Komori
Hachi-Ban (9950) · RiskRestated

Rising Ingredient Prices and Procurement Difficulties Caused by Epidemics and Adverse Weather

First written in FY2016. 7 of 16 entries say "Worsened", first in FY2020. Latest entry: 2026-10-30.

16entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2017MaterialisedFY2019-Q3 – FY2020WorsenedFY2023-Q1 – FY2024RestatedFY2025-Q12016: 120162017: 120172018: 020182019: 220192020: 120202021: 120212022: 220222023: 320232024: 220242025: 020252026: 32026
Same theme, other companies
Food Ingredient Safety, Stable Sourcing and Price Volatility RiskA theme 63 companies write about · 64 as a headwind · 0 as a tailwind

Hachi-Ban moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).

The whole theme swung hardest in 2025: 26 of 37 companies on the "Worse" side.

26 other companies' latest entry also says "Restated".

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 63 companies compared. The sentences above are computed from all 63.
Full recordFilings, disclosures and news, newest first
  1. FY2025-Q1RestatedAnnual report

    「On the other hand, the prolonged and entrenched instability in the international situation and the persistent depreciation of the yen have made surging raw material prices and energy costs, and the resulting inflation, chronic. The outlook therefore remains uncertain.」

    The view that surging raw material and energy costs and inflation driven by the international situation and the weaker yen have become chronic continues to be expressed.
  2. FY2024WorsenedAnnual report

    「In the food service industry, sales are trending upward due to price revisions and more active consumer spending as foot traffic recovers. However, the environment remains challenging due to rising utility, transportation, and raw material costs, as well as higher labor and recruitment costs caused by labor shortages.」

    While sales have increased as demand recovers and prices are revised, increases in utility, transportation, raw material, labor, and recruitment costs continue to be explicitly identified.
  3. FY2024-Q1WorsenedAnnual report

    「In the food-service industry, customer traffic is recovering as restrictions on activity have subsided, but the difficult operating environment continues due to higher utility, logistics and procurement costs, as well as higher labor and recruitment costs resulting from labor shortages.」

    In addition to surging purchase prices, persistently high utility, transportation, and energy-related costs continue to drive increases in procurement and operating costs.
  4. FY2023WorsenedAnnual report

    「In the food service industry, sales gradually recovered due to the easing of restrictions on activities, the nationwide travel assistance program launched in October 2022, and an increase in foreign visitors to Japan. However, the operating environment remained challenging due to changes in dining patterns in the era of living with COVID-19 and surging raw material, energy, and logistics costs.」

    In addition to raw material prices, surging energy prices and logistics costs are explicitly identified, and the challenging procurement and operating cost environment continues.
  5. FY2023-Q3WorsenedAnnual report

    「The operating environment remains challenging due to changes in dining patterns in the era of living with COVID-19 and surging raw material, energy, and logistics costs.」

    In addition to raw material prices, surging energy prices and logistics costs are explicitly identified, and the challenging environment for food ingredient and operating costs continues to be noted.
  6. FY2023-Q1WorsenedAnnual report

    「In the food service industry, there were signs of a recovery following the lifting of priority preventive measures to prevent the spread of disease. However, the operating environment remains challenging due to changes in consumer lifestyles and increases in purchase prices and expenses caused by surging raw material and crude oil prices.」

    Increases in purchase prices and expenses caused by surging raw material and crude oil prices are explicitly identified as risk factors for food ingredient procurement and costs.
  7. FY2022RestatedAnnual report

    「In such cases, we take measures, including working with suppliers to secure food ingredients by changing their place of origin or procurement routes and minimizing increases in purchase prices. However, if these factors make it difficult to secure the required quantity of food ingredients or cause purchase prices to surge significantly, the performance of our group may be affected.」

    The risks of surging food ingredient prices and procurement difficulties continue to be identified, along with responses involving cooperation with suppliers and changes to the place of origin and procurement routes.
  8. FY2021RestatedAnnual report

    「However, outbreaks of diseases such as BSE (mad cow disease), foot-and-mouth disease, and highly pathogenic avian influenza, the spread of new infectious diseases, and crop failures caused by abnormal weather, cool summers, and other adverse weather conditions may disrupt the balance between supply and demand, resulting in surging purchase prices and making it difficult to procure the food ingredients themselves.」

    The risks of surging food ingredient prices and procurement difficulties caused by disease, new infectious diseases, and adverse weather conditions continue to be identified.
  9. FY2020WorsenedAnnual report

    「However, outbreaks of diseases such as BSE (mad cow disease), foot-and-mouth disease, and highly pathogenic avian influenza, the spread of new infectious diseases, and crop failures caused by abnormal weather, cool summers, and other adverse weather conditions may disrupt the balance between supply and demand, resulting in surging purchase prices and making it difficult to procure the food ingredients themselves.」

    The spread of new infectious diseases has been added as an explicit factor in food ingredient procurement risk.
  10. FY2019MaterialisedAnnual report

    「The foodservice industry is facing an increasingly uncertain environment, as extreme heat and typhoons have made it difficult to procure raw materials reliably, while raw material prices and logistics costs are rising and personnel-related costs are increasing against a backdrop of work-style reforms and labor shortages.」

    The difficulty of steadily procuring raw materials due to extreme heat and typhoons, and increases in raw material prices and logistics costs, have emerged in the actual business environment.
  11. FY2019-Q3MaterialisedAnnual report

    「The foodservice industry is facing an increasingly uncertain environment, as extreme heat and typhoons have made it difficult to procure raw materials reliably, while raw material prices and logistics costs are rising and personnel-related costs are increasing against a backdrop of work-style reforms and labor shortages.」

    It states that extreme heat, typhoons, and other natural environmental factors have made it difficult to procure raw materials steadily and caused prices and logistics costs to rise, showing that the impact of food ingredient procurement risk has emerged in the actual business environment.
  12. FY2017MitigatedAnnual report

    「In such cases, we take measures, including securing food ingredients by changing their place of origin or procurement routes and minimizing increases in purchase prices. However, if these factors cause a significant rise in purchase prices, the operating performance of our group may be affected.」

    Measures to secure food ingredients and curb increases in purchase prices by changing their place of origin and procurement routes are specified, while the risk of price increases itself remains.
  13. FY2016First statedAnnual report

    「However, there are risks that outbreaks of diseases such as highly pathogenic avian influenza, BSE (mad cow disease), and foot-and-mouth disease, as well as crop failures caused by abnormal weather, cool summers, and other adverse weather conditions, could disrupt the balance between supply and demand, resulting in higher purchase prices and making it difficult to procure the food ingredients themselves.」

    Price increases and procurement difficulties caused by disease and adverse weather conditions are identified as food ingredient procurement risks.
Moved together

"Securing and training personnel to support store expansion" moved the same way as this thread, in the same document, in 5 of its 16 moves.

554322★123456
  1. ★This thread
  2. 1Securing and training personnel to support store expansion5×
  3. 2Impairment Losses Arising from Deterioration in Store-Level Profit and Loss5×
  4. 3Intensifying competition, including from other industries4×
  5. 4Economic Impact of Consumption Tax Increases, U.S.-China Trade Friction, and Other Factors3×
  6. 5Political conditions in countries where overseas subsidiaries operate and currency fluctuations2×
  7. 6Risks Related to Securing Properties for Company-Operated Stores, Store Profitability, and Lease Agreements2×

★ 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
Hachi-Ban's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-10-30: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.