Komori
Natori (2922) · RiskWorsened

Increase in costs due to higher transportation costs

First written in FY2020-Q1. 5 of 8 entries say "Restated". Latest entry: 2026-08-05.

8entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q1 – FY2021-Q32019: 220192020: 320202021: 120212022: 020222023: 020232024: 020242025: 020252026: 22026
Same theme, other companies
SG&A and profit pressure from higher freight costsA theme 51 companies write about · 52 as a headwind · 0 as a tailwind

Natori moved to the "Worse" side of this theme in 2026, 7 years after the typical company in this theme (2019).

The whole theme swung hardest in 2017: 4 of 7 companies on the "Worse" side.

12 other companies' latest entry also says "Worsened".

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 51 companies compared. The sentences above are computed from all 51.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-05WorsenedResults

    「物流費、人件費などの増加もありましたが」

    物流費の増加が利益面の負担要因として継続して記載された。
  2. FY2026WorsenedAnnual report

    「The impact of higher raw material prices, including the weaker yen, increased logistics costs, and soaring energy prices, particularly crude oil prices, due to heightened tensions in the Middle East, among other factors」

    Higher logistics costs continued and became more clearly identified as a factor weighing on profit, alongside higher raw material and energy prices.
  3. FY2021-Q3RestatedAnnual report

    「Although the company was significantly affected by higher raw material and transportation costs in the current fiscal year, higher profit from increased sales, together with measures including changes to the specifications of some products, product mix improvements, and cost control through the elimination of operational waste and pursuit of appropriate costs, resulted in higher profit.」

    The company explained that, although the impact of higher freight costs continued, profit increased as a result of various measures.
  4. FY2021-Q2RestatedAnnual report

    「Although the Company has been addressing the poor catch of Japanese flying squid and other issues that have continued since the second half of the fiscal year ended March 2017, conditions worsened further during the current fiscal year, and profit was significantly affected by higher raw-material and transportation costs. Nevertheless, profit increased as a result of measures including changing the specifications of certain products and controlling costs in pursuit of appropriate costs, including by eliminating operational waste.」

    The company stated that the impact of higher freight costs remained significant, but cumulative profit for the quarter increased due to cost control and other measures.
  5. FY2021-Q1RestatedAnnual report

    「Although the company was significantly affected by higher raw material and freight costs, it achieved higher profit by expanding sales and implementing various measures, including cost control focused on appropriate costs through changes to the specifications of certain products and the elimination of operational waste.」

    The company stated that the impact of higher freight costs remained significant, but profit increased in the quarter due to cost control and other measures.
  6. FY2020-Q3RestatedAnnual report

    「However, profit declined due to persistently high raw material prices, particularly for squid, higher transportation costs, and increased expenses associated with aggressive capital investment to improve production capacity.」

    The impact of higher freight costs continued and, together with persistently high raw material prices and increased freight costs, became a factor behind lower profit.
  7. FY2020-Q2RestatedAnnual report

    「However, profit declined due to persistently high raw material prices, particularly for squid, higher transportation costs, and increased expenses associated with aggressive capital investment to improve production capacity.」

    The impact of higher freight costs continued and, together with persistently high raw material prices and increased freight costs, became a factor behind lower profit.
  8. FY2020-Q1First statedAnnual report

    「However, profit declined due to persistently high raw material prices, particularly for squid, higher transportation costs, and increased expenses associated with aggressive capital investment to improve production capacity.」

    The impact of higher freight costs materialized and, together with persistently high raw material prices and increased capital investment expenses, became a factor behind lower profit.
Moved together

"Uncertainty over the outlook stemming from the UK's exit from the EU and yen appreciation" moved the same way as this thread, in the same document, in 2 of its 8 moves.

222★123
  1. ★This thread
  2. 1Uncertainty over the outlook stemming from the UK's exit from the EU and yen appreciation2×
  3. 2Rising Raw Material Prices Due to Record Poor Catches of Domestic Japanese Flying Squid2×
  4. 3Raw Material Price Volatility and Procurement Instability2×

★ 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
Natori's next results are scheduled for 2026-11-11. Read the earnings preview It last moved in the Results of 2026-08-05: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.