Weakness in Domestic Personal Consumption and Domestic-Demand Freight
First written in FY2017-Q1. 9 of 20 entries say "Mitigated", first in FY2017-Q3. Latest entry: FY2026-H1.
0 other companies' latest entry also says "Mitigated".
- FY2026-H1MitigatedAnnual report
「As a result, operating revenue in the logistics business increased 8.7% year on year to ¥130.224 billion, and segment profit increased 16.5% to ¥16.817 billion.」
The logistics business reported higher revenue and profit as handling volumes increased in port transportation, warehousing and domestic transportation, reducing concerns over weak domestic and domestic-demand-related freight. - FY2025MitigatedAnnual report
「In the logistics industry, import freight was generally flat while export freight showed signs of recovery, but the operating environment remained challenging due to labor shortages, soaring fuel costs and other factors.」
Compared with the previous description indicating broad weakness in domestic freight, import and export freight were described as generally flat or showing signs of recovery, reducing the weakness in freight handling. - FY2023-Q2SoftenedAnnual report
「In the logistics industry, handling volumes for import and export freight and domestic freight remained generally flat, while the operating environment remained challenging due to soaring fuel costs.」
While domestic freight handling was described as declining in the previous quarter, this quarter both import and export freight and domestic freight were described as generally flat, indicating that the weakness in freight handling had eased somewhat. Meanwhile, the challenges caused by soaring fuel costs continued. - FY2023-Q1WorsenedAnnual report
「In the logistics industry, handling volumes for import and export freight and domestic freight declined, while the operating environment remained challenging due to soaring fuel costs.」
Compared with the previous period, when domestic freight handling was described as being on a recovery trend, the disclosure states that handling volumes for both import and export freight and domestic freight declined. - FY2022MitigatedAnnual report
「In the logistics industry, handling volumes for domestic and import and export freight were on a recovery trend, but the operating environment remained challenging due to tight global ocean container supply and demand and soaring fuel costs.」
Handling volumes, including domestic freight, continued to be described as being on a recovery trend, reducing the previous weakness in domestic demand and freight. Meanwhile, challenges from tight container supply and demand and higher fuel costs remained. - FY2022-Q3MitigatedAnnual report
「In the logistics industry, handling volumes for domestic and import and export freight were on a recovery trend, but the global shortage of ocean container capacity did not improve, and the operating environment remained challenging.」
The disclosure continued to describe handling volumes for domestic and import and export freight as being on a recovery trend, reducing the weakness in domestic-demand-related freight. Meanwhile, the challenging environment caused by tight global ocean container supply and demand was added. - FY2022-Q2RestatedAnnual report
「In the logistics industry, handling volumes for both domestic and import and export freight were on a recovery trend, but the operating environment remained challenging due to the prolonged impact of COVID-19.」
While handling volumes for domestic and import and export freight were on a recovery trend, the challenging operating environment caused by the prolonged impact of COVID-19 continued. - FY2022-Q1SoftenedAnnual report
「Some areas, including private consumption, remained challenging due to the impact of COVID-19, leaving the economic outlook uncertain. In the logistics industry, handling volumes for both domestic and import and export freight were on a recovery trend, but the operating environment remained challenging due to the prolonged impact of COVID-19.」
Although private consumption remained challenging, handling volumes for domestic freight were described as being on a recovery trend together with import and export freight, reducing concerns related to freight. - FY2021WorsenedAnnual report
「The environment surrounding the Group also requires continued vigilance over the contraction of domestic and overseas consumption due to COVID-19.」
While the third-quarter disclosure described domestic freight as being on a recovery trend, caution over contracting domestic and overseas consumption continued, and the full-year domestic logistics business also reported a 4.8% decline in revenue. - FY2021-Q3MitigatedAnnual report
「In the logistics industry, handling volumes for domestic, import and export freight were on a recovery trend, but the operating environment remained challenging due to the prolonged impact of COVID-19.」
Through the previous quarter, the disclosure referred to sluggish domestic freight movement and declining import and export freight volumes. This time, domestic freight handling was described as being on a recovery trend, reducing the weakness in domestic-demand-related freight. However, the challenging environment caused by COVID-19 continues. - FY2021-Q2RestatedAnnual report
