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NATTY SWANKY holdings (7674) · RiskRestatedLatest Revision of earnings forecasts (2026-03-13): "Mitigated"

Surging raw-material prices

First written in FY2019. 7 of 14 entries say "Restated". Latest entry: 2026-03-13.

14entries
8years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2022WorsenedFY2023-Q1 – FY2023RestatedFY2024-Q1 – FY2026-H12019: 120192020: 120202021: 120212022: 320222023: 420232024: 020242025: 220252026: 2
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. FY2026-H1RestatedAnnual report

    「However, the challenging operating environment continues due to soaring raw material, utility, and labor costs, as well as consumers' increasingly frugal spending habits resulting from continued inflation.」

    The company continues to describe soaring raw material and utility costs and continued inflation as external-environment risks related to higher raw material prices.
  2. FY2025Added adverse weather as a factor behind soaring pricesAnnual report

    「Although demand for dining out has been recovering as economic activity normalizes, the foodservice industry to which the group belongs continues to face challenging conditions, including higher food ingredient prices due to adverse weather and higher labor-related costs resulting from labor shortages.」

    While recognizing the recovery in demand for dining out, the company newly specifies adverse weather as a factor behind soaring raw material prices and explains that challenging conditions will continue alongside higher labor costs resulting from labor shortages.
  3. FY2024-Q3RestatedAnnual report

    「Prices are on an upward trend due to soaring global energy and raw material prices resulting from the protracted situation in Ukraine and the weaker yen」

    The company continues to identify soaring energy and raw material prices resulting from the protracted situation in Ukraine and the weaker yen as external-environment risks.
  4. FY2024-Q2RestatedAnnual report

    「Meanwhile, due to external factors including the situation in Ukraine and the prolonged depreciation of the yen, the cost-push inflation caused by elevated procurement prices and logistics costs resulting from soaring raw material and energy prices is expected to continue, and the outlook remains uncertain.」

    The company continues to describe soaring raw material and energy prices resulting from the situation in Ukraine and the weaker yen, as well as elevated procurement prices and logistics costs.
  5. FY2024-Q1RestatedAnnual report

    「Soaring energy and raw material prices resulting from the protracted Russia-Ukraine situation and the weaker yen」

    The company continues to describe soaring energy and raw material prices resulting from the protracted Russia-Ukraine situation and the weaker yen.
  6. FY2023WorsenedAnnual report

    「The outlook remains uncertain due to factors including soaring global resource prices, higher interest rates in Europe and the United States, and heightened international tensions such as the conflict in Ukraine.」

    The company describes soaring resource prices and heightened international tensions as factors behind higher raw material prices.
  7. FY2023-Q3WorsenedAnnual report

    「Raw material and utility costs have risen markedly due to factors including a weaker yen than expected and geopolitical risks arising from the protracted Russia-Ukraine situation」

    Regarding soaring raw material prices, the company states that price increases, including utility costs, have become marked due to the weaker yen and geopolitical conditions.
  8. FY2023-Q1WorsenedAnnual report

    「Although the impact of the spread of COVID-19 is subsiding, uncertainty about the outlook continues due to factors including higher raw material prices resulting from worsening international conditions and a weaker yen.」

    Regarding the risk of soaring raw material prices, the company specifically identifies higher raw material prices resulting from worsening international conditions and the weaker yen as current sources of uncertainty.
  9. FY2022RestatedAnnual report

    「The company works to reduce raw material costs by securing multiple procurement routes, but if the prices of raw materials it purchases rise sharply, this could affect its financial condition and operating results.」

    The company reiterates its efforts to reduce costs through multiple procurement routes and the risk of soaring raw material prices.
  10. FY2021RestatedAnnual report

    「The company works to reduce raw material costs by securing multiple procurement routes, but if the prices of raw materials it purchases rise sharply, this could affect its financial condition and operating results.」

    The company reiterates its efforts to reduce costs through multiple procurement routes and the risk of soaring raw material prices.
  11. FY2020RestatedAnnual report

    「The company works to reduce raw material costs by securing multiple procurement routes, but if the prices of raw materials it purchases rise sharply, this could affect its financial condition and operating results.」

    The company reiterates its efforts to reduce raw material costs through multiple procurement routes and the risk of soaring prices.
  12. FY2019First statedAnnual report

    「The company works to reduce raw material costs by securing multiple procurement routes, but if the prices of raw materials it purchases rise sharply, this could affect its financial condition and operating results.」

    The company describes its efforts to reduce costs through multiple procurement routes and the impact of soaring raw material prices.
Moved together

"Impairment Losses Due to Lower Store Profitability" moved the same way as this thread, in the same document, in 3 of its 14 moves.

322★123
  1. ★This thread
  2. 1Impairment Losses Due to Lower Store Profitability3×
  3. 2Dilution of Share Value Through Stock Options2×
  4. 3Maturation of the restaurant and izakaya markets, intensifying competition, and changes in demand2×

★ 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 NATTY SWANKY holdings yet. It last moved in the Revision of earnings forecasts of 2026-03-13: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Surging raw-material prices | NATTY SWANKY holdings Co.,Ltd. (7674) | Komori