Profitability Pressure from Soaring Logistics Costs
First written in FY2018-Q3. 9 of 14 entries say "Materialised", first in FY2018-Q3. Latest entry: FY2026.
Chikaranomoto Holdings moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).
The whole theme swung hardest in 2026: 13 of 22 companies on the "Worse" side.
6 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「However, the operating profit margin deteriorated due to higher costs, including raw material prices, logistics costs and personnel expenses, as well as a decline in customer visits caused by the extreme heat in June and lingering high temperatures in September.」
Higher raw material prices, logistics costs and personnel expenses, together with a decline in customer visits due to the extreme heat and lingering high temperatures, actually affected the deterioration in the operating profit margin. - 2026-05-14MaterialisedEarnings
「原材料価格や物流費、人件費等のコスト増加、猛暑や残暑等の気候変動による既存店来店客数減少により、営業利益は悪化いたしました。」
物流費を含むコスト増加が国内店舗運営事業の利益率悪化として顕在化している。 - FY2026-H1MaterialisedAnnual report
「However, the operating profit margin deteriorated due to higher costs, including raw material prices, logistics costs and personnel expenses, as well as a decline in customer visits caused by the extreme heat in June and lingering high temperatures in September.」
Higher raw material prices, logistics costs and personnel expenses, together with a decline in customer visits due to the extreme heat and lingering high temperatures, actually affected the deterioration in the operating profit margin of the domestic store operations business. - FY2022-Q3WorsenedAnnual report
「Logistics costs have risen due to higher raw material prices resulting from growing global demand for meat, rising wages and labor shortages in the transportation industry」
The Company explicitly attributed higher logistics costs to labor shortages in the transportation industry. - FY2022-Q1RestatedAnnual report
「Raw material prices, logistics costs and wages are trending upward against a backdrop of growing global demand for meat.」
The upward trend in logistics costs continued to be reported together with increases in raw material prices and wages. - FY2020MaterialisedAnnual report
「Although the domestic restaurant operations business continued to implement operational improvements, including more efficient store operations through the introduction of IT systems and commercial logistics reforms aimed at reducing logistics costs, the fixed-cost ratio, including land and building rents, rose as a result of lower fourth-quarter revenue, while the impact of higher labor and logistics costs continued, which became a factor behind the decline in profit.」
Higher logistics costs, together with rising personnel costs and a decline in fourth-quarter revenue, became factors behind the decline in profit in the domestic store operations business. Segment profit was ¥441 million, down 51.6% from the previous fiscal year. - FY2020-Q3MaterialisedAnnual report
「Although the segment continued to implement operational improvements, including commercial logistics reforms aimed at improving the efficiency of store operations and reducing logistics costs, the ongoing impact of higher labor and logistics costs resulted in segment profit of ¥510 million, down 27.6% year on year.」
Higher logistics costs, together with rising personnel costs, affected segment profit in the domestic store operations business, which decreased 27.6% year on year. - FY2020-Q2MaterialisedAnnual report
「Although the segment continued to implement commercial logistics reforms aimed at improving the efficiency of store operations and reducing logistics costs, the ongoing impact of higher labor, raw material, and logistics costs resulted in segment profit of ¥379 million, down 7.3% year on year.」
Higher logistics costs, together with increases in personnel and raw material costs, affected profit in the domestic store operations business, and segment profit decreased 7.3% year on year. - FY2020-Q1MaterialisedAnnual report
「Although the segment focused on improving productivity, including by reviewing production and manufacturing processes, and on reducing costs, segment profit was ¥104 million, down 7.2% year on year, as higher labor and raw material costs, as well as significantly higher logistics costs for delivering food ingredients to stores, had a major impact.」
Higher logistics costs, together with increases in personnel and raw material costs, affected profit in the domestic store operations business during the quarter. - FY2019MaterialisedAnnual report
「The Company was unable to fully absorb rising labor and raw material costs and higher logistics costs across the foodservice industry, which became factors behind the decline in profit.」
Higher logistics costs, together with increases in personnel and raw material costs, became factors behind the full-year decline in profit in the domestic store operations business. - FY2019-Q3RestatedAnnual report
「Segment profit was ¥704 million, down 8.0% year on year, as higher labour and raw material costs, together with higher logistics costs for delivering ingredients to stores, outweighed efforts to improve productivity and reduce costs through measures such as reviewing production and manufacturing processes.」
The impact of higher logistics costs continued, and segment profit in the domestic store operations business decreased 8.0% year on year. - FY2019-Q2WorsenedAnnual report
「Although the segment focused on improving productivity, including by reviewing production and manufacturing processes, and on reducing costs, segment profit was ¥409 million, down 22.1% year on year, due in part to higher labor and raw material costs, as well as higher logistics costs for delivering food ingredients to stores.」
The impact of higher logistics costs continued, and segment profit in the domestic store operations business decreased 22.1% year on year. - FY2019-Q1WorsenedAnnual report
「Segment profit was ¥112 million, down 47.4% year on year, as higher labour and raw material costs, together with higher logistics costs for delivering ingredients to stores, outweighed efforts to improve productivity and reduce costs through measures such as reviewing production and manufacturing processes.」
The impact of higher logistics costs continued, and segment profit in the domestic store operations business decreased 47.4% year on year. - FY2018-Q3MaterialisedAnnual report
「The impact of higher logistics costs also began to become pronounced in the second half, and the business environment surrounding the Company remained difficult to predict. The increase in logistics costs for delivering ingredients to stores affected segment profit, which amounted to ¥765 million, down 3.6% year on year.」
The impact of higher logistics costs became pronounced in the second half and was specifically reported as a factor behind the decline in segment profit in the domestic store operations business.