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Chiyoda (8185) · RiskReframed

Rising Utility and Logistics Costs Due to Surging Raw Material and Fuel Prices

First written in FY2022. 5 of 9 entries say "Restated". Latest entry: FY2027-H1.

9entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q3 – FY2025-Q12022: 320222023: 420232024: 120242025: 020252026: 12026
Same theme, other companies
Increase in Logistics and Outsourcing Costs Due to Rising Fuel PricesA theme 17 companies write about · 17 as a headwind · 0 as a tailwind

Chiyoda moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2026: 8 of 12 companies on the "Worse" side.

0 other companies' latest entry also says "Reframed".

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.
Showing 14 of the 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1ReframedAnnual report

    「However, the outlook remains uncertain due to soaring energy-related prices and raw material costs resulting from the situation in the Middle East, continued inflation, and increasingly strong consumer cost-consciousness.」

    The description of risks from rising raw material and energy prices was made more specific, changing from a general reference to soaring prices to soaring energy-related prices and raw material costs resulting from the situation in the Middle East and continued inflation.
  2. FY2025-Q1RestatedAnnual report

    「However, due to the effects of surging raw material and energy prices, inflation caused by the weaker yen, and unstable conditions overseas, the uncertain outlook has persisted.」

    Even during the recovery phase after restrictions on activities were lifted, surging raw material and energy prices, inflation caused by the weaker yen, and unstable conditions overseas continued to raise concerns about the operating environment.
  3. FY2024-Q2RestatedAnnual report

    「However, the outlook remains uncertain due to the impact of soaring raw-material and energy prices, inflation resulting from yen depreciation, and the prolonged situation in Ukraine.」

    Even during the recovery phase after restrictions on activities were lifted, surging raw material and energy prices, inflation caused by the weaker yen, and the prolonged situation in Ukraine continued to pose risks in the external environment.
  4. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter of the current consolidated fiscal period, the economy entered a gradual recovery trend as activity restrictions imposed to prevent the spread of COVID-19 were lifted, with personal consumption recovering and inbound demand increasing. However, the outlook remained uncertain due to the impact of soaring raw-material and energy prices, the prolonged situation in Ukraine, and other factors.」

    Even after restrictions on activities were lifted, surging raw material and energy prices and the prolonged situation in Ukraine continued to create uncertainty about the outlook.
  5. FY2023RestatedAnnual report

    「In addition to closing unprofitable stores, we worked to reduce expenses, including by improving personnel efficiency. However, increases in purchase prices, utility costs and other expenses had a greater impact on operations.」

    Although the company proceeded with the closure of unprofitable stores and improvements in personnel efficiency, the situation in which increases in purchase prices, utility costs and other expenses affected operations has continued.
  6. FY2023-Q3RestatedAnnual report

    「In addition to closing unprofitable stores, we worked to reduce expenses, including by improving personnel efficiency. However, increases in purchase prices, utility costs and other expenses had a greater impact on operations.」

    Although the company proceeded with the closure of unprofitable stores and improvements in personnel efficiency, increases in purchase prices, utility costs and other expenses continued to affect operations.
  7. FY2023-Q2MaterialisedAnnual report

    「In addition to closing unprofitable stores, we worked to reduce expenses, including by improving personnel efficiency. However, increases in purchase prices, utility costs and other expenses had a greater impact on operations.」

    The increase in purchase prices, utility costs and other expenses is described as having actually affected operations, outweighing the benefits of expense reductions.
  8. FY2023-Q1WorsenedAnnual report

    「Although we improved personnel efficiency and controlled administrative expenses, the increase in utility costs far exceeded expectations, and selling expenses also increased. As a result, selling, general and administrative expenses rose 0.2% year on year.」

    Despite improving personnel efficiency and controlling administrative expenses, utility costs rose far more than expected, and the increase in promotional expenses resulted in selling, general and administrative expenses rising 0.2% year on year.
  9. FY2022First statedAnnual report

    「In addition, surging fuel costs caused utility and logistics costs to trend higher, creating an extremely challenging operating environment.」

    The upward trend in utility and logistics costs driven by surging fuel costs is described for the first time as an independent risk that has actually emerged in the earnings environment.
Moved together

"Yen appreciation, stock market weakness, downside risks to overseas economies, and uncertainty over the outlook following the Kumamoto Earthquake" moved the same way as this thread, in the same document, in 3 of its 9 moves.

3222★1234
  1. ★This thread
  2. 1Yen appreciation, stock market weakness, downside risks to overseas economies, and uncertainty over the outlook following the Kumamoto Earthquake3×
  3. 2Stagnant Customer Traffic and Challenging Retail Environment Due to Weaker Consumer Sentiment2×
  4. 3Strong Sneakers and Children’s Shoes, Weak Women’s Shoes2×
  5. 4Risk of Additional Impairment Losses on Operating Assets2×

★ 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
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News
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Rising Utility and Logistics Costs Due to Surging Raw Material and Fuel Prices | CHIYODA CO.,LTD. (8185) | Komori