Komori
Matsuya Foods Holdings (9887) · RiskWorsened

Deteriorating Operating Environment Due to Rising Food Ingredient Prices and Labor Costs and Exchange-Rate Fluctuations

First written in FY2017-Q2. 15 of 31 entries say "Restated". Latest entry: 2026-08-14.

31entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY2019-Q3RestatedFY2020-Q1 – FY2020WorsenedFY2021 – FY2023-Q2WorsenedFY2023 – FY20242016: 12017: 320172018: 320182019: 420192020: 220202021: 220212022: 420222023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Intensifying Competition, Higher Raw-Material Costs and Rising Labor Costs in the Food-Service IndustryA theme 59 companies write about · 67 as a headwind · 0 as a tailwind

Matsuya Foods Holdings moved to the "Worse" side of this theme in 2021, 2 years after the typical company in this theme (2019).

The whole theme swung hardest in 2022: 44 of 52 companies on the "Worse" side.

20 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 59 companies compared. The sentences above are computed from all 59.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-14WorsenedEarnings

    「原材料、資材、人件費及びエネルギーコストの上昇等の影響を受け、経営環境は依然として厳しい状況が続いております。」

    コスト上昇による厳しい経営環境を継続して記載し、原価率も前年同期の37.2%から37.4%へ上昇している。
  2. FY2026WorsenedAnnual report

    「The cost ratio rose to 36.8% from 36.1% in the previous fiscal year due to higher energy costs and procurement prices.」

    The cost ratio rose 0.7 percentage points due to higher energy costs and procurement prices, quantitatively demonstrating the impact of higher costs.
  3. 2026-06-04RestatedGeneral Meetings of Shareholders

    「In the food service industry, operating conditions remain challenging due to the impact of soaring prices for raw materials, supplies, labor and energy, as well as growing consumer awareness of hygiene.」

    The company continues to describe challenging operating conditions due to soaring prices for raw materials, supplies, labor and energy.
  4. FY2026-H1RestatedAnnual report

    「In the food service industry, operating conditions remain challenging due to the impact of soaring prices for raw materials, supplies, labor and energy, as well as growing consumer awareness of hygiene.」

    The company continues to describe challenging operating conditions due to soaring prices for raw materials, supplies, labor and energy.
  5. FY2025WorsenedAnnual report

    「Operating conditions remain challenging due to soaring prices for raw materials, supplies, labor and energy.」

    Prices for raw materials, supplies, labor and energy continue to rise. The cost ratio also rose to 36.1% from 34.2% in the previous fiscal year, and the FL cost ratio rose to 66.9% from 65.8%.
  6. FY2025-H1RestatedAnnual report

    「In the food service industry, operating conditions remain challenging due to soaring prices for raw materials, supplies, labor and energy.」

    The company continues to describe challenging operating conditions due to soaring prices for raw materials, supplies, labor and energy.
  7. FY2024WorsenedAnnual report

    「In the food service industry, operating conditions remain challenging due to soaring prices for raw materials, supplies and energy, despite expectations for a recovery in inbound demand.」

    The company continues to describe challenging operating conditions due to soaring prices for raw materials, supplies and energy. The cost ratio also rose to 34.2% from 33.6% in the previous fiscal year.
  8. FY2024-Q3WorsenedAnnual report

    「The cost ratio rose to 34.1% from 33.5% in the same period of the previous year due to higher energy costs and procurement prices.」

    The cost ratio rose 0.6 percentage points year on year due to higher energy costs and procurement prices, quantitatively demonstrating the deterioration in operating conditions caused by higher costs.
  9. FY2024-Q2WorsenedAnnual report

    「In the food service industry, operating conditions remain challenging due to soaring prices for raw materials, supplies and energy, despite expectations for a recovery in inbound demand.」

    Challenging operating conditions due to soaring prices for raw materials, supplies and energy continue, and the cost ratio rose to 34.2% from 33.6% in the same period of the previous year.
  10. FY2024-Q1WorsenedAnnual report

    「During the first quarter of the current fiscal year, operating conditions remained challenging due to soaring prices for raw materials, supplies and energy, despite expectations for a recovery in inbound demand.」

    While indicating expectations for a recovery in inbound demand, the company states that challenging operating conditions due to soaring prices for raw materials, supplies and energy continue. The cost ratio also rose to 34.2% from 33.6% in the same period of the previous year.
  11. FY2023WorsenedAnnual report

    「Soaring prices for raw materials, supplies and energy, as well as worsening hiring conditions, are making management increasingly difficult.」

    In addition to food ingredient prices, the company cites soaring prices for supplies and energy and worsening hiring conditions, describing challenging operating conditions in terms of costs and human resources.
  12. FY2023-Q3RestatedAnnual report

    「In the food service industry, operating conditions remain challenging due to soaring prices for raw materials, supplies and energy, despite expectations for a recovery in inbound demand.」

    While indicating expectations for a recovery in inbound demand, the company continues to describe challenging operating conditions due to soaring prices for raw materials, supplies and energy.
  13. FY2023-Q2WorsenedAnnual report

    「During the second quarter of the current fiscal year, operating conditions became increasingly challenging due to soaring prices for raw materials, supplies and energy, despite expectations for a recovery in inbound demand.」

    In addition to food ingredient prices, the company cites soaring prices for raw materials, supplies and energy, indicating that operating conditions continue to deteriorate due to higher costs.
  14. FY2023-Q1WorsenedAnnual report

    「During the first quarter of the current fiscal year, the operating environment was challenging due to soaring prices for raw materials, supplies and energy, despite expectations for a recovery in inbound demand.」

