Komori
Fuji (8278) · RiskWorsened

Price volatility risk for products, raw materials and store supplies

First written in FY2017. 4 of 8 entries say "Materialised", first in FY2023-Q3. Latest entry: FY2027-H1.

8entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017MaterialisedFY2022 – FY2027-H12017: 120172018: 020182019: 020192020: 020202021: 020212022: 120222023: 320232024: 020242025: 020252026: 32026
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

Fuji moved to the "Worse" side of this theme in 2022, 4 years after the typical company in this theme (2018).

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

13 other companies' latest entry also says "Worsened".

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-H1WorsenedAnnual report

    「Meanwhile, uncertainty persisted due in part to higher resource prices and supply constraints resulting from the situation in the Middle East.」

    Higher resource prices and supply constraints resulting from the situation in the Middle East have been newly specified as factors affecting fluctuations in the prices of products, raw materials and other items.
  2. 2026-07-09MaterialisedEarnings

    「We were unable to offset the decline in the gross profit margin caused by higher product procurement costs and the emphasis on low prices. Although signs of improvement were seen in May, both net sales and gross profit fell below the previous year’s results.」

    Higher product procurement costs and the decline in the gross profit margin associated with emphasizing low prices resulted in net sales and gross profit falling below the previous year’s results.
  3. FY2026WorsenedAnnual report

    「The Group is developing products and stores in response to changes in customer needs. However, procurement prices for products, raw materials and store supplies, as well as development costs, may be significantly affected by market fluctuations in foreign exchange rates, crude oil prices and other factors arising from global conditions, including war, and by economic trends.」

    War and other global conditions have newly been identified as factors affecting fluctuations in raw material and energy prices, while the potential impact on procurement prices and development costs continues to be disclosed.
  4. FY2024-Q1MaterialisedAnnual report

    「Although the Company worked actively to reduce losses, gross margins declined due to higher purchase prices.」

    Higher purchase prices actually affected performance through lower gross margins.
  5. FY2023MaterialisedAnnual report

    「In addition to lower gross margins resulting from higher purchase and raw material prices, rising costs across the board depressed profit.」

    Higher product and raw material prices actually materialized as lower gross margins and downward pressure on profit.
  6. FY2023-Q3MaterialisedAnnual report

    「In addition to lower gross margins resulting from higher purchase and raw material prices, rising costs across the board depressed profit.」

    Higher purchase and raw material prices actually materialized as lower gross margins and downward pressure on profit.
  7. FY2022WorsenedAnnual report

    「Costs are expected to rise due to higher energy resource prices, particularly crude oil, and soaring food prices resulting from worldwide adverse weather conditions and increased demand.」

    Specific upward drivers, including higher energy prices such as crude oil prices and soaring food prices, have been added to the discussion of price fluctuation risk for products, raw materials and store supplies.
  8. FY2017First statedAnnual report

    「Procurement prices for products, raw materials and store supplies, as well as development costs, may be significantly affected by market fluctuations in foreign exchange rates, crude oil prices and other factors, and by economic trends.」

    The possibility that market fluctuations could increase procurement prices and development costs for products, raw materials and store supplies is described as an individual business risk for the first time.
Moved together

"Intensifying competition, labor shortages, and rising store costs" moved the same way as this thread, in the same document, in 6 of its 8 moves.

654322★123456
  1. ★This thread
  2. 1Intensifying competition, labor shortages, and rising store costs6×
  3. 2Impairment risk for fixed assets such as stores5×
  4. 3Risks from Slower Growth in China and Emerging Markets, Yen Appreciation, and Capital Market Instability4×
  5. 4Profit Improvement in the Third Quarter of the 51st Fiscal Year3×
  6. 5Weak Personal Consumption Due to Sluggish Real Income Growth and a Focus on Thrift2×
  7. 6Financial Impact of Interest Rate and Financial Market Fluctuations2×

★ 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 Fuji yet. It last moved in the Earnings of 2026-07-09: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Price volatility risk for products, raw materials and store supplies | FUJI CO.,LTD. (8278) | Komori