Food Ingredient Safety, Stable Sourcing and Rising Prices
First written in FY2016. 10 of 24 entries say "Materialised", first in FY2017-Q2. Latest entry: 2026-07-31.
Ohsho Food Service Corp. moved to the "Worse" side of this theme in 2016, 6 years before the typical company in this theme (2022).
The whole theme swung hardest in 2025: 25 of 34 companies on the "Worse" side.
13 other companies' latest entry also says "Worsened".
- 2026-07-31WorsenedEarnings
「原材料価格の高騰や、中東情勢の悪化に伴うナフサ不足に端を発した包材費・店舗建築費の急騰など、さまざまなコストの上昇が収益を強く下押しする要因となっている」
原材料価格上昇に加えて、中東情勢とナフサ不足に伴う包材費・店舗建築費の急騰を明示した。 - FY2026WorsenedAnnual report
「If an incident, accident, disaster or other event causes damage in food-producing regions, at the Company's factories or along transportation routes, or if abnormal weather or other adverse weather conditions associated with climate change cause extreme shortages of food ingredients or price increases, or if geopolitical risks cause energy and material prices to soar, the Company may experience difficulty securing a stable supply of food ingredients.」
In addition to the existing risks related to safety, stable procurement and price increases, the disclosure specifically identifies swine fever, avian influenza and soaring energy and material prices associated with geopolitical risks. - FY2026-H1WorsenedAnnual report
「In addition to soaring raw material prices, including rice, higher labor costs resulting from the worsening labor shortage, and rising store construction and equipment costs, various costs continue to weigh on earnings.」
The disclosure specifies rice among the raw materials affected by soaring prices and states that higher labor, construction and equipment costs are weighing on earnings. - FY2024RestatedAnnual report
「If an incident, accident or disaster causes damage to food-producing regions, the Company's factories or transportation routes, or if climate change, including abnormal weather and adverse weather conditions, causes extreme shortages or price increases for food ingredients, stable procurement of food ingredients may be disrupted.」
It reconfirms the risks to food safety, stable procurement and prices, including those associated with climate change, production areas, factories and transportation routes. - FY2024-Q2RestatedAnnual report
「In addition to the chronic labor shortage, substantial increases in food costs, energy prices and labor costs continue, making measures to address them an urgent priority.」
It reconfirms that food costs and energy prices continue to rise and that action to address costs is urgently needed. - FY2024-Q1RestatedAnnual report
「Substantial increases in labor costs, food costs and energy prices are driving up costs, making measures to address them, including passing them on to prices, an urgent priority.」
It reconfirms that substantial increases in food costs and energy prices are driving up costs and that action, including passing the increases on to prices, is urgently needed. - FY2023-Q3WorsenedAnnual report
「Substantial increases in labor, food and utility costs worsen the balance of income and expenses.」
Regarding food ingredient price risk, it states that substantial increases in labor, food and utility costs are worsening the balance of income and expenses. - FY2023-Q2WorsenedAnnual report
「As the situation in Ukraine continued, raw material and energy prices rose, while global monetary tightening and a sharp depreciation of the yen progressed, increasing uncertainty about the economic outlook.」
In addition to the existing rise in food ingredient prices, it cites higher energy prices, the sharp depreciation of the yen and the prolonged situation in Ukraine, describing a deterioration in the procurement and cost environment. - FY2023-Q1WorsenedAnnual report
「As the risk of an economic downturn increased due to the prolonged situation in Ukraine and the impact of restrictions on economic activity under China's zero-COVID policy, uncertainty about the outlook intensified amid expectations of further increases in food and energy prices.」
It states that further increases in food and energy prices are expected against the backdrop of the prolonged situation in Ukraine and China's zero-COVID policy. - FY2022WorsenedAnnual report
「In particular, surging prices of food ingredients and other resources have been putting pressure on corporate earnings. Accordingly, the Company decided to revise prices for some products effective 14 May this year, raising the pre-tax prices of approximately 20% of the products on its full menu by ¥20 to ¥30.」
