Komori
Seven & i Holdings (3382) · RiskWorsened

Competition for Talent and Strategy Execution by Management

First written in FY2016. 7 of 10 entries say "Worsened", first in FY2018. Latest entry: FY2025.

10entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2018 – FY2023-Q1RestatedFY2023-Q2 – FY2023-Q32016: 120162017: 020172018: 120182019: 220192020: 120202021: 020212022: 320222023: 120232024: 020242025: 12025
Same theme, other companies
Declining supply capacity due to labor shortages and increasing uncertainty in the business environmentA theme 66 companies write about · 66 as a headwind · 0 as a tailwind

Seven & i Holdings moved to the "Worse" side of this theme in 2018, 5 years before the typical company in this theme (2023).

The whole theme swung hardest in 2025: 15 of 29 companies on the "Worse" side.

19 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 66 companies compared. The sentences above are computed from all 66.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「Wage inflation, inadequate development of working conditions and demographic changes may have a serious impact on the ability to secure personnel and workers, including producers in agriculture, fisheries and livestock farming, food-processing plants, delivery operations and store operations.」

    The risks of competition for talent and a declining working-age population have been specified as a scenario involving shortages of personnel and workers across producers, food-processing plants, delivery operations and store employees.
  2. FY2023-Q3RestatedAnnual report

    「In addition, supply constraints arising from labor shortages and logistical disruptions affected the real economy.」

    Labor shortages and supply constraints caused by logistical disruptions in North America continue to be identified as business-environment issues from the previous quarter.
  3. FY2023-Q2RestatedAnnual report

    「In North America, personal consumption slowed amid persistently high inflation at historic levels, compounded by the impact of policy rate hikes and other factors. Supply constraints arising from labor shortages and logistical disruptions became more pronounced, intensifying concerns about the outlook for the real economy.」

    Labor shortages and supply constraints caused by logistical disruptions in North America continue to be identified as business-environment issues from the previous quarter.
  4. FY2023-Q1WorsenedAnnual report

    「In North America, amid the renewed spread of infections caused by the Omicron variant and persistently high inflation at historic levels, concerns about the outlook for the real economy intensified due to supply constraints arising from labor shortages and logistical disruptions.」

    Regarding talent and employment risks in North America, the disclosure identifies labor shortages, together with logistical disruptions and supply constraints, as factors contributing to concerns about the real economy.
  5. FY2022WorsenedAnnual report

    「If intensifying competition for talent in each business sector and region causes employee compensation and wage levels to rise in order to secure personnel, making it difficult to acquire suitable talent, or if personnel leave the Group for outside organizations, operational efficiency may deteriorate over the long term, affecting the Group's operating results and financial position.」

    In addition to competition for talent, the disclosure specifies rising wages needed to secure personnel, difficulty in recruitment and declining operational efficiency resulting from external attrition as risks.
  6. FY2020WorsenedAnnual report

    「As Japan addresses the social challenge of a declining working-age population due to the declining birthrate and aging population, the Group, which operates many stores, considers it an important issue not only to secure sufficient store employees but also to support each employee's voluntary development of their capabilities so that diverse personnel can apply those capabilities with motivation, and to use these efforts to improve the Company's productivity.」

    In addition to competition for talent, the disclosure identifies the challenges of securing personnel and improving productivity against a backdrop of a declining working-age population due to the declining birthrate and aging population.
  7. FY2020-Q1WorsenedAnnual report

    「株式会社セブン‐イレブン・ジャパン has begun reviewing its traditional business model in response to changes in the domestic labor market, including rising labor costs.」

    It states that changes in the domestic labor market, including rising labor costs, are affecting the traditional business model of domestic convenience stores.
  8. FY2019WorsenedAnnual report

    「In addition, Representative Director and President Isaka Ryūichi (井阪隆一) and other members of the Group's management are strengthening more systematic coordination to formulate and execute the Group's business strategies, but may be unable to fully achieve these objectives for various reasons.」

    In addition to talent acquisition and attrition, the disclosure explicitly identifies the risk that systematic coordination among management may fail to achieve its objectives in formulating and executing the Group's business strategy.
  9. FY2018WorsenedAnnual report

    「The domestic employment environment is becoming increasingly challenging due to rising minimum wages and effective job-offers-to-applicants ratios, as well as the expansion of social insurance coverage.」

    Rising minimum wages and effective job-offers-to-applicants ratios, together with the expansion of social insurance coverage, have made the talent and employment environment for domestic store operations increasingly challenging.
  10. FY2016First statedAnnual report

    「If intensifying competition for talent in each business sector and region makes it difficult to secure suitable personnel, or if personnel leave the Group for outside organizations, the Group's operating results and financial position may be affected.」

    In addition to securing and retaining talent, the disclosure identifies failure by the management team under the new structure to execute the Group's strategy as a risk.
Moved together

"Disruptions to Product and Raw Material Procurement and Price Fluctuations" moved the same way as this thread, in the same document, in 5 of its 10 moves.

543333★123456
  1. ★This thread
  2. 1Disruptions to Product and Raw Material Procurement and Price Fluctuations5×
  3. 2Risks from fluctuations in economic conditions and personal consumption4×
  4. 3North American Business Risk from Gasoline Price Fluctuations3×
  5. 4Reinvestment in Existing and New Businesses Based on Clear Investment Criteria3×
  6. 5Additional Costs and Operational Constraints Arising from Tighter Environmental Laws and New Regulations3×
  7. 6Decline in average ATM usage and maintenance of total usage through an increase in the number of ATMs installed3×

★ 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 Seven & i Holdings yet.
News
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