Komori
e-LogiT (9327) · RiskReframed

Reliance on Parcel Delivery Operators and the Risk of Higher Shipping Rates

First written in FY2021. 1 of 3 entries say "Restated". Latest entry: FY2026.

3entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021 – FY20222021: 120212022: 120222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
E-commerce logistics constraints caused by delivery carriers’ shipment-volume limits and rate increasesA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

e-LogiT moved to the "Worse" side of this theme in 2026, 1 year after the typical company in this theme (2025).

The whole theme swung hardest in 2021: 1 of 7 companies on the "Worse" side.

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

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. FY2026ReframedAnnual report

    「The BPO services business to which the Company belongs provides services by packaging products using shipping materials, outsourcing delivery services to delivery companies, and delivering the products to purchasers.」

    The scope has been reorganized from the previous risks of dependence on delivery companies and higher shipping rates to risks relating to shipping materials and delivery companies, including difficulty procuring materials, higher material costs, the possibility of delivery companies suspending operations, and restrictions on shipping rates and package volumes.
  2. FY2022RestatedAnnual report

    「The Company is working to continue negotiations with its existing major delivery companies and to develop new relationships with other major and regional delivery companies. However, if these measures fail to prevent the impact of higher shipping rates or limits on the number of packages handled, this could affect the Company's operating results and financial condition.」

    While the impact of higher shipping rates and other factors continues, the Company has reconfirmed its response of negotiating with existing providers and developing relationships with other delivery companies.
  3. FY2021First statedAnnual report

    「The market environment surrounding delivery companies is currently affected by higher employee wages, amid labor shortages resulting from demanding working conditions and an improving employment environment. The Company is also being affected by higher shipping rates and other factors.」

    The impact of higher shipping rates and limits on the number of packages handled is described, against the backdrop of the Company's relatively high reliance on major delivery companies. The Company explains that it is already being affected by higher shipping rates and other factors.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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