Rising Distribution and Transportation Expenses, Personnel Expenses, and Labor Costs
First written in FY2020. 7 of 16 entries say "Restated". Latest entry: FY2027-H1.
Kantsu Hd moved to the "Worse" side of this theme in 2024, 4 years after the typical company in this theme (2020).
1 other company's latest entry also says "Worsened".
- FY2027-H1WorsenedAnnual 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).」
Labor shortages and insufficient transportation capacity are identified as “urgent challenges,” while pressure on logistics costs and labor-related costs continues. - 2026-07-14MitigatedEarnings presentation
「We absorbed rising costs such as labor and materials at logistics sites through productivity improvements from automation and appropriate price pass-through, thereby securing profit.」
The company cited actual results showing that increases in labor, materials and other costs were absorbed through productivity improvements from automation and price pass-through. - FY2026RestatedAnnual report
「Labor shortages in transportation operations and upward pressure on logistics costs continue.」
The Company explains that upward pressure on logistics costs from the 2024 issue, labor shortages, fuel and labor costs, among other factors, continues. - FY2026-H1WorsenedAnnual report
「In addition to persistently high fuel prices, rising labor costs resulting from severe labor shortages have become the norm, strengthening the overall upward pressure on logistics costs.」
The Company states that persistently high fuel prices, labor shortages and rising labor costs have become the norm, strengthening the overall upward pressure on logistics costs. - FY2025WorsenedAnnual report
「The Company is facing various challenges arising from the cap on truck drivers’ overtime work, set at 960 hours per year from April 2024 under legislation related to work-style reform.」
The Company identifies the 2024 issue, the annual 960-hour cap on overtime work, labor shortages and rising labor costs as factors driving higher costs. - FY2025-H1MaterialisedAnnual report
「In response to the impact of rising wages in Japan on the cost of warehouse personnel, whose numbers had increased in the previous fiscal year, the Company worked to improve profitability by negotiating prices closely with customers, among other measures.」
Rising wages continue to appear as higher costs for warehouse personnel, making it necessary to improve profitability through price negotiations with customers. The logistics services business recorded a segment loss of ¥36.803 million for the interim period. - FY2025-Q1MaterialisedAnnual report
「In response to the impact of rising wages in Japan on the cost of warehouse personnel, whose numbers had increased in the previous fiscal year, the Company worked to improve profitability by negotiating prices closely with customers, among other measures.」
Rising wages have increased the cost of warehouse personnel, making it necessary to improve profitability through price negotiations with customers. - FY2024MaterialisedAnnual report
「Under the current operating environment, the 4.5% increase in Japan’s national minimum wage in fiscal 2023 was the highest on record, among other factors. Rising labor costs had a significant impact on the Company’s results for the fiscal year ending February 2024, leading to a downward revision of its plan.」
Higher labor and temporary staffing costs, resulting from the 4.5% increase in the minimum wage and other factors, affected business performance and led to a downward revision of the plan. - FY2024-Q3MaterialisedAnnual report
「Labor costs increased substantially as a result of the need to add more personnel than anticipated.」
The Company actually incurred higher labor costs after adding personnel to handle demand exceeding expectations during large-scale sales. Segment profit in the logistics services business fell 63.6% year on year. - FY2024-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no material changes in the emergence of new business or other risks, or in the business or other risks described in the securities report for the previous fiscal year.」
The Company states that there were no material changes in the risk of higher transportation, labor and workforce procurement costs. - FY2023-Q3RestatedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, there were no material changes in the emergence of new business or other risks, or in the business or other risks described in the securities report for the previous fiscal year.」
The Company states that there were no material changes in the risk of higher transportation, labor and workforce procurement costs. - FY2023-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no material changes in the emergence of new business or other risks, or in the business or other risks described in the securities report for the previous fiscal year.」
The Company states that there were no material changes in the risk of higher transportation, labor and workforce procurement costs. - FY2023-Q1RestatedAnnual report
「During the cumulative first quarter of the current consolidated fiscal year, there were no material changes in the emergence of new business or other risks, or in the business or other risks described in the securities report for the previous fiscal year.」
The Company states that there were no material changes in the risk of higher transportation, labor and workforce procurement costs. - FY2022-Q3RestatedAnnual report
「In addition, there were no material changes in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
The Company states that there were no material changes in the risk of higher transportation, labor and workforce procurement costs. - FY2021RestatedAnnual report
「Transportation costs may increase if fuel expenses rise due to fluctuations in crude oil prices or exchange rates, or if contracted-vehicle costs increase because of shortages of vehicles or drivers, among other factors.」
The Company continues to address the risks of higher transportation, wage and workforce procurement costs through price increases, diversification of contractors and productivity improvements, among other measures. - FY2020First statedAnnual report
「Transportation costs may increase if fuel expenses rise due to fluctuations in crude oil prices or exchange rates, or if contracted-vehicle costs increase because of shortages of vehicles or drivers, among other factors.」
The Company identifies higher costs for fuel, foreign exchange, outsourced transportation, wages and securing labor, and cites passing costs on to customers, diversifying contractors and improving productivity as countermeasures.