Persistently High Freight Rates Due to Tight Supply and Demand in Delivery Services
First written in FY2020. 3 of 8 entries say "Restated". Latest entry: 2026-05-14.
Hokushin moved to the "Worse" side of this theme in 2024, 4 years after the typical company in this theme (2020).
The whole theme swung hardest in 2017: 8 of 15 companies on the "Worse" side.
2 other companies' latest entry also says "Materialised".
- 2026-05-14MaterialisedEarnings
「In addition to working to reduce costs through further improvements in production efficiency, reductions in manufacturing expenses and greater delivery efficiency, we will advance quality improvements, maintain a stable supply of MDF to the market, and work to improve earnings through sales price revisions.」
The Company identified greater delivery efficiency as a future cost-reduction measure and continued addressing delivery-related costs. - FY2025MaterialisedAnnual report
「In addition, logistics costs rose during the current fiscal year due to the 2024 logistics problem. Although we reviewed our selling prices, this was insufficient to absorb the increase, and we were unable to secure earnings.」
Higher logistics costs associated with the 2024 logistics problem actually occurred over the full fiscal year, and the increase in costs could not be absorbed even after selling prices were reviewed. - FY2025-H1MaterialisedAnnual report
「In addition, logistics costs rose during the current fiscal year due to the 2024 logistics problem. Although we reviewed our selling prices, we were unable to absorb the higher costs and therefore could not secure earnings.」
Higher logistics costs associated with the 2024 logistics problem actually occurred, and the increase in costs could not be absorbed even after selling prices were reviewed. - FY2024WorsenedAnnual report
「Going forward, there is concern that higher logistics costs due to the 2024 logistics problem and a shortage of workers at construction sites will lead to a further decline in new housing starts.」
Higher logistics costs stemming from the 2024 logistics problem were specified as a concern regarding persistently high delivery costs. - FY2024-Q2RestatedAnnual report
「During the cumulative second quarter, there were no material changes in matters concerning the business and financial conditions described in this quarterly securities report that could have a material impact on investors' decisions, nor in the risks associated with the business and other matters described in the securities report for the previous fiscal year.」
It was stated that there had been no material changes to existing business and other risks, including persistently high freight rates due to tighter supply and demand for delivery services. - FY2024-Q1RestatedAnnual report
「During the cumulative first-quarter period, there were no occurrences of matters described in this quarterly securities report concerning the business or financial condition that could have a material impact on investors' decisions, and no material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
It was stated that there had been no material changes to existing business and other risks, including persistently high freight rates due to tighter supply and demand for delivery services. - FY2023RestatedAnnual report
「In addition, higher labour costs due to work-style reform and population decline, as well as persistently high freight rates due to tighter supply and demand for delivery services, are a concern.」
Persistently high freight rates due to tighter supply and demand for delivery services continued to be identified as a concern in the business environment. - FY2020First statedAnnual report
「In addition, higher labour costs due to work-style reform and population decline, as well as persistently high freight rates due to tighter supply and demand for delivery services, are a concern.」
The risk of persistently high freight rates due to tighter supply and demand for delivery services was newly identified. It was described as a concern, not an actual result.