Komori
Dairei (2883) · FactDropped

Worsening Labor Shortages in the Food Industry

First written in FY2019-Q1. 5 of 12 entries say "Restated". Latest entry: FY2026.

12entries
9years
0from disclosures
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ProgressHeldSoftenedWorseOtherFY2019-Q1 – FY2023RestatedFY2024-Q3 – FY20262018: 220182019: 320192020: 220202021: 020212022: 020222023: 220232024: 220242025: 020252026: 12026
Same theme, other companies

The whole theme swung hardest in 2022: 9 of 11 companies on the "Worse" side.

0 other companies' latest entry also says "Dropped".

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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. FY2026DroppedAnnual report
    This filing's discussion of the industry environment does not explicitly identify the worsening labor shortage in the food industry as an independent structural factor.
  2. FY2025-H1RestatedAnnual report

    「In Japan's food industry, product-price increases due to higher raw-material prices, labor costs and logistics costs continue, consumers remain strongly inclined to save, and a challenging business environment is expected to continue.」

    Reconfirms an industry environment characterized by high costs, including higher labor and logistics costs, continued product price increases, and consumers' ongoing preference to economize.
  3. FY2024-Q3RestatedAnnual report

    「Surging raw material and energy prices, inflation caused by a worsening labor shortage, and stagnant growth in real wages, among other factors」

    The worsening labor shortage continues to be described as part of an industry environment linked to higher prices.
  4. FY2024-Q2WorsenedAnnual report

    「A worsening labor shortage as the market recovers, and higher labor costs caused by the labor shortage」

    The labor shortage is specified not only as a conventional factor driving higher manufacturing costs, but as a situation that is worsening with the market recovery and causing labor costs to rise.
  5. FY2023Reiterates the labor shortage as a factor driving higher manufacturing costsAnnual report

    「Furthermore, a challenging operating environment is expected to continue across the industry, including higher logistics costs associated with rising energy prices and higher manufacturing costs caused by the labor shortage.」

    The labor shortage is again explicitly identified not as a general industry condition, but as a factor driving higher manufacturing costs.
  6. FY2020DroppedAnnual report
    This filing's discussion of the industry environment does not explicitly identify the worsening labor shortage as an independent structural factor.
  7. FY2020-Q3RestatedAnnual report

    「In Japan's food industry, rising raw-material prices and higher logistics costs are affecting the industry as a whole, and the business environment remains challenging.」

    Continues to describe how higher raw material prices and surging logistics costs are affecting the industry as a whole.
  8. FY2020-Q2RestatedAnnual report

    「In Japan's food industry, the business environment remains challenging as logistics costs and raw-material prices remain high and labor shortages persist, while consumers continue to focus on protecting their household budgets amid concerns about the economic outlook following the consumption-tax increase.」

    Describes an industry environment in which the labor shortage continues, logistics costs are rising and raw material prices remain high.
  9. FY2020-Q1RestatedAnnual report

    「In Japan's food industry, as companies are required to respond to increasingly diverse consumer values and persistent preferences for saving, higher raw-material prices and soaring logistics costs are affecting the industry as a whole.」

    Continues to describe an environment of rising costs affecting the industry as a whole, with logistics costs surging in addition to higher raw material prices.
  10. FY2019-Q3Expands the scope to cost-increase risks, including surging raw material pricesAnnual report

    「In Japan's food industry, companies are required to respond to increasingly diverse consumer values and persistent preferences for saving, while various cost-inflation risks, including higher raw-material prices and increased personnel and logistics costs due to labor shortages, have become apparent, creating a challenging environment.」

    States that various cost-increase risks, including higher labor and logistics costs caused by the labor shortage and surging raw material prices, are materializing.
  11. FY2019-Q2Specifies the impact of the labor shortage as higher costsAnnual report

    「In Japan's food industry, consumers' preferences for saving and low prices have become entrenched, while labor shortages have brought to the fore the risk of rising personnel and logistics costs, creating a challenging environment.」

    Specifies the labor shortage not merely as an industry condition, but as a factor driving the materialization of risks from higher labor and logistics costs.
  12. FY2019-Q1First statedAnnual report

    「In Japan's food industry, consumers' preferences for saving and low prices have become entrenched, while soaring raw-material prices and labor shortages have also become more serious, creating a challenging environment.」

    Identifies the worsening labor shortage as a structural factor contributing to the challenging business environment in Japan's food industry.
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