Risk of rising input and logistics costs
First written in FY2022. 7 of 11 entries say "Restated". Latest entry: FY2026.
airCloset moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2019: 10 of 16 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
- FY2026ReframedAnnual report
「If various factors, including higher raw-material prices and the continued depreciation of the yen, result in higher procurement costs for apparel products purchased by the company, this could affect our operating results and financial position.」
The company has reorganized its explanation by treating increases in clothing procurement prices and increases in logistics costs as separate risk items, rather than addressing procurement and logistics cost increases together as before. - FY2026-H1RestatedAnnual report
「During the interim accounting period, personal consumption showed some recovery, partly due to the establishment of higher wages. However, uncertainty about the economic outlook has continued amid geopolitical uncertainty worldwide and inflation caused by soaring resource prices and exchange-rate fluctuations.」
The Company states that inflation caused by soaring resource prices and exchange-rate fluctuations and uncertainty about the economic outlook continue. - FY2024-Q2RestatedAnnual report
「During the six months ended the second quarter, the movement of people increased and economic activity normalized following, among other factors, the transition of the novel coronavirus disease to a Class 5 infectious disease. However, the outlook for the economy remained uncertain because of geopolitical instability worldwide, surging resource prices and higher prices resulting from exchange-rate fluctuations.」
The Company states that uncertainty in the cost and external environment, including inflation caused by soaring resource prices and exchange-rate fluctuations, continues. - FY2024-Q1RestatedAnnual report
「During the three months ended the first quarter, the movement of people increased and economic activity normalized following, among other factors, the transition of the novel coronavirus disease to a Class 5 infectious disease. However, the outlook for a complete reopening of economic activity remained uncertain because of geopolitical instability worldwide, surging resource prices and higher prices resulting from exchange-rate fluctuations.」
The Company continues to cite inflation caused by soaring resource prices and exchange-rate fluctuations as part of the external environment, indicating that the cost and inflationary environment recognized since the previous fiscal year has continued. - FY2023WorsenedAnnual report
「The Company outsources its logistics operations to external specialized providers. However, if fuel costs were to soar due to fluctuations in crude oil prices or exchange rates, or if labor costs were to rise due to the impact of the logistics industry's 2024 problem and other factors, logistics costs could increase and affect the Company's operating results and financial position.」
In addition to the existing risk of soaring logistics costs, the Company explicitly cites higher labor costs resulting from fluctuations in crude oil prices and exchange rates and the logistics industry's 2024 problem. - FY2023-Q2RestatedAnnual report
「The fashion market is being significantly adversely affected by lower demand for going out, associated with the normalization of telework in response to these conditions, as well as the global rise in raw material and material prices and soaring logistics costs.」
The Company describes an external environment in which higher raw material and material prices and soaring logistics costs continue. - FY2023-Q1MaterialisedAnnual report
「The market is being significantly adversely affected by factors including the global rise in raw material and material prices and soaring logistics costs.」
The Company states that the external environment previously described as a possibility of higher procurement and logistics costs has materialized in the form of higher raw material prices and soaring logistics costs. - FY2022First statedAnnual report
「If procurement costs for the apparel products purchased by the Company were to increase due to various factors, such as soaring cotton prices and higher transportation costs, this could affect the Company's operating results and financial position.」
The Company cites transactions with multiple specialized suppliers, efficient processes, and a review of purchased products as its response measures.