Risk of Profitability Deterioration Due to Soaring Raw Material Prices
First written in FY2019. 10 of 14 entries say "Restated". Latest entry: 2026-09-10.
Hamayuu moved to the "Worse" side of this theme in 2022, 3 years after the typical company in this theme (2019).
The whole theme swung hardest in 2022: 40 of 47 companies on the "Worse" side.
22 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「Demand for dining out remained generally firm, supported by increased inbound demand. However, operating costs have risen across the board due to soaring food material prices and the effects of chronic labor shortages.」
While demand for eating out remains firm due to inbound demand, operating costs continue to rise as a result of higher food ingredient prices. - FY2025-H1RestatedAnnual report
「At the same time, the challenging operating environment continues due to upward pressure on costs, including food material prices, and the effects of entrenched labor shortages.」
Cost pressures, including higher food ingredient prices, continue to put pressure on the earnings environment even as demand for eating out recovers. - FY2024WorsenedAnnual report
「The cost of sales ratio rose 0.2% in the 57th fiscal year compared with the previous fiscal year, as imported raw material prices rose against a backdrop of the weaker yen and food ingredient procurement prices continued to increase.」
Higher imported raw material and food ingredient procurement prices continued, causing the cost of sales ratio to rise 0.2% year on year. The impact of rising raw material prices was reflected in results for the fiscal year. - FY2024-Q2RestatedAnnual report
「Persistently high raw material prices against a backdrop of the weaker yen becoming entrenched」
Persistently high raw material prices due to the weaker yen continue to be cited as a factor putting pressure on the earnings environment. - FY2023WorsenedAnnual report
「The cost of sales ratio rose 1.5% in the 56th fiscal year compared with the previous fiscal year, as the weaker yen drove up imported raw material prices and, in turn, food ingredient procurement prices.」
Higher imported raw material and food ingredient procurement prices were reflected in results, causing the cost of sales ratio to rise 1.5% year on year. - FY2023-Q3RestatedAnnual report
「In addition to soaring procurement prices for food materials, utility costs, labor costs and other expenses, lifestyle changes during the COVID-19 pandemic have reduced demand for large-group banquets and nighttime visits, and the challenging operating environment continues.」
The earnings environment, in which food ingredient procurement prices and utility costs continue to rise, continues to be described. - FY2023-Q2RestatedAnnual report
「In addition to soaring procurement prices for food materials, utility costs, labor costs and other expenses, lifestyle changes during the COVID-19 pandemic have reduced demand for large-group banquets and nighttime visits, and the challenging operating environment continues.」
The earnings environment, in which food ingredient procurement prices and utility costs continue to rise, is described. - FY2023-Q1WorsenedAnnual report
「In addition, the challenging operating environment continues due to lifestyle changes during the COVID-19 pandemic and soaring procurement prices for food materials, utility costs, labor costs and other expenses.」
In addition to higher food ingredient procurement prices, rising utility costs were also cited as factors putting pressure on the earnings environment. - FY2022RestatedAnnual report
「In addition to higher prices caused by the weaker yen, rising food ingredient prices and energy costs remain a concern, and the situation continues to be difficult.」
Rising food ingredient prices continue to be cited as a risk putting pressure on the earnings environment. - FY2020-Q2RestatedAnnual report
「The food-service industry continued to face a challenging operating environment due to rising labor and logistics costs, soaring raw material prices and the effects of a series of natural disasters.」
Rising raw material prices continue to be cited as a factor putting pressure on the business environment. - FY2020-Q1RestatedAnnual report
「The food-service industry continued to face a challenging operating environment due to rising labor and logistics costs, soaring raw material prices and the effects of a series of natural disasters.」
Rising raw material prices continue to be cited as a factor putting pressure on the business environment. - FY2019First statedAnnual report
「If raw material prices rise, including higher vegetable prices caused by adverse weather and procurement costs when supply and demand become tight due to viral outbreaks or other factors, this may affect the company's financial position and business results.」
The company manages its cost of sales ratio through rigorous cost control.