Logistics Disruptions Caused by Natural Disasters and Labor Shortages
First written in FY2019-Q2. 5 of 10 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2025.
Fujikura Composites moved to the "Worse" side of this theme in 2022, 2 years after the typical company in this theme (2020).
The whole theme swung hardest in 2026: 16 of 33 companies on the "Worse" side.
6 other companies' latest entry also says "Worsened".
- FY2025WorsenedAnnual report
「Although transportation of industrial materials increased, the transport division recorded higher revenue but lower profit due to surging fuel costs.」
Although increased cargo movement improved revenue, soaring fuel costs materialized as a factor behind lower profit for the Transport Division. - FY2024-Q3RestatedAnnual report
「The transport division recorded lower revenue and profit due to sluggish freight volumes related to automobiles and housing equipment, and persistently high fuel costs resulting from continued surges in crude oil prices.」
This reiterates the situation in which sluggish cargo movement related to automobiles and housing equipment and persistently high fuel costs are factors behind lower revenue and profit for the Transport Division. - FY2024-Q2WorsenedAnnual report
「The Transportation segment reported lower revenue and profit due to sluggish freight volumes related to automobiles and housing, and persistently high fuel costs resulting from sustained crude oil price increases.」
In addition to sluggish cargo movement related to automobiles and housing, persistently high fuel costs due to soaring crude oil prices resulted in lower revenue and profit for the Transport Division. - FY2023-Q3WorsenedAnnual report
「The Transportation segment reported lower revenue and profit due to sluggish automotive-related freight volumes, persistently high fuel costs resulting from sustained crude oil price increases, and higher vehicle repair costs.」
In addition to the previous causes of logistics disruption, persistently high fuel costs and increased vehicle repair expenses resulted in lower revenue and profit for the Transport Division. - FY2023-Q2WorsenedAnnual report
「The Transportation segment reported lower revenue and profit due to sluggish automotive-related freight volumes and higher fuel costs resulting from sustained crude oil price increases.」
Sluggish cargo movement related to automobiles and higher fuel costs due to soaring crude oil prices occurred simultaneously, resulting in lower revenue and profit for the Transport Division. - FY2022-Q3WorsenedAnnual report
「The Outdoor Products segment experienced delays in the arrival of autumn and winter products after its shoe factory in Vietnam was affected by lockdowns and global logistics networks were disrupted, but online sales of hiking equipment and other products grew in areas near metropolitan centers, resulting in higher revenue and profit.」
In addition to the previous logistics disruptions caused by natural disasters, labor shortages and infectious diseases, delays in the arrival of goods occurred due to the lockdown at the Vietnam plant and disruption to global logistics networks, broadening the scope of logistics disruption risks. - FY2021-Q2RestatedAnnual report
「Although warehouse operations performed strongly, the transport division declined due to the spread of COVID-19, resulting in lower revenue and profit in the logistics division.」
This reiterates the decline in the Transport Division and lower revenue and profit in the Logistics Division caused by the spread of COVID-19. - FY2020-Q3MitigatedAnnual report
「Transportation was disrupted by typhoons and other disasters from September onward, but the logistics division performed steadily overall, resulting in higher revenue and profit.」
Although transportation disruptions occurred due to typhoons and other factors, the Logistics Division as a whole remained firm and secured higher revenue and profit. - FY2019-Q3MitigatedAnnual report
「Freight volumes in the logistics division, which had been sluggish because of natural disasters and labor shortages, recovered, and profit increased due to higher cargo-handling volumes and other factors.」
The description states that logistics disruptions caused by natural disasters and labor shortages eased from the previous quarter as cargo movement recovered. - FY2019-Q2First statedAnnual report
「Freight volumes in the logistics division stagnated due to disruption to transportation networks caused by natural disasters and labor shortages, but profit increased due to higher cargo-handling volumes and other factors.」
This is the first description of disruption to transportation infrastructure caused by natural disasters and labor shortages actually occurring as sluggish cargo movement in the Logistics Division.