Rising Labor Costs Due to Labor Shortages and Higher Logistics Costs
First written in FY2018. 6 of 9 entries say "Materialised", first in FY2020-Q1. Latest entry: FY2026.
Ishizuka Glass moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).
The whole theme swung hardest in 2022: 64 of 103 companies on the "Worse" side.
45 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In particular, rising geopolitical risks surrounding the Middle East are beginning to materialize risks across the entire supply chain, including higher costs and impacts on the procurement of production materials.」
Supply chain risks, including impacts on logistics and the procurement of production materials, were identified as beginning to materialize against a backdrop of the situation in the Middle East. - 2026-04-23MaterialisedEarnings
「翌連結会計年度のわが国経済は、国際情勢の不安定な状態が続いており、主要国通貨に対する円下落や物価高騰、物流への影響など依然として景気の先行きは不透明な状況が見込まれます。」
物流への影響が翌期の事業環境における継続的な不透明要因として記載されている。 - FY2026-H1MaterialisedAnnual report
「In addition to pursuing selling-price revisions in response to higher procurement costs for base paper sourced in Japan and overseas, various materials, and logistics, the company also secured new sales channels, bringing revenue to ¥4,734 million, up 6.5% year on year.」
Higher logistics costs continued to emerge as actual business costs, and the company responded by revising sales prices. - FY2025-Q1MaterialisedAnnual report
「Efforts to revise sales prices in response to higher logistics expenses resulting from the 2024 logistics problem, rising energy costs and surging prices for other materials」
Higher logistics expenses resulting from the 2024 logistics problem were identified as actual business costs, and the company responded by revising sales prices. - FY2024RestatedAnnual report
「Further yen depreciation and its persistence have driven base paper costs even higher, while logistics costs have also surged.」
Cost increases, including surging logistics expenses, continued to be identified as part of the operating environment for the paper container business. - FY2020-Q3MaterialisedAnnual report
「Orders increased through expanded sales to major users, while adjustments to selling prices in response to higher raw material and logistics costs also contributed, bringing revenue to ¥5,816 million, up 4.6% year on year.」
Higher logistics costs continued to emerge as a factor necessitating sales price adjustments, and the risk of rising logistics costs due to labor shortages and other factors materialized in the company’s results. - FY2020-Q2MaterialisedAnnual report
「Orders increased through expanded sales to major users, while adjustments to selling prices in response to higher raw material and logistics costs also contributed, bringing revenue to ¥3,902 million, up 1.9% year on year.」
Higher logistics costs actually emerged as a factor necessitating sales price adjustments, and part of the risk of rising logistics costs due to labor shortages and other factors continued to materialize. - FY2020-Q1MaterialisedAnnual report
「Although revenue increased, operating profit declined 7.4% year on year to ¥797 million due mainly to higher raw material and fuel prices and logistics costs.」
Higher logistics costs actually emerged as a factor behind the decline in operating profit, partially materializing the risk of rising logistics costs due to labor shortages and other factors. - FY2018First statedAnnual report
「In addition to higher labor costs and the impact of logistics costs against a backdrop of labor shortages, concerns about trade friction originating in the United States are expected to make the foreign exchange outlook difficult to predict.」
Higher labor costs and logistics costs associated with labor shortages were identified as new factors exerting pressure on earnings in the business environment.