The impact of the severe labor shortage is becoming evident
First written in FY2017-Q1. 2 of 5 entries say "Worsened", first in FY2018-Q2. Latest entry: 2026-07-07.
KG Intelligence moved to the "Worse" side of this theme in 2018, 5 years before the typical company in this theme (2023).
The whole theme swung hardest in 2025: 15 of 29 companies on the "Worse" side.
19 other companies' latest entry also says "Worsened".
- 2026-07-07WorsenedEarnings
「Worsening labor shortage」
人手不足について、従来の構造的な労働供給制約に加え、現在の事業環境における深刻化を明示している。 - FY2021-Q3ReframedAnnual report
「The outlook remains uncertain, with signs of deterioration in the employment environment due in part to the prolonged impact of measures to prevent the spread of infection.」
The description of labor-related risk factors has shifted from labor shortages and constraints on labor supply to deterioration in the employment environment due to the prolonged measures to prevent the spread of COVID-19. - FY2019-Q2ReframedAnnual report
「The outlook remains uncertain, as population decline and labor-force participation approach the limits of labor supply, causing employment growth to slow.」
The description has changed from the previous wording, which directly indicated the impact of labor shortages, to a description of structural constraints on labor supply, in which employment growth is slowing as population decline and labor-force participation approach the limits of labor supply. - FY2018-Q2WorsenedAnnual report
「The sense of labor shortages among companies continues to intensify, and the outlook remains uncertain, with labor shortages expected in the future due to population decline.」
The company states that, in addition to the intensifying sense of labor shortages among companies, future labor shortages are expected against the backdrop of population decline. - FY2017-Q1First statedAnnual report
「In addition, the impact of a severe labor shortage has become apparent」
For the first time, the company states that the impact of a severe labor shortage has already become apparent as a factor contributing to uncertainty about the economic outlook.