Tight logistics operating environment due to labour shortages and other factors
First written in FY2020-Q3. 1 of 3 entries say "Worsened", first in FY2026. Latest entry: FY2026.
EBARA Foods Industry moved to the "Worse" side of this theme in 2026, 7 years after the typical company in this theme (2019).
The whole theme swung hardest in 2017: 8 of 15 companies on the "Worse" side.
9 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In the food industry, demand for food as a necessity remains firm. However, price increases driven by higher raw material, logistics and labor costs are continuing, and consumers are believed to remain inclined to economize.」
In addition to logistics costs, higher labour costs were explicitly identified as a business-environment factor, indicating continued cost pressure on logistics and supply systems. - FY2025Expected increase in logistics costs due to the 2024 problemAnnual report
「For fiscal 2025, the Company expects EBITDA of ¥2.7 billion, taking into account further increases in raw material and energy prices, an expected rise in logistics costs resulting from the 2024 problem, and the impact of depreciation and amortisation.」
Regarding the challenging logistics operating environment, the Company explicitly identified higher logistics costs resulting from the 2024 problem as an expected factor for fiscal 2025. - FY2020-Q3First statedAnnual report
「Amid a challenging logistics environment, including labor shortages, the Company expanded business by capturing storage and transportation demand from existing customers, increasing handling volumes. As a result, logistics revenue was ¥4,573 million, up 1.4% year on year.」
The Company newly stated in its discussion of the logistics business that the logistics operating environment is challenging due to labour shortages and other factors.