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VIA Holdings (7918) · FactWorsened

Stability in Ingredient Unit Prices and Reduction in the Cost of Sales Ratio

First written in FY2017-Q2. 4 of 20 entries say "Softened", first in FY2018-Q1. Latest entry: FY2026.

20entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2019-Q2 – FY2020WorsenedFY2021OtherFY2023 – FY20252016: 12017: 420172018: 420182019: 420192020: 220202021: 120212022: 020222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Profitability Driven by Changes in the Cost-of-Sales RatioA theme 10 companies write about · 7 as a headwind · 1 as a tailwind

VIA Holdings 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 2024: 4 of 9 companies on the "Worse" side.

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「The gross profit margin decreased by 1.2% from the previous consolidated fiscal year to 66.1%.」

    Although the company advanced menu revisions and cost control, higher raw material and logistics costs caused the gross profit margin to decline from 67.3% in the previous fiscal year to 66.1%.
  2. FY2025Gross profit margin updatedAnnual report

    「Menu revisions and improvements in customer gross profit through changes to the product mix, together with cost improvements from reducing food waste, resulted in a gross profit margin of 67.3%, broadly in line with the previous consolidated fiscal year.」

    Although the company implemented menu revisions, changes to the product mix and food waste reduction, the gross profit margin was 67.3%, broadly in line with the previous fiscal year.
  3. FY2024Gross Profit Margin ImprovementAnnual report

    「Despite higher raw material prices, menu revisions and improvements in customer gross profit through the product mix, as well as cost improvements from reducing food waste, improved the gross profit margin by 0.3 percentage points from the previous consolidated fiscal year to 67.4%.」

    Despite higher raw material prices, menu revisions, the product mix and reduced food waste improved the gross profit margin by 0.3 percentage points.
  4. FY2023Gross Profit Margin ImprovementAnnual report

    「Through rigorous control of food waste and measures to improve gross profit, the gross profit margin improved by 0.5 percentage points from the previous consolidated fiscal year to 67.1%.」

    The gross profit margin improved to 67.1% through food waste management and gross profit improvement, following previous difficulties controlling losses caused by temporary store closures.
  5. FY2021WorsenedAnnual report

    「The gross profit margin decreased by 3.0 percentage points from the previous consolidated fiscal year to 65.9%, as loss control was not possible due to the temporary closure of stores and other factors.」

    Although improvements in the cost of sales ratio through the product mix and other measures were cited, the inability to control losses during temporary store closures caused the gross profit margin to deteriorate by 3.0 percentage points.
  6. FY2020Cost of sales ratio updatedAnnual report

    「Regarding cost of sales, the cost-of-sales ratio improved by 1.2 percentage points from the previous fiscal year, owing to measures such as securing gross profit through the menu mix.」

    Despite higher food ingredient and logistics costs, the product mix and other measures reduced the cost of sales ratio by 1.2 percentage points from the previous fiscal year.
  7. FY2020-Q3Cost of sales ratio updatedAnnual report

    「Regarding cost of sales, efforts to secure gross profit through the product mix and other measures resulted in a 1.4 percentage point decrease in the cost of sales ratio from the same quarter of the previous year.」

    The product mix and other measures reduced the cost of sales ratio by 1.4 percentage points year on year.
  8. FY2020-Q2Cost of sales ratio updatedAnnual report

    「Regarding cost of sales, efforts to secure gross profit through the product mix and other measures resulted in a 1.6 percentage point decrease in the cost of sales ratio from the same quarter of the previous year.」

    The product mix and other measures reduced the cost of sales ratio by 1.6 percentage points year on year.
  9. FY2020-Q1Cost of sales ratio updatedAnnual report

    「Regarding cost of sales, efforts to secure gross profit through the product mix and other measures resulted in a 1.5 percentage point decrease in the cost of sales ratio from the same quarter of the previous year.」

    The product mix and other measures reduced the cost of sales ratio by 1.5 percentage points year on year.
  10. FY2019Cost of sales ratio updatedAnnual report

    「Regarding cost of sales, although there were cost-increasing factors such as higher logistics costs and vegetable prices, efforts to secure gross profit through the product mix resulted in a 0.1 percentage point decrease in the cost of sales ratio from the previous fiscal year.」

    Although logistics costs and vegetable prices increased, the product mix reduced the cost of sales ratio by 0.1 percentage points year on year.
  11. FY2019-Q3Cost of sales ratio updatedAnnual report

