Risk of reduced supply capacity and higher costs due to a shortage of logistics drivers
First written in FY2025. 1 of 2 entries say "Reframed", first in FY2026. Latest entry: FY2026.
Shimadaya moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2017: 8 of 15 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「The Group depends on the stable procurement of key raw materials such as flour, packaging materials, and energy, as well as the continued operation of its production and logistics functions. These supplies may be delayed or become insufficient, and prices may rise, due to changes in the international situation, foreign exchange fluctuations, poor harvests caused by climate change, the spread of infectious diseases, geopolitical risks, structural labor shortages in the logistics industry, and surging energy prices.」
The former risk related to shortages of logistics drivers has been recategorized as a risk affecting the entire supply chain, including raw materials, packaging materials, energy, procurement, production, and logistics. - FY2025First statedAnnual report
「The shortage of drivers in the logistics industry has emerged as an urgent issue. Going forward, the company expects supply capacity for products in the market to decline and costs to rise in order to maintain supply capacity.」
The risk is classified as long term in timing, high in likelihood, and medium in impact. Countermeasures include extending delivery lead times, reviewing pallet use, establishing a new distribution center, and shifting to alternative transport modes.