Chronic and Severe Labor Shortages
First written in FY2019. 3 of 4 entries say "Worsened", first in FY2023. Latest entry: 2026-03-27.
Ainavo Holdings moved to the "Worse" side of this theme in 2023, the same year as the typical company in this theme.
The whole theme swung hardest in 2025: 15 of 29 companies on the "Worse" side.
19 other companies' latest entry also says "Worsened".
- 2026-03-27WorsenedM&A and Subsidiary Changes
「At present, the business environment in the housing-related industry is becoming increasingly challenging due to factors including a decline in new housing starts and a worsening shortage of skilled workers, while the market is also expected to contract over the longer term as a result of population decline.」
The shortage of skilled workers was described as “worsening,” again indicating an increase in the previously identified risk of labor shortages. - FY2025WorsenedAnnual report
「On the supply side, the aging of the workforce supporting construction labor and the shortage of logistics drivers transporting materials have also become increasingly serious, and we expect the operating environment to undergo significant changes.」
It was explained that, in addition to the existing labor shortage, the aging of the workforce supporting construction labor and the shortage of logistics drivers transporting materials had become increasingly serious. - FY2023WorsenedAnnual report
「With a shortage of logistics personnel, particularly drivers, expected in the future, we will promote an in-house logistics framework.」
In addition to the existing risk of chronic labor shortages, shortages of logistics personnel, particularly drivers, emerged as a specific future risk. - FY2019First statedAnnual report
「However, in addition to the chronic labor shortage and the effects following the consumption-tax increase, the outlook remains uncertain as protectionist trade policies in the United States become increasingly pronounced and serious adverse effects on the global economy, including China, are a concern. Attention should therefore be paid to risks that could weigh on Japan's economy.」
In addition to the traditional shortage of skilled workers, a chronic and severe labor shortage across the Group was identified as a risk in the operating environment.