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Logizard (4391) · RiskRestated

Labor Shortage in the Logistics Industry

First written in FY2018. 9 of 20 entries say "Restated". Latest entry: FY2026.

20entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1RestatedFY2025-H1 – FY20262018: 22019: 220192020: 320202021: 020212022: 120222023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Domestic Logistics Driver Shortage and Supply-Demand ConstraintsA theme 40 companies write about · 41 as a headwind · 0 as a tailwind

Logizard moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.

The whole theme swung hardest in 2017: 8 of 15 companies on the "Worse" side.

18 other companies' latest entry also says "Restated".

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. FY2026RestatedAnnual report

    「Meanwhile, the logistics industry has been unable to resolve its chronic labor shortages, and the shortage of truck drivers is particularly serious. Combined with the overtime-work limits under the Work Style Reform-related laws, this is feared and recognized across all industries as a social issue that could ultimately make it impossible to transport goods and adversely affect economic activity as a whole. Appropriate solutions are therefore required.」

    The company reiterates its recognition of the challenges of chronic labor shortages, truck-driver shortages and insufficient transport capacity resulting from limits on overtime work.
  2. 2026-05-15RestatedEarnings

    「Meanwhile, the logistics industry, our main customer base, is continuing to introduce technologies that contribute to higher work productivity as part of its efforts to address the chronic labor shortage.」

    The company identified the logistics industry’s chronic labor shortage as a challenge and reaffirmed its response through the introduction of technology.
  3. FY2026-H1RestatedAnnual report

    「Meanwhile, the logistics industry, our main customer base, is continuing to introduce technologies that contribute to higher work productivity as part of its efforts to address the chronic labor shortage.」

    Continues to identify the chronic labor shortage in the logistics industry as a challenge and states that technologies contributing to higher operational productivity are being introduced.
  4. FY2025RestatedAnnual report

    「Meanwhile, the logistics industry has been unable to resolve its chronic labor shortages, and the shortage of truck drivers is particularly serious. Combined with the overtime-work limits under the Work Style Reform-related laws, this is feared and recognized across all industries as a social issue that could ultimately make it impossible to transport goods and adversely affect economic activity as a whole. Appropriate solutions are therefore required.」

    Reiterates the recognition that chronic labor shortages, a shortage of truck drivers and regulations capping overtime are causing insufficient transport capacity, affecting economic activity.
  5. FY2025-H1RestatedAnnual report

    「Although the logistics industry continues to operate in an environment where cargo volumes are difficult to forecast because of rising prices, it is introducing technologies that contribute to higher operational productivity to address chronic labor shortages and is advancing initiatives to respond to the 2024 issue.」

    The disclosure states that chronic labor shortages and the 2024 issue remain challenges for the logistics industry, amid the difficulty of forecasting cargo volumes caused by rising prices.
  6. FY2024WorsenedAnnual report

    「Meanwhile, the logistics industry has been unable to resolve its chronic labor shortages, with the shortage of truck drivers particularly serious. Combined with the application during the current fiscal year of the overtime-work limits under the Work Style Reform-related laws, this is feared and recognized across all industries as a social issue that could ultimately make it impossible to transport goods and adversely affect economic activity as a whole. Appropriate solutions are therefore required.」

    The disclosure describes insufficient transportation capacity as a social issue affecting economic activity as a whole, in light of chronic labor shortages, the shortage of truck drivers and the application of overtime-work limits during the current fiscal year.
  7. FY2024-Q3WorsenedAnnual report

    「Although the logistics industry is operating in an environment where cargo volumes are difficult to forecast because demand is affected by further price increases, it continues to address the 2024 issue by securing personnel and introducing technologies to improve operational productivity, with the aim of resolving the overwhelming labor shortage.」

    The disclosure describes the logistics industry’s labor shortage in stronger terms than the previously recognized worsening challenge, calling it an “overwhelming labor shortage,” and also notes the difficulty of forecasting cargo volumes.
  8. FY2024-Q2Responding to the 2024 issue with associated cost burdensAnnual report

    「The logistics industry is also addressing the 2024 issue while bearing the associated costs.」

    The disclosure explicitly states that addressing labor shortages and the 2024 issue in the logistics industry entails a cost burden.
  9. FY2024-Q1WorsenedAnnual report

    「We strongly recognize that resolving the particularly serious labor shortages at logistics sites is an urgent social issue.」

    The disclosure indicates that labor shortages at logistics sites have become particularly serious and that resolving them is an urgent social issue. No quantitative figures are provided.
  10. FY2023WorsenedAnnual report

