Logistics Cost Burden Due to Labor Shortages
First written in FY2016-Q3. 12 of 19 entries say "Restated". Latest entry: 2026-08-07.
Kato Sangyo moved to the "Worse" side of this theme in 2024, 3 years after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 6 of 6 companies on the "Worse" side.
4 other companies' latest entry also says "Restated".
- 2026-08-07RestatedResults
「人件費や物流費などのコスト上昇圧力も長期化する中で、経営環境の先行きは依然として不透明な状況が続いております。」
人件費・物流費を含むコスト上昇圧力の長期化を再確認している。 - FY2026-H1WorsenedAnnual report
「Prices of products have continued to rise due to the sustained impact of higher raw material prices and continued increases in labor shortages- and logistics-related costs, resulting in a continued upward trend in retail prices. As cost pressures from higher labor and logistics expenses have also persisted, the outlook for the operating environment remains uncertain.」
It explains that labor shortages and increases in logistics costs, labor costs and other expenses have continued, prolonging cost pressures. - FY2024-Q2ReframedAnnual report
「Although increases in procurement prices, including raw material prices, and energy prices appear to have peaked, the trend toward higher costs is expected to re-emerge due to high wage increases since this spring, the 2024 logistics problem and further yen depreciation.」
Regarding factors behind the logistics cost burden, it explicitly identifies the 2024 logistics problem, high wage increases and further yen depreciation, in addition to the previously cited labor shortages and other factors. - FY2021-Q3RestatedAnnual report
「In addition, the burden of costs, mainly logistics costs, was also significant, resulting in challenging business conditions.」
It continues to identify the cost burden centered on logistics as a factor contributing to challenging business conditions. - FY2021-Q2RestatedAnnual report
「In addition, the burden of costs, mainly logistics costs, was also significant, resulting in challenging business conditions.」
It continues to identify the cost burden centered on logistics as a factor contributing to challenging business conditions. - FY2021-Q1RestatedAnnual report
「The company operated in challenging business conditions, including increases in labor costs due to labor shortages and rising logistics costs.」
It continues to identify higher labor costs associated with labor shortages and rising logistics costs as factors contributing to challenging business conditions in the temperature-controlled distribution business. - FY2020-Q3RestatedAnnual report
「In addition, the burden of costs, mainly logistics costs, associated with labor shortages, work-style reforms and other factors was also significant, resulting in challenging business conditions.」
It continues to identify the cost burden centered on logistics costs associated with labor shortages and work-style reforms as a factor contributing to challenging business conditions. - FY2020-Q2RestatedAnnual report
「In addition, the burden of costs, mainly logistics costs, associated with labor shortages, work-style reforms and other factors was also significant, resulting in challenging business conditions.」
It continues to identify the cost burden centered on logistics costs associated with labor shortages and work-style reforms as a factor contributing to challenging business conditions. - FY2020-Q1ReframedAnnual report
「In addition, the burden of costs, mainly logistics costs, associated with labor shortages, work-style reforms and other factors was also significant, resulting in challenging business conditions.」
It explicitly identifies work-style reforms, in addition to labor shortages, as a factor behind the logistics cost burden, broadening the stated factors behind cost increases. - FY2019-Q3RestatedAnnual report
「In addition, the burden of costs, mainly logistics costs, associated with labor shortages and other factors was also significant, resulting in challenging business conditions.」
It continues to identify the cost burden centered on logistics costs associated with labor shortages as a factor contributing to challenging business conditions. - FY2019-Q2RestatedAnnual report
「In addition, the burden of costs, mainly logistics costs, associated with labor shortages and other factors was also significant, resulting in challenging business conditions.」
It continues to identify the cost burden centered on logistics costs associated with labor shortages as a factor contributing to challenging business conditions. - FY2019-Q1WorsenedAnnual report
「In addition, amid a mature market, the alcoholic beverages market has continued to contract as the drinking population declines due to population decline and the declining birthrate and aging population, while younger people have increasingly moved away from alcohol. Logistics costs have also risen and labor shortages have become more serious, resulting in challenging business conditions.」
Regarding the logistics cost burden associated with labor shortages, it describes rising logistics costs and increasingly serious labor shortages. - FY2018-Q2ReframedAnnual report
「In addition, the burden of costs, mainly logistics costs, associated with labor shortages and rising fuel prices was also significant, resulting in challenging business conditions.」
It explicitly identifies rising fuel prices in addition to labor shortages, broadening the stated factors behind the cost burden centered on logistics. - FY2018-Q1RestatedAnnual report
「In addition, the burden of costs, mainly logistics costs, associated with labor shortages and other factors was also significant, resulting in challenging business conditions.」
It continues to identify the cost burden centered on logistics costs associated with labor shortages as a factor contributing to challenging business conditions. - FY2017-Q3WorsenedAnnual report
「Labor shortages also remained increasingly serious.」
Regarding labor shortages, it describes the situation as having become more serious, in addition to the previous reference to the logistics cost burden. - FY2017-Q2RestatedAnnual report
「In addition, the burden of logistics-related costs associated with labor shortages and other factors was also significant, resulting in challenging business conditions.」
It continues to identify the burden of logistics-related costs associated with labor shortages as a factor contributing to challenging business conditions. - FY2017-Q1RestatedAnnual report
「The burden of logistics-related costs associated with labor shortages and other factors was also significant, resulting in challenging business conditions.」
It continues to identify the burden of logistics-related costs associated with labor shortages as a factor contributing to challenging business conditions. - FY2016RestatedAnnual report
「The burden of logistics costs associated with labor shortages and other factors was also significant, and challenging business conditions are expected to continue.」
It identifies the logistics cost burden associated with labor shortages as a factor contributing to challenging business conditions that are expected to continue. - FY2016-Q3First statedAnnual report
「The burden of logistics costs associated with labor shortages and other factors was also significant, resulting in challenging business conditions.」
It identifies the logistics cost burden associated with labor shortages as a factor contributing to challenging business conditions.