It describes the pressure on earnings from surging food ingredient and resource prices and the decision to respond by raising the pre-tax prices of approximately 20% of full-menu items by ¥20–¥30. - FY2020MitigatedAnnual report
「To secure a stable supply of high-quality domestically sourced ingredients, the Group works closely with producers and has taken measures such as diversifying production areas. It also visits production areas, inspects and audits contract manufacturing plants, maintains product specification sheets, and considers the selection of alternative ingredients, thereby seeking to reduce the likelihood of risks materializing.」
In addition to working with producers and diversifying production areas, it specifies visits to production areas, audits of contract manufacturing plants, preparation of specification sheets and consideration of alternative ingredients as countermeasures. - FY2020-Q1MaterialisedAnnual report
「However, consumer sentiment was weakening due in part to stagnant share prices and rising food prices.」
It states that rising food prices have emerged in the operating environment during the quarter under review as a factor weakening consumer sentiment. - FY2019RestatedAnnual report
「The Company will step up its efforts to ensure the safety and stable procurement of food ingredients. However, if an issue arises that calls the safety of food ingredients into question, food ingredient prices rise substantially, or stable procurement of food ingredients is disrupted, the Group's business performance may be affected.」
While promoting the stable supply and quality improvement of domestically sourced ingredients, it reconfirms the risks that safety issues, price increases and supply disruptions may affect business performance. - FY2019-Q3MaterialisedAnnual report
「The outlook remains uncertain due to labor shortages, rising labor and raw material costs, and intensifying competition resulting from the growing penetration of the prepared-food market, particularly convenience stores.」
It states that surging raw material prices have continued as an aspect of the food service industry's operating environment during the quarter under review. - FY2019-Q2MaterialisedAnnual report
「The outlook remains uncertain due to labor shortages, rising labor and raw material costs, and intensifying competition resulting from the growing penetration of the prepared-food market, particularly convenience stores.」
It states that surging raw material prices have continued as an aspect of the food service industry's operating environment during the quarter under review. - FY2018MaterialisedAnnual report
「Abnormally high raw material prices due to record adverse weather, including torrential rain, typhoons, insufficient sunshine and heavy snowfall in winter」
Abnormally high raw material prices due to record adverse weather actually occurred during the fiscal year under review. - FY2018-Q3MaterialisedAnnual report
「Companies successively raised menu prices in response to rising labor and food costs.」
Rising food costs have actually led to menu price increases by food service companies. - FY2018-Q2MaterialisedAnnual report
「Surging vegetable prices due to prolonged rain and insufficient sunshine」
Surging vegetable prices due to prolonged rain and insufficient sunshine actually occurred as an aspect of the operating environment during the quarter under review. - FY2017MaterialisedAnnual report
「Vegetable prices rose due to typhoons, prolonged rain and insufficient sunshine in summer and record-early snowfall in winter, while customer traffic was also affected.」
Surging vegetable prices due to weather conditions actually occurred during the fiscal year under review. - FY2017-Q3MaterialisedAnnual report
「Vegetable prices rose due to low temperatures in northern Japan and record-early snowfall in the Kanto-Koshinetsu region.」
It describes surging vegetable prices due to low temperatures and snowfall as an actual aspect of the operating environment. - FY2017-Q2MaterialisedAnnual report
「Surging prices of vegetables, including those from Hokkaido, due to reduced hours of sunshine」
It describes surging prices of vegetables and other items due to reduced hours of sunshine as an actual aspect of the operating environment related to food ingredient price risk. - FY2016First statedAnnual report
「If an issue arises that calls the safety of food ingredients into question, food ingredient prices rise substantially, or stable procurement of food ingredients is disrupted, the Company's business performance may be affected.」
It cites safety, supply and price risks arising from food-related incidents, abnormal weather, and transportation or factory accidents.