Komori
Maxvalu Tokai (8198) · RiskRestated

Intensifying Competition and Rising Labor Costs

First written in FY2016. 20 of 27 entries say "Restated". Latest entry: FY2027-H1.

27entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q2RestatedFY2022-Q1 – FY2025-H12016: 320162017: 320172018: 420182019: 420192020: 220202021: 320212022: 020222023: 320232024: 320242025: 120252026: 12026
Same theme, other companies
Compound risks of labor shortages, employee turnover, and rising wages and social insurance premiumsA theme 51 companies write about · 51 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 15 of 29 companies on the "Worse" side.

18 other companies' latest entry also says "Restated".

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 51 companies compared. The sentences above are computed from all 51.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「The Company is operating in a challenging business environment, affected by higher food prices resulting from soaring raw-material costs, increased delivery-cost burdens, and the continued presence of management challenges such as intensifying competition across industries and business formats.」

    The Company continues to identify higher food prices, delivery-cost burdens and intensifying competition, including from other industries, as existing business-environment challenges.
  2. FY2026-H1ReframedAnnual report

    「The Company faces an uncertain situation as it is affected by sluggish consumer sentiment accompanying rising food prices, while management challenges such as increased cost burdens including labor and delivery expenses and increasingly intense competition across industries and business formats continue.」

    Explicitly identifies increased delivery expenses, in addition to existing labor costs and other cost burdens, as a challenge in the business environment.
  3. FY2025-H1RestatedAnnual report

    「The food supermarket industry to which the Company belongs faces an uncertain situation, as it is affected by sluggish consumer sentiment caused by food price increases resulting from soaring energy and raw material prices, while management challenges such as higher cost burdens including labor expenses and electricity charges, and increasingly intense competition across industries and business formats continue.」

    Describes increased cost burdens including labor expenses and electricity charges, together with increasingly intense competition across industries and business formats, as ongoing management challenges.
  4. FY2025-Q1RestatedAnnual report

    「The Company faces an uncertain situation as it is affected by sluggish consumer sentiment caused by food price increases resulting from soaring energy and raw material prices, while management challenges such as increased costs including labor expenses and increasingly intense competition across industries and business formats continue.」

    Describes rising food prices, increased cost burdens, and increasingly intense competition, including competition from other industries, as ongoing management challenges.
  5. FY2024-Q3RestatedAnnual report

    「The food supermarket industry to which the Company belongs faces an uncertain situation, as it is affected by sluggish consumer sentiment caused by food price increases resulting from soaring energy and raw material prices, while management challenges such as higher costs including labor expenses and increasingly intense competition across industries and business formats continue.」

    Describes sluggish consumer sentiment due to rising food prices, increased cost burdens, and increasingly intense competition, including competition from other industries, as ongoing management challenges.
  6. FY2024-Q2RestatedAnnual report

    「The Company faces an uncertain situation as it is affected by sluggish consumer sentiment caused by food price increases resulting from soaring raw material prices, while management challenges such as higher utility costs and other cost burdens due to rising energy prices, increased labor costs, and increasingly intense competition across industries and business formats continue.」

    Describes sluggish consumer sentiment due to rising food prices, energy and utility cost burdens, increased labor costs, and increasingly intense competition, including competition from other industries, as ongoing management challenges.
  7. FY2024-Q1RestatedAnnual report

    「The Company faces an uncertain situation as management challenges such as higher utility costs and other expenses due to rising energy prices and increasingly intense competition across industries and business formats continue.」

    Identifies intensifying competition, including competition from other industries, together with rising energy prices and higher utility costs and other expenses, as an ongoing management challenge.
  8. FY2023RestatedAnnual report

    「The supermarket industry faces increasingly intense competition across industries and business formats and is also susceptible to economic conditions, trends in personal consumption, abnormal weather, and other factors,」

    Continues to identify intensifying competition, including competition from other industries, personal consumption, abnormal weather, and other factors as business environment risks.
  9. FY2022-Q2RestatedAnnual report

