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Micreed (7687) · RiskRestated

Outsourced Delivery, Labor Shortages, Rising Delivery Costs and Inability to Deliver

First written in FY2020. 4 of 6 entries say "Restated". Latest entry: FY2026.

6entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY20242020: 120202021: 120212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
E-commerce logistics constraints caused by delivery carriers’ shipment-volume limits and rate increasesA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 1 of 7 companies on the "Worse" side.

3 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The Company outsources all product deliveries to external transport operators.」

    The Company continues to face the risks of labor shortages among transport operators, soaring fuel costs, higher delivery costs and inability to deliver, assuming reliance on outsourced delivery. It also describes building long-term partnerships with delivery operators.
  2. FY2026-H1MaterialisedAnnual report

    「Due to the impact of the 2024 logistics problem, the frequency of deliveries of products to restaurants has declined, directly affecting restaurant operations where inventory space is limited.」

    The Company describes the actual impact of the 2024 logistics problem, namely that lower delivery frequency is directly affecting restaurant operations where inventory space is limited.
  3. FY2024RestatedAnnual report

    「The Company outsources all product deliveries to external transport operators.」

    The Company continues to face the risks of labor shortages among transport operators, soaring fuel costs, higher delivery costs and inability to deliver, assuming reliance on outsourced delivery. It also describes selecting delivery dates and times and building long-term partnerships with transport operators.
  4. FY2022RestatedAnnual report

    「The Company outsources all product deliveries to external transport operators.」

    The Company continues to face the risks of labor shortages among transport operators, soaring fuel costs, higher delivery costs and inability to deliver, assuming reliance on outsourced delivery.
  5. FY2021RestatedAnnual report

    「The Company outsources all product deliveries to external transport operators.」

    The Company continues to face the risks of labor shortages among transport operators, higher delivery costs and inability to deliver, assuming reliance on outsourced delivery.
  6. FY2020First statedAnnual report

    「The Company outsources all product deliveries to external transport operators.」

    The Company identifies increased delivery costs and difficulty securing delivery operators if labor shortages among transport operators become more severe as risks.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Micreed's next results are scheduled for 2026-10-29. Read the earnings preview
News
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Outsourced Delivery, Labor Shortages, Rising Delivery Costs and Inability to Deliver | MICREED Co.,Ltd. (7687) | Komori