Komori
Ten Allied (8207) · RiskMaterialised

Stable Procurement of Safe, High-Quality Food Ingredients

First written in FY2016. 14 of 22 entries say "Restated". Latest entry: 2026-11-12.

22entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2022RestatedFY2023-Q2 – FY2025-H12016: 320162017: 220172018: 120182019: 120192020: 020202021: 120212022: 320222023: 320232024: 320242025: 120252026: 42026
Same theme, other companies
Food Ingredient Safety, Stable Sourcing and Price Volatility RiskA theme 70 companies write about · 71 as a headwind · 0 as a tailwind

Ten Allied moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2025: 30 of 41 companies on the "Worse" side.

10 other companies' latest entry also says "Materialised".

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 70 companies compared. The sentences above are computed from all 70.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Cost of sales increased by ¥228 million year on year to ¥3,607 million. This was mainly due to higher purchase prices resulting from surging raw material prices.」

    Surging raw material prices have appeared in actual cost of sales as a ¥228 million increase in purchase prices.
  2. FY2026-H1MaterialisedAnnual report

    「Meanwhile, particularly in the food-service industry, the difficult operating environment continues amid soaring energy and raw material prices due to worsening international conditions and sharp exchange-rate fluctuations, as well as rising labor costs due to labor shortages, and the situation remains uncertain.」

    The deterioration of the operating environment due to worsening international conditions and sharp exchange-rate movements is described alongside surging raw material prices, while higher purchase costs have emerged in results as an actual loss factor.
  3. FY2025-H1RestatedAnnual report

    「Meanwhile, particularly in the food-service industry, the difficult operating environment continues amid soaring energy and raw material prices due to worsening international conditions and the weaker yen, as well as rising labor costs due to labor shortages, and the situation remains uncertain.」

    The company continues to disclose the challenging environment surrounding ingredient procurement and cost management, including surging raw material prices.
  4. FY2024RestatedAnnual report

    「In addition to the possibility of procurement risks arising from outbreaks of avian influenza and other diseases, changes in economic conditions, including poor harvests of rice, vegetables, grains and other agricultural products due to cool summers and other adverse weather or abnormal weather, and impacts on seafood from marine pollution, may cause purchase prices for ingredients to rise and ultimately create a risk that procurement itself will become difficult, potentially affecting the consolidated results of the group.」

    The company continues to disclose the risk of rising ingredient prices and difficulty in procurement caused by infectious diseases, abnormal weather and marine pollution.
  5. FY2024-Q3RestatedAnnual report

    「In addition, higher resource prices and inflation associated with the weaker yen have raised concerns about increases in various costs, including raw materials, labor, utilities and other expenses.」

    The company continues to disclose concern over broad-based cost increases, including raw material costs, as a risk surrounding ingredient procurement and cost management.
  6. FY2024-Q2RestatedAnnual report

    「In addition, higher resource prices and inflation associated with the weaker yen have raised concerns about increases in various costs, including raw materials, labor, utilities and other expenses.」

    The company continues to disclose concern over broad-based cost increases, including raw material costs, as a risk surrounding ingredient procurement and cost management.
  7. FY2023RestatedAnnual report

    「In addition to the possibility of procurement risks arising from outbreaks of avian influenza and other diseases, changes in economic conditions, including poor harvests of rice, vegetables, grains and other agricultural products due to cool summers and other adverse weather or abnormal weather, and impacts on seafood from marine pollution, may cause purchase prices for ingredients to rise and ultimately create a risk that procurement itself will become difficult, potentially affecting the consolidated results of the group.」

    The company continues to disclose the risk of rising ingredient prices and difficulty in procurement caused by infectious diseases, abnormal weather and marine pollution.
  8. FY2023-Q3RestatedAnnual report

    「In addition, higher resource prices and inflation associated with the weaker yen have raised concerns about increases in various costs, including raw materials, labor, utilities and other expenses.」

    The company continues to disclose cost increases, including raw material costs, driven by surging resource prices, yen depreciation and rising prices, as risks to ingredient procurement and cost management.
  9. FY2023-Q2RestatedAnnual report

    「In addition, higher resource prices and inflation associated with the weaker yen have raised concerns about increases in various costs, including raw materials, labor, utilities and other expenses.」

    The company continues to disclose broad-based cost increases, including raw material, labor and utility costs, as risks to ingredient procurement and cost management.
  10. FY2023-Q1WorsenedAnnual report

    「In addition, concern has arisen over increases in various costs, including raw material costs, labor costs and utilities, due to surging resource prices, yen depreciation and rising prices. Accordingly, the challenging operating environment remains in place.」

    In addition to rising raw material costs, concern has arisen over broad-based cost increases, including labor costs and utilities, expanding the scope of cost risks surrounding ingredient procurement and cost management. Increases in raw material prices and other costs are described as part of the current operating environment.
  11. FY2022RestatedAnnual report

