Business Operations and Cost Inflation Risks in the Meat Industry Due to Labor Shortages
First written in FY2019-Q1. 3 of 6 entries say "Worsened", first in FY2019. Latest entry: FY2026.
S Foods moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).
The whole theme swung hardest in 2025: 36 of 59 companies on the "Worse" side.
25 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「As labor and transportation costs also continue to rise, conditions in which securing profitability is difficult have persisted.」
Continued increases in labor and transportation costs were identified as cost factors making it difficult to secure profitability. - FY2020RestatedAnnual report
「The meat industry continues to face conditions in which earnings are being squeezed by rising expenses, including distribution and labor costs.」
The company reaffirmed that rising distribution and labor costs continue to burden the meat industry. - FY2020-Q3WorsenedAnnual report
「The meat industry continues to face difficult conditions due to low prices and rising labor and logistics costs.」
The company cited rising labor and logistics costs, together with a low-price environment, as factors contributing to difficult conditions in the meat industry. - FY2020-Q1RestatedAnnual report
「The meat industry also continued to face difficult conditions, affected by destabilizing factors such as difficulties procuring raw materials and labor shortages.」
The company reiterated that labor shortages remain an ongoing source of instability in the meat industry. - FY2019WorsenedAnnual report
「The operating environment surrounding the meat industry is becoming increasingly severe due to higher raw-material and distribution costs and difficulties in recruiting workers.」
Difficulty recruiting workers, equivalent to a labor shortage, was cited alongside rising raw-material and distribution costs, and difficult business conditions continued. - FY2019-Q1First statedAnnual report
「The meat industry also continued to face difficult conditions, affected by destabilizing factors such as difficulties procuring raw materials and labor shortages.」
The company explicitly identified labor shortages as a new source of instability in the meat industry and stated that difficult conditions had in fact continued.