    「Regarding cost of sales, although prices for some food ingredients increased, the cost of sales ratio decreased by 0.4 percentage points from the same quarter of the previous year.」

    Although prices for some food ingredients increased, the cost of sales ratio decreased by 0.4 percentage points year on year.
  12. FY2019-Q2Cost of sales ratio updatedAnnual report

    「Regarding cost of sales, although prices for some food ingredients increased, the cost of sales ratio decreased by 0.1 percentage points from the same quarter of the previous year.」

    Although prices for some food ingredients increased, the cost of sales ratio for the cumulative second-quarter period decreased by 0.1 percentage points year on year.
  13. FY2019-Q1SoftenedAnnual report

    「Regarding cost of sales, although the prices of some food ingredients increased, the cost of sales ratio remained at the same level as in the same quarter of the previous year.」

    Although prices for some food ingredients increased, the cost of sales ratio returned to the same level as in the same quarter of the previous year, from an increase year on year in the previous fiscal year.
  14. FY2018WorsenedAnnual report

    「Regarding cost of sales, although the company worked to secure gross profit through its product mix, this was insufficient to offset higher prices for alcoholic beverages following revisions to the Liquor Tax Act, higher logistics costs, and higher prices for food ingredients such as seafood. As a result, the cost of sales ratio increased by 0.1 percentage points from the previous fiscal year.」

    The company was unable to absorb higher prices for food ingredients and other items, and the cost of sales ratio changed from its previous declining trend to an increase of 0.1 percentage points year on year.
  15. FY2018-Q3SoftenedAnnual report

    「Regarding cost of sales, partly due to higher prices for some food ingredients, the cost of sales ratio increased by 0.7 percentage points from the same quarter of the previous year.」

    Due to higher prices for some food ingredients, the cost of sales ratio increased by 0.7 percentage points from the same quarter of the previous year, worsening further after its previous declining trend.
  16. FY2018-Q2SoftenedAnnual report

    「Regarding cost of sales, partly due to higher prices for some food ingredients, the cost of sales ratio increased by 0.4 percentage points from the same quarter of the previous year.」

    Due to higher prices for some food ingredients, the cost of sales ratio changed from its previous decline to an increase of 0.4 percentage points year on year.
  17. FY2018-Q1SoftenedAnnual report

    「Regarding cost of sales, although the prices of some food ingredients increased, the cost of sales ratio remained at the same level as in the same quarter of the previous year.」

    The increase in the prices of some food ingredients was noted, and the cost of sales ratio remained at the same level as in the same quarter of the previous year, following its previous stability and decline.
  18. FY2017Cost of sales ratio updatedAnnual report

    「Regarding cost of sales, the cost of sales ratio decreased by 0.3 percentage points from the same period of the previous year, due to the stable trend in food ingredient prices.」

    Food ingredient prices remained stable, and the cost of sales ratio decreased by 0.3 percentage points year on year.
  19. FY2017-Q3Cost of sales ratio updatedAnnual report

    「Regarding cost of sales, food ingredient prices remained stable, and the cost of sales ratio decreased by 0.7 percentage points from the same period of the previous year.」

    Food ingredient prices remained stable, and the year-on-year decrease in the cost of sales ratio was 0.7 percentage points.
  20. FY2017-Q2First statedAnnual report

    「Regarding cost of sales, food ingredient prices remained stable, and the cost of sales ratio decreased by 0.3% from the previous year.」

    Food ingredient prices remained stable, and the cost of sales ratio decreased by 0.3% year on year.
Moved together

"Year-on-year increase in sales and profit" moved the same way as this thread, in the same document, in 7 of its 20 moves.

765333★123456
  1. ★This thread
  2. 1Year-on-year increase in sales and profit7×
  3. 2Cost increases driven by higher hourly wage rates, construction material prices and other factors6×
  4. 3Aggressive Expansion of Franchise Stores5×
  5. 4Recognition of ¥198 million in impairment losses3×
  6. 5Increase in tax expense from reviewing the recoverability of the subsidiary’s deferred tax assets3×
  7. 6Uncertainty over Overseas Developments and the Outlook for the Domestic Economy3×

★ 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 VIA Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Stability in Ingredient Unit Prices and Reduction in the Cost of Sales Ratio | VIA Holdings,Inc. (7918) | Komori