Komori
Yondoshi Holdings (8008) · RiskMaterialised

Risk of Rising Jewelry Raw Material Prices

First written in FY2017. 14 of 18 entries say "Restated". Latest entry: FY2027-H1.

18entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2022-Q3RestatedFY2024-Q1 – FY2026-H12017: 120172018: 320182019: 120192020: 320202021: 220212022: 120222023: 220232024: 220242025: 120252026: 22026
Same theme, other companies
Impact on financial performance from precious metal and gemstone market and foreign exchange fluctuationsA theme 14 companies write about · 14 as a headwind · 0 as a tailwind

Yondoshi Holdings moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2026: 8 of 10 companies on the "Worse" side.

4 other companies' latest entry also says "Materialised".

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. FY2027-H1MaterialisedAnnual report

    「Although the Group was affected by the weaker yen and rising costs, operating income increased partly because temporary expenses associated with the revision of the retirement benefit plan decreased.」

    The disclosure states that the apparel business was actually affected by higher raw material and procurement costs resulting from the weaker yen and rising costs.
  2. FY2026ReframedAnnual report

    「The prices of the principal raw materials for the jewelry products developed by the Group fluctuate in line with international commodity prices for gold, platinum and other materials. The same applies to raw materials and supplies for apparel-related products, including textiles. These prices may fluctuate significantly over a short period due to international supply and demand, speculation and foreign exchange fluctuations. If increases in procurement costs cannot be fully passed on to selling prices, they may adversely affect the gross profit margin and inventory valuation.」

    The scope has been expanded from the previous jewelry raw material risk to include apparel raw materials and supplies, and the risk has been reorganized in terms of its impact on profit margins and inventory valuation.
  3. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period under review, there were no significant changes in the matters described in this interim report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning the risk of surging jewelry raw material prices.
  4. FY2025-Q1RestatedAnnual report

    「During the first quarter of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning the risk of surging jewelry raw material prices.
  5. FY2024-Q3RestatedAnnual report

    「During the first 3 quarters of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices.
  6. FY2024-Q1RestatedAnnual report

    「During the first quarter of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices.
  7. FY2023ReframedAnnual report

    「The principal raw materials for jewelry, the Group's core product, are gold, platinum and other materials. As these are internationally traded commodities, the Group may be unable to fully pass on price increases caused by fluctuations in market prices and foreign exchange rates to its selling prices.」

    The examples of principal raw materials have been expanded from the previous reference to platinum and other materials to gold, platinum and other materials, and the risk of being unable to pass on increases in raw material prices and foreign exchange fluctuations has been reorganized.
  8. FY2022-Q3RestatedAnnual report

    「During the first 3 quarters of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices.
  9. FY2022-Q2RestatedAnnual report

    「During the first 2 quarters of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices.
  10. FY2021-Q3RestatedAnnual report

    「During the first 3 quarters of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices.
  11. FY2021-Q2RestatedAnnual report

    「During the first 2 quarters of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices.
  12. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The filing states that there have been no material changes in business and other risks.
  13. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices.
  14. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices.
  15. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices.
  16. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices from the securities report for the previous fiscal year.
  17. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes to the risk of surging jewelry raw-material prices from the securities report for the previous fiscal year.
  18. FY2017First statedAnnual report

    「The primary raw materials for the Group’s main jewelry products include platinum. As these are commodities traded in international markets, the Group may be unable to fully pass increases caused by fluctuations in market prices and foreign exchange rates on to selling prices.」

    The company describes the risk that increases in raw-material costs caused by international commodity prices, including platinum, and foreign exchange fluctuations cannot be fully passed on to selling prices.
Moved together

"External Environment Risks, Including Yen Appreciation, Overseas Economic Conditions and Sluggish Personal Consumption" moved the same way as this thread, in the same document, in 2 of its 18 moves.

222★123
  1. ★This thread
  2. 1External Environment Risks, Including Yen Appreciation, Overseas Economic Conditions and Sluggish Personal Consumption2×
  3. 2Country Risk at Overseas Production and Sales Bases2×
  4. 3Foreign Exchange Risk Arising from U.S. Dollar Settlements for Products Manufactured Overseas2×

★ 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 Yondoshi Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Rising Jewelry Raw Material Prices | YONDOSHI HOLDINGS INC. (8008) | Komori