Rising Logistics Costs
First written in FY2018-Q2. 8 of 9 entries say "Materialised", first in FY2018-Q3. Latest entry: 2026-04-10.
Ringer Hut moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).
The whole theme swung hardest in 2022: 40 of 47 companies on the "Worse" side.
8 other companies' latest entry also says "Materialised".
- 2026-04-10MaterialisedEarnings presentation
「The ratio increased due to higher minimum wages, higher delivery fees and other factors.」
Higher delivery fees were cited as a factor behind the increase in the expense ratio, with higher logistics-related costs reflected in actual results. - FY2025-Q1MaterialisedAnnual report
「In March, in light of the continued rise in energy costs and further increases in raw material, labor and logistics costs, the company revised product prices in both its Nagasaki champon and tonkatsu businesses.」
Further increases in logistics costs were cited as a reason for revising product prices, indicating that higher logistics costs have led to specific business measures. - FY2020MaterialisedAnnual report
「In addition to surging raw material prices and higher freight rates, personnel costs due to ongoing difficulties in hiring continued to rise. Although we pursued measures such as work-process improvements, we were unable to absorb the surging costs through higher sales.」
Higher freight rates, together with rising raw material prices and labor costs, became a full-year cost burden and contributed to lower profit. - FY2019MaterialisedAnnual report
「In addition to surging raw-material prices and higher freight costs, labor costs continued to rise because of persistent difficulty hiring employees. Although the company pursued improvement measures, including process improvements, it was unable to absorb the rising costs through higher sales.」
Higher freight rates, together with rising raw material prices and labor costs, became a full-year cost burden and contributed to lower profit. - FY2019-Q2MaterialisedAnnual report
「As a result, for the six months ended the second quarter, revenue increased 3.6% year on year to ¥23,572 million, but operating profit declined 23.3% to ¥1,082 million, ordinary profit declined 23.5% to ¥1,047 million, and quarterly net income attributable to owners of the parent declined 59.4% to ¥256 million, as raw material prices and freight costs rose and labor costs continued to increase amid labor shortages.」
Freight rates continued to rise alongside raw material prices and labor costs, affecting actual results as a factor reducing operating income and other earnings measures. - FY2019-Q1MaterialisedAnnual report
「In addition to surging raw material prices and higher freight rates, personnel costs continued to rise due to labour shortages. Operating income was ¥590 million, down 21.3% year on year, ordinary income was ¥570 million, down 21.2%, and net income attributable to owners of the parent was ¥128 million, down 54.5%.」
Freight rates continued to rise alongside raw material prices and labor costs, affecting actual results as a factor reducing quarterly earnings. - FY2018MaterialisedAnnual report
「Raw material prices and freight rates continued to rise, as did labor costs due to persistent hiring difficulties. Although we undertook improvement measures, including improving work processes, we were unable to absorb the higher costs through increased sales.」
Higher freight rates, together with rising raw material prices and labor costs, became an actual cost burden and led to lower full-year operating income and other earnings measures. - FY2018-Q3MaterialisedAnnual report
「Due mainly to higher personnel and logistics costs associated with labour shortages, operating income declined to ¥1,991 million, down 14.1% year on year, ordinary income declined to ¥1,935 million, down 13.0%, and net income attributable to owners of the parent declined to ¥891 million, down 39.1%.」
The disclosure states that higher logistics costs, together with rising labor costs, affected actual results as factors reducing earnings. - FY2018-Q2First statedAnnual report
「The operating environment surrounding the food service industry has become increasingly challenging due to intensifying competition with other sectors for customers, rising raw material prices, and higher personnel and logistics costs amid labor shortages.」
Rising logistics costs were identified independently for the first time as a risk in the operating environment of the restaurant industry, alongside rising labor costs due to labor shortages and higher raw material prices.