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Transaction (7818) · RiskRestatedLatest Revision of earnings forecasts (2026-10-08): "Mitigated"

Risks Related to Maritime Transport Operations, Transportation Costs, and Tight Container Supply-Demand

First written in FY2021-Q2. 4 of 12 entries say "Restated". Latest entry: 2026-10-08.

12entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q2 – FY2021MaterialisedFY2022-Q1 – FY2022MitigatedFY2024-Q1RestatedFY2025-H1 – FY2026-H12021: 320212022: 420222023: 020232024: 120242025: 120252026: 32026
Same theme, other companies
Logistics system disruptions, transport constraints and transit damage riskA theme 19 companies write about · 19 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 3 of 10 companies on the "Worse" side.

7 other companies' latest entry also says "Mitigated".

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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「In production, the Group secured multiple production bases, flexibly switched production locations in response to foreign-exchange movements and raw material price fluctuations, and optimized logistics routes, seeking to achieve a stable supply and strengthen price competitiveness amid a persistently challenging external environment.」

    The Group continued to disclose the use of multiple sites, switching production locations and optimizing logistics routes as measures in response to the logistics environment and transportation costs.
  2. FY2025-H1RestatedAnnual report

    「In production, we secured multiple production sites, flexibly switched production locations in response to fluctuations in foreign exchange rates and raw material prices, and optimized logistics routes, working to maintain a continuous stable supply and strengthen price competitiveness amid persistently challenging external conditions.」

    The Group continued measures to ensure stable supply, including the use of multiple sites, switching production locations and optimizing logistics routes, in response to exchange-rate and raw material price fluctuations and the logistics environment.
  3. FY2024-Q1MitigatedAnnual report

    「The Group secured multiple production bases, flexibly switched production locations in response to foreign-exchange movements and higher raw material prices, and optimized logistics routes, seeking to achieve a continued stable supply and strengthen price competitiveness.」

    The Group continued measures including the use of multiple sites, switching production locations and optimizing logistics routes in response to risks involving logistics and transportation costs and supply delays.
  4. FY2022WorsenedAnnual report

    「As the increase in costs from the accelerating depreciation of the yen and higher raw material and transportation costs exceeded the amount that the Group could absorb through its own efforts in sourcing products from overseas, the Group implemented price increases of approximately 6% to 10% for products under its core brand MARKLESS STYLE, effective for deliveries made from mid-April onward.」

    The increase in costs from the weaker yen and higher raw material and transportation costs became too large to absorb through the Group's own efforts, and price increases were implemented for core products.
  5. FY2022-Q3WorsenedAnnual report

    「However, as the increased burden from the accelerating depreciation of the yen and higher raw material and transport costs exceeded the range that could be absorbed through the Group’s own efforts, the Group raised prices for products under its core “MARKLESS STYLE” brand by approximately 6% to 10% for deliveries from mid-April onward.」

    The increase in costs caused by the weaker yen and higher raw material and transportation costs exceeded the amount that could be absorbed through the Group's own efforts, resulting in price increases of approximately 6% to 10% for products under its core brands.
  6. FY2022-Q2MaterialisedAnnual report

    「The Group worked to achieve a stable and continuous supply and strengthen price competitiveness by reviewing logistics routes and optimizing logistics methods in response to delays in maritime shipping and higher transportation costs.」

    Delays in maritime shipping and higher transportation costs were identified as actual issues requiring action, and the Group continued to optimize logistics routes and methods.
  7. FY2022-Q1MaterialisedAnnual report

    「The economic outlook remains uncertain. In addition, the Group worked to achieve a stable and continuous supply and strengthen price competitiveness by flexibly switching production locations in response to exchange-rate fluctuations and surging raw material prices, and by reviewing logistics routes and optimizing logistics methods in response to delays in maritime shipping and higher transportation costs.」

    Disruptions in maritime logistics actually occurred in the form of delays and higher transportation costs, and the Group responded by reviewing logistics routes and methods.
  8. FY2021RestatedAnnual report

    「The Group is working to optimize its logistics methods, including reviewing logistics routes from production sites as circumstances require. However, events exceeding expectations could affect the Group's business performance.」

    Continued disclosure of risks related to maritime shipping operations, costs and tight container supply and demand, and measures involving the review of logistics routes.
  9. FY2021-Q3RestatedAnnual report

    「The Group primarily imports products from China and other Asian countries by sea. Accordingly, it faces risks including operational disruptions caused by terrorism, regional conflicts, deterioration in international relations, worsening security conditions and political instability; higher transportation costs resulting from surging crude oil prices; and shipping delays and higher transportation costs caused by tight container supply and demand. The Group is working to optimize its logistics methods, including reviewing logistics routes from production sites as circumstances require. However, events exceeding expectations could affect the Group's business performance.」

    Continued disclosure of risks related to maritime shipping operations, costs and tight container supply and demand, and measures involving the review of logistics routes.
  10. FY2021-Q2First statedAnnual report

    「Our group primarily imports products from Asian countries, including China, by sea. As a result, we face operational risks arising from security concerns and instability due to terrorism, regional conflicts and deterioration in international relations; higher transportation costs due to surging crude oil prices; and shipment delays and higher transportation costs caused by tight container supply and demand.」

    Organized the risks of delays and higher costs arising from ocean-freight operations, crude oil prices and tight container supply and demand as new risks. The main text also described the impact on logistics of the recent shortage of ocean freight containers.
Moved together

"Risk of Rising Raw Material Prices, Including Cotton and Petrochemical Products" moved the same way as this thread, in the same document, in 6 of its 12 moves.

655442★123456
  1. ★This thread
  2. 1Risk of Rising Raw Material Prices, Including Cotton and Petrochemical Products6×
  3. 2Uncertainty over the outlook due to flat domestic consumption and the yen’s continued appreciation5×
  4. 3Foreign Exchange Risk Associated with Overseas Import Transactions5×
  5. 4Maintaining core original goods and expanding the mobile product lineup4×
  6. 5Rebuilding the Supply System for Masks and Other Hygiene Products and Expanding Infection-Control Products4×
  7. 6Expansion of the E-commerce and Retail Businesses2×

★ 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
Transaction's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-10-08: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risks Related to Maritime Transport Operations, Transportation Costs, and Tight Container Supply-Demand | TRANSACTION CO.,Ltd. (7818) | Komori