Komori
Sg Holdings (9143) · InitiativeAverage unit price continues to declineLatest Revisions to earnings forecasts (2026-11-06): "Softened"

Collection of Appropriate Rates and Revision of Parcel Delivery Rates

First written in FY2018-Q3. 21 of 31 entries say "Advanced", first in FY2018. Latest entry: 2026-11-06.

31entries
9years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018 – FY2022AdvancedFY2024 – FY20252018: 420182019: 320192020: 320202021: 420212022: 320222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies

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

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.
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  1. FY2026Average unit price continues to declineAnnual report

    「Although the average unit price declined from the previous fiscal year due to factors including the expansion of handled small parcels accompanying the increase in cross-border e-commerce, the operating profit margin for the segment as a whole has been maintained even amid rising costs through pricing based on the volume handled in each transaction, costs and other factors, under the policy of collecting appropriate freight rates.」

    Although collection of appropriate freight rates continued, the average unit price declined year on year due to the increase in small parcels associated with cross-border e-commerce.
  2. 2026-05-08SoftenedResults presentation materials

    「越境EC等の小型荷物の増加により平均単価は前年を下回る」

    適正運賃収受を継続する一方、小型荷物の増加により2026年3月期の平均単価は前期を下回った。
  3. FY2026-H1Average unit price unchangedAnnual report

    「Although efforts to collect appropriate freight rates for each transaction continued, the average unit price ended at approximately the same level as the same interim period of the previous year, due to factors including the expansion of handled small parcels accompanying the increase in cross-border e-commerce.」

    Although collection of appropriate freight rates continued, the average unit price remained at approximately the same level as the same interim period of the previous year due to the increase in small parcels associated with cross-border e-commerce.
  4. FY2025AdvancedAnnual report

    「The average unit price increased to ¥662, up 2.1% year on year, due in part to the continued revision of notified rates from April 2024 and efforts to collect appropriate freight rates for each transaction.」

    The average unit price reached ¥662, up 2.1% year on year, due to the revision of notified rates in April 2024 and collection of appropriate freight rates for each transaction.
  5. FY2025-H1AdvancedAnnual report

    「Meanwhile, the average unit price increased due to the revision of notified rates from April 2024 and efforts to collect appropriate freight rates for each transaction.」

    The average unit price actually increased due to the revision of notified rates in April 2024 and collection of appropriate freight rates for each transaction.
  6. FY2024AdvancedAnnual report

    「Affected by weaker household consumption expenditure after adjusting for prices, parcel delivery volume during the consolidated fiscal year declined 2.7% year on year to 1,373 million parcels. Meanwhile, due to the revision of notified rates from April 2023 and efforts to collect appropriate freight rates for each transaction, the average unit price increased by ¥5 from the previous fiscal year to ¥648.」

    While parcel delivery volume declined to 1,373 million parcels, the average unit price increased to ¥648 due to the revision of notified rates in April 2023 and collection of appropriate freight rates for each transaction.
  7. FY2024-Q3RestatedAnnual report

    「Meanwhile, the average unit price increased due to the revision of notified rates from April 2023 and efforts to collect appropriate freight rates for each transaction.」

    The explanation that the average unit price increased due to the revision of notified rates from April 2023 and collection of appropriate freight rates for each transaction continues to be provided.
  8. FY2024-Q2RestatedAnnual report

    「Meanwhile, the average unit price increased due to the revision of notified rates from April 2023 and efforts to collect appropriate freight rates for each transaction.」

    The explanation that the average unit price increased due to the revision of notified rates from April 2023 and collection of appropriate freight rates for each transaction continues to be provided.
  9. FY2024-Q1AdvancedAnnual report

    「Meanwhile, the average unit price increased due to the revision of notified rates from April 2023 and efforts to collect appropriate freight rates for each transaction.」

    The average unit price actually increased due to the revision of notified rates from April 2023 and collection of appropriate freight rates for each transaction.
  10. FY2023AdvancedAnnual report

    「In light of increasing upward pressure on various costs, including energy-related costs such as fuel and electricity, personnel expenses and outsourcing costs, we announced revisions to the notified parcel delivery rates and other rates effective 1 April 2023, to maintain and improve the parcel delivery transport infrastructure and its quality.」

