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Handsman (7636) · RiskMaterialised

Soaring Resource and Raw Material Prices, Inflation Driven by Continued Yen Depreciation

First written in FY2022-Q3. 9 of 16 entries say "Materialised", first in FY2022. Latest entry: FY2026.

16entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2023-Q3MaterialisedFY2024-Q2 – FY2024RestatedFY2025-H1MaterialisedFY2025 – 2026-05-112022: 320222023: 420232024: 320242025: 220252026: 42026
Same theme, other companies
Rising Procurement Costs Driven by Component Raw Materials, Transportation Costs and Yen DepreciationA theme 43 companies write about · 43 as a headwind · 0 as a tailwind

Handsman moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).

The whole theme swung hardest in 2019: 10 of 16 companies on the "Worse" side.

8 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 43 companies compared. The sentences above are computed from all 43.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「While procurement prices rose due to persistently high raw-material prices and the impact of the weaker yen, gross profit margin declined by 0.3 percentage points from the prior fiscal year to 31.2% because increases in selling prices were restrained.」

    Higher procurement prices resulting from persistently high raw material prices and the weakening yen, together with restrained increases in selling prices, have been reflected in actual results as a decline in the full-year gross profit margin to 31.2%.
  2. FY2026-H1MaterialisedAnnual report

    「While purchase prices rose due to persistently high raw material prices and the weaker yen, the company kept price increases below its initial assumptions, causing the gross margin to decline by 0.5 percentage points year on year to 31.1%.」

    Higher procurement prices resulting from persistently high raw material prices and the weakening yen, together with restrained increases in selling prices, have actually been reflected in a decline in the gross profit margin.
  3. FY2025MaterialisedAnnual report

    「Against a backdrop of high raw material prices, the weakening yen and rising logistics costs, product discontinuations and price increases by business partners became widespread, while temporary stockouts in some product categories also resulted in lost sales opportunities.」

    It states that high raw material prices, the weakening yen and higher logistics costs were reflected in actual business operations through product discontinuations and price increases, temporary stockouts and lost sales opportunities.
  4. FY2025-H1RestatedAnnual report

    「Meanwhile, energy and raw material prices remain high, and inflation caused by the prolonged weakening of the yen continues. Consumers are becoming increasingly focused on protecting their household finances, and difficult conditions persist.」

    Persistently high energy and raw material prices, inflation caused by the prolonged weakening of the yen, and consumers' growing focus on protecting their household finances continue.
  5. FY2024MaterialisedAnnual report

    「Due to higher procurement prices resulting from persistently high raw material prices and the impact of the weakening yen, the gross profit margin fell 0.6 percentage points from the previous fiscal year to 31.8%」

    It states that higher procurement prices resulting from persistently high raw material prices and the weakening yen were reflected in actual profit performance as a decline in the full-year gross profit margin.
  6. FY2024-Q3MaterialisedAnnual report

    「Due to higher procurement prices resulting from persistently high raw material prices and the impact of the weakening yen, the gross profit margin fell 0.5 percentage points year on year to 32.0%」

    Higher procurement prices resulting from persistently high raw material prices and the weakening yen were reflected in actual profit performance as a decline in the gross profit margin.
  7. FY2024-Q2MaterialisedAnnual report

    「Due to higher procurement prices resulting from persistently high raw material prices and the impact of the weakening yen, the gross profit margin fell 0.4 percentage points year on year to 31.9%」

    It states that higher procurement prices resulting from persistently high raw material prices and the weakening yen were reflected in actual profit performance as a decline in the gross profit margin.
  8. FY2024-Q1RestatedAnnual report

    「Meanwhile, energy and raw material prices remain high, and inflation caused by the prolonged weakening of the yen continues. Personal consumption is becoming increasingly oriented toward saving, and difficult conditions persist.」

    It continues to state that high energy and raw material prices and inflation caused by the prolonged weakening of the yen persist, and that consumers are increasingly inclined to save.
  9. FY2023MaterialisedAnnual report

    「Higher product prices against the backdrop of rising resource prices and the weakening yen led consumers to refrain from making purchases」

    It states that higher product prices caused by rising resource prices and the weakening yen were reflected in the current fiscal year's results as factors behind consumers refraining from making purchases and declining store traffic.
  10. FY2023-Q3RestatedAnnual report

    「Meanwhile, energy and raw material prices remain high, and inflation caused by the weakening yen continues. Personal consumption is becoming increasingly oriented toward saving, and the outlook for the economy remains uncertain.」

    It continues to disclose high energy and raw material prices, inflation caused by the weakening yen, consumers' increasing preference for saving, and uncertainty over the economic outlook.
  11. FY2023-Q2RestatedAnnual report

    「Meanwhile, energy and raw material prices remain high, and inflation caused by the weakening yen continues. Personal consumption is becoming increasingly oriented toward saving, and the outlook for the economy remains uncertain.」

    It continues to disclose high energy and raw material prices, inflation caused by the weakening yen, consumers' increasing preference for saving, and uncertainty over the economic outlook.
  12. FY2023-Q1RestatedAnnual report

    「Resource and raw material prices remain high, and inflation caused by the weakening yen continues, leaving the outlook for the economy still uncertain.」

    It states that high resource and raw material prices, inflation caused by the weakening yen, and uncertainty over the economic outlook continue to persist.
  13. FY2022MaterialisedAnnual report

    「In addition, higher product prices caused by rising resource prices against the backdrop of the situation in Ukraine and the weakening yen led consumers to refrain from making purchases, and these factors also contributed to the decline in revenue.」

    It states that higher product prices caused by rising resource prices and the weakening yen led consumers to refrain from making purchases and actually contributed to the decline in revenue.
  14. FY2022-Q3First statedAnnual report

    「More recently, the environment surrounding personal consumption has become increasingly challenging, with soaring resource and raw material prices and inflation caused by the weakening yen also contributing to price increases.」

    It discloses resource and raw material price increases and inflation caused by the weakening yen as new external risks surrounding personal consumption for the first time.
Moved together

"Stagnant real wages, consumer thrift and intensifying cross-sector competition" moved the same way as this thread, in the same document, in 7 of its 16 moves.

7222★1234
  1. ★This thread
  2. 1Stagnant real wages, consumer thrift and intensifying cross-sector competition7×
  3. 2Impact of major earthquakes, typhoons and other disasters on store facilities, communications and logistics2×
  4. 3Declining sales following the reversal of stay-at-home consumption and demand for infection-control products2×
  5. 4Risk of store operating restrictions and deterioration in performance and financial condition due to the spread of COVID-192×

★ 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 Handsman yet. It last moved in the Earnings of 2026-08-10: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Soaring Resource and Raw Material Prices, Inflation Driven by Continued Yen Depreciation | HANDSMAN CO.,LTD (7636) | Komori