Profit Squeeze from Rising Energy Prices and Logistics Costs
First written in FY2019-Q3. 4 of 12 entries say "Restated". Latest entry: FY2026-H1.
Warabeya Nichiyo Holdings moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 5 of 6 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
- FY2026-H1ReframedAnnual report
「In the food industry, as price increases for products continue amid rising raw material prices, labor costs, and logistics costs, consumers are becoming more inclined to economize due to concerns about the outlook, and difficult conditions continue.」
The previous description of earnings pressure from higher energy and logistics costs has expanded to an explanation of a business environment in which rising costs, including logistics expenses, are leading to continued product price increases and consumers' increasing preference for saving. - FY2023MaterialisedAnnual report
「In the logistics-related business, despite the impact of higher energy prices, operating profit was ¥643 million, up ¥27 million, or 4.5%, from the previous fiscal year, due in part to higher transaction volume in the joint delivery business.」
Higher energy prices are described as an actual factor affecting earnings in the logistics-related business. Meanwhile, operating profit rose 4.5%, due in part to higher transaction volume in the joint delivery business. - FY2023-Q3MaterialisedAnnual report
「Meanwhile, despite the impact of higher energy prices, operating income totaled ¥567 million, up ¥39 million, or 7.4%, year on year, due in part to higher transaction volumes in the joint delivery business.」
In the logistics-related business, higher energy prices continue to be described as an actual factor affecting earnings. Meanwhile, operating profit rose 7.4%, due in part to higher transaction volume in the joint delivery business. - FY2023-Q2MaterialisedAnnual report
「In terms of earnings, operating profit was ¥353 million, down ¥4 million, or 1.3%, year on year, due to the impact of higher energy prices.」
In the logistics-related business, the impact of higher energy prices is reflected in operating profit, which was down 1.3% year on year. - FY2023-Q1MaterialisedAnnual report
「In terms of earnings, operating profit was ¥159 million, down ¥22 million, or 12.4%, year on year, due to the impact of higher energy prices.」
In the logistics-related business, the impact of higher energy prices is reflected in operating profit, which was down 12.4% year on year. - FY2022WorsenedAnnual report
「The economic outlook is expected to remain uncertain because the timing of COVID-19 subsiding is still unforeseeable, geopolitical risks such as the situation in Ukraine remain, and higher raw-material and energy prices are a concern.」
The risk of higher energy prices is explicitly described as soaring prices, with geopolitical risks, including the situation in Ukraine, also cited. - FY2020RestatedAnnual report
「In the food industry, the operating environment remained challenging due in part to rising labor and logistics costs associated with labor shortages.」
The rising labor and logistics costs associated with labor shortages continue to be described as part of the difficult operating environment facing the food industry. - FY2020-Q3RestatedAnnual report
「In the food industry, the operating environment remained challenging due in part to rising labor and logistics costs associated with labor shortages.」
The rising labor and logistics costs associated with labor shortages continue to be described as part of the difficult operating environment facing the food industry. - FY2020-Q2RestatedAnnual report
「In the food industry, the operating environment remained challenging due in part to rising labor and logistics costs associated with labor shortages.」
The rising labor and logistics costs associated with labor shortages continue to be described as part of the difficult operating environment facing the food industry. - FY2020-Q1RestatedAnnual report
「In the food industry, the operating environment remained challenging due to rising energy prices and labor and logistics costs associated with labor shortages.」
The company continues to identify higher energy prices, labor costs and logistics costs as factors contributing to the challenging operating environment in the food industry. - FY2019WorsenedAnnual report
「In the food industry, the operating environment remained challenging due to rising energy prices and labor and logistics costs associated with labor shortages.」
Higher energy prices, labor costs and logistics costs continued throughout the full year, and consolidated operating income decreased 59.1% year on year. - FY2019-Q3First statedAnnual report
「In the food industry, the operating environment remained challenging due to rising energy prices and labor and logistics costs associated with labor shortages.」
Higher energy prices and logistics costs were identified for the first time as risks in the food industry's operating environment, and their impact on results, including a 57.8% decrease in operating income, was also disclosed.