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Micreed (7687) · RiskRestated

Pressure on Earnings from Rising Raw Material, Transportation, and Labor Costs

First written in FY2020. 11 of 13 entries say "Restated". Latest entry: 2026-07-30.

13entries
7years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY2023-Q3RestatedFY2024-Q2 – 2026-07-302020: 120202021: 120212022: 120222023: 320232024: 320242025: 120252026: 32026
Same theme, other companies
Profit pressure from higher material, packing and freight, and labor costsA theme 143 companies write about · 146 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 64 of 103 companies on the "Worse" side.

31 other companies' latest entry also says "Restated".

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 143 companies compared. The sentences above are computed from all 143.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-30RestatedEarnings

    「The difficult business environment continues, with uncertainty over the supply of raw materials and higher prices due to global warming, as well as continuing increases in logistics and labor costs.」

    The company continues to describe uncertainty over raw-material supply and higher prices, together with rising logistics and labor costs, as a difficult business environment for the food-service industry.
  2. FY2026RestatedAnnual report

    「Concerns remain over the impact on the global economy of surging raw-material and energy prices, sharp exchange-rate fluctuations, and the high-tariff policies of the Trump administration in the United States, among other factors, leaving the outlook uncertain.」

    The disclosure continues to describe the difficult earnings environment resulting from raw-material and energy prices, labor costs, logistics costs, and exchange-rate fluctuations, among other factors.
  3. 2026-06-17RestatedManagement plan

    「An environment in which the prices of energy, raw materials and labor, among other costs, are all rising」

    The company continues to identify increases in energy, raw-material and labor costs as factors affecting the earnings environment.
  4. FY2026-H1RestatedAnnual report

    「At the same time, concerns over the supply of raw materials and surging prices resulting from global warming, as well as continued increases in labor costs, have left the operating environment difficult.」

    The disclosure continues to identify supply concerns and surging raw-material prices associated with global warming, along with rising labor costs, as factors putting pressure on the earnings environment in the food-service industry.
  5. FY2025-H1RestatedAnnual report

    「In the food-service industry, inbound demand has expanded as the yen's depreciation has continued, while the difficult environment has persisted due to rising labor and utility costs, entrenched labor shortages, and increasingly cost-conscious consumers.」

    The disclosure continues to identify rising labor and utility costs, entrenched labor shortages, and cost-conscious consumer behavior as factors affecting the earnings and demand environment in the food-service industry.
  6. FY2024RestatedAnnual report

    「At the same time, restaurants have faced rising raw-material prices and utility costs, along with increasingly severe labor shortages.」

    The disclosure continues to describe raw-material prices, utility costs, and labor shortages as factors putting pressure on restaurant earnings.
  7. FY2024-Q3RestatedAnnual report

    「At the same time, restaurants have faced rising raw-material prices and utility costs, along with increasingly severe labor shortages.」

    The disclosure continues to describe raw-material prices, utility costs, and labor shortages as factors putting pressure on restaurant earnings. It indicates no new deterioration or quantification compared with the previous quarter.
  8. FY2024-Q2RestatedAnnual report

    「At the same time, restaurants have faced rising raw-material prices and utility costs, along with increasingly severe labor shortages.」

    The disclosure continues to describe raw-material prices, utility costs, and labor shortages as factors putting pressure on restaurant earnings. It indicates no new deterioration or quantification compared with the previous quarter.
  9. FY2024-Q1WorsenedAnnual report

    「At the same time, restaurants have faced rising raw-material prices and utility costs, along with increasingly severe labor shortages.」

    The disclosure states that raw-material prices and utility costs have risen and labor shortages have become more severe, specifying the cost and staffing factors putting pressure on restaurant earnings.
  10. FY2023-Q3RestatedAnnual report

    「However, the uncertain outlook continued due to surging energy and raw-material prices against the backdrop of the situation in Ukraine and the rapid depreciation of the yen associated with monetary tightening in Europe and the United States.」

    The disclosure continues to describe the difficult cost environment, including surging energy and raw-material prices and the yen's depreciation.
  11. FY2022RestatedAnnual report

    「The food-service industry continued to face a difficult environment, including customer attrition caused by diversifying preferences and the trend among younger people to drink less alcohol, as well as rising raw-material costs.」

    The disclosure continues to identify the risk of earnings pressure from changes in food-service demand and rising costs, including raw-material costs.
  12. FY2021RestatedAnnual report

    「The difficult environment continued due to higher transportation charges, surging raw-material prices, significant damage caused by natural disasters such as typhoons, and rising costs including labor costs associated with labor shortages.」

    The disclosure continues to identify rising costs, including transportation, raw-material, and labor costs, as risks affecting the earnings environment.
  13. FY2020First statedAnnual report

    「The difficult environment continued, with costs rising due to higher transportation charges, surging raw-material prices, and labor costs associated with labor shortages.」

    The disclosure identifies the external environment, in which costs are already rising in the food-service and food-distribution industries, as a risk affecting earnings.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Micreed's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings of 2026-07-30: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Pressure on Earnings from Rising Raw Material, Transportation, and Labor Costs | MICREED Co.,Ltd. (7687) | Komori