Risks of Insufficient Logistics and Distribution Infrastructure and Disruption to Supply Continuity
First written in FY2020. 5 of 9 entries say "Materialised", first in FY2022-Q1. Latest entry: 2026-08-03.
Itoham Yonekyu Holdings moved to the "Worse" side of this theme in 2021, 4 years before the typical company in this theme (2025).
The whole theme swung hardest in 2024: 10 of 31 companies on the "Worse" side.
6 other companies' latest entry also says "Materialised".
- 2026-08-03MaterialisedEarnings presentation
「Contract trucking rates increased.」
Higher logistics unit prices materialized as a factor driving profit fluctuations in the processed foods and meat businesses. - FY2025WorsenedAnnual report
「Disruptions in ocean transportation caused by multiple factors, as well as shortages of infrastructure such as low-temperature warehouses in urban areas resulting from increased imports of food and ingredients requiring refrigeration or freezing」
For the risk of insufficient logistics and distribution infrastructure, the company explicitly identifies shortages of drivers and cargo-handling workers, the statutory cap on overtime hours and multifaceted disruptions in ocean transportation. - FY2024WorsenedAnnual report
「If an adequate supply chain can no longer be established due to shortages of truck drivers and cargo-handling workers resulting from the declining working-age population, insufficient transportation capacity caused by the impact of the statutory cap on overtime hours under the work-style reform legislation, and shortages of infrastructure such as low-temperature warehouses in urban areas resulting from increased imports of food and ingredients requiring refrigeration or freezing」
For the risk of insufficient logistics infrastructure, the company newly specifies shortages of drivers and cargo-handling workers and insufficient transportation capacity resulting from the statutory cap on overtime hours. - FY2023RestatedAnnual report
「The company is working to establish the logistics infrastructure required for the supply chain, including improving order accuracy, optimizing inventory management, shortening delivery lead times, improving load efficiency, and tightening controls over temperature-controlled transport.」
The group continues to address the risk of insufficient logistics and distribution infrastructure through measures involving ordering, inventory, lead times, loading capacity and temperature-controlled transportation. - FY2023-Q1MaterialisedAnnual report
「Profit declined due in part to higher procurement prices resulting from high market prices and the rapid depreciation of the yen, as well as continued congestion in ocean container transportation.」
Congestion in ocean container shipping has continued, materializing as a factor behind the decline in profit in the meat business alongside higher procurement prices. - FY2022MaterialisedAnnual report
「Profit declined partly because congestion in ocean container shipping continued.」
Congestion in ocean container shipping affected procurement and costs in the domestic meat business and materialized as a factor behind the full-year decline in profit. - FY2022-Q2MaterialisedAnnual report
「In the overseas business, ANZCO Foods was affected by shipping delays caused by global congestion in ocean container shipping, but」
Shipping delays caused by global congestion in ocean container shipping affected ANZCO Foods' actual business operations. - FY2022-Q1MaterialisedAnnual report
「Imported meat was affected by delays in vessel arrivals resulting from global congestion in ocean container transportation.」
States that delays in vessel arrivals caused by global congestion in ocean container shipping affected the actual supply and sales environment for imported meat. - FY2020First statedAnnual report
「However, if an adequate supply chain cannot be established because of factors including the expansion of retail stores, increased home-delivery logistics resulting from the spread of mail-order retail, driver shortages caused by population aging and worsening working conditions, and shortages of infrastructure such as temperature-controlled warehouses in urban areas resulting from increased imports of food and ingredients requiring refrigeration or freezing, the Group may be unable to supply products and merchandise at the appropriate time and in an appropriate manner, which could affect its business activities.」
Separately from its previous logistics-efficiency measures, it identifies for the first time the difficulty of establishing a supply chain caused by increased home-delivery logistics, driver shortages and shortages of temperature-controlled warehouses as an independent risk.