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Komeri (8218) · RiskMitigated

Logistics Constraints Caused by the 2024 Logistics Problem

First written in FY2024-Q1. 3 of 6 entries say "Mitigated", first in FY2024. Latest entry: FY2026-H1.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY2024-Q3MitigatedFY2024 – FY2026-H12023: 220232024: 320242025: 12025
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

The whole theme swung hardest in 2024: 10 of 30 companies on the "Worse" side.

6 other companies' latest entry also says "Mitigated".

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
  1. FY2026-H1MitigatedAnnual report

    「As part of these efforts, we developed a dedicated app for receiving deliveries and reduced the average waiting time for delivery vehicles from 25 minutes to 5 minutes.」

    To address the 2024 logistics issue, the dedicated delivery-receipt app reduced the average waiting time for delivery vehicles from 25 minutes to 5 minutes.
  2. FY2025-H1MitigatedAnnual report

    「At each distribution center, delivery time slots are assigned for delivery vehicles serving certain high-volume delivery lines, in an effort to reduce waiting and cargo-handling times. ・From April 2024, we also began operating a dedicated app to further reduce waiting times for logistics operators.」

    To address the 2024 logistics issue, the Company is reducing waiting and cargo-handling times through scheduled delivery times and a dedicated app launched in April 2024.
  3. FY2024MitigatedAnnual report

    「・Improve vehicle efficiency and review delivery routes by consolidating delivery dates in advance ・Promote time-slot deliveries to reduce waiting times ・Promote dedicated consolidated pickup services (KALNET) for deliveries to logistics centers ・Promote shared pickup and store delivery using pallets」

    To address the 2024 logistics issue, the Company is implementing delivery-date consolidation, route reviews, time-slot deliveries, KALNET and shared pallet deliveries as specific measures.
  4. FY2024-Q3RestatedAnnual report

    「We are also actively addressing the “2024 logistics issue,” which has become a social issue. To modernize distribution in the materials and building materials, hardware and tools, and gardening and agriculture sectors, we manage the entire process from production to sales and will resolve the various logistics issues that arise in the process. Specifically, we will undertake the following initiatives. ・Improve vehicle efficiency and review delivery routes by consolidating delivery dates in advance ・Promote time-slot deliveries to reduce waiting times ・Promote dedicated consolidated pickup services (KALNET) for deliveries to logistics centers ・Promote shared pickup and store delivery using pallets」

    To address the 2024 logistics issue, the Company continues to consolidate delivery dates, review routes, introduce time-slot deliveries, use KALNET and promote shared pallet deliveries.
  5. FY2024-Q2RestatedAnnual report

    「The logistics industry is currently required to address the 2024 logistics issue.」

    The 2024 logistics issue continues to be described as an issue requiring mandatory action. Measures including shared pallets, higher loading rates and reductions in the number of trucks dispatched are also explained.
  6. FY2024-Q1First statedAnnual report

    「For our group, which aims to modernize distribution in the materials and building materials, hardware and tools, and gardening and agriculture sectors, the 2024 logistics issue is an unavoidable challenge.」

    The Company described the 2024 logistics issue for the first time as an independent risk factor that cannot be avoided in modernizing its distribution operations. It also presented measures to expand and improve the efficiency of logistics functions and establish a new Logistics Management Department.
Moved together

"Strengthening Product Competitiveness through Global Private-Label Products" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333333★123456
  1. ★This thread
  2. 1Strengthening Product Competitiveness through Global Private-Label Products3×
  3. 2Improving On-Site Work Efficiency Through BPR and Promoting Diversity3×
  4. 3Specialization and Professional-Demand Response Through Business-Type Formats3×
  5. 4Expansion of the store network and establishment of a dominant market position through a “flotilla” approach3×
  6. 5Improving capital efficiency and pursuing flexible capital policy through share repurchases3×
  7. 6Online Sales, Card Systems and Customer Data Utilization3×

★ 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.

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Komeri's next results are scheduled for 2026-10-27. Read the earnings preview
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Logistics Constraints Caused by the 2024 Logistics Problem | KOMERI CO.,LTD. (8218) | Komori