「In the logistics industry, domestic freight movement generally remained sluggish due to the impact of COVID-19, while import and export freight volumes declined, making the operating environment even more challenging.」
Although private consumption itself is not mentioned, the disclosure continues to describe generally sluggish domestic freight movement due to COVID-19 and the ongoing weakness of domestic-demand-related freight. - FY2021-Q1MaterialisedAnnual report
「The outlook for the economy became severe, with private consumption, production and inbound demand contracting rapidly due to restrictions on socioeconomic activity.」
In addition to the structural concern over declining domestic consumption, the disclosure states that private consumption contracted rapidly due to COVID-19 and restrictions on socioeconomic activity. - FY2019RestatedAnnual report
「The environment surrounding the Group continues to present many challenges, including fluctuations in global economic conditions, declining domestic consumption due to the declining birthrate and an aging population, and increasingly severe labor shortages, requiring management strategies that anticipate long-term changes.」
Declining domestic consumption due to the declining birthrate and an aging population is identified as an ongoing management issue alongside fluctuations in global economic conditions and labor shortages. - FY2018Weak domestic consumption identified as a future issue resulting from declining consumption due to the declining birthrate and an aging populationAnnual report
「Although firm movement of both import and export freight is expected in the environment surrounding the Group, uncertainty about the outlook is increasing as Japan faces issues including declining consumption due to the declining birthrate and an aging population and declining competitiveness due to higher labor costs, in addition to the risk of fluctuations in global economic conditions.」
The disclosure has shifted from past operating factors, namely weak domestic private consumption and domestic-demand freight, to the structural issue of future consumption decline caused by the declining birthrate and an aging population. - FY2018-Q3MitigatedAnnual report
「In domestic logistics operations, operating revenue increased 6.2% year on year to ¥166.395 billion and segment profit increased 3.7% to ¥16.307 billion, due to higher handling volumes for containers and grain.」
Domestic logistics reported higher revenue and profit as handling volumes for containers and grain increased, further reducing the concern over weak domestic-demand freight. - FY2018-Q2MitigatedAnnual report
「In domestic logistics operations, operating revenue increased 6.8% year on year to ¥110.232 billion and segment profit increased 4.3% to ¥10.894 billion, due to higher handling volumes for containers, grain and imported fruits and vegetables.」
The weakness in private consumption and domestic-demand freight was not explicitly mentioned in the current description of the operating environment, while domestic logistics reported higher revenue and profit on increased handling volumes for containers, grain and imported fruits and vegetables. - FY2018-Q1MitigatedAnnual report
「In domestic logistics operations, operating revenue increased 8.8% year on year to ¥55.857 billion and segment profit increased 11.3% to ¥5.821 billion, due to a recovery in handling volumes for imported fruits and vegetables and firm handling volumes for grain, containers and other products.」
The recovery in handling volumes for imported fruits and vegetables, together with firm volumes for grain, containers and other products, reduced the previous concern over weak domestic-demand freight. - FY2017-Q3MitigatedAnnual report
「In domestic logistics operations, operating revenue increased 2.9% year on year to ¥156.736 billion and segment profit increased 2.8% to ¥15.718 billion, supported by firm handling volumes for grain, feed ingredients, automobiles and other products.」
Handling volumes for grain, feed ingredients, automobiles and other products were firm in domestic logistics, reducing the previous concern over weak domestic-demand freight. - FY2017-Q2Private consumption remained firm, while the factor behind weak domestic freight shifted to adverse weather conditionsAnnual report
「In Japan, private consumption remained firm as employment conditions recovered, but the economy lacked strength, with corporate capital investment showing signs of stalling. In the logistics industry, domestic freight movement was sluggish due to the impact of adverse weather conditions on agricultural products, while international freight volumes also remained low for both imports and exports, reflecting overseas conditions, and the operating environment remained challenging.」
While private consumption was described as firm this time, compared with the weakness reported in the first quarter, domestic freight movement was described as sluggish due to factors including adverse weather conditions. - FY2017-Q1First statedAnnual report
「In Japan, the implementation of economic policies led to a moderate recovery in capital investment by large companies, including manufacturers, but private consumption remained weak and lacked momentum.」
The disclosure describes weak private consumption and sluggish freight movement in domestic logistics operations.