Tpr (6463) · RiskFirst statedLatest Revision of earnings forecasts (2026-05-15): "Restated"
Risk of Rising Logistics Costs and Ocean Freight Rates
First written in FY2025. 1 of 2 entries say "Restated". Latest entry: 2026-05-15.
2entries
2years
1from disclosures
How it moved
Same theme, other companies
Margin pressure from higher overseas transportation costsA theme 29 companies write about · 30 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2022: 11 of 24 companies on the "Worse" side.
5 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 29 companies compared. The sentences above are computed from all 29.Full recordFilings, disclosures and news, newest first
- 2026-05-15RestatedRevision of earnings forecasts
「The operating environment is expected to remain challenging, amid uncertainty over the outlook for the situation in the Middle East, risks related to materials procurement, higher labor, raw material and logistics costs across the supply chain, and the effects of prolonged inflation.」
The Company reconfirmed supply-chain cost risks, including higher logistics costs. - FY2025First statedAnnual report
「Because the Group operates globally, higher transportation and ocean freight costs resulting from higher crude oil prices and fuel prices such as diesel lead to increased logistics costs.」
Explicitly identifies rising crude oil and fuel prices, transportation costs and ocean freight rates as a standalone risk that could reduce profit margins.