The 2024 Problem in the Logistics Industry and the Driver Shortage
First written in FY2024. 6 of 7 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2026: 3 of 8 companies on the "Worse" side.
17 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「In the logistics industry, the Company's main customer base, operators are required to enhance their business operating structures against the backdrop of measures to address the so-called “2024 problem” and reviews of laws and regulations aimed at improving logistics efficiency and strengthening safety measures.」
The 2024 problem, the new two logistics laws and the strengthening of safety management systems are described as ongoing changes in the operating environment for the logistics industry. - FY2026-H1RestatedAnnual report
「In the logistics industry in which our core business operates, the Logistics Comprehensive Efficiency Act and the Trucking Business Act, collectively referred to as the “new two logistics laws,” have come into force in response to the “2024 problem,” with the industry undergoing structural change to improve logistics efficiency. As a result, demand for safety measures has increased further, including through mandatory appointment of managers and regular training.」
The 2024 problem, implementation of the new two logistics laws, mandatory appointment of managers and regular training, and rising demand for safety measures continue to be cited as business conditions. - FY2025RestatedAnnual report
「Under these conditions, revenue increased, partly because the consulting service “TRYES Support” performed steadily and sales of the subscription-based cloud service supporting safety activities, “TRYES Report,” expanded.」
The structural transformation of the logistics industry and demand for safety measures following implementation of the 2024 problem measures and the new two logistics laws continue to be cited as business conditions. - FY2025-H1RestatedAnnual report
「The logistics industry, a key customer base for our core Consulting Business, is undergoing a period of transformation as it responds to the 2024 problem and seeks structural improvements in logistics. The “new two logistics laws”—the Act on Promotion of the Efficiency of the Distribution of Goods and the revised Trucking Business Act—have been enacted. As safety measures are being strengthened, particularly through greater emphasis on appointing managers and requiring regular training, we have worked to expand the scale of our business, mainly by promoting sales of our services.」
The 2024 problem, the new two logistics laws and stronger safety requirements continue to be cited as changes in the logistics industry. - FY2024First statedAnnual report
「Driver shortages have become a serious issue due to the logistics industry’s “2024 problem” and revisions to the two logistics-related laws (*2).」
Regulatory changes and driver shortages could increase the management burden on logistics operators and lead to customer cancellations and weaker new-business sales.