Fujicco (2908) · RiskMaterialised
Risk of Logistics Delays and Higher Logistics Costs Caused by Driver Shortages
First written in FY2024. 2 of 3 entries say "Materialised", first in FY2025-H1. Latest entry: 2026-05-13.
3entries
3years
1from disclosures
How it moved
Same theme, other companies
Decline in Transport Capacity and Higher Logistics Costs Due to the Logistics 2024 ProblemA theme 39 companies write about · 39 as a headwind · 0 as a tailwind
Fujicco moved to the "Worse" side of this theme in 2024, 1 year before the typical company in this theme (2025).
The whole theme swung hardest in 2024: 10 of 30 companies on the "Worse" side.
6 other companies' latest entry also says "Materialised".
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 39 companies compared. The sentences above are computed from all 39.Full recordFilings, disclosures and news, newest first
- 2026-05-13MaterialisedEarnings
「In the food industry, the rise in raw material, labor and logistics costs continues, and we expect the challenging operating environment to persist.」
The Group identified higher logistics costs, together with higher raw material and labor costs, as an ongoing cost burden. - FY2025-H1MaterialisedAnnual report
「また、材料費や労務費の上昇、物流費の高騰、日配惣菜や通信販売の苦戦等により収益性が低下し」
物流コスト上昇リスクについて、物流費の高騰が実際の収益性低下要因として記載された。 - FY2024First statedAnnual report
「また、2024年のドライバー不足等に起因する物流問題により、物流コストのさらなる上昇が予想されます。」
製品・原材料の配送について、異常気象や交通事故による遅延・未着に加え、2024年のドライバー不足による物流コスト上昇を新たな主要リスクとして記載した。