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Dreambed (7791) · RiskMaterialised

Surging freight, utility and processing costs

First written in FY2021. 11 of 15 entries say "Materialised", first in FY2022. Latest entry: 2026-08-07.

15entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021MaterialisedFY2023-Q3 – 2026-08-072021: 120212022: 320222023: 420232024: 220242025: 220252026: 32026
Same theme, other companies
Earnings pressure from soaring freight, utility and processing costsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Outbound freight ¥483,653 thousand ¥525,671 thousand」

    Outbound freight increased from ¥483,653 thousand in the previous fiscal year to ¥525,671 thousand, with higher freight costs continuing to show up in results.
  2. FY2026-H1MaterialisedAnnual report

    「Outbound freight ¥226,572 thousand ¥246,377 thousand」

    Outbound freight increased from ¥226,572 thousand in the same period of the previous year to ¥246,377 thousand, and higher freight costs continued to increase selling, general and administrative expenses.
  3. FY2025MaterialisedAnnual report

    「Selling, general and administrative expenses were ¥5,405,109 thousand, up 13.2% year on year. This was mainly due to increases in sales promotion expenses, outbound freight and other costs.」

    Rising freight and other costs increased selling, general and administrative expenses. The risk was quantified, with outbound freight increasing from ¥412,175 thousand in the previous fiscal year to ¥483,653 thousand.
  4. FY2024WorsenedAnnual report

    「During the fiscal year under review, Japan's economy was on a recovery trend as economic activity moved toward further normalization following the reclassification of COVID-19 under the Infectious Diseases Control Law from Category 2 to Category 5. However, the situation remained uncertain due to sharp fluctuations in foreign exchange rates, Russia's invasion of Ukraine, conflict in the Middle East and a slowdown in the Chinese economy.」

    In addition to the previously cited foreign exchange fluctuations, situation in Ukraine and soaring energy and raw material prices, conflict in the Middle East and a slowdown in the Chinese economy were identified as factors contributing to uncertainty.
  5. FY2024-Q3WorsenedAnnual report

    「During the cumulative third quarter under review, Japan's economy was beginning to recover as restrictions on economic activity were eased following the reclassification of COVID-19 under the Infectious Diseases Control Law from Category 2 to Category 5. However, the situation remained uncertain due to sharp fluctuations in foreign exchange rates, Russia's invasion of Ukraine and conflict in the Middle East, which led to soaring energy prices.」

    In addition to the previously cited foreign exchange fluctuations, situation in Ukraine and soaring energy prices, conflict in the Middle East was newly identified as a factor contributing to uncertainty in the external environment.
  6. FY2024-Q2MaterialisedAnnual report

    「Meanwhile, foreign exchange rates have remained volatile, while raw material and energy-related prices have continued to rise, and the situation remains uncertain.」

    Foreign exchange volatility and soaring raw material and energy-related prices have continued, and the environment of rising costs persists.
  7. FY2024-Q1MaterialisedAnnual report

    「Meanwhile, energy and raw material prices have continued to rise, mainly due to geopolitical risks such as Russia's invasion of Ukraine, and the outlook remains uncertain.」

    Energy and raw material prices continue to rise against a backdrop of geopolitical risks, and the environment of rising costs persists.
  8. FY2023MaterialisedAnnual report

    「Meanwhile, in response to higher cost of sales caused by soaring raw material prices and higher costs associated with investment, we have raised selling prices after taking market prices into account.」

    Soaring raw material prices and higher costs associated with capital investment increased cost of sales and reduced profit, and the company responded by raising selling prices.
  9. FY2023-Q3MaterialisedAnnual report

    「Although we have raised selling prices while taking market prices into consideration, higher raw material prices and increased costs led to an increase in the cost of sales, affecting gross profit.」

    Soaring raw material prices and higher costs have increased cost of sales and affected gross profit. Although selling prices have been raised, the increases in costs have not been fully absorbed.
  10. FY2023-Q2RestatedAnnual report

    「The status of sales by sales channel is as follows.」

    The previous situation has continued, with selling prices raised as necessary in response to the ongoing challenging operating environment caused by soaring raw material prices.
  11. FY2023-Q1MaterialisedAnnual report

    「Alongside these measures, we are responding to soaring raw material costs by raising selling prices as necessary.」

    Raw material costs continue to rise, and the company is responding by raising selling prices as necessary.
  12. FY2022MaterialisedAnnual report

    「By sales channel, demand for furniture and interior products for furniture retailers has increased against the backdrop of changes in consumers' lifestyles and purchasing patterns caused by the stay-at-home trend during the COVID-19 pandemic. However, demand from commercial facilities has remained sluggish due to tighter global restrictions on overseas travel, a sharp decline in visitors to Japan caused by calls to refrain from travel, and a decline in domestic travelers. In addition, logistics and material costs have continued to rise due to higher crude oil prices and the weaker yen, resulting in an ongoing challenging operating environment.」

    Rising freight and material costs materialized in the operating environment, and the company responded through efficiency measures and sales price revisions in September 2021 and February 2022.
  13. FY2021First statedAnnual report

    「However, increases in freight charges due to labor shortages and other factors affecting transportation companies could affect our operating results and financial position.」

    In addition to freight charges, increases in utilities and processing costs at partner factories were identified as risks to profitability.
Moved together

"Interest-Bearing Debt and Funding Conditions" moved the same way as this thread, in the same document, in 8 of its 15 moves.

832222★123456
  1. ★This thread
  2. 1Interest-Bearing Debt and Funding Conditions8×
  3. 2Dependence on Specific Materials and Suppliers3×
  4. 3Improving logistics efficiency and building an automated delivery system2×
  5. 4Foreign Exchange Fluctuations in Imported Raw Materials and Products2×
  6. 5Benefits at Partner Facilities and on the Company's Products under the Shareholder Benefit Program2×
  7. 6Financial Covenants Under Syndicated Loan Agreements2×

★ 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 Dreambed yet. It last moved in the Investor presentation of 2026-08-07: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Surging freight, utility and processing costs | DREAMBED CO.,LTD. (7791) | Komori