Supply-chain instability caused by global logistics disruptions
First written in FY2023-Q1. 2 of 4 entries say "Restated". Latest entry: FY2026.
NittoBest moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).
The whole theme swung hardest in 2021: 12 of 22 companies on the "Worse" side.
8 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「The environment surrounding the food industry has shown a recovery in economic activity because of the recovery in inbound demand and improvements in employment and income conditions. However, challenging conditions have continued because of growing awareness of saving on food expenses amid various price increases, changes in social structures resulting from the declining birth rate and an ageing population, intensifying competition across business formats, and supply-chain disruptions caused by heightened geopolitical tensions.」
The company has continued to position and further specify the issue within the challenging environment facing the food industry, reframing it from the former “supply-chain instability caused by global logistics disruptions” as “supply-chain disruption accompanying heightened international tensions.” - FY2023-Q3RestatedAnnual report
「Meanwhile, as the impact of the yen's depreciation continues, in addition to the prolonged situation in Ukraine, energy prices, including raw material prices, fuel prices and electricity charges, have risen, and supply chains have become unstable due to global logistics disruptions, resulting in continued uncertainty about the outlook.」
The company has continued to disclose supply-chain instability caused by global logistics disruptions and the resulting uncertainty over the outlook. - FY2023-Q2RestatedAnnual report
「The outlook remains uncertain, partly because global logistics disruptions have destabilized supply chains.」
The company has continued to disclose supply-chain instability caused by global logistics disruptions and the resulting uncertainty over the outlook. - FY2023-Q1First statedAnnual report
「The outlook remains uncertain due in part to supply-chain instability caused by global logistics disruptions and the impact of the weaker yen.」
The company has for the first time separately identified the situation of supply-chain instability caused by global logistics disruptions as an operating-environment risk.