    「Management challenges such as increasingly intense competition across industries and business formats and soaring labor costs remain ongoing.」

    Recognizes intensifying competition, including competition from other industries, and soaring labor costs as continuing challenges in the business environment.
  10. FY2022-Q1RestatedAnnual report

    「Management challenges such as increasingly intense competition across industries and business formats and soaring labor costs also remain ongoing.」

    Describes intensifying competition, including competition from other industries, and rising labor costs as continuing challenges in the business environment.
  11. FY2021ReframedAnnual report

    「If securing and developing human resources does not proceed as planned due to demographic changes resulting from the declining birthrate and aging population, or if employee-related costs rise due to tight labor supply and demand, this could affect the Group’s operations, business results, and financial condition.」

    Explicitly identifies the risk that securing and developing human resources may fall short of plan, in addition to the existing risks of deteriorating hiring conditions and rising labor costs.
  12. FY2021-Q1ReframedAnnual report

    「The food supermarket industry to which the Company belongs continues to face a challenging business environment, including a stronger preference for thrift following the consumption tax increase, increasingly intense competition across industries and business formats from drugstores and discount stores, and soaring logistics and labor costs,」

    Explicitly identifies soaring logistics costs, in addition to the existing challenges of intensifying competition and rising labor costs, as factors contributing to the challenging business environment.
  13. FY2020-Q3WorsenedAnnual report

    「The food supermarket industry continues to face a challenging business environment, including increasingly diverse customer values and needs, concerns about future consumption trends following the October consumption tax increase, and further intensifying competition across industries and business formats due to cashless payment rebate programs.」

    States that, in addition to the existing intensification of competition, competition related to cashless payment rebate programs has intensified further.
  14. FY2020-Q2RestatedAnnual report

    「The food supermarket industry continues to face a challenging business environment, including increasingly diverse customer values and needs, a deep-rooted preference for thrift, and increasingly intense competition across industries and business formats.」

    Recognizes increasingly diverse customer needs, a preference for thrift, and increasingly intense competition across industries and business formats as continuing challenges in the business environment.
  15. FY2020-Q1WorsenedAnnual report

    「In addition, competition across industries and business formats continues to intensify, while labor shortages caused by rising labor costs and deteriorating hiring conditions have become structural, and the challenging business environment continues.」

    Describes persistent labor shortages in addition to the existing challenges of intensifying competition, rising labor costs, and deteriorating hiring conditions.
  16. FY2019RestatedAnnual report

    「The food supermarket industry also continues to face a challenging business environment, including changes in the business environment such as increasingly diverse customer consumption behavior and values, rising labor costs, and increasingly intense competition across industries and business formats.」

    Continues to recognize a challenging business environment, including rising labor costs and increasingly intense competition across industries and business formats.
  17. FY2019-Q3RestatedAnnual report

    「Meanwhile, the food supermarket industry also continues to face a challenging business environment, including changes in the business environment such as increasingly diverse customer consumption behavior and values, the impact of a series of natural disasters, rising labor costs, and increasingly intense competition across industries and business formats.」

    Recognizes rising labor costs and increasingly intense competition across industries and business formats, together with natural disasters and other factors, as continuing challenges in the business environment.
  18. FY2019-Q2RestatedAnnual report

    「Meanwhile, the food supermarket industry also continues to face a challenging business environment, including changes in the business environment such as increasingly diverse customer consumption behavior and values, deteriorating hiring conditions, rising labor costs, and increasingly intense competition across industries and business formats.」

    Recognizes deteriorating hiring conditions, rising labor costs, and increasingly intense competition across industries and business formats as continuing challenges in the business environment.
  19. FY2019-Q1RestatedAnnual report

    「The food supermarket industry continues to face a challenging business environment, with major changes in the business environment, including increasingly diverse customer values and preferences, the progress of the declining birthrate and aging population, and a rapid decline in the working-age population, as well as rising labor costs due to deteriorating hiring conditions and increasingly intense competition across industries and business formats.」

