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and ST HD (2685) · RiskAdvanced

Logistics 2024 issue and logistics capacity shortages

First written in FY2024. 1 of 3 entries say "Mitigated", first in FY2025. Latest entry: FY2026.

3entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024MitigatedFY2025 – FY20262024: 120242025: 120252026: 12026
Same theme, other companies
Decline in Transport Capacity and Higher Logistics Costs Due to the Logistics 2024 ProblemA theme 38 companies write about · 38 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 10 of 30 companies on the "Worse" side.

2 other companies' latest entry also says "Advanced".

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 38 companies compared. The sentences above are computed from all 38.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「To address rising logistics costs and insufficient logistics capacity, the company is working to reduce risks through investment in automation at its own logistics facilities, securing personnel by improving working conditions, and shortening delivery distances by establishing logistics sites in eastern and western Japan.」

    The Group is addressing the logistics 2024 issue through investment in mechanization, securing personnel, and establishing and expanding bases in eastern and western Japan.
  2. FY2025MitigatedAnnual report

    「To mitigate the risk of higher logistics costs, the Group is promoting in-store pickup for e-commerce sales, improving delivery-route efficiency and investing in the mechanization of its logistics facilities. It is also working to secure the necessary logistics capacity through partnerships with external delivery companies and initiatives aligned with the White Logistics Promotion Movement, which seeks to improve transport productivity and logistics efficiency.」

    The Group is advancing measures to address the logistics 2024 issue and capacity shortages, including in-store pickup, delivery-route efficiency improvements, logistics-facility mechanization and partnerships with external delivery companies.
  3. FY2024First statedAnnual report

    「If the Group becomes unable to secure sufficient logistics capacity because of the logistics 2024 issue, this may affect the Group's results of operations.」

    The Group has identified logistics capacity shortages arising from the logistics 2024 issue as a new risk, with partnerships with external delivery companies, transport efficiency improvements and investment in the mechanization of logistics facilities as countermeasures.
Moved together

"Store network expansion and overseas openings" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222222★123456
  1. ★This thread
  2. 1Store network expansion and overseas openings2×
  3. 2Expansion of the web business2×
  4. 3Providing an attractive shopping experience through the integration of stores and e-commerce2×
  5. 4Online customer service and e-commerce sales growth through the Staff Board platform2×
  6. 5Business Impact from Information-System Failures and Cyberattacks2×
  7. 6Support for disaster-affected areas and revitalization of our founding city and local communities2×

★ 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 and ST HD yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Logistics 2024 issue and logistics capacity shortages | and ST HD Co.,Ltd. (2685) | Komori