Komori
KENKO Mayonnaise (2915) · RiskMaterialised

Full Outsourcing of Logistics Operations

First written in FY2016. 12 of 17 entries say "Restated". Latest entry: 2026-08-07.

17entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2022-Q3MaterialisedFY2024 – 2026-08-072016: 320162017: 420172018: 120182019: 320192020: 120202021: 020212022: 120222023: 020232024: 120242025: 120252026: 22026
Same theme, other companies
Dependence on Specific External Providers for Logistics and Procurement OperationsA theme 30 companies write about · 30 as a headwind · 0 as a tailwind

KENKO Mayonnaise moved to the "Worse" side of this theme in 2024, the same year as the typical company in this theme.

The whole theme swung hardest in 2024: 3 of 7 companies on the "Worse" side.

0 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 30 companies compared. The sentences above are computed from all 30.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07MaterialisedEarnings

    「Profit also declined due to higher packaging material prices resulting from the situation in the Middle East, among other factors.」

    Higher packaging material prices materialized as a factor behind the decline in profit in the prepared foods-related business and other operations.
  2. FY2026MaterialisedAnnual report

    「Although price revisions had some effect on profit, profit declined year on year due to higher raw material costs resulting from the delayed timing of price revisions and persistently high chicken egg prices, higher SG&A expenses, and investments for the future, including head office relocation costs.」

    Higher SG&A expenses, including logistics costs, put pressure on profit. Logistics costs increased from ¥7,218 million to ¥7,576 million, showing the increase in outsourced logistics costs in the figures.
  3. FY2026-H1MaterialisedAnnual report

    「Profit declined year on year due to higher raw material costs caused by the persistently high egg market prices, in addition to the impact of lower sales and the lag in implementing price revisions to reflect increases in raw material, labor and logistics costs.」

    Higher logistics costs and other expenses were identified as actual factors depressing profit, with logistics costs increasing from ¥3,621 million in the same period of the previous year to ¥3,788 million.
  4. FY2024WorsenedAnnual report

    「The so-called 2024 problem, arising from the cap on drivers' working hours under the work-style reform legislation, could cause not only higher logistics costs but also disruptions to logistics operations themselves.」

    In addition to accidents, disasters and other incidents involving existing logistics providers, the company newly specified the possibility of higher logistics costs and logistics disruptions resulting from the cap on drivers' working hours.
  5. FY2022-Q3RestatedAnnual report

    「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the existing risks related to the complete outsourcing of logistics.
  6. FY2020-Q3RestatedAnnual report

    「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen concerning the full outsourcing of logistics.
  7. FY2020-Q2RestatedAnnual report

    「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen concerning the full outsourcing of logistics.
  8. FY2019RestatedAnnual report

    「Our Group fully outsources its logistics operations to external specialist companies.」

    The full outsourcing of logistics and the potential impact of changes in transaction terms, accidents and disasters are reiterated.
  9. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that no new risks or material changes have arisen concerning the full outsourcing of logistics.
  10. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that no new risks or material changes have arisen concerning the full outsourcing of logistics.
  11. FY2018-Q2RestatedAnnual report

    「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes regarding the complete outsourcing of logistics.
  12. FY2018-Q1RestatedAnnual report

    「During the three-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It is stated that no new risks or material changes have arisen concerning the full outsourcing of logistics.
  13. FY2017RestatedAnnual report

    「Our Group fully outsources its logistics operations to external specialist companies.」

    The full outsourcing of logistics and the potential impact of changes in transaction terms, accidents and disasters are reiterated.
  14. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes concerning the full outsourcing of logistics.
  15. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes concerning the full outsourcing of logistics.
  16. FY2017-Q1RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes concerning the full outsourcing of logistics.
  17. FY2016First statedAnnual report

    「Our Group fully outsources its logistics operations to external specialist companies.」

    Changes in the contractor's transaction terms, accidents and disasters are identified as factors that could affect business performance and financial position through logistics disruptions.
Moved together

"Fluctuations in the prices of raw materials such as edible oils, eggs and vegetables" moved the same way as this thread, in the same document, in 3 of its 17 moves.

333222★123456
  1. ★This thread
  2. 1Fluctuations in the prices of raw materials such as edible oils, eggs and vegetables3×
  3. 2Labor cost volatility involving part-time and casual workers3×
  4. 3Risk of Failing to Achieve the Medium-Term Management Plan Targets3×
  5. 4Yen Appreciation, Stagnation in Overseas Economies, and Instability in International Affairs2×
  6. 5Decline in sales opportunities as customers bring production in-house2×
  7. 6Improving net sales, ordinary profit margin and equity ratio2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for KENKO Mayonnaise yet. It last moved in the Earnings of 2026-08-07: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Full Outsourcing of Logistics Operations | KENKO Mayonnaise Co.,Ltd. (2915) | Komori