    Recognizes deteriorating hiring conditions, rising labor costs, and increasingly intense competition across industries and business formats as continuing challenges in the business environment.
  20. FY2018RestatedAnnual report

    「The food supermarket industry also continues to face a challenging business environment, including increasingly diverse customer consumption behavior and values, population decline, rising labor costs due to deteriorating hiring conditions, and increasingly intense competition across industries and business formats.」

    Describes deteriorating hiring conditions, rising labor costs, and increasingly intense competition, including competition from other industries, as continuing challenges in the business environment.
  21. FY2018-Q3ReframedAnnual report

    「The domestic business faced challenging conditions due to changes in the market, including lower prices for agricultural products and higher purchase prices for seafood and livestock products, as well as the aggressive rollout of drugstores and their expanded handling of food products, with same-store sales declining 1.7% year on year,」

    Identifies the aggressive rollout of drugstores and their expanded handling of food products as specific factors behind intensifying competition, and describes challenging conditions due to fluctuations in agricultural product prices and seafood and livestock purchase prices.
  22. FY2018-Q2RestatedAnnual report

    「The food supermarket industry also continues to face a challenging business environment, including customers’ growing focus on protecting their household finances amid concerns about the future, increasingly diverse consumption behavior and values, population decline, rising labor costs due to deteriorating hiring conditions, and increasingly intense competition across industries and business formats.」

    Recognizes deteriorating hiring conditions, rising labor costs, and increasingly intense competition across industries and business formats as continuing challenges in the business environment.
  23. FY2017RestatedAnnual report

    「The challenging business environment continues, including deteriorating hiring conditions, rising labor costs, and increasingly intense competition across industries and business formats.」

    Describes deteriorating hiring conditions, rising labor costs, and increasingly intense competition across industries and business formats as continuing challenges in the business environment.
  24. FY2017-Q3RestatedAnnual report

    「The food supermarket industry also continues to face a challenging business environment, as steady responses are required to changes in the social structure, including changes in customers’ consumption behavior and increasingly diverse values, as well as rising labor costs and deteriorating hiring conditions, while competition across industries and business formats continues to intensify.」

    Describes rising labor costs, deteriorating hiring conditions, and increasingly intense competition across industries and business formats as continuing challenges in the business environment.
  25. FY2017-Q2RestatedAnnual report

    「Steady responses to changes in the cost structure, including deteriorating hiring conditions and rising labor costs, are required, while the challenging business environment continues amid increasingly intense competition across industries and business formats.」

    Describes deteriorating hiring conditions, rising labor costs, and increasingly intense competition across industries and business formats as continuing challenges in the business environment.
  26. FY2017-Q1RestatedAnnual report

    「The challenging business environment continues, including rising labor costs due to deteriorating hiring conditions and increasingly intense competition across industries and business formats.」

    Describes rising labor costs due to deteriorating hiring conditions and increasingly intense competition across industries and business formats as continuing challenges in the business environment.
  27. FY2016First statedAnnual report

    「The challenging business environment continues, including rising labor costs due to deteriorating hiring conditions and increasingly intense competition.」

    Recognizes rising costs due to hiring difficulties and intensifying competition as external environmental risks in the food supermarket industry.
Moved together

"Changes in Consumer Behavior Driven by Demographic Changes and Diversifying Values" moved the same way as this thread, in the same document, in 4 of its 27 moves.

442222★123456
  1. ★This thread
  2. 1Changes in Consumer Behavior Driven by Demographic Changes and Diversifying Values4×
  3. 2Impairment Risk from Declining Store Profitability4×
  4. 3Earthquakes, Tsunamis, Disasters and Supply Chain Disruptions2×
  5. 4Higher Revenue and Profit Through Improved Existing-Store Profitability2×
  6. 5Downside Risk to the Global Economy from Brexit and Other Factors2×
  7. 6Multi-Store Expansion of the Supermarket Business in China2×

★ 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 Maxvalu Tokai yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.