Logistics Cost and Stable Procurement Risks Arising from the Logistics 2024 Problem
First written in FY2024. 2 of 5 entries say "Materialised", first in FY2025. Latest entry: FY2026.
Isamu Paint moved to the "Worse" side of this theme in 2025, the same year as the typical company in this theme.
The whole theme swung hardest in 2024: 11 of 34 companies on the "Worse" side.
4 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「The outlook is extremely uncertain, as it is difficult to foresee the impact on the Japanese economy of supply concerns for crude oil and other commodities arising from the situation in the Middle East, the protracted situation in Ukraine, trends in energy prices including crude oil prices, the further emergence of the 2024 problem surrounding the logistics and transportation industries, and U.S. policy developments including trade policy.」
Regarding the 2024 logistics problem that emerged in the previous fiscal year, the company describes it as having “emerged further,” indicating that the risks related to logistics costs and stable procurement of raw materials have deepened. - FY2025MaterialisedAnnual report
「Regarding the economic outlook, the outlook remains extremely uncertain because the impact on the Japanese economy cannot be forecast of trends in energy prices, including crude oil prices, resulting from the prolonged situation in Ukraine and conditions in the Middle East; the emergence of the 2024 issue facing the logistics and transportation industries; and US policy developments, including trade policy.」
Regarding the 2024 logistics problem, which had been a concern since the previous fiscal year, the company explicitly states that it has “come to the fore,” describing the risks related to logistics costs and supply stability as having actually emerged. - FY2024First statedAnnual report
「The outlook is extremely uncertain, as it is difficult to foresee the impact on the Japanese economy of the so-called 2024 logistics problem and the downturn in overseas economies resulting from global monetary tightening.」
For the first time, the company explicitly identifies the 2024 logistics problem as a standalone source of uncertainty in the external environment. It describes the impact on logistics costs, raw material prices and supply stability as issues.