Increase in Overseas Logistics Costs Due to Global Container Shortages and Reduced Vessel Services
First written in FY2021-Q2. 4 of 12 entries say "Restated". Latest entry: FY2026-H1.
The whole theme swung hardest in 2022: 11 of 24 companies on the "Worse" side.
9 other companies' latest entry also says "Mitigated".
- FY2026-H1MitigatedAnnual report
「On the production side, while the effects of higher raw material prices and processing fees at domestic factories continued, the company steadily advanced cost-reduction measures, including reducing overseas logistics costs and increasing the overseas production ratio.」
Although raw material prices and domestic processing fees continue to rise, overseas logistics costs have declined, and the disclosure describes the effectiveness of measures to address the risk of higher logistics costs. - 2026-04-03WorsenedEarnings presentation
「If tensions in the Middle East persist, the effects could become apparent through higher crude oil prices and disruptions to logistics.」
The possibility of higher crude oil prices and logistics disruptions triggered by Middle East tensions is specifically identified as a risk to overseas logistics costs. - FY2025WorsenedAnnual report
「In overseas production, some contract factories raised processing fees. In addition, logistics costs increased as a result of using air freight to make up for delays caused by factory relocations.」
In addition to higher processing fees at overseas contract factories, delays in factory relocations and the resulting use of air freight have generated actual cost burdens through increased logistics costs. - FY2023WorsenedAnnual report
「Although domestic logistics costs are expected to rise, the group will review its logistics system and work to reduce costs.」
In addition to the previous disruption in overseas logistics, the disclosure identifies the expected increase in domestic logistics costs as a cost risk. - FY2023-Q3MitigatedAnnual report
「Improved profitability through a higher overseas production ratio, stabilization through foreign exchange forward contracts, improved overseas logistics conditions, and product price revisions, among other measures」
Regarding the previously identified risks of logistics disruption and higher logistics costs, the disclosure states that overseas logistics conditions have improved. - FY2023-Q2MitigatedAnnual report
「Improved profitability through a higher overseas production ratio, stabilization through foreign exchange forward contracts, easing of overseas logistics conditions, and product price revisions, among other measures」
Regarding the previously identified logistics risks from the container shortage and higher freight rates, the disclosure states that overseas logistics conditions have subsided. It explains that the burden on logistics has eased to some extent. - FY2022RestatedAnnual report
「Logistics disruptions have continued, including sharply higher ocean freight rates and unstable sailing schedules stemming from the global container shortage since last year」
The sharp increase in ocean freight rates and instability in sailing schedules caused by the container shortage continued throughout the fiscal year. - FY2022-Q3RestatedAnnual report
「In production, the shortage of containers since last year has continued to cause higher ocean freight rates and unstable sailing schedules」
Higher ocean freight rates and instability in sailing schedules caused by the container shortage have continued. - FY2022-Q2RestatedAnnual report
「Logistics disruptions have continued, including sharply higher ocean freight rates and unstable sailing schedules stemming from the global container shortage since last year」
Sharp increases in ocean freight rates and instability in sailing schedules caused by the container shortage have continued. - FY2021WorsenedAnnual report
「The group was forced to operate under difficult conditions, including the impact of unstable maritime transport and soaring freight rates resulting from the global container shortage since last autumn.」
The disclosure states that, in addition to higher overseas logistics costs caused by the container shortage and reduced shipping services, unstable maritime transport and soaring freight rates affected operations for the full fiscal year. - FY2021-Q3RestatedAnnual report
「In addition, overseas logistics costs increased due to the global container shortage and reduced shipping services.」
The increase in overseas logistics costs due to the global container shortage and reduced shipping services continued during the quarter. - FY2021-Q2First statedAnnual report
「In response to higher overseas logistics costs due to the global container shortage and reduced shipping services, the group diversified its logistics system and implemented measures to minimize the impact.」
The disclosure identifies the actual increase in overseas logistics costs caused by the global container shortage and reduced shipping services as a new supply chain risk.