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Zoa (3375) · RiskRestatedLatest Earnings (2026-08-13): "Worsened"

Rising Logistics Costs, Raw Material Prices, and Labor Costs

First written in FY2019-Q1. 16 of 22 entries say "Restated". Latest entry: 2026-08-13.

22entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q2 – FY2022RestatedFY2023 – FY20262018: 120182019: 220192020: 420202021: 420212022: 420222023: 320232024: 220242025: 020252026: 22026
Same theme, other companies
Profit pressure from higher material, packing and freight, and labor costsA theme 141 companies write about · 144 as a headwind · 0 as a tailwind

Zoa moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2022: 64 of 102 companies on the "Worse" side.

43 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 141 companies compared. The sentences above are computed from all 141.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-13WorsenedEarnings

    「The outlook remains uncertain owing to the continued rise in prices, persistently high raw material and energy prices, fluctuations in foreign exchange rates and uncertainty in overseas economies, including the situation in the Middle East.」

    The company continued to cite persistently high prices for goods, raw materials and energy, foreign exchange fluctuations and the situation in the Middle East as factors contributing to an uncertain outlook.
  2. FY2026RestatedAnnual report

    「Although employment and income conditions improved during the fiscal year, personal consumption remained cautious due to the effects of rising prices and exchange-rate fluctuations, and the outlook remained uncertain.」

    The company continued to report suppressed consumer spending and an uncertain outlook resulting from rising prices and exchange-rate fluctuations.
  3. FY2024RestatedAnnual report

    「Consumers' willingness to spend remained weak amid rising prices and persistently high energy prices resulting from the weakening yen and the situations in Ukraine, the Middle East and elsewhere, and the risk of putting downward pressure on the economy persisted.」

    The company continued to describe suppressed consumer spending and the risk of downward pressure on the economy resulting from the weaker yen, the international situation, and persistently high prices and energy costs.
  4. FY2024-Q3RestatedAnnual report

    「Although the Japanese economy was on a recovery trend from the impact of COVID-19 during the third quarter cumulative period, rising prices resulting from the international situation and other factors were suppressing consumers' willingness to spend, and the risk of putting downward pressure on the economy persisted.」

    The company explained that rising prices resulting from the international situation and other factors were suppressing consumers' willingness to spend and that the risk of putting downward pressure on the economy continued.
  5. FY2024-Q2RestatedAnnual report

    「At the same time, high prices and surging energy prices continued to significantly suppress consumers' willingness to spend, posing a persistent risk of putting downward pressure on the economy.」

    High prices and surging energy prices are suppressing consumers' willingness to spend, and the risk of putting downward pressure on the economy continues.
  6. FY2023RestatedAnnual report

    「Regarding expenses, packaging and shipping expenses and payment processing fees increased with the growth of the internet mail-order business, but sales increased correspondingly. Utility costs also increased due to surging energy prices.」

    The company continued to report increases in logistics costs and fees accompanying the expansion of the mail-order business, in addition to higher utility costs due to surging energy prices.
  7. FY2023-Q3WorsenedAnnual report

    「Regarding expenses, utility costs increased due to surging electricity rates, putting pressure on earnings. Expenses also increased due to the impact of higher prices and other factors.」

    The company explained that higher utility costs caused by surging electricity rates and increased expenses resulting from higher prices had materialized and were putting pressure on earnings.
  8. FY2023-Q2WorsenedAnnual report

    「Regarding expenses, utility costs increased due to surging electricity rates, putting pressure on earnings. Expenses also increased due to the impact of higher prices and other factors.」

    The previously identified increases in prices and costs materialized as higher utility costs due to surging electricity rates and increased expenses, putting pressure on earnings.
  9. FY2023-Q1MaterialisedAnnual report

    「Although both sales and gross profit exceeded the previous fiscal year, selling, general and administrative expenses increased 3.7% year on year to ¥461.050 million due to the recent rise in prices, contributing to the decline in profit.」

    The rise in prices materialized as a 3.7% year-on-year increase in selling, general and administrative expenses and became a factor behind the decline in profit.
  10. FY2022RestatedAnnual report

    「Regarding expenses, packaging and shipping expenses and payment processing fees increased with the growth of the internet mail-order business, but sales increased correspondingly.」

    The company continued to describe increases in logistics costs and fees accompanying the expansion of the mail-order business, along with corresponding growth in sales.
  11. FY2022-Q3RestatedAnnual report

    「Regarding expenses, shipping costs and payment processing fees increased with the growth of mail-order sales, but sales and profit increased by corresponding amounts.」

