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Kantsu Hd (9326) · FactRapidly growing demand for labour-saving measures and digital transformation

E-Commerce Market Expansion and Growth in Logistics Demand

First written in FY2020. 5 of 12 entries say "Restated". Latest entry: FY2027-H1.

12entries
7years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020 – FY2021-Q3RestatedFY2022-Q1 – FY2022-Q3AdvancedFY2022 – FY2025OtherFY2026-H1 – FY2027-H12020: 120202021: 420212022: 220222023: 020232024: 120242025: 220252026: 22026
Same theme, other companies
Expansion of Material-Handling Demand Driven by Investment in Logistics and AutomationA theme 5 companies write about · 0 as a headwind · 5 as a tailwind

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

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. FY2027-H1Rapidly growing demand for labour-saving measures and digital transformationAnnual report

    「In the logistics industry, while the increase in logistics volumes accompanying the expansion of the e-commerce market continues, severe labor shortages resulting from the decline in the working-age population and insufficient transportation capacity stemming from the “2024 logistics issue” have become urgent challenges. Demand is rapidly increasing for investments in labor-saving and automation technologies using AI and robotics, as well as operational efficiency improvements through DX (digital transformation).」

    It states that, while e-commerce logistics volumes continue to increase, demand for AI, robotics and digital transformation is rising rapidly against a backdrop of labour shortages and insufficient transport capacity.
  2. FY2026Concurrent presentation of continued market expansion and slowing growthAnnual report

    「Although the merchandise-sector market has continued to expand, its growth rate has tended to slow gradually in recent years.」

    While maintaining its view that the e-commerce market provides a foundation for logistics-demand growth, it also indicates that growth is slowing as the market matures.
  3. FY2026-H1RestatedAnnual report

    「However, the e-commerce market continues to expand, and the trend of increasing shipment volumes continues.」

    It reconfirms the expansion of the e-commerce market and the trend of increasing logistics volumes handled as external factors creating business opportunities.
  4. FY2025AdvancedAnnual report

    「In 2023, the B2C e-commerce market was valued at ¥24.8 trillion (¥22.7 trillion in the previous year, up 9.23% year on year), while in the merchandise sector the B2C e-commerce market increased from ¥14.0 trillion in 2022 to ¥14.7 trillion in 2023, representing growth of 4.83%.」

    It added the 2023 market size and growth rate for the B2C e-commerce and merchandise sectors, updating the basis for logistics demand.
  5. FY2024AdvancedAnnual report

    「In 2022, the B2C e-commerce market was valued at ¥22.7 trillion (¥20.7 trillion in the previous year, up 9.91% year on year), while the e-commerce ratio for B2C e-commerce was 9.13% (up 0.35 percentage points year on year). In the merchandise sector, the B2C e-commerce market increased from ¥13.2 trillion in 2021 to ¥14.0 trillion in 2022, representing growth of 5.37%.」

    It updated the basis for its assumption of expanding logistics demand using the latest data: a 2022 B2C e-commerce market of ¥22.7 trillion, a merchandise-sector market of ¥14.0 trillion and an e-commerce ratio of 9.13%.
  6. FY2022AdvancedAnnual report

    「In 2020, the B2C e-commerce market was valued at ¥19.3 trillion (¥19.4 trillion in the previous year, down 0.43% year on year), while the e-commerce ratio (Note) for B2C e-commerce was 8.08% (up 1.32 percentage points year on year). In the merchandise sector, the B2C e-commerce market increased from ¥10.5 trillion in 2019 to ¥12.2 trillion in 2020, representing growth of 21.71%.」

    It presented new market data showing a 2020 merchandise-sector B2C e-commerce market of ¥12.2 trillion, growth of 21.71% and an e-commerce ratio of 8.08%, and updated the basis for its assumption of expanding logistics demand.
  7. FY2022-Q3RestatedAnnual report

    「Companies have increasingly adopted teleworking to a certain extent and strengthened their efforts to sell products and provide services online, and these trends continued during the current quarterly accounting period.」

    It reconfirms the continued adoption of teleworking and online sales and service provision as external factors underpinning logistics demand.
  8. FY2022-Q2RestatedAnnual report

    「Demand for logistics services, centred on the B2C market, continued to increase.」

    It reconfirms the increase in logistics demand in the B2C market, driven by the expansion of online sales and other factors, as an external business-environment factor.
  9. FY2022-Q1RestatedAnnual report

    「Demand for logistics services, centred on the B2C market, continued to increase.」

    It reconfirms the increase in logistics demand, centred on the B2C market and driven by the expansion of online sales and other factors, as an external business-environment factor.
  10. FY2021AdvancedAnnual report

    「In 2019, the B2C e-commerce market was valued at ¥19.4 trillion (¥18.0 trillion in the previous year, up 7.65% year on year), while the e-commerce ratio (Note) for B2C e-commerce was 6.76% (up 0.54 percentage points year on year). In the merchandise sector, the B2C e-commerce market grew from ¥9.3 trillion in 2018 to ¥10.5 trillion in 2019, representing growth of 8.09%, exceeding Japan's real GDP growth rate.」

    It presented new growth data for the e-commerce market, including its 2019 market size and e-commerce ratio, and updated the basis for its assumption of expanding logistics demand.
  11. FY2021-Q3RestatedAnnual report

    「To respond to growing demand for logistics services in the e-commerce market and strengthen the acquisition of new customers, the Company will establish a new logistics centre under a building lease agreement with a lessor, acquire fixed assets including logistics equipment, and promote smooth operation of the logistics centre.」

    It reconfirms its plans to establish a new logistics centre and acquire new customers, based on growing logistics demand in the e-commerce market.
  12. FY2020First statedAnnual report

    「In 2018, the B2C e-commerce market was valued at ¥18.0 trillion (¥16.5 trillion in the previous year, up 8.96% year on year), while the e-commerce ratio for B2C e-commerce was 6.22% (up 0.43 percentage points year on year). In the merchandise sector, the B2C e-commerce market grew from ¥8.6 trillion in 2017 to ¥9.2 trillion in 2018, representing growth of 8.12%.」

    It describes the size and growth of the e-commerce market as an external factor underpinning business opportunities.
Moved together

"Labor savings through RPA, logistics robots and system integration" moved the same way as this thread, in the same document, in 4 of its 12 moves.

444332★123456
  1. ★This thread
  2. 1Labor savings through RPA, logistics robots and system integration4×
  3. 2New and Expanded Logistics Centers and Capital Investment4×
  4. 3Strengthening Corporate Governance and Internal Controls4×
  5. 4Securing Liquidity Through Retained Earnings, Capital Markets and Borrowing3×
  6. 5Sustainable Growth, Market Development, and Expansion of Customers and Service Usage3×
  7. 6Revenue and earnings growth centered on logistics services2×

★ 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
No upcoming earnings preview for Kantsu Hd yet.
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E-Commerce Market Expansion and Growth in Logistics Demand | KANTSU HD CO.,LTD. (9326) | Komori