    We announced that notified parcel delivery rates and other rates would be revised effective 1 April 2023 in response to rising costs.
  11. FY2023-Q3RestatedAnnual report

    「Although efforts to collect appropriate freight rates continued, the average unit price declined slightly due to the decrease in handled large parcels.」

    Collection of appropriate freight rates continued, but the average unit price declined slightly due to the decrease in handled large parcels.
  12. FY2023-Q2RestatedAnnual report

    「Although efforts to collect appropriate freight rates continued, the average unit price declined slightly due to the decrease in handled large parcels.」

    Although collection of appropriate freight rates continued, the average unit price declined slightly due to the decrease in handled large parcels.
  13. FY2023-Q1Average unit price flatAnnual report

    「Although efforts to collect appropriate freight rates continued, the average unit price declined slightly, as the impact of the decrease in handled large parcels was greater.」

    Although efforts to collect appropriate freight rates continued, the average unit price declined slightly due to the decrease in handled large parcels.
  14. FY2022AdvancedAnnual report

    「During the consolidated fiscal year, although economic activity was restricted by repeated declarations of a state of emergency and the application of priority preventive measures, the new lifestyle took hold and the e-commerce penetration rate for merchandise continued to rise. As a result, parcel delivery volume reached 1,423 million parcels for the full year, up 1.4% year on year. Meanwhile, although the provision of high-value-added services and efforts to collect appropriate freight rates continued, the average unit price increased only slightly to ¥646, up 0.3%, due to an increase in relatively small parcels delivered to individual homes.」

    The collection of appropriate freight rates and provision of high-value-added services continued, and parcel delivery volume reached 1,423 million parcels, while the average unit price was ¥646.
  15. FY2022-Q2AdvancedAnnual report

    「Parcel delivery volume during the cumulative period of the second quarter increased slightly from the same period of the previous year. The average unit price continued to increase due to efforts to collect appropriate freight rates and other initiatives.」

    Parcel delivery volume was 691 million parcels, up 0.7% year on year, and the average unit price also continued to increase through collection of appropriate freight rates.
  16. FY2022-Q1AdvancedAnnual report

    「In the delivery business, in addition to an increase in the number of relatively large BtoB parcels handled, the average unit price increased through continued efforts to collect appropriate freight rates,」

    Handled volume increased 1.5% from 342 million parcels in the same period of the previous year to 347 million parcels, and the average unit price also increased due to growth in BtoB shipments and collection of appropriate freight rates.
  17. FY2021AdvancedAnnual report

    「During the consolidated fiscal year, parcel delivery volume increased substantially for deliveries to individual homes, prompted by stay-at-home demand resulting from the spread of infectious diseases, reaching 1,403 million parcels for the full year, up 6.7% year on year. Meanwhile, although the provision of high-value-added services and efforts to collect appropriate freight rates continued, the average unit price increased only slightly to ¥644, up 0.4%, due to an increase in relatively small parcels delivered to individual homes.」

    With collection of appropriate freight rates continuing, parcel delivery volume reached 1,403 million parcels, up 6.7% year on year, and the average unit price reached ¥644, up 0.4%.
  18. FY2021-Q3AdvancedAnnual report

    「Handled volume during the cumulative period of the first 3 quarters increased by 6.0% year on year. Although efforts to collect appropriate freight rates continued, the average unit price increased only slightly due to an increase in the number of relatively small BtoC parcels.」

    Handled volume increased 6.0% year on year, while the average unit price also increased slightly as collection of appropriate freight rates continued.
  19. FY2021-Q2AdvancedAnnual report

    「Handled volume during the cumulative period of the second quarter increased by 4.5% year on year. Although efforts to collect appropriate freight rates continued, the average unit price increased only slightly due to an increase in relatively small BtoC transactions.」

    Collection of appropriate freight rates continued, handled volume increased 4.5% year on year, and the average unit price also increased slightly.
  20. FY2021-Q1AdvancedAnnual report

