Planet (2391) · RiskReframed
Driver Shortages and Logistics Constraints Caused by the 2024 Logistics Problem
First written in FY2023. 1 of 3 entries say "Restated". Latest entry: FY2025.
3entries
3years
0from disclosures
How it moved
Same theme, other companies
Decline in Transport Capacity and Higher Logistics Costs Due to the Logistics 2024 ProblemA theme 37 companies write about · 37 as a headwind · 0 as a tailwind
Planet moved to the "Worse" side of this theme in 2025, 1 year after the typical company in this theme (2024).
The whole theme swung hardest in 2024: 9 of 29 companies on the "Worse" side.
2 other companies' latest entry also says "Reframed".
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 37 companies compared. The sentences above are computed from all 37.Full recordFilings, disclosures and news, newest first
- FY2025ReframedAnnual report
「Furthermore, in the logistics environment surrounding the industry, demand for efficiency gains through DX is expected to increase further to address labor shortages and rising costs.」
The company's recognition of the need to address the 2024 logistics issue is presented in terms of labor shortages, rising costs and growing demand for efficiency gains through DX. - FY2024RestatedAnnual report
「In addition, the so-called “2024 logistics issue” is expected to increase the need for a more efficient supply chain.」
The company continues to recognize the need for an efficient supply chain to address logistics constraints arising from the 2024 logistics issue. - FY2023First statedAnnual report
「In addition, the so-called “2024 logistics issue” is expected to increase the need for a more efficient supply chain.」
Against the backdrop of concerns about driver shortages arising from the 2024 logistics issue, the company explicitly recognizes for the first time that an efficient supply chain will be necessary.