Intensifying competition, persistently high procurement costs, labor shortages and rising labor costs
First written in FY2017-Q1. 11 of 24 entries say "Worsened", first in FY2017-Q1. Latest entry: 2026-08-07.
Mos Food Services moved to the "Worse" side of this theme in 2016, 3 years before 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".
- FY2026WorsenedAnnual report
「Meanwhile, the business environment remains unpredictable due to persistently high raw material and energy prices, increasingly severe labor shortages, and rising labor costs.」
In addition to persistently high raw material and energy prices, the worsening labor shortage in Japan and rising labor costs continue to be cited, reinforcing recognition of a challenging business environment. - FY2026-H1WorsenedAnnual report
「Meanwhile, the business environment remains unpredictable due to the risk of an economic slowdown caused by unstable international conditions, persistently high raw material and energy prices, higher procurement costs resulting from currency fluctuations, and increasingly severe labor shortages in Japan accompanied by rising labor costs.」
In addition to the previously recognized risks of intensifying competition, raw material and logistics costs, and labor shortages, the company explicitly identifies the risk of an economic slowdown caused by unstable international conditions and the worsening labor shortage in Japan. - FY2025ReframedAnnual report
「Personnel and labor risks: Violations of laws and ordinances, including the Labor Standards Act; harassment; deviations from employment regulations and internal rules; labor shortages; mental illness; human losses; and declines in service quality and productivity, among others.」
The previous risk recognition centered on labor shortages and rising labor costs has been organized as personnel and labor risks, including violations of laws and regulations, harassment, mental illness, human losses, and declines in service quality and productivity. - FY2025-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no new major risks or significant changes to the business risks described in the annual securities report that management recognized as potentially having a material effect on the financial position, operating results, or cash flows of the consolidated companies, among the matters concerning business conditions and financial matters described in this Semiannual Report.」
The company continues to state that there have been no material changes in the major risks. At the same time, it recognizes a challenging business environment, including persistently high raw material and energy prices and higher procurement costs resulting from currency fluctuations. - FY2024-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 management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, 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 in the major risks. No quantified figures for specific risks or newly occurring events are provided. ② quantified: false, materialized: false. - FY2023-Q3WorsenedAnnual report
「During the first nine months of the fiscal year, Japan's economy showed signs of a gradual recovery after the government lifted the priority preventive measures at the end of March 2022. However, uncertainty persisted due to soaring global raw material and energy prices associated with the prolonged situation in Ukraine, higher procurement costs caused by the rapidly weakening yen, and soaring logistics costs.」
The challenging business environment continues due to the situation in Ukraine, soaring raw material and energy prices, the rapid depreciation of the yen, and higher procurement and logistics costs. - FY2023-Q2WorsenedAnnual report
「However, although the government fully lifted the priority preventive measures as of the end of March 2022 and signs of an economic recovery emerged, the company faced substantial cost increases, including higher procurement costs due to the prolonged situation in Ukraine and rapidly weakening yen, as well as soaring global raw material costs and logistics costs.」
In addition to the previous risks from infectious diseases and rising costs, the company is experiencing substantial cost increases caused by the prolonged situation in Ukraine, rapid yen depreciation, and soaring raw material and logistics costs. - FY2023-Q1WorsenedAnnual report
「During the first three months of the fiscal year, while the impact of COVID-19 continued for an extended period and declining infection numbers raised hopes of an economic recovery, the food service industry remained in a challenging operating environment due to soaring global resource prices, rapidly weakening yen and resulting increases in raw material and logistics costs.」
In addition to the prolonged pandemic, soaring resource prices and increases in raw material and logistics costs caused by the yen's rapid depreciation were identified, and the challenging operating environment continues. - FY2022-Q3WorsenedAnnual report
「However, the situation remains uncertain, with infections resurging due to new variants and raw material costs soaring.」
The uncertain environment surrounding the food service industry continues, with the resurgence of infections caused by new variants and soaring raw material costs added to the challenges. - FY2021-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 management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, 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 in the occurrence of major risks or in existing business-related risks. - FY2020-Q3RestatedAnnual report
