Materiality

Yokorei sets long-term targets and determines the KPI to achieve them based on the needs of stakeholders in relation to the materiality themes.

Changes in the Business Environment, Risks & Opportunities

Climate change (Global warming)

  • Risk Decrease in fish catches and production volume due to changes in the natural environment, outbreaks of disease or insect pests
  • Risk Increase in procurement cost of farmed fish and livestock due to rise in feed costs (plants, animals)
  • Risk Increase in cost of introducing decarbonization and energy-saving equipment
  • Risk Increase in cost of electricity to operate refrigerated warehouses due to introduction of carbon pricing
  • Risk Increase in cost of electricity to operate refrigerated warehouses due to higher temperatures
  • Opportunity Rise in demand for temperature-controlled storage of food items due to higher average temperatures
  • Opportunity Rise in demand for eco-friendly refrigerated warehouses and logistics services
  • Opportunity Rise in demand for eco-friendly products (such as marine products with eco-label certification)
  • Opportunity Decrease in energy costs from use of energy-efficient equipment

Principal Measures

  • Strengthen handling of eco-friendly products (ASC and MSC certified products)
  • Diversification of suppliers in Food Sales Business
  • Strengthen cooperation with producers to ensure stable procurement
  • Build and operate eco-friendly refrigerated warehouses that contribute to decarbonization
    • Proactive introduction of energy-efficient equipment to reduce GHG emissions
    • Installation of rooftop solar panels to increase generation of renewable energy
    • Switch to renewable energy
    • Switch to natural refrigerants to reduce GHG emissions
    • Curb power consumption utilizing system to make power consumption visible (BEMS)
  • Implement measures for greater logistics efficiency in cooperation with cargo companies, and reduce GHG emissions

Natural disasters

  • Risk Increase in prices for marine, livestock and agricultural products due to declines in catches and production yields, and higher procurement costs for alternative products
  • Risk Decrease in sales from suspension of refrigerated warehouse operations or supply chain disruptions
  • Risk Increase in repair costs for damaged facilities and equipment
  • Opportunity Increase in demand for disaster-resistant facilities

Principal Measures

  • Examine and revise BCP strategies on ongoing basis
  • Construct natural disaster-resistant refrigerated warehouses (logistics centers to support BCP)
  • Develop aquaculture business in countries and areas with few natural disasters
  • Diversify supply chains and develop relationships with new suppliers

Economic situation and the business environment

  • Risk Slowdown in cargo movements and decline in storage volume due to markets adjusting to supply and demand
  • Risk Increase in product procurement costs due to soaring prices of raw materials and fuel
  • Risk Increase in construction costs for refrigerated warehouses due to rise in prices
  • Risk Intensification of competition due to companies from other industries entering the temperature-controlled logistics market
  • Risk Deterioration in earnings due to sudden exchange rate fluctuations
  • Opportunity Increase in food storage demand of highly processed foods such as frozen food
  • Opportunity Rising demand for facilities with exceptional logistics efficiency due to increase in e-commerce

Principal Measures

  • Build refrigerated warehouses
  • Accumulate information
  • Acquire certification under the Act on Advancement of Integration and Streamlining of Distribution Business
  • Provide consolidated, multi-distribution logistics services
  • Expand customs clearance business
  • Foreign exchange contract trading
  • Price adjustments to pass on rising costs
  • Diversification of suppliers and customers, revision of product balance

Securing human resources

  • Risk Difficulties continuing refrigerated warehouse business due to shortage of warehouse workers
  • Risk Loss of workers due to a lack of measures to provide an appropriate work environment or make improvements
  • Risk Increase in costs due to intensification of competition to hire and retain workers as a result of Japan’s decreasing birthrate and aging population, and population decline

Principal Measures

  • Proactively introduce systems for labor-savings and automation
  • Support creation of workplaces comfortable for women and many types of employees
  • Strengthen internal education system
  • Promote DX
  • Enhance name recognition through branding
  • Revise the personnel system to enhance job satisfaction and strengthen human capital

Product, service quality and safety

  • Risk Decline in consumer trust due to customer complaints regarding product or service quality
  • Opportunity Gain trust in Yokorei quality and brand by enhancing customer satisfaction
  • Opportunity Gain trust by providing appropriate disclosure to stakeholders

Principal Measures

  • Food defense measures for all refrigerated warehouses
  • Improve quality of storage of frozen foods through employee operations
  • Management through the Quality Control Department
  • Strengthen education and training for quality control
  • Strengthen relationships with contracted manufacturers
  • Timely and appropriate disclosure

