Komori
Ukai (7621) · RiskMitigated

Risks to Food Ingredient Procurement from Abnormal Weather, Disasters and Safety Issues

First written in FY2016. 4 of 11 entries say "Restated". Latest entry: FY2026.

11entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019MitigatedFY2020 – FY2022RestatedFY2023-Q32016: 120162017: 120172018: 120182019: 120192020: 120202021: 020212022: 320222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Food Ingredient Safety, Stable Sourcing and Price Volatility RiskA theme 67 companies write about · 68 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 28 of 39 companies on the "Worse" side.

4 other companies' latest entry also says "Mitigated".

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 67 companies compared. The sentences above are computed from all 67.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「To address these risks, we have established a system to procure appropriate lots on a diversified basis from multiple production areas and business partners, thereby stabilizing prices, supply and quality, and are also working to strengthen our relationships with business partners. If it becomes difficult to procure food ingredients or materials, we will flexibly change menus to use other seasonal ingredients and change packaging materials in our retail business to avoid lost opportunities.」

    As countermeasures against procurement risks arising from adverse weather, natural disasters, epidemics, war and regional conflicts, explicitly identifies diversifying production areas and business partners, procuring appropriate lots, using alternative ingredients, and changing packaging materials.
  2. FY2025WorsenedAnnual report

    「Because we use a wide variety of food ingredients, our business performance and financial condition could be affected if adverse weather, natural disasters, outbreaks of epidemics or changes in global conditions cause procurement prices for raw materials to surge or make it difficult to secure the raw materials required.」

    Regarding food procurement risks, explicitly identifies epidemics and changes in global conditions, in addition to abnormal weather and disasters, as causes, and describes surging prices and difficulty securing the required raw materials.
  3. FY2023-Q3RestatedAnnual report

    「Meanwhile, the prolonged Russia-Ukraine situation and sharp fluctuations in foreign exchange rates resulted in increases in prices across a range of products, including energy and raw materials, and the economic outlook remained uncertain.」

    Continues to describe uncertainty in the procurement environment due to rising energy, raw material and other prices against a backdrop of geopolitical developments and foreign exchange fluctuations.
  4. FY2023-Q2WorsenedAnnual report

    「Meanwhile, the worsening situation in Ukraine and rapid yen depreciation further accelerated the surge in energy and raw material prices, and the economic outlook remained uncertain.」

    States that the worsening situation in Ukraine and rapid yen depreciation further drove up energy and raw material prices.
  5. FY2023-Q1WorsenedAnnual report

    「Meanwhile, amid concerns about the prolonged situation in Ukraine and restrictions on economic activity in China, in addition to rising raw material prices and supply constraints, downside risks arising from volatility in the financial and capital markets have also emerged, requiring attention. The outlook therefore remains uncertain.」

    Describes the emergence of supply constraints in addition to rising raw material prices, thereby specifying concerns regarding the procurement environment for food ingredients and raw materials.
  6. FY2022MitigatedAnnual report

    「• Preselect construction contractors and others to facilitate the early resumption of operations at suspended stores. • Select appropriate suppliers, including by diversifying food procurement sources. • Introduce a system for confirming employee safety and sharing information. Establish a system to promptly confirm employee safety and resume store operations.」

    Specifies countermeasures for natural disasters, including preselecting restoration contractors, diversifying suppliers, and introducing employee safety confirmation and information-sharing systems.
  7. FY2020MitigatedAnnual report

    「• Establish a stable procurement system by sourcing ingredients from multiple suppliers in appropriate lot sizes. This system achieves stable ingredient prices, supply and quality throughout the year. • If it becomes difficult to secure ingredients, flexibly change menus to use other seasonal ingredients and avoid lost opportunities.」

    As countermeasures against procurement risks arising from abnormal weather, disasters, food safety issues and logistics disruptions, explicitly identifies diversifying suppliers and lot sizes, alternative ingredients, and menu changes.
  8. FY2019RestatedAnnual report

    「Because the ingredients and other food products provided to customers are diverse, our business performance and financial condition could be affected if procurement of these ingredients is disrupted extensively and for a prolonged period, or if purchase prices surge, due to abnormal weather, large-scale disasters, food safety issues or other events.」

    Reiterates the risk of food procurement disruptions and surging purchase prices due to abnormal weather, large-scale disasters and food safety issues.
  9. FY2018RestatedAnnual report

    「Because the ingredients and other food products provided to customers are diverse, our business performance and financial condition could be affected if procurement of these ingredients is disrupted extensively and for a prolonged period, or if purchase prices surge, due to abnormal weather, large-scale disasters, food safety issues or other events.」

    Reiterates the risk of food procurement disruptions and surging purchase prices due to abnormal weather, large-scale disasters and food safety issues.
  10. FY2017RestatedAnnual report

    「Because the ingredients and other food products provided to customers are diverse, our business performance and financial condition could be affected if procurement of these ingredients is disrupted extensively and for a prolonged period, or if purchase prices surge, due to abnormal weather, large-scale disasters, food safety issues or other events.」

    Continues to anticipate prolonged disruptions to food procurement and higher purchase prices due to abnormal weather, large-scale disasters and food safety issues.
  11. FY2016First statedAnnual report

    「Because the ingredients and other food products provided to customers are diverse, our business performance and financial condition could be affected if procurement of these ingredients is disrupted extensively and for a prolonged period, or if purchase prices surge, due to abnormal weather, large-scale disasters, food safety issues or other events.」

    Against the backdrop of diverse food ingredients, anticipates prolonged procurement disruptions and surging purchase prices.
Moved together

"Establishing the confectionery merchandise sales business and expanding mass-production capabilities and sales channels" moved the same way as this thread, in the same document, in 3 of its 11 moves.

333333★123456
  1. ★This thread
  2. 1Establishing the confectionery merchandise sales business and expanding mass-production capabilities and sales channels3×
  3. 2Pursuing New Stores and Formats and Opening in Otemachi3×
  4. 3Deteriorating Operating Environment Due to Food Service Competition, Labor Shortages, and Rising Raw Material Prices3×
  5. 4Volatility in Overseas Economies and Financial Markets and Uncertainty over Consumer Spending3×
  6. 5Development of the Internal Control, Compliance and Risk Management Framework3×
  7. 6Risk of Personal Information Breaches and Unauthorized Use3×

★ 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
Ukai's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.