Rising Raw Material and Labor Costs and Fluctuations in Coffee Bean Prices
First written in FY2016. 18 of 29 entries say "Restated". Latest entry: 2026-11-05.
Ginza Renoir moved to the "Worse" side of this theme in 2022, 2 years after the typical company in this theme (2020).
The whole theme swung hardest in 2022: 71 of 111 companies on the "Worse" side.
46 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「During the current interim consolidated accounting period, Japan’s economy remained firm as income conditions improved due to wage increases and inbound demand continued to be strong. Meanwhile, raw material and energy costs continue to rise due to factors including geopolitical risks and U.S. tariff policies, and the outlook remains uncertain because of the shortage of workers caused by difficulties hiring personnel, rising labor costs and other factors.」
In addition to the previously identified geopolitical risks, raw material costs, foreign exchange and labor costs, the company explicitly identifies U.S. tariff policies and soaring energy costs, expanding the disclosure of factors driving cost increases. - FY2025Ongoing geopolitical, foreign-exchange and labor-cost factorsAnnual report
「Meanwhile, raw material costs continue to rise due to geopolitical risks, and amid volatile foreign-exchange movements, the shortage of workers caused by difficulties hiring personnel and rising labor costs continue to make the outlook uncertain.」
The company explicitly identifies geopolitical risks and foreign-exchange volatility as factors driving higher raw material costs, and a shortage of workers and rising labor costs as labor-related factors. - FY2024WorsenedAnnual report
「Although the economy is recovering as the infectious disease has been downgraded to a lower designated level, we expect the challenging environment surrounding the food-service industry, including the effects of higher prices, difficulties securing personnel and the 2024 logistics problem, to continue for some time.」
In addition to the previously identified increases in raw material prices and labor costs, the company explicitly identifies higher prices, difficulties securing personnel and the 2024 logistics problem as ongoing burdens on the food-service industry. - FY2024-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, Japan’s economy moved toward normalization of economic activity as various restrictions related to COVID-19 were eased. Meanwhile, the outlook remains uncertain, owing to factors including soaring crude oil prices resulting from the prolonged Russia-Ukraine conflict and higher prices resulting from the yen’s sharp depreciation.」
While describing the easing of restrictions related to COVID-19, the company continues to identify the prolonged Russia-Ukraine conflict, soaring crude oil prices and higher prices due to the yen’s depreciation as concerns regarding the cost environment. - FY2023RestatedAnnual report
「The price of coffee beans, one of the Group’s principal products, fluctuates depending on supply and demand in the market, political and economic conditions in producing regions, weather and other factors. If purchase prices for products, including coffee beans, soar, this may affect the Group’s operating performance.」
The company continues to identify the risk of fluctuations in purchase prices for coffee beans and other products. In its discussion of operating results, it also identifies soaring raw material prices due to the situation in Ukraine and the yen’s sharp depreciation. - FY2023-Q3WorsenedAnnual report
「The outlook remains challenging due to higher raw material and transportation costs resulting from energy-related issues and other factors associated with the prolonged situation in Ukraine, as well as the yen’s sharp depreciation.」
In addition to the previously identified rise in raw material prices, the company explicitly identifies energy-related issues, higher transportation costs and the yen’s sharp depreciation as factors worsening the cost environment. - FY2023-Q2WorsenedAnnual report
「In addition, raw material and energy prices continue to rise due to increasing instability in the international situation, and the outlook remains challenging.」
In addition to the existing risk of fluctuations in raw material prices, the company explicitly identifies soaring raw material and energy prices against a backdrop of increasing instability in the international situation, expanding the disclosure of factors driving cost increases. - FY2023-Q1RestatedAnnual report
「Meanwhile, soaring raw material prices and other factors amid concern over the prolonged situation in Ukraine, together with the recent sharp increase in the number of people testing positive for COVID-19, have become new areas of concern.」
Identifies soaring raw material prices amid the prolonged situation in Ukraine and the sharp increase in the number of people testing positive for COVID-19 as ongoing concerns regarding the cost environment, including raw materials and labor. - FY2022WorsenedAnnual report
「We expect the effects of higher prices associated with heightened geopolitical risks and other factors arising from the situation in Ukraine to continue for some time.」
In addition to the existing risk of fluctuations in purchase prices for coffee beans and other products, the company disclosed the possibility that higher prices driven by the situation in Ukraine may persist. - FY2021RestatedAnnual report
「The price of coffee beans, one of the Group’s principal products, fluctuates depending on supply and demand in the market, political and economic conditions in producing regions, weather and other factors. If purchase prices for products, including coffee beans, soar, this may affect the Group’s operating performance.」
Continues to identify the risk that fluctuations and increases in purchase prices for coffee beans and other products may affect operating performance. - FY2020RestatedAnnual report
「The price of coffee beans, one of the Group’s principal products, fluctuates depending on supply and demand in the market, political and economic conditions in producing regions, weather and other factors. If purchase prices for products, including coffee beans, soar, this may affect the Group’s operating performance.」
