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OM2Network (7614) · RiskReframed

Surge in Raw Material Prices

First written in FY2017-Q1. 17 of 33 entries say "Restated". Latest entry: 2026-09-14.

33entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – FY2022-Q3RestatedFY2024-Q2 – FY2025-H1ReframedFY2025 – 2026-09-142016: 320162017: 220172018: 420182019: 320192020: 320202021: 420212022: 420222023: 220232024: 220242025: 220252026: 42026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.

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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 370 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-14ReframedEarnings

    「原材料価格や包材費、物流費の高騰、人件費の増加、深刻な人手不足等の影響がある中、消費者の節約志向は強く、依然として厳しい経営状況が続いております。」

    原材料価格に加え、包材費、物流費、人件費、人手不足、節約志向を食品小売業の負担要因として併記している。
  2. FY2027-H1ReframedAnnual report

    「In the food retail industry, which includes the Group's core businesses, although the products handled are essential to people's daily lives, challenging operating conditions continue amid the impact of soaring raw material, packaging material, and logistics costs, higher labor costs, and severe labor shortages, while consumers' preference for saving remains strong.」

    In addition to the previously cited raw material and logistics costs, soaring packaging material costs, higher labor costs, and severe labor shortages are listed as burdens on input costs and supply.
  3. 2026-06-12ReframedEarnings

    「Business conditions remain challenging due to soaring raw material and energy prices, higher labour costs, a severe labour shortage and weaker consumer sentiment, among other factors.」

    The description was reorganised from one centred on raw material market prices to a broader description of cost pressures including raw material and energy prices, labour costs and labour shortages.
  4. FY2026ReframedAnnual report

    「Concerns remain over soaring raw material and energy prices, higher labor costs, and severe labor shortages,」

    Compared with the previous references to raw material prices, logistics costs, and other factors, raw material prices, energy prices, labor costs, and labor shortages are now collectively presented as cost burdens.
  5. FY2026-H1ReframedAnnual report

    「Amid consumers' preference for saving, challenging conditions continue due to the continued labor shortage, rising labor costs, soaring raw material prices, higher logistics costs, and other factors.」

    In addition to the traditional cost burdens of labor shortages, labor costs, raw material prices, and logistics costs, it also cites consumers' preference for saving. In the food service business, it also refers to higher prices for raw materials, including domestically produced rice, and higher energy prices.
  6. FY2025ReframedAnnual report

    「Concerns remain over soaring energy and raw material prices, higher labor costs, higher logistics costs, and severe labor shortages, and challenging operating conditions continue.」

    In addition to the previously cited soaring raw material prices and other factors, energy prices, raw material prices, labor costs, logistics costs, and severe labor shortages are listed as burdens on the food retail industry.
  7. FY2025-H1RestatedAnnual report

    「In the food retail industry, which includes the Group's core businesses, although the products handled are essential to people's daily lives, challenging conditions continue due to the continued labor shortage, rising labor costs, soaring raw material prices, higher logistics costs, and other factors.」

    It cites labor shortages, higher labor costs, soaring raw material prices, and higher logistics costs as continuing factors weighing on the food retail industry.
  8. FY2025-Q1RestatedAnnual report

    「In the food retail industry, which includes the Group's core businesses, although the products handled are essential to people's daily lives, challenging conditions continue due to the continued labor shortage, rising labor costs, soaring raw material prices, higher logistics costs, and other factors.」

    It cites labor shortages, higher labor costs, soaring raw material prices, and higher logistics costs as continuing cost burdens on the food retail industry.
  9. FY2024-Q3RestatedAnnual report

    「The uncertain situation continues due to the continued labor shortage, rising labor costs, soaring raw material prices, higher logistics costs, and other factors.」

    It cites labor shortages, higher labor costs, soaring raw material prices, and higher logistics costs as continuing factors weighing on input costs.
  10. FY2024-Q2RestatedAnnual report

    「The uncertain situation continues due to the continued labor shortage, rising labor costs, soaring raw material prices, higher logistics costs, and other factors.」

    It cites labor shortages, higher labor costs, soaring raw material prices, and higher logistics costs as continuing factors weighing on input costs.
  11. FY2023-Q3WorsenedAnnual report

    「Operating profit was ¥1,046 million, down 7.4% year on year, due to the impact of soaring raw material prices and other factors.」

    It specifically states that operating profit in the retail business, including meat products, declined 7.4% year on year due to the impact of soaring raw material prices.
  12. FY2023-Q2WorsenedAnnual report

    「Operating profit was ¥716 million, down 5.2% year on year, due to the impact of soaring raw material prices and other factors.」

    It explicitly states that soaring raw material prices affected operating profit in the retail business, which declined 5.2% year on year.
  13. FY2023-Q1WorsenedAnnual report

    「Rising raw material, energy, and logistics costs due to the situation in Ukraine are accelerating,」

    In addition to previously cited soaring raw material prices, rising labor costs, and higher logistics costs, the acceleration in soaring costs, including energy costs, is described, indicating a growing burden from higher input costs.
  14. FY2022ReframedAnnual report

    「Challenging operating conditions continue due to the continued labor shortage, rising labor costs, higher logistics costs, soaring crude oil prices, and other factors.」

    Soaring crude oil prices are explicitly identified, in addition to the previously cited labor shortages, labor costs, and logistics costs, as a factor behind higher input costs.
  15. FY2022-Q3RestatedAnnual report

