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Sekichu (9976) · RiskDropped

Risk of Rising Logistics Costs

First written in FY2019-Q1. 5 of 9 entries say "Restated". Latest entry: FY2022.

9entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY20222018: 320182019: 320192020: 020202021: 220212022: 12022
Same theme, other companies
SG&A and profit pressure from higher freight costsA theme 40 companies write about · 41 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 18 of 26 companies on the "Worse" side.

1 other company's latest entry also says "Dropped".

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.
Showing 14 of the 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2022DroppedAnnual report

    「Demand for the company's home improvement centers, specialty automotive stores and specialty bicycle stores is significantly affected by climate conditions, economic conditions such as economic and business trends and consumer trends, and the competitive environment involving other retailers in the same and other industries.」

    The risk of higher logistics costs, which had been cited through the previous quarter, cannot be directly confirmed in the current fiscal year's disclosures on demand trends and key risks.
  2. FY2022-Q3Risk disclosure reiteratedAnnual report

    「The operating environment remains challenging due to consumers' cost-consciousness, the risk of higher personnel and logistics costs, and other factors.」

    The risk of higher logistics costs, which could not be directly confirmed in the previous fiscal year's risk disclosures, is explicitly cited again in the description of the industry's environment for the current quarter.
  3. FY2021DroppedAnnual report

    「Demand for the company's home improvement centers, specialty automotive stores and specialty bicycle stores is significantly affected by climate conditions, economic conditions such as economic and business trends and consumer trends, and the competitive environment involving other retailers in the same and other industries.」

    The risk of higher logistics costs, which had been cited through the previous fiscal year as a factor affecting the industry environment, cannot be directly confirmed in the risk disclosures for the current fiscal year.
  4. FY2020-Q3RestatedAnnual report

    「The operating environment remains challenging due to consumers' cost-consciousness, the risk of higher personnel and logistics costs, and other factors.」

    The risk of higher personnel and logistics costs continues to be cited, together with consumers' cost-consciousness and intensifying competition, as a factor contributing to the challenging operating environment.
  5. FY2020-Q1RestatedAnnual report

    「The operating environment remains challenging due to consumers' cost-consciousness, higher personnel and logistics costs, and intensifying competition to attract customers across business formats, among other factors.」

    Higher logistics costs continue to be cited, together with higher personnel costs and intensifying competition, as factors contributing to the challenging operating environment.
  6. FY2019RestatedAnnual report

    「The home improvement retail industry remains in a difficult business environment due to consumers' cost-consciousness, the risk of further increases in personnel and logistics costs, and intensifying competition crossing industry and business-format boundaries.」

    The risk of further increases in personnel and logistics costs continues to be cited, together with intensifying competition and consumers' cost-consciousness.
  7. FY2019-Q3RestatedAnnual report

    「Consumers' cost-consciousness, higher personnel and logistics costs, and the risk of further increases」

    Higher personnel and logistics costs, and the risk of further increases, continue to be cited as factors contributing to the challenging operating environment.
  8. FY2019-Q2RestatedAnnual report

    「Consumers' cost-consciousness, higher personnel and logistics costs, and the risk of further increases」

    Higher personnel and logistics costs, and the risk of further increases, continue to be cited as factors contributing to the challenging operating environment.
  9. FY2019-Q1First statedAnnual report

    「Higher personnel and logistics costs, and the risk of further increases」

    Higher logistics costs are explicitly identified for the first time as a factor contributing to the industry's challenging operating environment, and the risk of further increases is also noted.
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Risk of Rising Logistics Costs | SEKICHU CO.,LTD. (9976) | Komori