    「Meanwhile, the logistics industry has been unable to resolve its chronic labor shortages, with the shortage of truck drivers particularly serious. Combined with the application in 2024 of the overtime-work limits under the Work Style Reform-related laws, this is feared and recognized across all industries as a social issue that could ultimately make it impossible to transport goods and adversely affect economic activity as a whole. Appropriate solutions are therefore required.」

    In addition to the previously recognized labor-shortage issue in logistics, the disclosure explicitly states that the shortage of truck drivers and the 2024 overtime-work limits could result in insufficient transportation capacity affecting economic activity as a whole.
  11. FY2023-Q3WorsenedAnnual report

    「While continuing to monitor the uncertain situation and respond appropriately, we believed that labor shortages in domestic logistics were only worsening and that there had been no change in the urgent issues, and conducted proactive sales activities.」

    The disclosure states that labor shortages in domestic logistics are “only worsening” and remain an urgent issue.
  12. FY2023-Q2RestatedAnnual report

    「While monitoring developments and continuing to respond appropriately, we believed that there had been no change in the urgent issues, including addressing labor shortages in domestic logistics, and conducted proactive sales activities.」

    The disclosure states that addressing labor shortages in domestic logistics and other issues remains urgent, with no material change in the issues recognized through the previous quarter.
  13. FY2022WorsenedAnnual report

    「The shortage of workers engaged in logistics has also become increasingly serious.」

    The disclosure states that labor shortages in the logistics industry have worsened beyond the previously recognized challenge.
  14. FY2021-Q1RestatedAnnual report

    「The resulting increase in the logistics burden has made the shortage of workers responsible for logistics an even more serious challenge.」

    The disclosure continues to describe the increase in the logistics burden caused by stay-at-home consumption and the resulting worsening of labor shortages.
  15. FY2020WorsenedAnnual report

    「The resulting increase in the logistics burden has made the shortage of workers responsible for logistics an even more serious challenge.」

    The disclosure states that the shortage of workers responsible for logistics has become a more serious challenge as the logistics burden has increased.
  16. FY2020-Q2ReframedAnnual report

    「Delivery charges, which account for a high proportion of logistics costs, are also a challenge.」

    The disclosure refers to delivery charges as an industry challenge, rather than labor shortages themselves.
  17. FY2019RestatedAnnual report

    「The logistics industry is expected to face a decline in its workforce, and we believe that it currently faces a host of issues requiring resolution within the next few years.」

    The decline in the logistics industry’s workforce is described as an ongoing industry challenge.
  18. FY2019-Q2RestatedAnnual report

    「However, in the logistics industry, increases in labor costs and transportation expenses resulting from labor shortages are becoming increasingly serious, and more companies are beginning to pursue initiatives such as RFID, image-recognition technology, robotics and the introduction of material-handling systems such as automated warehouses.」

    The increasing severity of labor-cost and transportation-expense increases associated with labor shortages is described, as in the previous quarter.
  19. FY2019-Q1WorsenedAnnual report

    「However, in the logistics industry, increases in labor costs and transportation expenses resulting from labor shortages are becoming increasingly serious, and more companies are beginning to pursue initiatives such as IT adoption, RFID, robotics and the introduction of material-handling systems such as automated warehouses.」

    The disclosure states that increases in labor costs and transportation expenses associated with labor shortages are becoming increasingly serious. It describes the occurrence and emergence of a specific risk, but provides no monetary figures.
  20. FY2018First statedAnnual report

    「The logistics industry is expected to face a decline in its workforce, and we believe that it currently faces a host of issues requiring resolution within the next few years.」

    The decline in the logistics industry’s workforce is recognized as an external environmental challenge.
Moved together

"Dilution from Stock Options" moved the same way as this thread, in the same document, in 5 of its 20 moves.

543222★123456
  1. ★This thread
  2. 1Dilution from Stock Options5×
  3. 2Overseas Expansion and Localization Through Local Partners4×
  4. 3Strengthening Partner Collaboration, Sales Base and Brand3×
  5. 4Revenue and Profit Growth2×
  6. 5Expansion of Capabilities for Manufacturers and Asian Customers and Supply Chain Management2×
  7. 6Market Potential and Profitability of New Services and Upfront Investment2×

★ 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 Logizard yet. It last moved in the Earnings of 2026-05-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Labor Shortage in the Logistics Industry | Logizard Co.,Ltd. (4391) | Komori