Komori
Kibun Foods (2933) · RiskMitigated

Higher Ocean Freight and Transportation Costs Due to the Global Container Shortage

First written in FY2022-Q1. 3 of 7 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2024-Q1.

7entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q1 – FY2022-Q2WorsenedFY2022-Q3RestatedFY2023-Q1MitigatedFY2023-Q3 – FY2024-Q12021: 220212022: 220222023: 32023
Same theme, other companies
Disruption of Logistics Networks Caused by International Conflicts, Lockdowns and Natural DisastersA theme 29 companies write about · 30 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 8 of 11 companies on the "Worse" side.

1 other company's latest entry also says "Mitigated".

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 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q1MitigatedAnnual report

    「In North America, inventory adjustments associated with the normalisation of supply chains and consumers' preference for lower-priced products due to inflation became evident from the second half of the previous year.」

    In North America, inventory adjustments have emerged as supply chains have continued to normalise. This indicates that international logistics disruptions and supply constraints have eased compared with previously.
  2. FY2023MitigatedAnnual report

    「Although disruptions in international logistics are gradually beginning to ease,」

    The report states that disruptions in international logistics continue, although they are gradually beginning to ease.
  3. FY2023-Q3MitigatedAnnual report

    「Profit increased due to a substantial rise in sales and the easing of the surge in freight costs caused by the container shortage.」

    The surge in freight costs caused by the container shortage began to ease, partly reducing the cost burden on the overseas food business.
  4. FY2023-Q1RestatedAnnual report

    「アジア地域の一部で新型コロナウイルス感染症再拡大に伴う物流の停滞が起こりました」

    Although there is no specific mention of a container shortage or ocean freight, continued logistics disruptions in overseas supply chains are identified as an ongoing factor affecting results.
  5. FY2022-Q3WorsenedAnnual report

    「The container shortage caused by disruptions in the U.S. supply chain worsened, and transportation costs increased as ocean freight rates remained high. However, higher sales volumes resulted in increased profit.」

    The container shortage caused by disruptions in the U.S. supply chain worsened, and transportation costs continued to rise due to persistently high ocean freight rates.
  6. FY2022-Q2RestatedAnnual report

    「The global container shortage continued amid supply chain disruptions caused by the resumption of economic activity in various countries, and transportation costs increased as ocean freight rates remained high.」

    The global container shortage, persistently high ocean freight rates and higher transportation costs continue.
  7. FY2022-Q1First statedAnnual report

    「The global container shortage accompanying the rapid expansion in demand drove up ocean freight rates, increasing transportation costs.」

    The report states that the container shortage actually affected the overseas food business through higher ocean freight and transportation costs.
Moved together

"Prolonged COVID-19 Impact and Effects on Economic Activity" moved the same way as this thread, in the same document, in 4 of its 7 moves.

433322★123456
  1. ★This thread
  2. 1Prolonged COVID-19 Impact and Effects on Economic Activity4×
  3. 2Accelerating Growth3×
  4. 3Reducing Costs Through Higher Production and Delivery Efficiency and Logistics Center Consolidation3×
  5. 4Divergence Between At-Home Consumption and Foodservice Demand3×
  6. 5Expanding Overseas Sales of Crab Sticks, Surimi Products and Healthy Noodle2×
  7. 6Rising Raw Material Prices and Other Costs2×

★ 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
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