Talent Shortage Driven by the Declining Birthrate and Population Aging
First written in FY2018. 4 of 7 entries say "Materialised", first in FY2019-Q1. Latest entry: FY2021.
KENKO Mayonnaise moved to the "Worse" side of this theme in 2018, 6 years before the typical company in this theme (2024).
The whole theme swung hardest in 2025: 15 of 60 companies on the "Worse" side.
3 other companies' latest entry also says "Materialised".
- FY2021MaterialisedAnnual report
「We also recognize that the hiring environment itself remains challenging, with the rate of job offers accepted progressing at a higher level than in typical years.」
Labor shortages have emerged in the actual business environment as increasingly challenging hiring conditions. - 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.」
The company states that there have been no new risks or significant changes relating to labor shortages resulting from the declining birth rate and aging population. - 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.」
The company states that there have been no new risks or significant changes relating to labor shortages resulting from the declining birth rate and aging population. - FY2019MaterialisedAnnual report
「We recognize that Japan is experiencing labor shortages as a result of its declining birth rate and aging population.」
Labor shortages resulting from the declining birth rate and aging population have continued as an actual business condition and have also led to higher labor costs. - FY2019-Q3MaterialisedAnnual report
「During the 3rd quarter cumulative consolidated period, Japan's economy faced a challenging external environment, including natural disasters such as earthquakes and typhoons, as well as rising labor and logistics costs due to labor shortages.」
Rising labor costs due to labor shortages emerged as an actual external business condition and became a factor behind lower profit. - FY2019-Q1MaterialisedAnnual report
「Although concerns remain over rising labor costs caused by the worsening labor shortage and the impact of protectionist US trade policies, exports and capital investment remain firm, and corporate earnings remain at record-high levels, indicating that the economy continues to recover moderately.」
Regarding labor shortages resulting from the declining birth rate and aging population, worsening labor shortages and rising labor costs have emerged as actual business conditions, while rising labor costs are also cited as a factor behind lower profit. - FY2018First statedAnnual report
「We recognize that Japan is experiencing labor shortages as a result of its declining birth rate and aging population.」
Explicitly identifying labor shortages resulting from the declining birth rate and aging population as a current management issue, separate from the risk of cost fluctuations arising from revisions to labor legislation.