Deteriorating earnings environment due to surging raw material prices and logistics instability
First written in FY2022. 7 of 13 entries say "Worsened", first in FY2023-Q1. Latest entry: 2026-10-10.
Ministop moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 5 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Materialised".
- 2026-10-10Materialisedfinance.biggo.jp
「特に高粗利のファストフード販売構成比低下と、米やプラスチック類の原材料価格高騰が売上総利益率を前年同期比1.2ポイント低下させた。」
原材料価格の上昇が中間期の売上総利益率低下として実績に現れた。 - FY2027-H1WorsenedAnnual report
「During the interim consolidated accounting period, the socioeconomic environment remained highly uncertain, with tensions continuing in the Middle East and concerns over rising crude oil and raw material prices.」
The recognition of rising prices, raw material costs and logistics costs was supplemented by tensions in the Middle East and concerns over rising crude oil prices. - FY2026RestatedAnnual report
「Against a backdrop of higher food and beverage prices and soaring rice prices, real wages remained below the prior-year level and consumers' preference for saving strengthened.」
The company continued to recognize high prices, soaring rice prices, declining real wages and consumers' preference for saving as risks to the earnings environment. - FY2026-H1RestatedAnnual report
「In Vietnam's growing economy, electricity and gasoline price increases were putting pressure on household finances and personal consumption was weakening.」
The company continued to recognize a deteriorating earnings environment due to higher raw-material, logistics and energy prices. In Vietnam, it described the impact on personal consumption while working to reduce expenses. - FY2025MaterialisedAnnual report
「Amid soaring raw-material prices, growth in value-oriented ready-to-eat rice and noodle products stagnated, slowing the improvement in the gross profit margin.」
Risks from soaring raw-material costs, unstable logistics and higher prices were reflected in the results through sluggish growth in value-oriented products and a decline in the gross profit margin to 30.2%. - FY2025-H1MaterialisedAnnual report
「While sales of products subject to price revisions expanded and customer traffic began to recover, the gross profit margin was 3.4 percentage points below the level in the same period of the prior year.」
In Vietnam, sales and customer traffic improved as a result of pricing measures, while the gross profit margin fell 3.4 percentage points year on year, reflecting the impact of price competition and a deteriorating earnings environment in the results. - FY2024WorsenedAnnual report
「The economic outlook remains uncertain as consumer behavior is being affected by soaring raw-material and energy prices resulting from increasing international instability, higher labor costs in the supply chain, and inflation caused partly by the depreciation of the yen.」
The company added energy prices, supply-chain labor costs, the depreciation of the yen and the impact of inflation on consumer behavior to its previous risk assessment, which had focused mainly on raw-material and logistics costs. - FY2024-Q3WorsenedAnnual report
「Consumer behavior reflecting a growing focus on protecting household finances has become more pronounced amid prolonged inflation caused by soaring raw-material and energy prices resulting from increasing international instability and by the depreciation of the yen. The economic outlook remains uncertain.」
The company described the earnings environment as being affected by high raw-material costs and unstable logistics, soaring energy prices, prolonged inflation caused by the depreciation of the yen, and consumers' focus on protecting household finances. - FY2024-Q1WorsenedAnnual report
「However, the outlook for the economy remains uncertain, as consumer behavior is being affected by prolonged price inflation caused by soaring raw-material and energy prices amid continued international instability, as well as by the depreciation of the yen.」
The company added prolonged inflation caused by soaring energy prices and the depreciation of the yen to its previous risk assessment, which had focused mainly on raw-material and logistics costs. - FY2023-Q3WorsenedAnnual report
「However, in addition to the renewed increase in new infections from November, heightened consumer efforts to protect household finances against rising prices continued to affect personal consumption, which had begun to recover gradually.」
The company described how higher prices and consumers' stronger focus on protecting household finances were affecting personal consumption. In the domestic business, the gross profit margin also declined to 29.7% due to higher raw-material prices. - FY2023-Q2WorsenedAnnual report
「Meanwhile, the outlook remained uncertain due to ongoing supply chain instability, rising raw material prices, logistics costs and utility expenses, as well as the rapid depreciation of the yen.」
The company specified the risks arising from a combination of high raw-material costs, unstable logistics, higher logistics costs and utility expenses, and the sharp depreciation of the yen. - FY2023-Q1WorsenedAnnual report
「The outlook remains uncertain due to the situation in Ukraine and China's lockdowns, as well as supply-chain instability and higher raw-material prices, logistics costs and utility expenses.」
The company described a business environment affected simultaneously by soaring raw-material costs and unstable logistics, the situation in Ukraine, China's lockdowns, and higher logistics costs and utility expenses. - FY2022First statedAnnual report
「The outlook remains uncertain, partly because of the impact of soaring raw-material costs and unstable logistics.」
The company identified rising raw-material prices and unstable logistics as new business-environment risks, and the increase in raw-material costs was reflected in an actual decline in the gross profit margin.