Rising Food-Ingredient and Logistics Costs
First written in FY2019. 11 of 15 entries say "Restated". Latest entry: FY2026.
Asakuma moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2022: 72 of 112 companies on the "Worse" side.
47 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Prolonged geopolitical risks, particularly the recent situation in the Middle East and the trend toward yen depreciation, have pushed up imported goods and energy prices, while labor shortages have driven up labor costs, and these increases in all costs are weighing on the operating environment,」
In addition to the previous increases in raw material and energy prices, the company lists more specific cost pressures, including the situation in the Middle East, yen depreciation, imported goods prices and labor costs. - 2026-03-11RestatedResults
「All forms of cost inflation are placing pressure on the operating environment, including higher prices for imported goods and energy due to prolonged geopolitical risks and the trend toward a weaker yen, as well as rising labor costs caused by labor shortages.」
The company continues to identify higher costs for imported goods, energy and labor as concerns in the operating environment. - FY2024RestatedAnnual report
「The challenging operating environment has continued due to increases in all costs, including imported goods and energy prices resulting from yen depreciation and labor costs resulting from labor shortages.」
The company identifies rising costs, including yen depreciation, imported goods and energy prices, and labor costs, as ongoing operating-environment concerns. - FY2024-Q2RestatedAnnual report
「High raw material prices, rising energy prices and severe labor shortages remain concerns, leaving the business environment persistently uncertain.」
Cost pressures, including increases in raw material and energy prices, continue to contribute to the uncertain environment surrounding the foodservice business. - FY2024-Q1RestatedAnnual report
「High raw material prices, rising energy prices and severe labor shortages remain concerns, creating an operating environment with a difficult-to-predict outlook.」
The company reconfirmed that persistently high and soaring raw material and energy prices remain ongoing cost pressures weighing on the earnings environment. - FY2023WorsenedAnnual report
「All costs have risen due to soaring procurement prices for raw materials and energy prices, and many companies have responded by raising selling prices. As a result, a full recovery in business performance is generally expected to take time.」
The company states that soaring raw material and energy prices have led to increases in all costs, and that cost pressures continue to weigh on the earnings environment. - FY2023-Q2RestatedAnnual report
「Although the foodservice industry to which our group belongs had been on a recovery trend since the lifting of priority preventive measures, the challenging operating environment has continued due to soaring utility and raw material costs and a decline in private consumption caused by rising prices.」
Soaring utility and raw material costs, together with weaker private consumption caused by rising prices, continue to contribute to the challenging environment for the foodservice business. - FY2023-Q1RestatedAnnual report
「During the first quarter of the current fiscal year, Japan’s economy remained in an uncertain environment. Economic activity gradually recovered as restrictions on movement were eased, but raw material and energy prices rose due to the prolonged conflict in Ukraine and the trend toward yen depreciation, among other factors.」
The company continues to cite soaring raw material and energy prices associated with the prolonged conflict in Ukraine and the trend toward yen depreciation as external cost pressures. - FY2022WorsenedAnnual report
「The business environment remains extremely challenging amid labor shortages and rising recruitment costs, compounded by higher raw-material and energy prices resulting from geopolitical risks.」
In addition to rising raw-material and logistics costs, the company explicitly identifies higher energy prices linked to geopolitical risks as a cost pressure. - FY2021RestatedAnnual report
「In the foodservice industry, increases in labor-related costs associated with the labor shortage, soaring raw material prices and rising logistics costs are matters of concern,」
Rising labor costs, raw material prices and logistics costs continue to be identified as factors putting pressure on earning power. - FY2020RestatedAnnual report
「In the foodservice industry, increases in labor-related costs associated with the labor shortage, soaring raw material prices and rising logistics costs are matters of concern,」
Rising labor costs, raw material prices and logistics costs continue to be identified as factors putting pressure on earning power. - FY2020-Q3RestatedAnnual report
「The food-service industry continues to face a difficult operating environment due to factors including weather-related increases in raw material costs, rising labor costs amid labor shortages, closures and reduced operating hours caused by a succession of natural disasters from September onward, their psychological impact on consumers, and increased consumer frugality following the consumption tax hike in October.」
Weather-related increases in raw material costs continue to be cited, together with labor shortages and rising labor costs, as factors contributing to the challenging operating environment. - FY2020-Q2RestatedAnnual report
「As competitors in the same industry raised prices one after another against a backdrop of soaring food ingredient costs」
Soaring food ingredient prices continue to be cited as a factor behind price increases by competitors in the same industry. - FY2020-Q1RestatedAnnual report
「As competitors in the same industry raised prices one after another against a backdrop of soaring food ingredient costs」
Soaring food ingredient costs continue to be cited as a factor behind industry-wide price revisions and the challenging operating environment. - FY2019First statedAnnual report
「In addition to persistently high food ingredient prices and rising labor costs due to the chronic labor shortage, competition to attract customers from other formats intensified further, and the operating environment remained challenging.」
Rising food ingredient prices, labor costs and logistics costs are identified as risks that could put pressure on the cost ratio and profitability.