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Yokorei (2874) · RiskRestated

Delayed Cargo Arrivals and Inventory Declines Due to a Shortage of Ocean Containers

First written in FY2021-Q2. 4 of 6 entries say "Restated". Latest entry: FY2023-Q1.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q2 – FY2022-Q2MitigatedFY2022-Q32021: 220212022: 320222023: 12023
Same theme, other companies
Disruption of Logistics Networks Caused by International Conflicts, Lockdowns and Natural DisastersA theme 29 companies write about · 30 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 8 of 11 companies on the "Worse" side.

11 other companies' latest entry also says "Restated".

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 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q1RestatedAnnual report

    「Since the shortage of containers that began last summer was resolved, inventory levels have remained high,」

    While the view that delays in cargo arrivals caused by the shortage of ocean containers have been resolved remains unchanged, inventory levels have continued to be high since the resolution.
  2. FY2022-Q3MitigatedAnnual report

    「Delays in cargo receipts caused by the shortage of ocean containers were resolved, and increased cargo movement in port areas made a significant contribution to profit.」

    Delays in cargo receipts caused by the shortage of ocean containers were resolved, improving cargo movement in port areas and profit. The filing describes the easing of the previously experienced impact of lower inventory levels and lower profit.
  3. FY2022-Q2RestatedAnnual report

    「In the food industry in which we operate, logistics disruptions caused by the shortage of ocean containers have continued, in addition to rising food prices,」

    Logistics disruptions stemming from the shortage of ocean containers continued from the previous fiscal year alongside rising food prices.
  4. FY2022-Q1RestatedAnnual report

    「In the food industry in which we operate, logistics disruptions caused by the shortage of ocean containers have continued, in addition to rising food prices,」

    Logistics disruptions caused by the shortage of ocean containers continued to affect the operating environment in the food industry, as in the previous fiscal year.
  5. FY2021RestatedAnnual report

    「In addition, delays in cargo receipts caused by the shortage of ocean containers took time to resolve, and this became a factor reducing profit.」

    Delays in cargo receipts and lower inventory levels caused by the shortage of ocean containers were confirmed as factors reducing full-year profit in the refrigerated warehousing business.
  6. FY2021-Q2First statedAnnual report

    「In addition to business partners such as trading companies and manufacturers adjusting their inventories, inventory levels declined because cargo arrivals were delayed by a shortage of ocean containers, resulting in lower profit.」

    The impact of delayed cargo arrivals due to a shortage of ocean containers, which actually resulted in lower inventory levels and lower profit in the refrigerated warehousing business, was disclosed for the first time.
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Delayed Cargo Arrivals and Inventory Declines Due to a Shortage of Ocean Containers | YOKOREI CO.,LTD. (2874) | Komori