Komori
Ten Allied (8207) · RiskMaterialised

Difficulty Securing Personnel and Rising Labor Costs Due to Labor Shortages

First written in FY2016. 19 of 34 entries say "Materialised", first in FY2017. Latest entry: 2026-11-12.

34entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020 – FY2021RestatedFY2022-Q3 – FY2023MaterialisedFY2024-Q1 – 2026-11-122016: 320162017: 420172018: 420182019: 420192020: 220202021: 120212022: 320222023: 420232024: 320242025: 220252026: 42026
Same theme, other companies

Ten Allied moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).

The whole theme swung hardest in 2022: 25 of 59 companies on the "Worse" side.

21 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 116 companies compared. The sentences above are computed from all 116.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「In labor costs, miscellaneous wages increased by ¥61 million due to higher sales and hourly wage rates, while bonus allowances increased by ¥53 million」

    The risk of higher labor costs, including labor shortages and rising hourly wage rates, was reflected in the fiscal year’s expense structure through increases of ¥61 million in miscellaneous wages and ¥53 million in bonus allowances.
  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.」

    Rising labor costs due to labor shortages continued to occur as part of the operating environment during the interim period, together with soaring energy and raw material prices.
  3. FY2025MaterialisedAnnual report

    「In labor costs, miscellaneous wages increased by ¥239 million due to higher sales and hourly wage rates, while bonuses resumed, resulting in an increase of ¥81 million」

    The risk of higher labor costs, including labor shortages and rising hourly wage rates, was reflected in the fiscal year’s expense structure through, among other items, a ¥239 million increase in miscellaneous wages.
  4. FY2025-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 the weaker yen, as well as rising labor costs due to labor shortages, and the situation remains uncertain.」

    The Company states that rising labor costs due to labor shortages continue to be part of the operating environment, and that the impact of higher labor costs was also reflected in profit during the interim period.
  5. FY2024MaterialisedAnnual report

    「Although shift hours and other items increased by ¥93 million due to higher sales, in labor costs」

    The increase in labor costs was actually reflected in the expense structure for the fiscal year.
  6. FY2024-Q3MaterialisedAnnual 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 report higher costs for raw materials, labor, utilities and other items against a backdrop of soaring resource prices and the weaker yen, while soaring procurement costs and labor costs are identified as actual factors affecting results on the profit side.
  7. FY2024-Q2MaterialisedAnnual report

    「The Company recorded a quarterly net loss due to higher raw material and energy costs resulting from the prolonged Russia-Ukraine situation and the weaker yen, as well as higher labor costs to secure personnel.」

    Higher labor costs to secure personnel were reflected in the cost environment for the quarter and were identified, together with higher raw material and energy costs, as a factor contributing to the quarterly net loss.
  8. FY2024-Q1MaterialisedAnnual 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.」

    Increases in various costs, including higher labor costs to secure personnel, were described as part of the operating environment during the quarter, indicating that the risks of labor shortages and rising labor costs had materialized in the actual cost environment.
  9. FY2023RestatedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages. We have implemented various measures to address the shortage of personnel and are working to secure the required number of employees, but if we are unable to secure sufficient personnel, this could affect the consolidated results of the Group.」

    The Company continues to identify labor shortages, rising labor costs and the possibility of being unable to secure sufficient necessary personnel as major risks.
  10. 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 identify concerns about higher costs for raw materials, labor, utilities and other items as risks in the food-service industry, including labor shortages and rising labor costs.
  11. 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 identify concerns about increases in various costs, including labor costs, as risks surrounding the food-service industry.
  12. FY2022RestatedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages. We have implemented various measures to address the shortage of personnel and are working to secure the required number of employees, but if we are unable to secure sufficient personnel, this could affect the consolidated results of the Group.」

    The Company continues to identify labor shortages, rising labor costs and the possibility of being unable to secure the necessary personnel as risks.
  13. FY2022-Q3RestatedAnnual report

    「The food-service industry in particular is experiencing an extremely difficult operating environment due to a sharp decline in customer visits caused by requests to suspend operations and restrictions on serving alcoholic beverages to prevent the spread of COVID-19, in addition to voluntary restrictions on going out.」

    The Company continues to describe requests to suspend operations, restrictions on serving alcoholic beverages and the sharp decline in customer visits due to voluntary restrictions on going out as severe conditions in the food-service industry, alongside the risks of labor shortages and rising labor costs.
  14. FY2021MaterialisedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages.」

