Logistics risks involving stockouts, excess inventory and higher transportation costs
First written in FY2020. 7 of 12 entries say "Restated". Latest entry: 2026-07-31.
Kanro moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2020: 7 of 17 companies on the "Worse" side.
3 other companies' latest entry also says "Materialised".
- 2026-07-31MaterialisedEarnings presentation
「Higher storage and distribution expense ratio」
Higher logistics costs appeared as a factor behind the first-half decline in profit and increased costs in the full-year forecast. - FY2025RestatedAnnual report
「・欠品発生による機会損失 ・需要予測の見誤りによる長期滞留在庫の発生 ・輸送コスト上昇による利益圧迫」
欠品、滞留在庫、輸送コスト上昇の物流リスクと、需給予測精度向上・配送体制構築による対応を再確認している。 - FY2023WorsenedAnnual report
「・欠品発生による機会損失 ・需要予測の見誤りによる長期滞留在庫の発生 ・輸送コスト上昇による利益圧迫」
欠品、滞留在庫、輸送コスト上昇による物流リスクを、需給予測精度向上や配送体制構築の対策とともに、前年から変化があるリスクとしている。 - FY2023-Q3RestatedAnnual report
「During the cumulative third quarter period, there were no occurrences of the major risks that management recognizes could have a material impact on the financial position, operating results or cash flows of the company, nor any material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year, among the matters concerning the business and financial condition described in this quarterly report.」
物流における欠品、滞留在庫、輸送コスト上昇リスクについて、主要なリスクの発生または重要な変更はないと再確認している。 - FY2023-Q2RestatedAnnual report
「During the cumulative second quarter period, there were no material changes in the occurrence of major risks that management recognizes could materially affect the company's financial position, operating results or cash flows, among the matters concerning the business and financial condition described in this quarterly securities report, or in the business and other risks described in the securities report for the previous fiscal year.」
物流における欠品、滞留在庫、輸送コスト上昇リスクについて、主要なリスクの発生または重要な変更はないと再確認している。 - FY2023-Q1RestatedAnnual report
「During the cumulative first quarter, there were no new occurrences of the major risks that management recognizes as potentially having a material impact on the company’s financial position, operating results or cash flows, among the matters concerning the business and accounting conditions described in this quarterly report, nor were there any material changes to the risks described in the “Business and Other Risks” section of the annual securities report for the previous fiscal year.」
物流における欠品、滞留在庫、輸送コスト上昇リスクについて、主要なリスクの発生または重要な変更はないと再確認している。 - FY2022WorsenedAnnual report
「・欠品発生による機会損失 ・需要予測の見誤りによる長期滞留在庫の発生 ・輸送コスト上昇による利益圧迫」
物流リスクについて、欠品、滞留在庫、輸送コスト上昇を引き続き明示し、需給予測精度向上や配送体制検討を対策として示している。前年からの変化は上向きである。 - FY2022-Q2RestatedAnnual report
「During the cumulative second quarter period, there were no material changes in the occurrence of major risks that management recognizes could materially affect the company's financial position, operating results or cash flows, among the matters concerning the business and financial condition described in this quarterly securities report, or in the business and other risks described in the securities report for the previous fiscal year.」
物流における欠品、滞留在庫、輸送コスト上昇リスクについて、主要なリスクの発生または重要な変更はないと再確認している。 - FY2021WorsenedAnnual report
「・ドライバー不足等による輸送コスト上昇」
従来の欠品、滞留在庫、輸送コスト上昇に加え、ドライバー不足を要因として明示し、前年からの変化を「↗」としている。 - FY2021-Q2RestatedAnnual report
「During the cumulative second quarter period, there were no material changes in the occurrence of major risks that management recognizes could materially affect the company's financial position, operating results or cash flows, among the matters concerning the business and financial condition described in this quarterly securities report, or in the business and other risks described in the securities report for the previous fiscal year.」
物流における欠品、滞留在庫、輸送コスト上昇リスクについて、重要な変更はないとの会社記載により再確認している。 - FY2021-Q1RestatedAnnual report
「During the cumulative first quarter, there were no new occurrences of the major risks that management recognizes as potentially having a material impact on the company’s financial position, operating results or cash flows, among the matters concerning the business and accounting conditions described in this quarterly report, nor were there any material changes to the risks described in the “Business and Other Risks” section of the annual securities report for the previous fiscal year.」
物流における欠品、滞留在庫、輸送コスト上昇リスクについて、重要な変更はないとの会社記載により再確認している。 - FY2020First statedAnnual report
「・欠品発生による機会損失 ・需要予測の見誤りによる長期滞留在庫の発生 ・輸送コスト上昇による利益圧迫」
物流面の欠品、需要予測誤りによる滞留在庫、輸送コスト上昇を新たなリスク群として明示している。