    「In addition to the continued labor shortage, rising labor costs, and higher logistics costs, the uncertain situation is becoming even more pronounced.」

    It continues to cite labor shortages, higher labor costs, and higher logistics costs as factors weighing on input costs.
  16. FY2022-Q2RestatedAnnual report

    「In addition to the continued labor shortage, rising labor costs, and higher logistics costs,」

    It continues to cite labor shortages, higher labor costs, and higher logistics costs as factors weighing on the food retail industry.
  17. FY2022-Q1RestatedAnnual report

    「In addition to the continued labor shortage, rising labor costs, and higher logistics costs,」

    It continues to cite labor shortages, higher labor costs, and higher logistics costs as factors weighing on the food retail industry.
  18. FY2021RestatedAnnual report

    「Challenging operating conditions continue due to the continued labor shortage, rising labor costs, higher logistics costs, and other factors.」

    It continues to cite labor shortages, higher labor costs, and higher logistics costs as factors weighing on input costs.
  19. FY2021-Q3RestatedAnnual report

    「In addition to the continued labor shortage, rising labor costs, and higher logistics costs,」

    It continues to cite labor shortages, higher labor costs, and higher logistics costs as factors weighing on the business environment.
  20. FY2021-Q2RestatedAnnual report

    「The continued labor shortage, rising labor costs, higher logistics costs, and other factors」

    It continues to cite labor shortages, rising labor costs, and higher logistics costs as factors weighing on the business environment.
  21. FY2021-Q1RestatedAnnual report

    「The continued labor shortage, rising labor costs, higher logistics costs, and other factors」

    It continues to cite labor shortages, rising labor costs, and higher logistics costs as factors weighing on higher input costs.
  22. FY2020-Q3ReframedAnnual report

    「Persistently high prices for raw materials such as beef, rising labor costs due to labor shortages, higher logistics costs, and persistently high materials prices」

    The factors behind higher input costs are specifically listed as prices for raw materials such as beef, labor costs due to labor shortages, logistics costs, and materials prices.
  23. FY2020-Q2RestatedAnnual report

    「Higher logistics costs and persistently high materials prices and labor costs」

    It continues to cite higher logistics costs and persistently high materials prices and labor costs as factors weighing on higher input costs.
  24. FY2020-Q1ReframedAnnual report

    「Higher logistics costs and persistently high materials prices and labor costs」

    Higher logistics costs are explicitly identified, in addition to previously cited persistently high materials prices and labor costs, as a factor weighing on input costs.
  25. FY2019-Q3RestatedAnnual report

    「Persistently high materials prices and labor costs」

    It continues to cite persistently high materials prices and labor costs as factors weighing on higher input costs.
  26. FY2019-Q2RestatedAnnual report

    「Persistently high materials prices and labor costs」

    It continues to cite persistently high materials prices and labor costs as factors weighing on higher input costs.
  27. FY2019-Q1ReframedAnnual report

    「Persistently high materials prices and labor costs」

    The specific focus of higher input costs has shifted from "higher costs resulting from rising labor and logistics costs" in the previous consolidated fiscal year to persistently high materials prices and labor costs.
  28. FY2018ReframedAnnual report

    「Operating conditions were challenging due to the impact of higher costs resulting from rising labor and logistics costs.」

    The specific focus of higher input costs has shifted from soaring raw material and materials prices to higher costs resulting from rising labor and logistics costs.
  29. FY2018-Q3RestatedAnnual report

    「Persistently high materials prices and labor costs」

    It continues to cite persistently high materials prices and labor costs, which are input costs, as factors weighing on the business environment.
  30. FY2018-Q2ReframedAnnual report

    「Persistently high materials prices and labor costs」

    The wording has changed from "soaring raw material prices" to "persistently high materials prices," describing the burden of higher input costs.
  31. FY2017-Q3RestatedAnnual report

    「Operating conditions were challenging due to the impact of soaring raw material prices and other factors.」

    It continues to cite soaring raw material prices as a factor weighing on the business environment.
  32. FY2017-Q2RestatedAnnual report

    「Operating conditions were challenging due to the impact of soaring raw material prices and other factors.」

    It continues to cite soaring raw material prices as a factor weighing on the business environment.
  33. FY2017-Q1First statedAnnual report

    「Operating conditions were challenging due to the impact of soaring raw material prices and other factors.」

    It cites soaring raw material prices as a factor weighing on the business environment.
Moved together

"Downturns in Emerging and Resource-Exporting Economies and Uncertainty Around the Economic Recovery" moved the same way as this thread, in the same document, in 12 of its 33 moves.

1297553★123456
  1. ★This thread
  2. 1Downturns in Emerging and Resource-Exporting Economies and Uncertainty Around the Economic Recovery12×
  3. 2Yen appreciation and uncertainty over trends amid Brexit and other factors9×
  4. 3Impairment Losses at Stores That Remain Loss-Making and Stores Slated for Closure7×
  5. 4Cooling consumer sentiment and intensifying competition driven by thrift and low-price preferences5×
  6. 5Increase in Equity-Method Investment Income5×
  7. 6Brand damage caused by misconduct at FC and VC member stores3×

★ 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 OM2Network yet. It last moved in the Earnings of 2026-09-14: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Surge in Raw Material Prices | OM2Network Co.,Ltd. (7614) | Komori