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Maxvalu Tokai (8198) · RiskRestated

Fluctuations in Agricultural Market Prices and Seafood and Livestock Procurement Costs

First written in FY2018-Q3. 9 of 15 entries say "Restated". Latest entry: FY2027-H1.

15entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019-Q1 – FY2023-Q2RestatedFY2023 – FY2027-H12018: 420182019: 020192020: 020202021: 020212022: 320222023: 320232024: 320242025: 120252026: 12026
Same theme, other companies
Impact of Raw Material Price Fluctuations on EarningsA theme 65 companies write about · 57 as a headwind · 5 as a tailwind

Maxvalu Tokai moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).

The whole theme swung hardest in 2022: 40 of 57 companies on the "Worse" side.

17 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 65 companies compared. The sentences above are computed from all 65.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「The impact of higher food prices resulting from surging raw material prices, together with increased delivery cost burdens」

    The company continues to identify higher food prices resulting from surging raw material prices and increased delivery cost burdens as challenges in its procurement and cost environment.
  2. FY2026-H1RestatedAnnual report

    「The company has been affected by sluggish consumer sentiment resulting from higher food prices, as well as higher cost burdens such as personnel and delivery expenses.」

    Sluggish consumer sentiment resulting from higher food prices and higher cost burdens such as personnel and delivery expenses remain ongoing management issues.
  3. FY2025-H1RestatedAnnual report

    「In the food supermarket industry to which the company belongs, the company has been affected by sluggish consumer sentiment resulting from higher food prices caused by soaring energy and raw material prices, as well as higher cost burdens such as personnel and electricity expenses,」

    Soaring energy and raw material prices, higher food prices, sluggish consumer sentiment, and higher cost burdens such as electricity expenses remain ongoing challenges.
  4. FY2025-Q1RestatedAnnual report

    「The company has been affected by sluggish consumer sentiment resulting from higher food prices caused by soaring energy and raw material prices, as well as」

    Soaring energy and raw material prices, higher food prices, and sluggish consumer sentiment continue to be challenges in the procurement and cost environment.
  5. FY2024-Q3RestatedAnnual report

    「In the food supermarket industry to which the company belongs, the company has been affected by sluggish consumer sentiment resulting from higher food prices caused by soaring energy and raw material costs, as well as」

    Soaring raw material and energy prices, higher food prices, and sluggish consumer sentiment remain challenges in the procurement and cost environment.
  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.」

    The report identifies higher food prices resulting from higher raw material costs and sluggish consumer sentiment, as well as higher utility costs resulting from rising energy prices, as ongoing issues together with rising personnel expenses and intensifying competition.
  7. FY2024-Q1RestatedAnnual report

    「The company has been affected by sluggish consumer sentiment resulting from higher food prices caused by soaring raw material costs, as well as higher costs such as utilities resulting from rising energy prices.」

    Higher food prices resulting from higher raw material costs and sluggish consumer sentiment, along with higher costs such as utilities resulting from rising energy prices, remain ongoing management issues.
  8. FY2023RestatedAnnual report

    「The company has been affected by sluggish consumer sentiment resulting from higher food prices caused by soaring raw material costs, as well as higher costs such as utilities resulting from rising energy prices.」

    Higher raw material costs, higher food prices, cost increases resulting from rising energy prices, and sluggish consumer sentiment remain ongoing challenges in the procurement and cost environment.
  9. FY2023-Q2WorsenedAnnual report

    「The company has been affected by changes in consumer trends in the post-pandemic environment and sluggish consumer sentiment resulting from higher food prices caused by soaring raw material costs. In addition to higher costs such as utilities resulting from rising energy prices, management issues including intensifying competition across industries and business formats and soaring personnel expenses also remain ongoing, leaving the situation uncertain.」

    The report states that higher food prices caused by soaring raw material costs have led to sluggish consumer sentiment, and specifically identifies higher costs such as utilities resulting from rising energy prices.
  10. FY2023-Q1WorsenedAnnual report

    「In the food supermarket industry to which the Company belongs, the outlook remains unpredictable, as management challenges such as changes in consumption trends amid the COVID-19 pandemic, successive increases in food prices due to soaring raw-material costs, intensifying competition across industries and business formats, and rising labor costs continue to persist.」

    In addition to the existing fluctuations in agricultural, seafood and livestock procurement prices, the report specifically identifies successive food price increases resulting from higher raw material costs as an industry management issue.
  11. FY2022-Q3WorsenedAnnual report

    「In addition to changes in consumer trends during the COVID-19 pandemic and higher food prices resulting from soaring raw material costs, management issues such as intensifying competition across industries and business formats and rising personnel expenses also remain ongoing, and economic conditions are considered uncertain.」

    In addition to the existing fluctuations in agricultural, seafood and livestock procurement prices, the report specifically identifies food price increases resulting from higher raw material costs as a management issue for the industry as a whole.
  12. FY2019-Q2WorsenedAnnual report

    「The unstable business environment continued, due to disruption to social life caused by major natural disasters, soaring agricultural prices as a result of extreme heat, and further increases in seafood and livestock procurement prices.」

    The report specifically attributes soaring agricultural prices to the effects of extreme heat and states that seafood and livestock procurement prices also continued to rise, indicating a growing impact from procurement price and market fluctuations.
  13. FY2019-Q1MaterialisedAnnual report

    「In the domestic business, in addition to unstable agricultural prices caused by adverse weather and higher procurement prices for seafood and livestock products, the company faced difficult conditions due to factors including intensifying competition across industries and business formats, with operating revenue declining 1.3% year on year.」

    The report states that unstable agricultural prices and higher procurement prices for seafood and livestock products, together with intensifying competition, affected the actual decline in operating revenue in the domestic business.
  14. FY2018RestatedAnnual report

    「Amid difficult same-store sales trends due to factors including unstable crop yields, higher procurement prices for seafood and livestock products, and intensifying competition across industries and business formats,」

    The annual report also identifies unstable crop yields and higher procurement prices for seafood and livestock products as market fluctuation risks.
  15. FY2018-Q3First statedAnnual report

    「In addition to market changes such as lower agricultural prices and higher seafood and livestock procurement prices, the company faced difficult conditions due to factors including aggressive drugstore expansion and the expansion of food offerings, with same-store sales declining 1.7% year on year.」

    The report states that declines in agricultural prices and increases in seafood and livestock procurement prices actually occurred, resulting in difficult conditions accompanied by lower same-store sales.
Moved together

"Changes in Consumer Behavior Driven by Demographic Shifts and Diversifying Values" moved the same way as this thread, in the same document, in 3 of its 15 moves.

3322★1234
  1. ★This thread
  2. 1Changes in Consumer Behavior Driven by Demographic Shifts and Diversifying Values3×
  3. 2Higher Revenue and Profit and Growth in Net Income Attributable to Owners of the Parent3×
  4. 3Higher Revenue and Profit Through Improved Existing-Store Profitability2×
  5. 4Downside Risk to the Global Economy from Brexit and Other Factors2×

★ 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.

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Fluctuations in Agricultural Market Prices and Seafood and Livestock Procurement Costs | Maxvalu Tokai Co.,Ltd. (8198) | Komori