeout bento2×
  5. 4Impairment Risk for Fixed Assets and Goodwill2×
  6. 5Impact of COVID-19 on the Store and Catering Businesses2×

★ 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 Hurxley Holdings yet. It last moved in the Earnings of 2026-08-05: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Higher Procurement Prices Due to Natural Disasters, Import Restrictions and Foreign Exchange Fluctuations | HURXLEY HOLDINGS CORPORATION (7561) | Komori