Logistics Constraints Caused by Driver and Vehicle Shortages
First written in FY2016. 15 of 24 entries say "Materialised", first in FY2017-Q1. Latest entry: FY2026.
Tomoku moved to the "Worse" side of this theme in 2016, 4 years before the typical company in this theme (2020).
The whole theme swung hardest in 2017: 9 of 16 companies on the "Worse" side.
19 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「Although vehicle sourcing costs increased due to the logistics industry's 2024 problem, the company worked to negotiate more appropriate logistics costs and improve transportation efficiency.」
Although higher vehicle sourcing costs due to the logistics industry's 2024 problem continue, the company describes negotiations to optimize logistics costs and improvements in transportation efficiency as countermeasures. - FY2026-H1WorsenedAnnual report
「On the other hand, vehicle sourcing costs increased substantially due to the impact of the logistics industry's 2024 problem.」
The logistics industry's 2024 problem has appeared in actual results as a substantial increase in vehicle sourcing costs, and the impact of logistics constraints continues. - FY2025WorsenedAnnual report
「On the other hand, from an earnings perspective, costs associated with operating the new center increased, including labor costs and vehicle sourcing costs due to regulations capping drivers' overtime hours and shortages of personnel and vehicles.」
Regulations capping drivers' overtime hours, personnel shortages and vehicle shortages translated into higher labor and vehicle sourcing costs in actual results. - FY2024RestatedAnnual report
「In the transport and warehousing segment, lower vehicle utilization due to a decline in handling volumes for the beverage products that form the core business, higher storage costs accompanying increased inventory and persistently high fuel costs continued.」
Lower vehicle utilization resulting from decreased handling volumes has appeared in actual results, and the themes of vehicle efficiency and supply constraints in logistics remain ongoing. - FY2022WorsenedAnnual report
「In the logistics industry, the increase in cargo volumes has made addressing shortages of drivers and vehicles an urgent issue.」
The company continues to clearly emphasize shortages of crew members and vehicles as urgent issues accompanying the increase in cargo volumes. - FY2021WorsenedAnnual report
「In the logistics industry, the increase in cargo volumes has made addressing shortages of drivers and vehicles an urgent issue.」
The previously identified vehicle and driver shortages are again clearly identified as urgent issues in the logistics industry. - FY2021-Q3MaterialisedAnnual report
「Sales in the transport and warehousing business fell 3.7% to ¥27,996 million due to lower handling volumes, while operating profit fell 5.3% to ¥1,248 million, partly because lower volumes worsened transportation efficiency and increased costs.」
The decline in handling volumes caused by the COVID-19 pandemic led to lower transportation efficiency and higher costs, appearing in actual results as declines in sales and operating profit in the transport and warehousing business. - FY2020MaterialisedAnnual report
「In addition, due to a further increase in outsourced transportation costs resulting from vehicle shortages, sales in the transport and warehousing business fell 0.6% to ¥37,308 million, while operating profit fell 11.2% to ¥1,464 million.」
Vehicle shortages appeared in actual results as a further increase in outsourced transportation costs, becoming a factor behind lower profit in the transport and warehousing business. - FY2020-Q3MaterialisedAnnual report
「In addition, costs such as external warehouse rental fees increased due to higher costs resulting from vehicle shortages and increased inventory caused by unfavorable weather.」
Vehicle shortages continued to appear in actual results as higher costs. - FY2020-Q2MaterialisedAnnual report
「In addition, costs increased due to vehicle shortages.」
The previously identified risk of vehicle shortages continued to appear in actual results as higher costs in the transport business. - FY2020-Q1MaterialisedAnnual report
「In the transport and warehousing business, beverage shipments declined from May to June due to unfavorable weather, but strong cargo movements ahead of the holiday period accompanying the extended holiday and increased handling of beverages in western Japan lifted sales to ¥9,839 million, up 0.6% year on year. However, expenses increased due to higher fuel prices, vehicle and driver shortages and other factors, as well as higher internal costs, and operating profit fell 7.4% to ¥516 million.」
