Mizuno (8022) · RiskMaterialised
Risk of Higher Costs Due to Rising International Freight Rates and the Suez Canal Disruption
First written in FY2024. 1 of 2 entries say "Materialised", first in FY2026-H1. Latest entry: FY2026-H1.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Margin pressure from higher overseas transportation costsA theme 29 companies write about · 30 as a headwind · 0 as a tailwind
Mizuno moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 11 of 24 companies on the "Worse" side.
4 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 29 companies compared. The sentences above are computed from all 29.Full recordFilings, disclosures and news, newest first
- FY2026-H1MaterialisedAnnual report
「欧州は、主力カテゴリーであるランニング、ゴルフや、スポーツスタイルシューズの販売が好調に推移したものの、物流コストの上昇などにより利益が下押しされました。」
物流コストの上昇が欧州事業の利益下押し要因として実際の業績に表れた。 - FY2024First statedAnnual report
「The Group is expected to face negative effects, including the deterioration in import procurement exchange rates caused by the weaker yen and the risk of higher international freight rates due to issues such as the Suez Canal situation.」
The deterioration in import procurement exchange rates caused by yen depreciation and higher international freight rates due to the Suez Canal issue were identified as new risks that could hinder profitability improvements.