    While shipping costs and payment processing fees continued to rise with the expansion of the mail-order business, corresponding growth in sales and profit continued to be described.
  12. FY2022-Q2RestatedAnnual report

    「Regarding expenses, shipping costs and payment processing fees increased with the growth of mail-order sales, raising the burden of these costs, but sales and profit increased by corresponding amounts.」

    The company explained that while shipping costs and payment processing fees continued to rise with the expansion of the mail-order business, sales and profit increased correspondingly.
  13. FY2022-Q1RestatedAnnual report

    「Expenses increased as higher sales in the mail-order business increased the burden of shipping and payment processing costs, but sales and profit increased by corresponding amounts.」

    The company continued to describe increases in shipping costs and payment processing fees accompanying the expansion of the mail-order business, along with corresponding growth in sales and profit.
  14. FY2021RestatedAnnual report

    「Regarding expenses, packaging and shipping expenses and payment processing fees increased with the growth of the internet mail-order business, but sales increased correspondingly.」

    The company continued to describe increases in logistics costs and fees accompanying the expansion of the mail-order business, along with corresponding growth in sales.
  15. FY2021-Q3RestatedAnnual report

    「Expenses increased as higher sales in the mail-order business increased the burden of shipping and payment processing costs, but sales and profit increased by corresponding amounts.」

    While shipping costs and payment processing fees continued to rise with the expansion of the mail-order business, corresponding growth in sales and profit continued to be reported.
  16. FY2021-Q2RestatedAnnual report

    「Expenses increased as higher sales in the mail-order business increased the burden of shipping and payment processing costs, but sales and profit increased by corresponding amounts.」

    While shipping costs and payment processing fees continued to rise with the expansion of the mail-order business, corresponding growth in sales and profit was also reported.
  17. FY2021-Q1RestatedAnnual report

    「Expenses increased as higher sales in the mail-order business increased the burden of shipping and payment processing costs, but sales and profit increased by corresponding amounts.」

    The company continued to describe increases in shipping costs and payment processing fees accompanying the expansion of the mail-order business, along with corresponding increases in sales and profit.
  18. FY2020RestatedAnnual report

    「Expenses increased as packaging and shipping expenses and payment processing fees rose with the growth of the internet mail-order business, but sales increased correspondingly.」

    While logistics costs and fees continued to rise with the expansion of the mail-order business, corresponding growth in sales continued to be described.
  19. FY2020-Q3RestatedAnnual report

    「In addition, packaging and shipping expenses and payment processing fees increased with the growth of the internet mail-order business, but sales increased correspondingly.」

    While packaging and shipping expenses and payment processing fees continued to rise with the expansion of the mail-order business, corresponding growth in sales continued to be reported.
  20. FY2020-Q2RestatedAnnual report

    「In addition, packaging and shipping expenses and payment processing fees increased with the growth of the internet mail-order business, but sales increased correspondingly.」

    Packaging and shipping expenses and payment processing fees continued to rise with the expansion of the mail-order business, but corresponding growth in sales was also reported.
  21. FY2020-Q1MaterialisedAnnual report

    「Expenses increased as higher shipping charges and increased sales through the mail-order business raised the burden of transportation costs. In addition, rising marketplace listing fees and other factors increased expenses, putting pressure on earnings.」

    The previously identified risk of rising logistics costs materialized as higher transportation costs, while higher marketplace listing fees also contributed to increased expenses and pressure on earnings.
  22. FY2019-Q1First statedAnnual report

    「Although the Japanese economy continued on a gradual recovery trend during the first quarter cumulative period, supported by improvements in corporate earnings and employment conditions, the operating environment remained challenging due to persistently high raw material prices stemming from rising logistics costs and high crude oil prices, as well as rising labor costs caused by labor shortages.」

    The company newly identified rising and persistently high logistics costs, raw material prices and labor costs as factors contributing to the challenging operating environment.
Moved together

"Sharp decline in cash and cash equivalents" moved the same way as this thread, in the same document, in 5 of its 22 moves.

544333★123456
  1. ★This thread
  2. 1Sharp decline in cash and cash equivalents5×
  3. 2Risk of Slow-Moving Inventory and Valuation Losses Due to Changes in Demand4×
  4. 3Improving Inventory Turnover through POS Data and Inter-Store Transfers4×
  5. 4Improving Profitability Despite Lower Revenue3×
  6. 5Changes in unit sales prices for PCs and peripherals3×
  7. 6Contraction of the Motorcycle Accessories Market and Price Competition in Online Retail3×

★ 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
No upcoming earnings preview for Zoa yet. It last moved in the Earnings of 2026-08-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising Logistics Costs, Raw Material Prices, and Labor Costs | ZOA CORPORATION (3375) | Komori