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Joshin (8173) · RiskAdvanced

Risk of rising costs for outsourced logistics and insufficient delivery network capacity

First written in FY2020. 2 of 5 entries say "Advanced", first in FY2022. Latest entry: FY2026.

5entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020 – FY2021AdvancedFY2022RestatedFY20232020: 120202021: 120212022: 120222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
E-commerce logistics constraints caused by delivery carriers’ shipment-volume limits and rate increasesA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 1 of 7 companies on the "Worse" side.

0 other companies' latest entry also says "Advanced".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「The Group is also expanding the functions of its Tokyo Logistics Center under the same approach for developing its Kanto logistics base. In particular, it is strengthening the center's role as a delivery hub for customers ordering through e-commerce in areas north of Kanto where it has no physical stores, and is developing the necessary structure to establish a stable logistics system.」

    In response to the risks of rising outsourced logistics costs and labor shortages, the Group is expanding the functions of its Tokyo Logistics Center and developing it as an e-commerce delivery hub for areas north of Kanto.
  2. FY2023RestatedAnnual report

    「The Group brought a new logistics center into operation with the aim of rebuilding its logistics structure in consideration of business continuity, renewing its procurement and replenishment logistics structure to support seamless operations between physical stores and its e-commerce business, and expanding its service infrastructure for delivery, installation and repair services.」

    The new logistics center, which was brought into operation in response to rising outsourced logistics costs, delivery-driver shortages and increased e-commerce orders, is reaffirmed in the annual report as infrastructure supporting business continuity, e-commerce and the service infrastructure.
  3. FY2022AdvancedAnnual report

    「The Group brought a new logistics center into operation with the aim of rebuilding its logistics structure in consideration of business continuity, renewing its procurement and replenishment logistics structure to support seamless operations between physical stores and its e-commerce business, and expanding its service infrastructure for delivery, installation and repair services.」

    In response to rising outsourced logistics costs, delivery-driver shortages and increased e-commerce orders, the Group brought a new logistics center into operation. It is proceeding with the consolidation of the current 2 sites into 1, improvements in inventory efficiency and labor savings through material handling systems.
  4. FY2021New logistics center plan taking shapeAnnual report

    「The Group plans to bring a new logistics center into operation with the aim of rebuilding its logistics structure in consideration of business continuity, renewing its procurement and replenishment logistics structure to support seamless operations between physical stores and its e-commerce business, and expanding its service infrastructure for delivery, installation and repair services.」

    In response to rising outsourced logistics costs, delivery-driver shortages and increased e-commerce orders, the Group is developing a plan for a new logistics center that will consolidate the current 2 sites into 1.
  5. FY2020First statedAnnual report

    「The Group outsources certain logistics operations to external providers. Although it is currently working with its logistics partners to establish an optimal logistics structure, if it is unable to build a delivery network in time to accommodate increased customer orders, particularly through its Joshin web shop, due to rising logistics costs, shortages of delivery drivers and other factors, this could affect the Group's operating results and financial condition.」

    For outsourced logistics, the Group newly identifies rising logistics costs, delivery-driver shortages and delays in developing delivery capacity to handle increased online orders as risks.
Moved together

"Expansion of Non-Store Retail, Digital Payments, and Telecommunications Services" moved the same way as this thread, in the same document, in 2 of its 5 moves.

22★12
  1. ★This thread
  2. 1Expansion of Non-Store Retail, Digital Payments, and Telecommunications Services2×
  3. 2Workforce Development and the Redevelopment and Strengthening of Logistics Infrastructure2×

★ 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
Joshin's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of rising costs for outsourced logistics and insufficient delivery network capacity | Joshin Corporation (8173) | Komori