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Sumitomo Forestry (1911) · RiskMitigated

Risk of Supply Constraints Caused by Labor Shortages

First written in FY2019. 1 of 3 entries say "Worsened", first in FY2024. Latest entry: FY2025.

3entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019WorsenedFY20242019: 120192020: 020202021: 020212022: 020222023: 020232024: 020242025: 120252026: 1
Same theme, other companies
Declining supply capacity due to labor shortages and increasing uncertainty in the business environmentA theme 67 companies write about · 67 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 15 of 30 companies on the "Worse" side.

2 other companies' latest entry also says "Mitigated".

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 67 companies compared. The sentences above are computed from all 67.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「当社の協力施工店に対しては社員大工の採用支援を行うことにより、将来に向けた施工力の維持に努めております。また、現場施工の生産性の向上について、各種プレカットやプレセット化の推進、納まりのモジュール化により、工事現場の工数削減による生産合理化を推進しております。」

    人手不足リスクに対し、社員大工の採用支援、教育、プレカット・プレセット化、モジュール化、DXによる施工生産性向上策を具体化した。
  2. FY2024WorsenedAnnual report

    「国内の建設業においては、建設技能労働者の高齢化及び若者離れが進み、建設業就業者数は長期間にわたり減少傾向にあります。」

    人手不足リスクが、建設技能労働者の高齢化・若者離れと就業者数の長期減少として独立した主要リスクに整理された。
  3. FY2019First statedAnnual report

    「Although employment and income conditions in Japan are expected to improve, the outlook remains uncertain, as in addition to global economic trends, a slowdown in China’s economy, higher raw-material prices and supply constraints caused by labor shortages may weigh on economic activity.」

    The Company first explicitly identified supply constraints caused by labor shortages as a factor weighing on the domestic economy, alongside higher raw-material prices and the slowdown in China’s economy.
Moved together

"Expanding Lifestyle Services, Including Elderly Care" moved the same way as this thread, in the same document, in 2 of its 3 moves.

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Sumitomo Forestry's next results are scheduled for 2026-11-05. Read the earnings preview
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Risk of Supply Constraints Caused by Labor Shortages | Sumitomo Forestry Co.,Ltd. (1911) | Komori