Supply Disruptions Caused by Logistics Driver Shortages and Rising Transportation Costs
First written in FY2020. 3 of 12 entries say "Restated". Latest entry: FY2026-H1.
The whole theme swung hardest in 2017: 8 of 15 companies on the "Worse" side.
1 other company's latest entry also says "Other".
- FY2026-H1Packaging and freight expenses decreased slightlyAnnual report
「Packing and freight expenses 896,097 891,741」
Packing and freight expenses decreased slightly from ¥896,097 thousand in the same period of the previous year to ¥891,741 thousand. - FY2025Packing and freight expenses increased slightlyAnnual report
「Packing and freight expenses 1,822,131 1,827,419」
Packing and freight expenses increased slightly from ¥1,822,131 thousand in the previous fiscal year to ¥1,827,419 thousand. - FY2024MitigatedAnnual report
「Packing and freight expenses 1,954,454 1,822,131」
Packing and freight expenses decreased from ¥1,954,454 thousand in the previous year to ¥1,822,131 thousand. The impact of higher logistics costs, which had emerged in the previous fiscal year, has eased. - FY2024-Q3RestatedAnnual report
「Meanwhile, amid persistently high material prices, the Company worked to reduce production and logistics costs and improve the pass-through of higher prices.」
The company continues to reduce production and logistics costs, but no new numerical changes related to driver shortages or transportation costs are reported. - FY2024-Q2Packing and freight expenses decreasedAnnual report
「Packing and freight expenses 1,025,707 868,280」
Packing and freight expenses under selling, general and administrative expenses decreased from ¥1,025,707 thousand in the same period of the previous year to ¥868,280 thousand. - FY2023MitigatedAnnual report
「Profit increased by ¥524 million from the same period of the previous year, reflecting higher gross profit attributable to increased revenue and other factors, as well as lower selling, general and administrative expenses resulting from lower freight and other costs.」
Lower freight and other costs are cited as a factor behind lower selling, general and administrative expenses and higher profit, indicating that the impact of higher logistics costs, which had emerged in the previous fiscal year, has eased. - FY2023-Q3RestatedAnnual report
「Meanwhile, to absorb the impact of soaring prices for materials and other supplies, we worked to strengthen earnings by promoting sales activities to minimize the decline in shipments resulting from product price increases, improving the efficiency of our logistics system, including shortening delivery lead times, and improving and rationalizing production activities.」
The company continues measures including improving logistics efficiency and shortening delivery lead times. No new developments in logistics cost or supply-side risks are reported. - FY2023-Q2MitigatedAnnual report
「Profit increased by ¥524 million from the same period of the previous year, reflecting higher gross profit attributable to increased revenue and other factors, as well as lower selling, general and administrative expenses resulting from lower freight and other costs.」
In the steel storage shed business, freight and other costs declined, contributing to higher profit through lower selling, general and administrative expenses. The impact of higher logistics costs, which had emerged in the previous fiscal year, has eased in this business. - FY2022WorsenedAnnual report
「Operating income, ordinary income and net income attributable to owners of the parent all declined, as higher logistics costs weighed on earnings in addition to higher raw material costs and increased depreciation and amortization expenses.」
Higher logistics costs were explicitly identified as a factor behind the full-year declines in operating income, ordinary income and net income, indicating that the risk of higher transportation costs had affected full-year results. - FY2022-Q3RestatedAnnual report
「Operating profit, ordinary profit and profit attributable to owners of the parent all declined, as higher logistics costs added to the effects of rising raw material, electricity and gas prices and increased depreciation expense.」
Higher logistics costs, together with rising raw material and energy costs, actually emerged as factors behind the decline in profit, continuing the situation seen in the previous quarter. - FY2022-Q2MaterialisedAnnual report
「Profit decreased because of lower revenue, higher material and energy costs, higher logistics costs, increased depreciation and increased labor costs associated with the production transfer from “Nekusuta” to “Foruta.”」
Higher logistics costs actually emerged as a factor behind the decline in profit. The issue that materialized was higher transportation costs, rather than supply disruptions caused by driver shortages themselves. - FY2020First statedAnnual report
「The Group is working to achieve more efficient transportation through modal shifts and cooperation with logistics operators. However, if an unexpected situation arises, such as the gap between driver demand and supply greatly exceeding expectations or packaging and freight expenses rising over a short period, the Group's operating results and financial condition may be affected.」
Against a backdrop of a declining labor force, expanding e-commerce and efforts to reduce long working hours in the logistics industry, driver shortages, rising freight and handling costs, and disruptions to product supply are identified as new risks. Modal shift and coordination with logistics operators are presented as countermeasures.