    「Although efforts to collect appropriate freight rates continued, the average unit price increased only slightly due to an increase in relatively small BtoC transactions.」

    While collection of appropriate freight rates continued, handled volume increased by 15 million parcels, or 4.7%, from 326 million to 342 million, and Sagawa Express parcels increased by 17 million parcels, or 5.5%, from 312 million to 329 million. The average unit price increased slightly due to changes in the BtoC mix.
  21. FY2020-Q3AdvancedAnnual report

    「In the delivery business, although we were affected by the consumption tax rate increase, handled volume increased during the cumulative period of the first 3 quarters, and the average unit price also increased through continued efforts to collect appropriate freight rates.」

    Handled volume for the cumulative period of the first 3 quarters increased by 10 million parcels, or 1.0%, from 992 million parcels in the same period of the previous year to 1,002 million parcels, while the average unit price also increased through collection of appropriate freight rates.
  22. FY2020-Q2AdvancedAnnual report

    「In the delivery business, handled volume increased due to solid movement in e-commerce shipments and rush demand ahead of the consumption tax rate increase, while the average unit price also increased through continued efforts to collect appropriate freight rates.」

    It is indicated that the average unit price increased through continued collection of appropriate freight rates, in addition to the increase in handled volume.
  23. FY2020-Q1AdvancedAnnual report

    「In the delivery business, the average unit price increased through continued efforts to collect appropriate freight rates,」

    Specific progress is indicated in the form of an increase in the average unit price through continued collection of appropriate freight rates.
  24. FY2019-Q3AdvancedAnnual report

    「In the delivery business, in addition to higher average unit prices resulting from ongoing efforts to collect appropriate freight rates, the Group worked to increase shipment volumes, expand the provision of solutions through GOAL, strengthen TMS, and expand high-value-added transport services through collaboration with Hitachi Transport System, Ltd.」

    Specific progress is indicated by the increase in the average unit price through collection of appropriate freight rates and the rise in handled volume from 983 million parcels in the same period of the previous year to 992 million parcels.
  25. FY2019-Q2AdvancedAnnual report

    「The average unit price increased through continued efforts to collect appropriate freight rates,」

    Specific progress during the cumulative period of the current quarter is indicated by the increase in the average unit price through continued collection of appropriate freight rates.
  26. FY2019-Q1AdvancedAnnual report

    「In the Delivery Business, in addition to higher average unit prices resulting from ongoing efforts to collect appropriate delivery charges, we worked to expand solution offerings through GOAL, strengthen TMS, and expand high-value-added transport services through collaboration with Hitachi Transport System, Ltd.」

    Specific progress is indicated in the form of an increase in the average unit price through continued collection of appropriate freight rates.
  27. FY2018AdvancedAnnual report

    「Through the continued provision of high-value-added services and efforts to collect appropriate freight rates, the average unit price for the consolidated fiscal year was ¥549, up 7.4% year on year.」

    It is indicated that the average unit price reached ¥549, up 7.4% year on year, due to continued collection of appropriate freight rates.
  28. FY2018-Q3First statedAnnual report

    「As part of our efforts to collect appropriate freight rates, we revised the rates for Sagawa Express parcels, Sagawa Large-Size parcels and other services on 21 November 2017.」

    We are pursuing the collection of appropriate freight rates and revised the rates for the applicable products on 21 November 2017.
Moved together

"Cumulative Quarterly Revenue and Profit Levels" moved the same way as this thread, in the same document, in 21 of its 31 moves.

21171413139★123456
  1. ★This thread
  2. 1Cumulative Quarterly Revenue and Profit Levels21×
  3. 2Shareholder returns targeting a 30% consolidated dividend payout ratio and interim dividends17×
  4. 3Expansion of Overseas Business through Vietnam Operations and Freight Forwarding14×
  5. 4Maintaining and Improving Delivery Quality and Strengthening Collection and Delivery Capacity13×
  6. 5Strengthening 3PL and Integrated Domestic and International Logistics13×
  7. 6Development of New Properties and Ongoing Sales of Real Estate Held for Sale9×

★ 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
Sg Holdings's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-11-06: "Softened".
News
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