Komori
Workman (7564) · RiskRestated

Operating and logistics cost risk stemming from chronic labor shortages

First written in FY2019. 2 of 4 entries say "Worsened", first in FY2023. Latest entry: FY2025.

4entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2019WorsenedFY2023 – FY20242019: 120192020: 020202021: 020212022: 020222023: 120232024: 120242025: 12025
Same theme, other companies
Profit pressure from higher material, packing and freight, and labor costsA theme 143 companies write about · 146 as a headwind · 0 as a tailwind

Workman moved to the "Worse" side of this theme in 2023, 2 years after the typical company in this theme (2021).

The whole theme swung hardest in 2022: 64 of 103 companies on the "Worse" side.

31 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 143 companies compared. The sentences above are computed from all 143.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「The increase in private-label product handling is also contributing to higher logistics costs, including rent for external warehouses and outsourced distribution-center operations. In addition, transportation costs are expected to rise following the enactment of laws related to work-style reform.」

    The Company continues to state that external warehouse and outsourced logistics costs are expected to rise as private-label product handling increases, along with transportation costs resulting from laws related to work-style reform.
  2. FY2024WorsenedAnnual report

    「The increase in private-label product handling is also contributing to higher logistics costs, including rent for external warehouses and outsourced distribution-center operations. In addition, transportation costs are expected to rise following the enactment of laws related to work-style reform.」

    The Company expects external warehouse and outsourced logistics costs to rise as private-label product handling increases, in addition to higher transportation costs resulting from laws related to work-style reform.
  3. FY2023WorsenedAnnual report

    「The increase in private-label product handling is also contributing to higher logistics costs, including rent for external warehouses and outsourced distribution-center operations. In addition, transportation costs are expected to rise following the enactment of laws related to work-style reform.」

    The Company states that, in addition to higher external warehouse and outsourced logistics costs associated with increased private-label product handling, transportation costs are expected to rise as a result of laws related to work-style reform.
  4. FY2019First statedAnnual report

    「Overseas, the slowdown in China’s economy and developments in trade issues remain concerns, while domestically, chronic labor shortages across all industries are a problem. We expect conditions to remain difficult to view optimistically.」

    The Company has identified chronic labor shortages across all domestic industries as a standalone business-environment risk for the first time.
Moved together

"Sales and profit growth accompanied by store network expansion" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22★12
  1. ★This thread
  2. 1Sales and profit growth accompanied by store network expansion2×
  3. 2Risk of excess inventory and lost sales opportunities associated with a sharp increase in sales2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Workman yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Operating and logistics cost risk stemming from chronic labor shortages | WORKMAN CO.,LTD. (7564) | Komori