Higher transportation costs due to the 2024 logistics problem
First written in FY2024. 1 of 3 entries say "Materialised", first in FY2025. Latest entry: FY2026.
The whole theme swung hardest in 2024: 13 of 44 companies on the "Worse" side.
16 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「Although demand for food service remained resilient against the backdrop of recovering inbound demand, the extremely difficult operating environment continues due to soaring prices for raw materials, including domestically produced rice, as well as logistics, labor, utilities and other costs.」
Higher logistics costs were identified as a continuing cost burden for the food service industry, together with raw material prices, labor costs and utility expenses. - FY2025MaterialisedAnnual report
「In the food-service industry, demand has remained firm, supported by inbound demand resulting from the increase in visitors to Japan, but the operating environment remains extremely challenging due to higher prices for various costs, including raw materials such as rice, logistics, personnel and utilities.」
Higher logistics costs were identified as an actual cost burden for the food service industry, indicating that the previously identified future risk related to the 2024 logistics problem had materialized. - FY2024First statedAnnual report
「The operating environment surrounding the food service industry is expected to remain challenging due in part to higher transportation costs resulting from the 2024 logistics problem.」
For the first time, explicitly identified higher transportation costs resulting from the 2024 logistics problem as a future risk for the food service industry, alongside raw material and energy prices and labor costs.