    In addition to food ingredient prices, labor costs and foreign exchange, the company cites soaring prices for raw materials, supplies and energy, describing challenging operating conditions due to higher costs.
  15. FY2022WorsenedAnnual report

    「The cost ratio rose to 34.9% from 33.6% in the previous fiscal year due to higher raw material costs and other factors.」

    The cost ratio rose 1.3 percentage points due to higher raw material costs. The FL cost ratio also rose to 68.6% from 68.3% in the previous fiscal year, indicating that the burden of higher raw material prices continues.
  16. FY2022-Q3WorsenedAnnual report

    「Cost of sales rose to 34.8% of revenue from 33.8% in the same period of the previous year due to soaring raw material costs and other factors.」

    The cost ratio rose 1.0 percentage point year on year due to soaring raw material costs, indicating that operating conditions continue to deteriorate as food ingredient prices rise.
  17. FY2022-Q2WorsenedAnnual report

    「Cost of sales rose to 34.9% of revenue from 34.3% in the same period of the previous year due to soaring raw material costs and other factors.」

    The cost ratio rose 0.6 percentage points year on year due to soaring raw material costs, quantitatively demonstrating the deterioration in operating conditions caused by higher food ingredient prices.
  18. FY2021WorsenedAnnual report

    「The company anticipates risks that stable procurement may become difficult due to abnormal weather and outbreaks of disease in production regions, changes in laws and regulations, and other factors, as well as risks of price increases due to exchange-rate movements and other factors, which could affect business performance.」

    The company continues to describe the risk of difficulty in procuring food ingredients and rising prices. During the current period, the cost ratio rose from 33.0% to 33.6%, and the FL cost ratio rose from 66.7% to 68.3%.
  19. FY2020RestatedAnnual report

    「During the current fiscal year, the operating environment was challenging due to higher food ingredient and labor costs and other factors.」

    The company continues to describe challenging operating conditions due to higher food ingredient and labor costs.
  20. FY2020-Q3RestatedAnnual report

    「During the third quarter of the current fiscal year, operating conditions became increasingly challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    The same factors as previously are cited regarding challenging operating conditions due to food ingredient prices, labor costs and exchange-rate movements.
  21. FY2020-Q2RestatedAnnual report

    「During the second quarter of the current fiscal year, operating conditions became increasingly challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    The company continues to describe challenging operating conditions due to food ingredient prices, labor costs and exchange-rate movements.
  22. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current fiscal year, the operating environment was challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    The same factors as before are cited in describing challenging operating conditions due to food ingredient prices, labor costs and exchange-rate movements.
  23. FY2019WorsenedAnnual report

    「During the current fiscal year, the operating environment was challenging due to higher food ingredient and labor costs and other factors.」

    Challenging operating conditions due to higher food ingredient and labor costs continue to be described for the current fiscal year, with the company also explaining that future operating conditions will become "increasingly challenging."
  24. FY2019-Q3RestatedAnnual report

    「During the third quarter of the current fiscal year, operating conditions became increasingly challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    The same factors as before are cited in describing challenging operating conditions due to food ingredient prices, labor costs and exchange-rate movements.
  25. FY2019-Q2RestatedAnnual report

    「During the second quarter of the current fiscal year, operating conditions became increasingly challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    The same factors as before are cited in describing challenging operating conditions due to food ingredient prices, labor costs and exchange-rate movements.
  26. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current fiscal year, the operating environment was challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    The same factors as before are cited in describing challenging operating conditions due to food ingredient prices, labor costs and exchange-rate movements.
  27. FY2018-Q3RestatedAnnual report

    「In the food service industry, operating conditions are becoming increasingly challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    The same content as before is provided regarding challenging operating conditions due to food ingredient prices, labor costs and exchange-rate movements.
  28. FY2018-Q2RestatedAnnual report

    「In the food service industry, operating conditions are becoming increasingly challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    The same content as before is provided regarding challenging operating conditions due to food ingredient prices, labor costs and exchange-rate movements.
  29. FY2018-Q1RestatedAnnual report

    「In the food service industry, operating conditions are becoming increasingly challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    The same content as before is provided regarding challenging operating conditions due to food ingredient prices, labor costs and exchange-rate movements.
  30. FY2017-Q3RestatedAnnual report

    「In the food service industry, operating conditions are becoming increasingly challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    The same content as previously is provided regarding challenging operating conditions due to food ingredient prices, labor costs and exchange-rate movements.
  31. FY2017-Q2First statedAnnual report

    「In the food service industry, operating conditions are becoming increasingly challenging due to higher food ingredient and labor costs and exchange-rate movements.」

    Higher food ingredient and labor costs and exchange-rate movements are described as factors already affecting operating conditions.
Moved together

"Downturn in overseas economies and uncertainty about the outlook" moved the same way as this thread, in the same document, in 5 of its 31 moves.

554322★123456
  1. ★This thread
  2. 1Downturn in overseas economies and uncertainty about the outlook5×
  3. 2Increase in Impairment Losses on Fixed Assets and Decrease in Property, Plant and Equipment5×
  4. 3Improvements in Same-Store Sales, Profitability and Earnings4×
  5. 4Regulatory, Political and Economic, Human Resources, Foreign Exchange and Social Unrest Risks in Overseas Operations3×
  6. 5Overseas Expansion and Globalization Centered on the United States, China and Taiwan2×
  7. 6Customer First and the Provision of Safe, Reliable, High-Value-Added Products and Services2×

★ 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
Matsuya Foods Holdings's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Earnings of 2026-08-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.