Continues to identify the risk that purchase prices for coffee beans and other products may fluctuate due to supply and demand, conditions in producing regions and weather, and that soaring prices may affect operating performance. - FY2020-Q3RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with difficulty recruiting personnel due to the declining birth rate, higher unit wages, higher rents, and intensifying competition among companies in selecting store locations.」
Continues to identify industry-environment risks related to difficulties hiring personnel and rising labor costs, together with soaring rents and intensifying competition. - FY2020-Q2RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with rising labor costs resulting from difficulty recruiting personnel due to changes in labor supply and demand, higher rents, and intensifying competition among companies in selecting store locations.」
Continues to identify rising labor costs associated with difficulties hiring personnel, together with soaring rents and intensifying competition, as ongoing risks in the industry environment. - FY2020-Q1RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher labor costs resulting from difficulty recruiting personnel, higher rents and intensifying competition among companies.」
Identifies rising labor costs associated with difficulties hiring personnel as an ongoing risk factor in the café industry. There is no new disclosure this quarter regarding fluctuations in the prices of coffee beans or other raw materials. - FY2019-Q3WorsenedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with difficulty recruiting personnel due to the declining birth rate, higher unit wages, higher rents, and intensifying competition among companies in selecting store locations.」
Explicitly identifies the declining birth rate as a factor behind difficulties hiring personnel and rising wage rates as a factor behind cost increases, expanding the existing disclosure of risks related to raw material prices and labor costs. - FY2019-Q2RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with rising labor costs resulting from difficulty recruiting personnel due to changes in labor supply and demand, higher rents, and intensifying competition among companies in selecting store locations.」
No new disclosure specifically addresses fluctuations in raw material or coffee bean prices, but the company continues to identify rising labor costs associated with difficulties hiring personnel as an industry-environment risk. - FY2019-Q1RestatedAnnual report
「Rising labor costs associated with difficulties hiring personnel due to changes in labor demand」
Continues to identify rising labor costs associated with difficulties hiring personnel as a factor contributing to the challenging operating environment in the café industry. - FY2018RestatedAnnual report
「The price of coffee beans, one of the Group’s principal products, fluctuates depending on supply and demand in the market, political and economic conditions in producing regions, weather and other factors. If purchase prices for products, including coffee beans, soar, this may affect the Group’s operating performance.」
Continues to identify the risk that purchase prices for coffee beans and other products may fluctuate due to supply and demand, conditions in producing regions and weather, and that soaring prices may affect operating performance. - FY2018-Q3RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices, rising labor costs resulting from difficulty recruiting personnel due to changes in labor demand, and intensifying competition among companies in selecting store locations.」
Continues to identify soaring raw material prices and rising labor costs associated with difficulties hiring personnel as risks in the industry environment. - FY2018-Q2RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices, rising labor costs resulting from difficulty recruiting personnel due to changes in labor supply and demand, and intensifying competition among companies in selecting store locations.」
Continues to identify soaring raw material prices and rising labor costs associated with difficulties hiring personnel. - FY2018-Q1RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices, rising labor costs resulting from difficulty recruiting personnel due to changes in labor supply and demand, and intensifying competition among companies in selecting store locations.」
Continues to identify soaring raw material prices and rising labor costs associated with difficulties hiring personnel. - FY2017WorsenedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices, rising labor costs resulting from difficulty recruiting personnel due to changes in labor supply and demand, and intensifying competition among companies in selecting store locations.」
Explicitly identifies difficulties hiring personnel due to changes in labor supply and demand, in addition to the previously identified increases in raw material prices and labor costs, expanding the disclosure of cost and labor-related risk factors. - FY2017-Q3RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices and labor costs, as well as intensifying competition among companies in selecting store locations.」
Identifies soaring raw material prices and rising labor costs as ongoing challenges in the industry environment, following the previous quarter. - FY2017-Q2RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices and labor costs, as well as intensifying competition among companies in selecting store locations.」
Identifies soaring raw material prices and rising labor costs as factors contributing to the industry’s challenging environment, as in the previous quarter. - FY2017-Q1RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices and labor costs, as well as intensifying competition among companies in selecting store locations.」
Identifies soaring raw material prices and rising labor costs as factors contributing to the industry’s challenging environment, as in the previous fiscal year. - FY2016First statedAnnual report
「In the café industry, in addition to soaring raw material prices and rising labor costs, competition across industries and business formats has intensified in the selection of store locations, and the challenging operating environment is expected to continue.」
Also separately identifies the risk that purchase prices for products, including coffee beans, may fluctuate due to supply and demand, political and economic conditions in producing regions, weather and other factors.