Komori
Tabio (2668) · RiskMaterialisedLatest Results presentation (2026-04-14): "Worsened"

Risks to Talent Retention from a Declining Working-Age Population, Competition to Attract Talent, and Rising Labor Costs

First written in FY2023. 2 of 4 entries say "Materialised", first in FY2025-H1. Latest entry: 2026-04-14.

4entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023MaterialisedFY2025-H1 – 2026-04-142023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Compound risks of labor shortages, employee turnover, and rising wages and social insurance premiumsA theme 53 companies write about · 53 as a headwind · 0 as a tailwind

Tabio moved to the "Worse" side of this theme in 2024, 1 year after the typical company in this theme (2023).

The whole theme swung hardest in 2025: 16 of 30 companies on the "Worse" side.

15 other companies' latest entry also says "Worsened".

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 53 companies compared. The sentences above are computed from all 53.
Full recordFilings, disclosures and news, newest first
  1. 2026-04-14WorsenedResults presentation

    「The weakening of the domestic production base is becoming increasingly serious」

    The weakening domestic production base was identified as a more serious external-environment issue, related to the existing difficulties in securing personnel and supply constraints.
  2. FY2026-H1MaterialisedAnnual report

    「The football business was affected by reduced supply resulting from personnel shortages in the production process.」

    The disclosure states that the risk of a shrinking working-age population and difficulty securing personnel materialized as reduced supply of football products due to personnel shortages in the production process.
  3. FY2025-H1MaterialisedAnnual report

    「The shortage of personnel in the production process has become chronic, resulting in inventory shortages for some popular products.」

    The risk of being unable to secure personnel due to labor shortages has materialized in the form of chronic personnel shortages in the production process and inventory shortages for popular products.
  4. FY2023First statedAnnual report

    「However, owing to the recent decline in the working-age population, intensifying competition for highly skilled personnel and rising labor costs, among other factors, we may be unable to secure, develop or retain personnel, which could have a material impact on the Group's operating results and financial position.」

    The company has disclosed as a new risk the potential impact on operating results and financial position of being unable to secure, develop or retain personnel against a backdrop of a shrinking working-age population, competition for talent and rising labor costs.
Moved together

"Sluggish Apparel Demand Due to Consumers’ Focus on Saving and Unfavorable Weather" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22★12
  1. ★This thread
  2. 1Sluggish Apparel Demand Due to Consumers’ Focus on Saving and Unfavorable Weather2×
  3. 2Rising raw material prices and labor costs due to labor shortages2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Tabio yet. It last moved in the Results presentation of 2026-04-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.