Harmony with the Global Environment

Yokorei’s Response

  • Lessen the environmental load by operating environment-friendly refrigerated warehouses
  • Reduce GHG emissions through cooperation with other companies
  • Establish an environment-conscious supply chain

Long-Term Targets Relative to Materiality

  • Enhance energy efficiency to reduce energy consumption, and increase use of renewable energy
  • Facilitate shift to natural refrigerants to reduce GHG emissions
  • Appropriate processing and recycling of waste to lessen environmental load
  • Protect marine ecosystems

FY9/25 Measures

  • Complete construction of three environment-friendly refrigerated warehouses (natural refrigerants used, increased solar power generating capacity)
  • Replace the refrigeration equipment at one existing refrigerated warehouse with a natural refrigerant unit
  • Install solar panels on two existing refrigerated warehouses
  • Continue handling ASC/MSC certified marine products

KPI

  • Natural refrigerant implementation rate
  • Solar power generation capacity and output
  • GHG emissions per storage capacity
  • Procurement amount of ASC/MSC certified marine products

Create a Rewarding Workplace

Yokorei’s Response

  • Change consciousness (promote open communication and emphasize dialogue)
  • Implement measures for labor savings
  • Provide a work environment suited to employee diversity
  • Secure global human resources
  • Strengthen cooperation with other companies

Long-Term Targets Relative to Materiality

  • Strengthen measures to cope with labor shortage
  • Provide a comfortable work environment
  • Implement measures to secure employee diversity, including promoting active roles for women
  • Ensure and ingrain occupational health and safety

FY9/25 Measures

  • “Job satisfaction survey” conducted
  • Continue progress with DX (nationwide implementation of RPA)
  • Promotion of paperless operations (online issuing of digitized forms, etc.)
  • Continue to promote smart offices
  • Establish an external contact point for internal reporting

KPI

  • Proportion of employees with job satisfaction
  • Proportion of women in career-track positions
  • Proportion of women in management positions
  • Employment ratio of persons with disabilities
  • Number and proportion of employees taking child-care leave, and return rate
  • Number of employees completing trainings, and cumulative hours

Provide Better Quality and Service

Yokorei’s Response

  • Deepen Yokorei quality
  • Strengthen education and training
  • Invest in IT and robotics
  • Develop original products and establish sales channels
  • Provide services to solve customers’ supply chain management issues
  • Strengthen collaboration with other companies

Long-Term Targets Relative to Materiality

  • Provide stable supply of food
  • Reduce food waste
  • Establish a structure to provide safe products and services

FY9/25 Measures

  • Strengthen human resources development for food sales professionals
  • Complete two fully automated warehouses
  • Strengthen transfer and transport initiatives in cooperation with affiliated companies (adapt to regulatory changes for truck drivers in 2024)
  • Expand the scope of the customs clearance business

KPI

  • Number of automation systems installed

Develop together with Communities

Yokorei’s Response

  • Construction of refrigerated warehouses throughout Japan and in the ASEAN region
  • Social contribution program through donations and sponsorships

Long-Term Targets Relative to Materiality

  • Support revitalization of local industries
  • Establish a cooperative framework for environmentally and socially conscious supply chains overall

FY9/25 Measures

  • Build new refrigerated warehouses
  • Social contribution based on business activities (provision of foodstuffs, storage space, etc.)
  • Continuation of sponsorship activities

KPI

  • Number of donations and amount

Strengthen the Business Foundation and Ensure Soundness

Yokorei’s Response

  • Organizational reform (fast sharing of information and strengthening of collaborations)
  • Reform of the personnel system
  • Improve capital efficiency and maintain financial soundness
  • Strengthen monitoring of overseas risks
  • Practice health and productivity management
  • Expand and improve disclosure

Long-Term Targets Relative to Materiality

  • Enhance corporate governance
  • Establish BCP structures (natural disaster response, data management)
  • Ensure legal and regulatory compliance
  • Strengthen initiatives for sustainability and provide proactive disclosure

FY9/25 Measures

  • Review and strengthening of BCP measures
  • Establish the Risk Management Department
  • Establish the Risk Management Committee
  • Obtain certification as a 2025 Health & Productivity Management Outstanding Organization (Large Enterprise Category)
  • Further enhancement of disclosure

KPI

  • Credit rating (Japan Credit Rating Agency)
  • Capital ratio
  • ESG evaluation organization score