Orvis (7827) · RiskMaterialised
Higher transportation costs and logistics responses due to limits on truck drivers' overtime
First written in FY2024-Q2. 1 of 3 entries say "Materialised", first in FY2025-H1. Latest entry: FY2025-H1.
3entries
2years
0from disclosures
How it moved
Same theme, other companies
Decline in Transport Capacity and Higher Logistics Costs Due to the Logistics 2024 ProblemA theme 39 companies write about · 39 as a headwind · 0 as a tailwind
Orvis moved to the "Worse" side of this theme in 2025, 1 year after the typical company in this theme (2024).
The whole theme swung hardest in 2024: 10 of 30 companies on the "Worse" side.
6 other companies' latest entry also says "Materialised".
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 39 companies compared. The sentences above are computed from all 39.Full recordFilings, disclosures and news, newest first
- FY2025-H1MaterialisedAnnual report
「物流の2024年問題を端緒とした運送コストの上昇により収益性が低下いたしました。」
2024年問題を端緒とする運送コストの上昇が実際に発生し、木材事業の収益性低下につながったと記載している。 - FY2024配送効率化の追加Annual report
「トラックドライバーの時間外労働の上限規制が適用される2024年問題については、配送及び積み込み作業の効率化に努めるとともに、運送費の上昇に対しては販売価格への転嫁を進めてまいりました。」
従来の積み込み作業効率化に加え、配送全体の効率化を対応策として明示し、運送費上昇分の価格転嫁を継続している。 - FY2024-Q2First statedAnnual report
「Regarding the 2024 problem, under which limits on truck drivers' overtime hours apply, we worked to improve loading efficiency and passed higher freight costs through to selling prices.」
The Company identifies the 2024 problem, involving limits on truck drivers' overtime hours, as a new logistics risk in the timber business and cites more efficient loading and passing higher freight costs through to selling prices as responses.