Higher Costs Caused by Logistics Disruptions and Energy Price Increases
First written in FY2022-Q2. 8 of 11 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2026.
Hirayama Holdings moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
46 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「While higher energy prices resulting from heightened tensions in the Middle East weighed on the economy, rising demand related to artificial intelligence (AI), including semiconductors, supported economic activity.」
Higher energy prices resulting from heightened tensions in the Middle East were newly identified as a drag on the economy, and the higher-cost environment continues. - FY2026-H1WorsenedAnnual report
「Among large non-manufacturers, companies were seen passing higher labor and other costs on to selling prices. Accommodation and food services fell 1 point to plus 25, weighed down by higher procurement costs, labor shortages and a growing inclination to economize because of rising prices.」
Higher labor and procurement costs and labor shortages are weighing on business sentiment among non-manufacturers, and the higher-cost environment continues. - FY2025-H1WorsenedAnnual report
「The DI for large non-manufacturers fell 1 point from the previous survey to plus 33. This was the first deterioration in two quarters since the June survey. Business sentiment remained at a high level because inbound demand from overseas visitors to Japan remained firm on the weaker yen, although higher labor costs resulting from labor shortages and other factors had an impact.」
Higher labor costs resulting from labor shortages were reported to have affected business sentiment among non-manufacturers, and the higher-cost environment continues. - FY2024-Q3RestatedAnnual report
「Moves to curb job openings have been spreading as earnings deteriorate because of higher raw-material costs.」
The company stated that customers' earnings continued to deteriorate because of higher raw-material costs, accompanied by continued moves to curb job openings. - FY2024-Q1WorsenedAnnual report
「While stagnant real wage growth prompted more people to seek second jobs or change jobs, manufacturers and construction companies were also seen curbing job openings because of deteriorating earnings caused by higher raw-material costs.」
Deteriorating earnings caused by higher raw-material costs were reported to be leading to reduced job openings in manufacturing and other industries, highlighting risks to the hiring and cost environment. - FY2023MitigatedAnnual report
「As the pace of increases in raw material costs slowed and supply constraints such as semiconductor shortages eased, automobile production recovered.」
Although raw-material costs continued to rise because of elevated resource prices and the weaker yen, a slowdown in the pace of raw-material price increases and easing supply constraints were reported, indicating some improvement in the cost environment. - FY2023-Q3WorsenedAnnual report
「The DI indicating business sentiment among large manufacturers deteriorated by 6 points from the previous December survey to positive 1. Although sentiment deteriorated for 5 consecutive quarters as higher raw material costs driven by the weaker yen and rising resource prices weighed on it, the index remained positive.」
Raw-material costs continued to rise as a result of the weaker yen and elevated resource prices, and business sentiment deteriorated for the fifth consecutive quarter. The business environment continued to worsen amid higher costs, including logistics and energy prices. - FY2023-Q2WorsenedAnnual report
「Higher raw-material costs, driven by the weaker yen and elevated resource prices, weighed on business sentiment, which deteriorated for the fourth consecutive quarter, although it remained positive.」
Higher raw-material costs, driven by the weaker yen and elevated resource prices, caused business sentiment to deteriorate for the fourth consecutive quarter. - FY2023-Q1WorsenedAnnual report
「The Business Conditions DI, an indicator of business sentiment among large manufacturers, fell 1 point from the previous June survey to plus 8. Higher raw-material costs, driven by elevated resource prices and the weaker yen, weighed on business sentiment, which deteriorated for the third consecutive quarter.」
Higher raw-material costs, driven by elevated resource prices and the weaker yen, caused business sentiment among large manufacturers to deteriorate for the third consecutive quarter. - FY2022-Q3WorsenedAnnual report
「In the first Tankan survey after Russia's invasion of Ukraine, corporate sentiment is rapidly cooling because of heightened geopolitical risks and soaring resource prices.」
Rising geopolitical risks and surging resource prices became more pronounced as factors worsening the business environment, including logistics disruptions and higher costs. - FY2022-Q2First statedAnnual report
「Although the number of coronavirus infections declined, costs increased as global logistics disruptions continued and energy prices also rose.」
The company explained that costs actually increased as global logistics disruptions coincided with higher energy prices.