Rising Business Costs Due to Price Increases in the Logistics Industry
First written in FY2019. 9 of 11 entries say "Worsened", first in FY2022. Latest entry: 2026-05-11.
Seed moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2026: 18 of 26 companies on the "Worse" side.
10 other companies' latest entry also says "Worsened".
- 2026-05-11WorsenedManagement plan
「Taking into account the possibility of increases in raw material and energy prices」
The financial targets were revised after taking into account the possibility of increases in raw material and energy prices. - FY2025WorsenedAnnual report
「Regarding the economic outlook, although the foreign-exchange market is expected to see some correction toward a stronger yen, material costs, delivery costs, and labor costs are expected to continue rising.」
The company indicated that foreign-exchange rates, material and delivery costs, and labor costs are expected to continue rising, and continues to strongly recognize the risk of higher costs. - FY2025-H1WorsenedAnnual report
「At the same time, sharp foreign-exchange fluctuations, rising market interest rates, persistently high energy prices, and worsening labor shortages continue to impede the economic recovery.」
Foreign-exchange fluctuations, rising market interest rates, persistently high energy prices, and worsening labor shortages were identified as impediments in the economic and cost environment. - FY2024-Q2WorsenedAnnual report
「At the same time, although interest rates are rising, the interest-rate differential with other countries has prevented any correction of the yen's weakness, and inflation driven by higher import costs has persisted. Some exporters are expected to benefit from the weaker yen and outperform their forecasts, but with a further rise in crude oil prices and additional yen depreciation also possible, the outlook remains uncertain as inflation and income growth interact in complex ways. We believe the sustainability of an economic recovery will depend on whether personal disposable income improves from next spring onward.」
Energy and raw material prices, the weaker yen, and inflation are expected to remain elevated for an extended period, with a further rise in crude oil prices and additional yen depreciation also anticipated. - FY2024-Q1RestatedAnnual report
「At the same time, persistently high energy and raw material prices resulting from Russia's invasion of Ukraine, inflation caused by the weaker yen and other factors, and rising incomes, symbolized by the first increase in the minimum wage to the ¥1,000 range, are interacting in complex ways. Personal consumption trends remain unsettled, and we recognize that the economy has yet to emerge from this uncertain environment.」
We continue to recognize persistently high energy and raw material prices, inflation caused by the weaker yen, and uncertainty over personal consumption as risks in the cost and demand environment. - FY2023WorsenedAnnual report
「Gross profit was ¥11,623 million, with a gross profit margin of 38.0%, a decrease of ¥387 million from the previous consolidated fiscal year, while the gross profit margin fell 3.7 percentage points. This was mainly due to higher manufacturing costs resulting from the weaker yen and surging energy prices.」
The gross profit margin fell by 3.7 percentage points due to higher manufacturing costs resulting from the weaker yen and soaring energy prices. - FY2023-Q3WorsenedAnnual report
「Rising prices, including higher energy prices stemming from Russia's invasion of Ukraine and price increases caused by yen depreciation resulting from differences between domestic and overseas monetary policies, are creating uncertainty around the future economic recovery.」
Higher energy prices, yen depreciation and rising prices have continued, and are identified as factors contributing to uncertainty over the economic recovery and deterioration in the cost environment. - FY2023-Q2WorsenedAnnual report
「The domestic economy faces the risk of falling into another slump as rapid and extreme yen depreciation, caused by Japan's declining growth potential and differences in economic policy stances, has compounded sharp increases in raw material and energy prices.」
Rapid and extreme yen depreciation compounded sharp increases in raw material and energy prices, with the disclosure citing both the risk of a domestic economic downturn and deterioration in the cost environment. - FY2023-Q1WorsenedAnnual report
「In addition, because sharp increases in raw material and energy prices and the rapid depreciation of the yen created changes in the business environment that could not be absorbed through corporate efforts alone, the company raised prices on most disposable contact lens products from April to June 2022.」
Sharp increases in raw material and energy prices and the rapid depreciation of the yen have continued to emerge as a cost environment that is difficult to absorb through corporate efforts alone. - FY2022WorsenedAnnual report
「From April 2022, the company sought to absorb increases in manufacturing costs that could not be absorbed through corporate efforts such as reducing manufacturing costs, as well as surging import costs due to the weaker yen」
In addition to higher logistics and other costs, rising manufacturing costs and surging import costs due to the weaker yen emerged as profitability challenges. - FY2019First statedAnnual report
「Meanwhile, the business environment remained challenging, owing to research and development investment to improve functionality and quality, advertising spending, and measures to address price increases in the logistics industry, among other factors.」
For the first time, the company explicitly identified measures to address price increases in the logistics industry as a factor contributing to the challenging business environment, alongside research and development investment and advertising spending.