Komori
Kotobuki Spirits (2222) · RiskRestated

Rising Logistics Costs

First written in FY2018. 4 of 5 entries say "Restated". Latest entry: FY2020-Q3.

5entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2020-Q32018: 220182019: 220192020: 12020
Same theme, other companies
SG&A and profit pressure from higher freight costsA theme 40 companies write about · 41 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 18 of 26 companies on the "Worse" side.

6 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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2020-Q3RestatedAnnual report

    「The business environment remained broadly challenging due to intensifying competition across industries and business formats, rising logistics costs, and rising labor costs resulting from labor shortages.」

    Rising logistics costs continue to be identified, together with intensifying competition and higher labor costs, as factors contributing to the challenging business environment.
  2. FY2020-Q2RestatedAnnual report

    「The business environment remained broadly challenging due to intensifying competition across industries and business formats, rising logistics costs, and rising labor costs resulting from labor shortages.」

    Rising logistics costs continue to be identified, together with intensifying competition and higher labor costs, as factors contributing to the challenging business environment.
  3. FY2019-Q3RestatedAnnual report

    「The business continued to operate in an increasingly challenging environment, affected by intensifying competition across industries and business formats, rising logistics costs, and natural disasters, including torrential rains observed across Japan, record-breaking heat, major typhoons making landfall, and earthquakes, which had a negative impact on performance.」

    Rising logistics costs continue to be identified, alongside intensifying competition and natural disasters, as factors contributing to the challenging business environment.
  4. FY2019-Q1RestatedAnnual report

    「The business continued to face a challenging operating environment due to intensifying competition across industries and business formats, as well as rising logistics costs.」

    Rising logistics costs continue to be identified as a factor contributing to the challenging business environment.
  5. FY2018First statedAnnual report

    「The challenging business environment is expected to continue due to intensifying competition across industries and business formats, rising logistics costs, and other factors.」

    Explicitly identifies rising logistics costs as a new factor contributing to the challenging business environment ahead.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Kotobuki Spirits's next results are scheduled for 2026-11-04. Read the earnings preview
News
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