Impact of the 2024 Logistics Challenge on Costs and Profit
First written in FY2024-Q2. 1 of 3 entries say "Restated". Latest entry: FY2026.
Kibun Foods moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).
The whole theme swung hardest in 2024: 10 of 30 companies on the "Worse" side.
3 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「As measures to address logistics regulations requiring shorter waiting times and higher loading rates for shippers and logistics operators, known as the “2026 logistics issue,” begin in earnest, the rollout of solutions offering a range of logistics services is expected to become even more active.」
In addition to the conventional 2024 logistics issue, the company identified the response to the 2026 logistics issue, which requires shorter waiting times and higher loading rates, as a challenge whose implementation will intensify. - FY2024RestatedAnnual report
「The operating environment surrounding the Food-Related Business is expected to remain highly competitive. Logistics demand is rising sharply as a result of expanding mail-order sales, while regulations affecting the logistics business, known as the “2024 logistics issue,” have been strengthened against the backdrop of efforts to improve the working conditions and treatment of truck drivers amid a shortage of logistics workers. This is compounded by higher management and energy costs.」
The 2024 logistics issue is described in specific terms as an ongoing challenge for the logistics business involving tighter regulations, a shortage of logistics workers, and higher management and energy costs. - FY2024-Q2First statedAnnual report
「On the earnings side, measures to address the 2024 logistics issue, various cost increases and higher electricity costs were negative factors. However, both profit and profit margins increased steadily in line with higher sales, resulting in performance above the previous year’s level.」
The company newly identified measures to address the 2024 logistics issue as a negative factor for earnings in the logistics business.