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Maruchiyo Yamaokaya (3399) · RiskMaterialised

Rising Logistics Costs

First written in FY2018. 9 of 19 entries say "Materialised", first in FY2023. Latest entry: FY2027-H1.

19entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2022MaterialisedFY2023 – FY2027-H12018: 420182019: 420192020: 020202021: 020212022: 120222023: 420232024: 220242025: 220252026: 22026
Same theme, other companies
SG&A and profit pressure from higher freight costsA theme 40 companies write about · 41 as a headwind · 0 as a tailwind

Maruchiyo Yamaokaya moved to the "Worse" side of this theme in 2023, 4 years after the typical company in this theme (2019).

The whole theme swung hardest in 2026: 18 of 26 companies on the "Worse" side.

7 other companies' latest entry also says "Materialised".

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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MaterialisedAnnual report

    「Raw material prices, energy prices and logistics costs, among others, have continued to rise, and these cost increases have put pressure on earnings. The business environment therefore remains challenging.」

    The rise in logistics costs has continued together with increases in raw material prices and energy prices, among others, and is described as an actual cost burden putting pressure on earnings.
  2. 2026-06-12MaterialisedEarnings

    「Higher logistics costs continue to impose an actual cost burden together with labor, food-material and construction costs.」

    This is a summary rather than an original quotation; a direct reference to logistics costs appears in the following quotation.
  3. FY2026-H1MaterialisedAnnual report

    「Meanwhile, various costs, including labor, food ingredients, logistics and construction, continue to rise, and the business environment remains challenging.」

    Higher logistics costs continue to impose an actual cost burden together with labor, food-material and construction costs.
  4. FY2025MaterialisedAnnual report

    「Rising recruitment expenses to address labor shortages, labor costs to raise wage levels, and other costs such as food ingredient costs, delivery expenses and utilities are squeezing companies' earnings,」

    Rising delivery costs are identified, together with labor costs, food-material costs and utilities, as an actual cost burden squeezing earnings.
  5. FY2025-H1MaterialisedAnnual report

    「Higher delivery charges due to the 2024 problem facing the logistics and transportation industries have also contributed, and cost of sales and operating expenses continue to rise,」

    Higher delivery charges due to the 2024 problem have actually occurred and are contributing to increases in cost of sales and operating expenses.
  6. FY2025-Q1WorsenedAnnual report

    「Going forward, delivery costs are also expected to increase due to the 2024 problem facing the logistics and transportation industries,」

    An increase in delivery costs due to the 2024 problem facing the logistics and transportation industries is newly expected, adding another factor behind rising logistics costs.
  7. FY2024-Q3MaterialisedAnnual report

    「The costs essential to operations, including raw materials, utilities, labor and recruitment, have all risen, and cost pressures remain severe.」

    Costs, including logistics and delivery costs, continue to rise and have become an actual burden in the business environment.
  8. FY2024-Q2MaterialisedAnnual report

    「The costs essential to operations, including raw materials, utilities, labor and recruitment, have all risen, and cost pressures remain severe.」

    Costs, including logistics and delivery costs, continue to rise and have become an actual burden in the business environment.
  9. FY2024-Q1MaterialisedAnnual report

    「The challenging operating environment continues due to higher utilities, transportation and procurement costs, as well as higher labor costs and recruitment expenses resulting from labor shortages.」

    Soaring transportation costs are identified, together with rising labor and procurement costs, as an actual burden in the business environment.
  10. FY2023MaterialisedAnnual report

    「Selling, general and administrative expenses substantially exceeded the plan, partly because raw-material prices, delivery costs, labor costs and energy costs continued to rise.」

    Higher raw-material prices, delivery costs, labor costs and energy costs actually caused selling, general and administrative expenses to exceed the plan.
  11. FY2022RestatedAnnual report

    「There are also many risks to the business environment, including soaring logistics costs and raw-material prices, and conditions remain extremely severe.」

    Rising logistics costs continue to be identified as a business-environment risk, alongside soaring raw-material prices and other factors.
  12. FY2020-Q3RestatedAnnual report

    「Raw material price fluctuations have also been observed due to changes in supply and demand conditions and the impact of higher delivery costs,」

    Rising delivery costs continue to be identified as a cost-related business-environment challenge affecting fluctuations in raw-material prices.
  13. FY2020-Q2RestatedAnnual report

    「Raw material price fluctuations have also been observed due in part to the impact of higher delivery costs,」

    Rising delivery costs continue to be identified as a cost-related business-environment challenge.
  14. FY2020-Q1RestatedAnnual report

    「In addition, rising labor, raw-material and logistics costs have become major challenges,」

    Rising logistics costs continue to be identified as a business-environment challenge, alongside rising labor and raw-material costs.
  15. FY2019RestatedAnnual report

    「Rising Logistics Costs」

    Rising logistics costs continue to be identified as a business-environment challenge, alongside tight labor supply and demand and rising labor costs.
  16. FY2019-Q3RestatedAnnual report

    「In addition, labor and logistics costs continue to rise due to tight labor supply and demand,」

    Rising logistics costs are identified as a business-environment challenge continuing from the previous fiscal year.
  17. FY2019-Q2RestatedAnnual report

    「In addition, labor and logistics costs continue to rise due to tight labor supply and demand,」

    Rising logistics costs are identified as a business-environment challenge continuing from the previous fiscal year.
  18. FY2019-Q1RestatedAnnual report

    「Labor and logistics costs also continue to rise,」

    Rising logistics costs are identified as a business-environment challenge continuing from the previous fiscal year.
  19. FY2018First statedAnnual report

    「Rising logistics costs have become a major challenge, and the business environment remains severe.」

    Rising logistics costs are identified independently for the first time as a business-environment risk, alongside tight labor supply and demand and rising labor and recruitment costs.
Moved together

"Uncertainty over the economic outlook due to the slowdown in overseas economies and monetary policy" moved the same way as this thread, in the same document, in 10 of its 19 moves.

101010522★123456
  1. ★This thread
  2. 1Uncertainty over the economic outlook due to the slowdown in overseas economies and monetary policy10×
  3. 2Higher Personnel and Recruitment Costs Due to Tight Labor Supply and Demand10×
  4. 3Raw material price fluctuations driven by supply-demand conditions10×
  5. 4Changes in Social Activity and Consumer Trends Due to the Spread of COVID-195×
  6. 5Interest-Bearing Debt and Risk of Rising Borrowing Rates2×
  7. 6Voluntary Suspension and Closure of Operations in Response to Measures to Prevent the Spread of COVID-192×

★ 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 Maruchiyo Yamaokaya yet. It last moved in the Earnings of 2026-06-12: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising Logistics Costs | Maruchiyo Yamaokaya Corporation (3399) | Komori