Risk of earnings pressure from rising logistics costs
First written in FY2020-Q1. 2 of 4 entries say "Worsened", first in FY2023. Latest entry: 2026-09-10.
Hamayuu moved to the "Worse" side of this theme in 2023, 4 years after the typical company in this theme (2019).
The whole theme swung hardest in 2022: 40 of 47 companies on the "Worse" side.
19 other companies' latest entry also says "Worsened".
- 2026-09-10WorsenedEarnings
「We expect the business environment to remain challenging due to further increases in raw material, labor and logistics costs resulting from continued inflation, as well as a worsening labor shortage.」
The company explicitly identified further increases in raw material, labor and logistics costs and a worsening labor shortage as factors contributing to a challenging environment ahead. - FY2023WorsenedAnnual report
「At the same time, the challenging operating environment continues as various costs, including raw material, logistics and labor costs, rise.」
Rising logistics costs are described, together with increases in raw material and labor costs, as factors putting pressure on the actual operating environment. - FY2020-Q2RestatedAnnual report
「The food-service industry continued to face a challenging operating environment due to rising labor and logistics costs, soaring raw material prices and the effects of a series of natural disasters.」
The Company reiterates that rising logistics costs are a factor contributing to the challenging operating environment in the food-service industry. - FY2020-Q1First statedAnnual report
「The food-service industry continued to face a challenging operating environment due to rising labor and logistics costs, soaring raw material prices and the effects of a series of natural disasters.」
The Company identifies rising logistics costs for the first time as a factor contributing to the challenging operating environment in the food-service industry.