Risk of Rising Logistics Costs
First written in FY2025-H1. 2 of 5 entries say "Materialised", first in FY2025. Latest entry: FY2026.
Shinobu Foods Products moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).
The whole theme swung hardest in 2026: 18 of 26 companies on the "Worse" side.
10 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Freight and storage expenses ¥2.318 billion ¥2.461 billion」
Freight and storage expenses increased from ¥2.318 billion in the previous fiscal year to ¥2.461 billion, indicating that the rise in logistics costs continued and accelerated. - 2026-05-11RestatedRevisions to earnings forecasts
「In the prepared-food industry, while a certain level of demand is expected against a backdrop of diverse consumer needs, higher raw-material, labor, and logistics costs are factors that will pressure earnings, and the difficult business environment is expected to continue.」
The company continues to identify rising raw-material, labor, and logistics costs as risks that pressure earnings. - FY2026-H1MaterialisedAnnual report
「Freight expenses ¥1.15 billion ¥1.219 billion」
Freight expenses for the interim period increased from ¥1.15 billion in the corresponding interim period of the previous year to ¥1.219 billion, reflecting the rise in logistics costs in the results. - FY2025MaterialisedAnnual report
「The business environment surrounding the Group remains challenging, due to factors including higher raw material prices, increased labor costs and a growing tendency among consumers to economize.」
Cost pressures, including logistics costs, were reflected in the results, with freight and storage expenses increasing from ¥2.071 billion in the previous fiscal year to ¥2.318 billion. - FY2025-H1First statedAnnual report
「Rising raw material prices, higher labor costs, elevated energy prices and higher logistics costs continue, but」
The increase in logistics costs was first disclosed separately as a business cost pressure.