Rising raw material, overseas labor and freight costs
First written in FY2017. 10 of 17 entries say "Worsened", first in FY2023-Q1. Latest entry: 2026-10-07.
Taka-Q 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: 6 of 7 companies on the "Worse" side.
3 other companies' latest entry also says "Worsened".
- 2026-10-07WorsenedEarnings
「仕入原価や物流コストの上昇に伴う商品価格への転嫁と価格競争の激化、さらにはインバウンド消費の質的変化（購買行動の厳選化等）の影響を受け、経営環境は引き続き厳しい状況が続きました。」
仕入原価・物流コストの上昇に加え、価格競争とインバウンド消費の厳選化を明示している。 - FY2027-H1WorsenedAnnual report
「In the apparel and fashion industry, a certain level of demand was seen, mainly for midsummer clothing, amid the entrenched trend toward extremely hot summers. However, the operating environment remained challenging due to the impact of passing higher procurement and logistics costs on to product prices, intensifying price competition, and qualitative changes in inbound consumption, including more selective purchasing behavior.」
In addition to the conventional increases in raw-material and procurement costs, the company specified the actual impacts on the operating environment, including higher logistics costs, the pass-through of costs to prices, intensifying price competition and more selective inbound consumption. - 2026-07-08WorsenedEarnings
「The operating environment remained difficult, as prolonged inflation, changes in inbound tourism demand and persistently high procurement costs, together with unfavorable weather during the period, contributed to sluggish demand for spring and summer products.」
The company cited persistently high procurement costs, changes in inbound tourism demand and weak demand caused by unfavorable weather. - FY2026WorsenedAnnual report
「The difficult business environment continued, as sales of fall and winter products struggled due to record-high late-summer temperatures and an unusually warm winter, in addition to prolonged inflation and higher procurement costs in Japan and overseas.」
In addition to prolonged inflation and rising procurement costs, the Company explicitly cites weak sales of fall and winter merchandise due to late-summer heat and a warm winter, specifying the difficult cost and demand environment. - 2026-04-10WorsenedEarnings
「The difficult business environment continued, as sales of fall and winter products struggled due to record-high late-summer temperatures and an unusually warm winter, in addition to prolonged inflation and higher procurement costs in Japan and overseas.」
The company explicitly cited sluggish fall and winter product sales caused by late-summer heat and a warm winter, in addition to inflation and higher procurement costs. - FY2026-H1WorsenedAnnual report
「In the apparel and fashion industry, market conditions were showing signs of recovery as the economy improved. However, the operating environment remained difficult due to prolonged inflation in Japan and overseas, a sharp slowdown in inbound consumption, persistently high procurement costs and sluggish demand for new fall merchandise resulting from a continuation of record-high temperatures.」
In addition to prolonged inflation in Japan and overseas, the Company explicitly cites persistently high procurement costs and a sharp slowdown in inbound consumption, specifying the difficult cost and demand environment. - FY2025RestatedAnnual report
「In addition to prolonged inflation in Japan and overseas and persistently high procurement costs resulting from yen depreciation」
The Company states that prolonged inflation and persistently high procurement costs resulting from yen depreciation continue, reconfirming the risk of rising raw material and procurement costs. - FY2025-Q1WorsenedAnnual report
「In the apparel and fashion industry, market conditions were showing signs of recovery as the economy improved. However, the operating environment remained difficult due to prolonged inflation in Japan and overseas and the impact of higher procurement costs resulting from yen depreciation.」
In addition to prolonged inflation, higher procurement costs resulting from yen depreciation are explicitly identified as an actual impact on the operating environment, making the risk of rising costs more concrete. - FY2024-Q3RestatedAnnual report
「In the apparel and fashion industry, purchasing motivations began to recover as demand for going out increased with the resumption of various events and the rise in the number of travelers. However, the business environment remained difficult because prices in Japan and overseas continued to rise for an extended period and record-breaking late-summer heat continued from September through October, preventing demand for fall and winter products from increasing.」
Amid prolonged inflation in Japan and overseas, sluggish demand for fall and winter merchandise due to record late-summer heat has compounded the difficult cost and sales environment. - FY2024-Q2RestatedAnnual report
「In the apparel and fashion industry, purchasing motivations began to recover as demand for going out increased with the resumption of various events and the rise in the number of travelers, but the business environment remained difficult because sharp fluctuations in exchange rates and rapidly rising prices in Japan and overseas continued for an extended period.」
Sharp exchange-rate volatility and rapid inflation in Japan and overseas have persisted, and difficult conditions related to rising raw material and procurement costs continue. - FY2024-Q1WorsenedAnnual report
「During the first 3 months of the fiscal year, personal consumption showed signs of recovery as restrictions on activities were eased and demand for going out increased following the reduced impact of COVID-19, including the reclassification of the disease. However, the outlook for the economy remained uncertain due to the prolonged instability in international affairs since February 2022, surging raw material prices and energy costs, and sharp fluctuations in exchange rates.」
In addition to the previously noted increases in raw material prices and other costs, the Company explicitly cites soaring energy costs and the prolonged international situation, describing a continued environment of rising costs. - FY2023WorsenedAnnual report
「In the apparel and fashion industry, purchasing motivations began to recover as demand for going out increased with the resumption of various events, but the business environment remained difficult due to sharp fluctuations in exchange rates and rapidly rising prices in Japan and overseas.」
Sharp exchange-rate volatility and rapid inflation in Japan and overseas have become specific risk factors for costs and the operating environment. - FY2023-Q3RestatedAnnual report
「The outlook for the economy remains uncertain due to soaring resource prices and raw material prices and yen depreciation resulting from sharp exchange-rate movements, triggered by the destabilization of the international situation since February.」
Regarding the risk of higher costs due to soaring resource and raw material prices, the Company maintains the same assessment of the environment as through the previous quarter. - FY2023-Q1WorsenedAnnual report
「Downside risks to the economy rose rapidly due to the yen's depreciation and soaring raw material prices, triggered by the destabilization of the international situation since February 2022.」
Regarding the risk of higher costs due to rising raw material prices associated with overseas production and other factors, soaring raw material prices and other costs are explicitly identified as part of the economic environment during the current fiscal year, making the risk factors more concrete. - FY2020RestatedAnnual report
「Many of the products handled by the Company are manufactured overseas, mainly in China, as well as in Bangladesh, Myanmar, Vietnam, Indonesia and other countries. Accordingly, there is a risk that higher raw material prices, local labor costs, freight charges and other cost increases will raise costs.」
The Company continues to identify the risk of higher costs resulting from increases in raw material, local labor and freight costs associated with overseas production. - FY2018RestatedAnnual report
「Many of the products handled by the Company are manufactured overseas, mainly in China, as well as in Bangladesh, Myanmar, Vietnam, Indonesia and other countries. Accordingly, there is a risk that higher raw material prices, local labor costs, freight charges and other cost increases will raise costs.」
The Company continues to identify the risk of higher costs resulting from increases in raw material, local labor and freight costs associated with overseas production. - FY2017First statedAnnual report
「There is a risk that higher raw material prices, local labor costs, freight charges and other cost increases will raise costs.」
The Company identifies higher costs resulting from increases in raw material prices, local labor costs and freight charges associated with overseas production as a risk.