「However, the operating environment for the food service industry remains challenging due to factors including Typhoon No. 19 in October, labor shortages and the consumption tax increase.」
Recognition continues of the challenging food service environment, including natural disasters, labor shortages and the consumption tax increase. - FY2020-Q2RestatedAnnual report
「The environment surrounding the foodservice industry remains challenging due to labor shortages, rising labor costs and soaring food-material and logistics expenses.」
Recognition continues of the challenging business environment surrounding labor shortages, labor costs, food costs and logistics costs. - FY2019MaterialisedAnnual report
「In addition to labor shortages, rising labor costs and soaring food-material and logistics expenses, the environment surrounding the foodservice industry remains challenging due to the impact of natural disasters, including the Northern Osaka Earthquake and the heavy rain disaster of July 2018. The impact of a food poisoning incident that occurred in August at a MOS BURGER store operated by the company was also added.」
In addition to previously recognized high costs, labor shortages and natural disasters, a food poisoning incident actually occurred and affected business performance. - FY2019-Q3RestatedAnnual report
「No new risks arose during the cumulative third quarter. There were also no material changes to the "business and other risks" described in the annual securities report for the previous fiscal year.」
The company states that there are no material changes to existing risks relating to intensifying competition, labor shortages and rising labor costs, and logistics expenses. - FY2019-Q1MaterialisedAnnual report
「However, overall customer numbers fell below plan and sales also missed plan due to the Northern Osaka Earthquake, weather-related impacts and intensifying competition. Profit also declined in line with sales. The environment surrounding the foodservice industry is expected to remain challenging due to intensifying competition across industry boundaries, labor shortages, rising labor costs and soaring logistics expenses.」
Amid a continuing challenging business environment, including intensifying competition, the Northern Osaka Earthquake and weather-related impacts contributed to customer numbers and sales falling short of plan and to a decline in profit. - FY2018RestatedAnnual report
「The environment surrounding the foodservice industry is expected to remain challenging due to intensifying competition across industry boundaries, labor shortages, rising labor costs and soaring logistics expenses.」
The company continues to recognize a challenging business environment concerning competition, labor shortages and labor costs, and logistics expenses. Individual risks relating to supply, food safety, natural disasters and overseas expansion were recorded in separate threads. - FY2018-Q3RestatedAnnual report
「No new risks arose during the cumulative third quarter. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company states that there are no new risks and no material changes to existing risks, including intensifying competition, labor shortages and rising labor costs, and soaring logistics expenses. - FY2018-Q2RestatedAnnual report
「The environment surrounding the foodservice industry is expected to remain challenging due to intensifying competition across industry boundaries, labor shortages, rising labor costs and soaring logistics expenses.」
The company continues to recognize a challenging business environment driven by competition, labor shortages, rising labor costs and soaring logistics expenses. - FY2018-Q1WorsenedAnnual report
「The environment surrounding the foodservice industry is expected to remain challenging due to intensifying competition across industry boundaries, labor shortages, rising labor costs and soaring logistics expenses.」
In addition to competition, labor shortages and rising labor costs, the company cites soaring logistics expenses and expects the environment to remain challenging. - FY2017-Q3RestatedAnnual report
「As competition intensifies across industry boundaries, the environment surrounding the group remains challenging due to labor shortages, rising labor costs and difficulties procuring vegetables and other products caused by adverse weather conditions.」
The company continues to identify competition, labor shortages and rising labor costs, and difficulties procuring vegetables and other products as risks. Although not quantified, the procurement difficulties are described as an event that has actually occurred. - FY2017-Q2WorsenedAnnual report
「As competition intensifies across industry boundaries, the environment surrounding the group is becoming increasingly challenging due to labor shortages, rising labor costs and difficulties procuring vegetables and other products caused by adverse weather conditions.」
In addition to the previous labor shortages and rising labor costs, the company specifically describes difficulties procuring vegetables and other products due to adverse weather conditions, indicating that the business environment is becoming increasingly challenging. The procurement difficulties are described as an event that has actually occurred. - FY2017-Q1WorsenedAnnual report
「As competition intensifies across industry boundaries, the environment surrounding the group is becoming increasingly challenging due to persistently high procurement costs, including logistics expenses, labor shortages and rising labor costs.」
The company states that the external environment concerning competition, procurement costs, securing personnel and labor costs is becoming increasingly challenging.