Orion Breweries (409A) · RiskFirst stated

Widening Domestic Logistics Supply-Demand Gap

First written in FY2026. . Latest entry: FY2026.

1entries

1years

0from disclosures

How it moved

Same theme, other companies

Domestic logistics: driver shortages and tight supply and demandA theme 55 companies write about · 56 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2017: 9 of 17 companies on the "Worse" side.

3 other companies' latest entry also says "First stated".

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 55 companies compared. The sentences above are computed from all 55.

Full recordFilings, disclosures and news, newest first

FY2026First statedAnnual report
「In addition to the decline in the working-age population caused by the declining birthrate and aging population, logistics volumes have increased with the growth of e-commerce transaction volumes and other factors, intensifying shortages of delivery drivers and cargo-handling workers.」
In response to labor shortages and rising costs in logistics, the company is taking measures including maritime transport planning, optimizing orders and inventory with distributors, flexible selection of external warehouses, and outsourcing e-commerce logistics.

Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next

Orion Breweries's next results are scheduled for 2026-11-13. Read the earnings preview

News

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