    「In addition to the possibility of procurement risks arising from outbreaks of avian influenza and other diseases, changes in economic conditions, including poor harvests of rice, vegetables, grains and other agricultural products due to cool summers and other adverse weather or abnormal weather, and impacts on seafood from marine pollution, may cause purchase prices for ingredients to rise and ultimately create a risk that procurement itself will become difficult, potentially affecting the consolidated results of the group.」

    The company continues to disclose the risk of rising ingredient prices and difficulty in procurement caused by infectious diseases, abnormal weather and marine pollution.
  12. FY2021RestatedAnnual report

    「In addition to the possibility of procurement risks arising from outbreaks of avian influenza and other diseases, changes in economic conditions, including poor harvests of rice, vegetables, grains and other agricultural products due to cool summers and other adverse weather or abnormal weather, and impacts on seafood from marine pollution, may cause purchase prices for ingredients to rise and ultimately create a risk that procurement itself will become difficult, potentially affecting the consolidated results of the group.」

    The company continues to disclose the risk of rising ingredient prices and difficulty in procurement caused by infectious diseases, abnormal weather and marine pollution.
  13. FY2019RestatedAnnual report

    「In addition to the possibility of procurement risks arising from outbreaks of avian influenza and other diseases, changes in economic conditions, including poor harvests of rice, vegetables, grains and other agricultural products due to cool summers and other adverse weather or abnormal weather, and impacts on seafood from marine pollution, may cause purchase prices for ingredients to rise and ultimately create a risk that procurement itself will become difficult, potentially affecting the consolidated results of the group.」

    The company continues to disclose the risk of rising ingredient prices and difficulty in procurement caused by infectious diseases, abnormal weather and marine pollution.
  14. FY2018RestatedAnnual report

    「In addition to the possibility of procurement risks arising from outbreaks of avian influenza and other diseases, changes in economic conditions, including poor harvests of rice, vegetables, grains and other agricultural products due to cool summers and other adverse weather or abnormal weather, and impacts on seafood from marine pollution, may cause purchase prices for ingredients to rise and ultimately create a risk that procurement itself will become difficult, potentially affecting the consolidated results of the group.」

    The company continues to disclose the risk of rising ingredient prices and difficulty in procurement caused by infectious diseases, abnormal weather and marine pollution.
  15. FY2017MaterialisedAnnual report

    「In addition to higher manufacturing costs following the relocation of the central kitchen, the cost ratio temporarily deteriorated due to surging vegetable prices and other factors, although」

    The company explains that higher raw material prices due to surging vegetable prices and other factors affected actual manufacturing costs and the cost ratio.
  16. FY2017-Q3RestatedAnnual report

    「The food-service industry in particular is facing higher raw material prices due to soaring vegetable and other prices, as well as rising labor costs due to labor shortages, and the business environment remains difficult.」

    The company continues to treat rising raw material prices, including surging vegetable prices, as a procurement and earnings risk.
  17. FY2017-Q2RestatedAnnual report

    「The food-service industry in particular is facing rising labor costs due to labor shortages, in addition to higher raw material prices, and the business environment remains difficult.」

    The company continues to treat the challenging food-service environment, including rising raw material prices, as a procurement and earnings risk.
  18. FY2017-Q1RestatedAnnual report

    「The food-service industry in particular is facing rising labor costs due to labor shortages, in addition to higher raw material prices, and the business environment remains difficult.」

    The company reiterates the challenging food-service environment, where raw material prices continue to rise.
  19. FY2016First statedAnnual report

    「In addition to the possibility of procurement risks arising from outbreaks of avian influenza and other diseases, changes in economic conditions, including poor harvests of rice, vegetables, grains and other agricultural products due to cool summers and other adverse weather or abnormal weather, and impacts on seafood from marine pollution, may cause purchase prices for ingredients to rise and ultimately create a risk that procurement itself will become difficult.」

    The company identifies fluctuations in procurement volumes and prices caused by infectious diseases, adverse weather, abnormal weather and marine pollution as major risks to its food-service business.
Moved together

"Difficulty Securing Personnel and Rising Labor Costs Due to Labor Shortages" moved the same way as this thread, in the same document, in 6 of its 22 moves.

655444★123456
  1. ★This thread
  2. 1Difficulty Securing Personnel and Rising Labor Costs Due to Labor Shortages6×
  3. 2Sound Store Operations and Establishing a Steady Earnings Structure5×
  4. 3Surging Raw Material and Energy Prices Due to the Russia-Ukraine Situation5×
  5. 4Improvements to Store Work Systems and Cost Reduction4×
  6. 5Earnings improve, but profitability remains out of reach4×
  7. 6Increase in net income per share, return on equity, and cash flow4×

★ 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
Ten Allied's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-11-12: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.