Vehicle and driver shortages, together with higher fuel prices and internal costs, drove higher expenses, resulting in a 7.4% year-on-year decline in operating profit in the transport and warehousing business. - FY2019MaterialisedAnnual report
「Although costs increased due to vehicle shortages and higher fuel prices, as well as additional costs arising from a succession of natural disasters, operating profit increased substantially by 11.9% to ¥1,649 million as a result of the investment benefits from the logistics center and efforts to reduce internal costs.」
Vehicle shortages and higher fuel prices appeared in actual results as higher expenses, while natural disasters appeared as higher costs. - FY2019-Q3MaterialisedAnnual report
「Although costs increased due to vehicle shortages, higher fuel prices and other factors, operating profit increased 16.4% to ¥1,514 million.」
Vehicle shortages, together with higher fuel prices, continued to appear in actual results as a factor driving higher costs in the transport and warehousing business. - FY2019-Q2MaterialisedAnnual report
「Although costs increased due to vehicle shortages, higher fuel costs and other factors, operating profit increased 16.0% to ¥1,147 million, helped by rationalization efforts.」
The vehicle shortages seen previously, together with higher fuel costs, continued to appear in actual results as higher costs in the logistics business. - FY2019-Q1MaterialisedAnnual report
「Although costs increased due to higher fuel prices and driver shortages, among other factors, operating profit increased 27.2% to ¥557 million as the company pursued rationalization through higher handling volumes, higher profit and the efficient allocation of personnel and vehicles based on an accurate assessment of customer sales trends.」
Although higher costs due to driver shortages continued to appear in actual results, the company describes the efficient allocation of personnel and vehicles as a countermeasure. - FY2018-Q3MaterialisedAnnual report
「Although costs increased due to one-time expenses associated with the center opened during the current fiscal year and vehicle and driver shortages, operating profit increased 19.7% to ¥1,300 million through efforts to improve internal costs.」
The company states that higher costs due to vehicle and driver shortages continued to appear in actual results, while it worked to improve internal costs. - FY2018-Q1MaterialisedAnnual report
「Although costs increased due to one-time expenses associated with opening the center and vehicle and driver shortages, operating profit increased 10.3% to ¥438 million through the benefits of opening the new center and the efficient allocation of personnel and vehicles based on an accurate assessment of customer sales trends.」
Higher costs due to vehicle and driver shortages continued to appear in actual results. The company describes the efficient allocation of personnel and vehicles as a countermeasure. - FY2017MaterialisedAnnual report
「Although costs increased due to vehicle shortages, lower operating efficiency and other factors, operating profit increased 17.7% to ¥1,152 million as a result of the investment benefits from the new logistics center and efforts to reduce internal costs.」
Vehicle shortages and lower operating efficiency continued to appear in actual results as higher costs. - FY2017-Q3MaterialisedAnnual report
「Although vehicle and driver shortages and other factors led to lower operating efficiency, operating profit increased 15.7% to ¥1,086 million as a result of the investment benefits from the new logistics center and efforts to reduce costs.」
Vehicle and driver shortages continued to affect actual results in the form of lower operating efficiency. - FY2017-Q2MaterialisedAnnual report
「Although costs increased due to vehicle shortages, lower operating efficiency and other factors,」
Vehicle shortages and lower operating efficiency continued to affect actual results in the form of higher costs. - FY2017-Q1MaterialisedAnnual report
「Although vehicle and driver shortages and other factors led to lower operating efficiency,」
The previously anticipated vehicle and driver shortages affected actual results in the form of lower operating efficiency. - FY2016First statedAnnual report
「Although driver and vehicle shortages and other issues remain a concern, leaving the company in a challenging business environment, it will continue working to provide safe, high-quality transportation as a logistics partner trusted by its customers.」
The company identifies driver and vehicle shortages as supply constraints in its logistics business.