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Hamayuu (7682) · RiskRestatedLatest Earnings (2026-09-10): "Worsened"

Risks of Labor Shortages and Rising Labor Costs

First written in FY2019. 8 of 14 entries say "Restated". Latest entry: 2026-09-10.

14entries
8years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2020-Q2RestatedFY2025-H1 – 2026-06-102019: 22020: 120202021: 020212022: 220222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Intensifying Competition, Higher Raw-Material Costs and Rising Labor Costs in the Food-Service IndustryA theme 54 companies write about · 62 as a headwind · 0 as a tailwind

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.

19 other companies' latest entry also says "Worsened".

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 54 companies compared. The sentences above are computed from all 54.
Full recordFilings, disclosures and news, newest first
  1. 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.」

    The company continues to describe a situation in which demand for dining out is generally firm, while chronic labor shortages are contributing to higher operating costs.
  2. 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.」

    The company stated that, although demand for dining out remains firm, entrenched labor shortages continue to contribute to the challenging operating environment.
  3. FY2024WorsenedAnnual report

    「Demand for dining out remained firm, supported by a recovery in foot traffic and growth in inbound consumption. At the same time, the challenging operating environment continues as the upward trend in costs, including procurement prices for food materials, has not abated and chronic labor shortages have become more severe.」

    While describing a recovery in demand for dining out, the company stated that chronic labor shortages have become more severe, highlighting the increasing pressure from personnel shortages.
  4. FY2024-Q2RestatedAnnual report

    「At the same time, the challenging operating environment continues due to persistently high raw material prices against a backdrop of a structurally weak yen and the effects of chronic labor shortages.」

    The company identifies chronic labor shortages as a continuing factor contributing to the challenging operating environment in the food-service industry.
  5. FY2023WorsenedAnnual report

    「At the same time, the challenging operating environment continues as various costs, including raw material, logistics and labor costs, rise.」

    The company identifies rising labor costs, together with higher raw material and logistics costs, as a factor putting pressure on the actual operating environment.
  6. 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 company continues to cite soaring labor costs and other expenses and declining demand due to lifestyle changes as factors contributing to the challenging operating environment.
  7. 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 company continues to describe a challenging operating environment amid sustained increases in labor costs and other expenses.
  8. 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.」

    The company cited soaring labor costs and other expenses as continuing factors contributing to the challenging operating environment for its food-service business.
  9. FY2022WorsenedAnnual report

    「Labor shortages have recently become a serious problem in many industries. If the company is unable to secure personnel as planned, new store openings and other initiatives may become impossible, affecting its business results.」

    The company characterized labor shortages as a problem becoming serious across many industries and explicitly described their potential impact on new store openings and business results.
  10. 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.」

    The company reaffirmed the challenging environment in the food-service industry, including rising labor costs.
  11. 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.」

    The company reiterated the challenging food-service environment, including rising labor costs and natural disasters.
  12. FY2019First statedAnnual report

    「The food-service industry continues to face a challenging operating environment due to chronic labor shortages, rising labor-related expenses, soaring raw material prices and natural disasters such as major typhoons and earthquakes. Consumers are also showing increasingly pronounced preferences for saving and selective purchasing, while their needs for products and services are becoming more diverse.」

    The company is addressing these issues through productivity improvements, rationalization, labor-saving measures, and recruitment and training.
Moved together

"Market Environment Risk from Population Decline, Market Maturation and Intensifying Competition" moved the same way as this thread, in the same document, in 3 of its 14 moves.

333222★123456
  1. ★This thread
  2. 1Market Environment Risk from Population Decline, Market Maturation and Intensifying Competition3×
  3. 2Risk of Profitability Deterioration Due to Soaring Raw Material Prices3×
  4. 3Risk of Impairment Losses Associated with Worsening Store Profitability3×
  5. 4Risk of Reliance on Interest-Bearing Debt and Rising Interest Rates2×
  6. 5Risk of earnings pressure from rising logistics costs2×
  7. 6Global Economic Uncertainty and Geopolitical Risks2×

★ 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 Hamayuu yet. It last moved in the Earnings of 2026-09-10: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risks of Labor Shortages and Rising Labor Costs | HAMAYUU CO.,LTD. (7682) | Komori