Milbon (4919) · RiskWorsened
Stable Supply and Transport Risks From Rising Logistics Costs
First written in FY2024. 3 of 4 entries say "Worsened", first in FY2025. Latest entry: 2026-08-10.
4entries
2years
2from disclosures
How it moved
Same theme, other companies
Pressure on Profitability and Sales Costs from Rising Logistics CostsA theme 38 companies write about · 39 as a headwind · 0 as a tailwind
Milbon moved to the "Worse" side of this theme in 2026, 7 years after the typical company in this theme (2019).
The whole theme swung hardest in 2026: 13 of 22 companies on the "Worse" side.
4 other companies' latest entry also says "Worsened".
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 38 companies compared. The sentences above are computed from all 38.Full recordFilings, disclosures and news, newest first
- FY2025WorsenedAnnual report
「原材料費や物流費の高騰により製造原価率が上昇し、利益率が低下する可能性があります。」
物流コスト上昇リスクが、原材料・資材費、国内外輸送、在庫管理、製造原価率および利益率の問題へ拡大。影響度大・発生可能性大と評価された。 - FY2024First statedAnnual report
「Logistics costs are rising due to geopolitical risks, foreign-exchange fluctuations, and higher labor costs related to logistics, affecting the sustainability of stable product supply and the continuity of existing transportation systems.」
Rising logistics costs were assessed as a high-impact, high-probability enterprise-wide risk in fiscal 2024. Measures included consolidating deliveries and reviewing shipping charges, logistics networks, and packaging materials.