The 2024 Logistics Problem
First written in FY2023. 4 of 6 entries say "Restated". Latest entry: 2026-07-03.
The whole theme swung hardest in 2024: 1 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Restated".
- 2026-07-03RestatedEarnings
「In the food logistics industry, although inbound demand continued, the business environment remained uncertain, owing to consumers' preference for thrift due to higher food prices, as well as labor shortages and rising costs.」
Although the term "2024 logistics problem" is not used, the Company continues to describe an uncertain business environment caused by labor shortages and rising costs. - FY2025RestatedAnnual report
「In the food logistics industry, inbound demand continued to increase, but the business environment remained uncertain due to the logistics industry's 2024 problem and consumers' continued cost-saving mindset resulting from rising food prices.」
The logistics industry's 2024 problem continues to be described as a source of uncertainty in the business environment, along with consumers' preference for saving due to higher food prices. - FY2025-H1RestatedAnnual report
「In the food logistics industry, inbound demand continued to increase, but the business environment remained uncertain due to the logistics industry's 2024 problem and consumers' continued cost-saving mindset resulting from rising food prices.」
The logistics industry's 2024 problem continues to be described as a source of uncertainty in the business environment, along with consumers' preference for saving due to higher food prices. - FY2024-Q2RestatedAnnual report
「Meanwhile, the business environment remained challenging amid labor shortages and the advent of the logistics industry's “2024 problem.”」
The challenging business environment resulting from the logistics industry's 2024 problem continues to be described, as in the previous quarter. - FY2024-Q1WorsenedAnnual report
「Although the Company gradually recovered from the impact of egg shortages caused by the spread of avian influenza the previous year, its business environment remained challenging due to persistently high diesel prices and the logistics industry's "2024 problem," among other factors.」
Regarding the logistics industry's "2024 problem," which was identified in the previous fiscal year as a factor affecting the future business environment, the Company stated that the issue had arrived in the current quarter and was contributing to the continuation of a challenging business environment. - FY2023First statedAnnual report
「Looking ahead, the economy is expected to continue its gradual recovery, but close attention will be needed to factors affecting the business environment, including the logistics industry's 2024 problem and trends in consumer sentiment due to rising prices.」
The logistics industry's 2024 problem was identified for the first time as a factor that will affect the future business environment, along with trends in consumer sentiment due to rising prices.