Procurement Risks Related to Raw Material Prices, Supply-Demand Tightness and Yen Depreciation
First written in FY2018. 5 of 11 entries say "Restated". Latest entry: 2026-08-07.
Mos Food Services moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 45 of 64 companies on the "Worse" side.
26 other companies' latest entry also says "Materialised".
- 2026-08-07MaterialisedEarnings presentation
「Decrease due to the rise in the cost ratio in the domestic MOS BURGER business resulting from higher raw material costs (¥600 million)」
Higher raw material costs led to a higher cost ratio, which was reflected in an actual decline in operating income in the domestic MOS BURGER business. - FY2026RestatedAnnual report
「The business environment remains unpredictable, amid the risk of an economic slowdown caused by unstable international conditions and uncertainty over future personal consumption, as well as persistently high raw material and energy prices and rising procurement costs due to exchange-rate movements.」
Recognition of procurement cost risks related to international conditions, personal consumption, raw material and energy prices, and exchange-rate movements continues. - FY2025-H1RestatedAnnual report
「At the same time, the outlook remains uncertain due to the risk of an economic slowdown caused by unstable international conditions, persistently high raw material and energy prices, and rising procurement costs resulting from exchange-rate movements.」
The Company continues to recognize the risks of persistently high raw material and energy prices, rising procurement costs due to exchange-rate movements, and an economic slowdown caused by international conditions. - FY2024-Q3RestatedAnnual report
「At the same time, the outlook remains uncertain due to consumers' heightened focus on protecting their household budgets amid rising prices, as well as sharp exchange-rate movements and higher logistics and energy costs.」
Procurement and cost risks from rising prices, exchange-rate movements, and higher logistics and energy costs continue to be recognized. - FY2024-Q2RestatedAnnual report
「At the same time, the outlook remains uncertain due to consumers' heightened focus on protecting their household budgets amid rising prices, higher procurement costs and logistics costs caused by exchange-rate movements, and soaring global raw material and energy prices associated with the prolonged situation in Ukraine and other factors.」
Procurement risks from rising prices, exchange-rate movements, procurement and logistics costs, and higher raw material and energy prices continue. No quantified risk indicators are available. 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.」
Higher raw material and energy prices and rising procurement costs due to yen depreciation continue, together with higher logistics costs. - FY2023-Q2WorsenedAnnual report
「The Company is facing a significant increase in costs, including higher procurement costs due to the prolonged situation in Ukraine and soaring global raw material costs and rapid yen depreciation, as well as higher logistics costs.」
In addition to higher raw material and logistics costs, rising procurement costs due to rapid yen depreciation have emerged as a significant cost increase. - FY2023-Q1WorsenedAnnual report
「The food service industry continues to face a challenging operating environment, including soaring raw material and logistics costs resulting from surging global resource prices and the rapid depreciation of the yen.」
Higher raw material and logistics costs driven by surging resource prices and rapid yen depreciation have emerged as specific procurement risks. - FY2022WorsenedAnnual report
「In fiscal 2021, the COVID-19 pandemic was still raging, resulting in a challenging business environment for the second consecutive fiscal year. In addition, soaring raw material costs became a major headwind for the food service industry.」
Soaring raw material costs were identified as a major headwind in addition to the prolonged impact of the infection. - FY2019RestatedAnnual report
「Factors include lower production caused by abnormal weather and other conditions, higher freight costs accompanying rising crude oil prices, higher grain prices resulting from increased demand for biofuels as part of environmental initiatives, and a perceived global shortage of food.」
Recognition of procurement risks from raw material prices, tight supply and demand, freight costs and yen depreciation remains in place. - FY2018First statedAnnual report
「If market prices for the food ingredients used as raw materials by the Group fluctuate significantly due to factors including lower production caused by abnormal weather and other conditions, higher freight costs accompanying rising crude oil prices, higher grain prices resulting from increased demand for biofuels as part of environmental initiatives, and a perceived global shortage of food, the Group's business performance could be affected by higher purchase prices, tight supply and demand for food ingredients and yen depreciation.」
For meat, flour, fats and oils, vegetables and other items, the Company identifies procurement risks from abnormal weather, crude oil prices, grain markets, food shortages and yen depreciation.