Risk of insufficient logistics supply capacity due to driver shortages and an aging workforce
First written in FY2021. 3 of 5 entries say "Worsened", first in FY2023. Latest entry: FY2026.
Ichimasa Kamaboko moved to the "Worse" side of this theme in 2023, 3 years after the typical company in this theme (2020).
The whole theme swung hardest in 2017: 8 of 15 companies on the "Worse" side.
10 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「The logistics industry is facing increasingly serious shortages of drivers and warehouse workers and an aging workforce. If logistics capacity declines, delivery delays and delivery capacity constraints could arise, potentially disrupting the stable supply of products.」
In addition to driver shortages, warehouse worker shortages and an aging workforce, the Company specifies the risks of higher costs and operational burdens associated with compliance with logistics regulations, including shorter waiting and loading times. - FY2025WorsenedAnnual report
「In recent years, abnormal weather has led to more traffic disruptions caused by heavy rain and heavy snow. In addition, disasters such as a predicted earthquake off the Nankai coast could cause traffic disruptions for a certain period and affect business results.」
In addition to driver shortages, warehouse worker shortages and an aging workforce, the Company has added traffic disruptions caused by abnormal weather and traffic blockages caused by an earthquake off the Nankai coast as factors contributing to logistics supply risk. It also describes BCP measures using eastern and western operations departments, depots and advance distribution. - FY2023WorsenedAnnual report
「The logistics industry faces serious problems, including shortages of drivers and warehouse workers and an aging workforce. A future shortage of logistics capacity could affect the Group’s business results and financial condition.」
In addition to the previously identified driver shortages and aging workforce, the Company explicitly identifies warehouse worker shortages and expands the factors and severity underlying the risk of insufficient logistics capacity. - FY2022RestatedAnnual report
「The logistics industry faces problems including a shortage of drivers and an aging workforce. A future shortage of logistics capacity could affect the Group’s business results and financial position.」
The Company continues to address the risk of insufficient logistics capacity caused by driver shortages and an aging workforce through logistics hubs, pallet transport and rail container transport. - FY2021First statedAnnual report
「The logistics industry faces problems including a shortage of drivers and an aging workforce. A future shortage of logistics capacity could affect the Group’s business results and financial position.」
The Company has, for the first time, disclosed a standalone risk involving insufficient logistics capacity due to driver shortages and an aging workforce. It identifies the use of logistics hubs, pallet transport and rail container transport as countermeasures.