    The Company continues to describe rising labor costs due to labor shortages as part of the actual operating environment. However, labor costs for the fiscal year decreased by ¥1,514 million due to temporary closures, shortened operating hours, store closures and other factors.
  15. FY2020MaterialisedAnnual report

    「Although hourly wage rates continued to rise, efficiency gains from improved work allocation and store closures resulted in a total decrease of ¥63 million in labor costs.」

    The Company explains that hourly wage rates for part-time and other workers continued to rise, indicating that the risks of labor shortages and rising labor costs were reflected in the expense structure for the fiscal year.
  16. FY2020-Q3RestatedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages, and the operating environment remains difficult.」

    The Company continues to identify rising labor costs due to labor shortages as a major risk surrounding the food-service industry.
  17. FY2020-Q2RestatedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages, and the operating environment remains difficult.」

    The Company continues to identify rising labor costs due to labor shortages as a major risk surrounding the food-service industry.
  18. FY2020-Q1RestatedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages, and the operating environment remains difficult.」

    The Company continues to identify rising labor costs due to labor shortages as a major risk surrounding the food-service industry.
  19. FY2019MaterialisedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages. Although hourly wage rates continued to rise, efficiency gains from improved work allocation and store closures resulted in a total increase of ¥40 million in labor costs.」

    The Company explains that rising labor costs due to labor shortages and higher hourly wage rates continued, resulting in a ¥40 million increase in labor costs.
  20. FY2019-Q3MaterialisedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages, and the operating environment remains difficult.」

    The Company explains that rising labor costs due to labor shortages continued, while the decline in sales prevented the increase in labor costs from being absorbed, resulting in lower operating income and ordinary income than in the same period of the previous year.
  21. FY2019-Q2MaterialisedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages, and the operating environment remains difficult.」

    The Company explains that rising labor costs due to labor shortages continued to occur and that the decline in sales could not absorb the increase in labor costs during the quarter.
  22. FY2019-Q1MaterialisedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages, and the operating environment remains difficult.」

    The Company explains that rising labor costs due to labor shortages continued to occur and that the increase in labor costs could not be absorbed during the quarter.
  23. FY2018MaterialisedAnnual report

    「Although hourly wage rates for part-time workers continued to rise and social insurance premiums increased, efficiency gains from improved work allocation, outsourcing of central-kitchen logistics and store closures resulted in a total decrease of ¥56 million.」

    While higher hourly wage rates for part-time workers and increased social insurance premiums actually occurred, total labor costs decreased by ¥56 million due to efficiency gains and other factors.
  24. FY2018-Q3RestatedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages, and the operating environment remains difficult.」

    The Company continues to identify rising labor costs due to labor shortages as a major risk surrounding the food-service industry.
  25. FY2018-Q2RestatedAnnual report

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

    The Company continues to identify labor shortages and rising labor costs as major risks surrounding the food-service industry. Although the situation of rising labor costs due to labor shortages has materialized, no new figures for the current quarter were disclosed.
  26. FY2018-Q1RestatedAnnual report

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

    The Company continues to identify labor shortages and rising labor costs as major risks surrounding the food-service industry.
  27. FY2017MaterialisedAnnual report

    「As a major factor, labor costs increased due to labor shortages, but decreased by ¥29 million from the previous consolidated fiscal year because unprofitable stores were closed.」

    The Company reports that labor costs increased due to labor shortages, indicating that the risk has materialized in expenses.
  28. 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 has reiterated rising labor costs due to labor shortages as an ongoing operating-environment risk in the food-service industry.
  29. 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 has reiterated labor shortages and rising labor costs as ongoing risks in the food-service industry.
  30. 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 has reiterated labor shortages and rising labor costs as ongoing risks in the operating environment for the food-service industry.
  31. FY2016First statedAnnual report

    「The food-service industry is facing rising labor costs due to labor shortages.」

    The Company identifies rising labor costs caused by labor shortages, and the possibility of being unable to secure sufficient part-time and other personnel, as risks.
Moved together

"Earnings improve, but profitability remains out of reach" moved the same way as this thread, in the same document, in 10 of its 34 moves.

10108776★123456
  1. ★This thread
  2. 1Earnings improve, but profitability remains out of reach10×
  3. 2Impairment of Unprofitable Stores and Store Closures10×
  4. 3Improvements to Store Work Systems and Cost Reduction8×
  5. 4Sound Store Operations and Establishing a Steady Earnings Structure7×
  6. 5Surging Raw Material and Energy Prices Due to the Russia-Ukraine Situation7×
  7. 6Stable Procurement of Safe, High-Quality Food Ingredients6×

★ 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
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