Risks from Labor Shortages in Domestic Transportation and Rising Logistics Costs
First written in FY2024. 4 of 5 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-08-10.
O'will moved to the "Worse" side of this theme in 2025, 5 years after the typical company in this theme (2020).
The whole theme swung hardest in 2017: 8 of 15 companies on the "Worse" side.
2 other companies' latest entry also says "Materialised".
- 2026-08-10MaterialisedEarnings
「Although selling, general and administrative expenses increased due to higher personnel and logistics costs,」
The risk of labor shortages in domestic transportation and rising logistics costs materialized as an increase in logistics expenses and a factor behind higher selling, general and administrative expenses during the quarter. - FY2026MaterialisedAnnual report
「Although selling, general and administrative expenses, including labor and logistics expenses, increased,」
Regarding labor shortages in domestic transportation and the risk of higher logistics costs, the increase in logistics expenses is identified as an actual factor contributing to the increase in selling, general and administrative expenses during the fiscal year. - 2026-05-11MaterialisedEarnings
「Although selling, general and administrative expenses, including personnel and logistics costs, increased, operating income was ¥1,368,977 thousand, up 17.7% year on year, because gross profit increased substantially in line with higher sales.」
The company reports that higher logistics costs were incurred as an expense during the full fiscal year. - FY2026-H1MaterialisedAnnual report
「Although selling, general and administrative expenses increased due to higher logistics expenses,」
Regarding the risk of higher logistics costs, an actual increase in logistics expenses occurred during the current interim consolidated accounting period. - FY2024First statedAnnual report
「If problems arise, such as delivery delays caused by labor shortages in the logistics industry or a substantial increase in logistics costs due to soaring labor and fuel expenses, the Group’s financial condition and operating results may be affected.」
For domestic transportation, delivery delays caused by labor shortages and higher logistics costs due to soaring labor and fuel expenses have been disclosed for the first time as separate business risks.