Komori
TRIAL Holdings (141A) · RiskMaterialised

Impact of Consumer Demand, Weather and Natural Disasters on Sales and Supply Chains

First written in FY2025. 8 of 9 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-10-09.

9entries
2years
6from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2025MaterialisedFY2026-H1 – 2026-10-092025: 120252026: 82026
Same theme, other companies
Disruption of Food and Product Supply Systems and Procurement Price VolatilityA theme 94 companies write about · 105 as a headwind · 0 as a tailwind

TRIAL Holdings moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2022: 45 of 64 companies on the "Worse" side.

26 other companies' latest entry also says "Materialised".

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 94 companies compared. The sentences above are computed from all 94.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-09MaterialisedMonthly

    「なお、7月28日に発生した「令和8年熊本地震」の影響により、1店舗が現在も営業を休止しています。」

    熊本地震による店舗の営業休止が継続していることを記載している。
  2. FY2026MaterialisedAnnual report

    「As of 24 September 2026, some stores and facilities of our group remain closed due to damage to store equipment and warehouses, power and gas supply stoppages, and delays in the supply of raw materials and other items caused by the 2026 Kumamoto Earthquake, which occurred on 28 July 2026.」

    Natural disaster risk materialized in the form of damage to stores and warehouses, supply stoppages and business closures caused by the Kumamoto Earthquake.
  3. FY2026-H1MaterialisedAnnual report

    「Prices of fresh foods such as vegetables and rice rose sharply due to the effects of abnormal weather, including record heat and low rainfall.」

    The Company describes the actual impact of abnormal weather in the form of sharply higher fresh food prices.
  4. FY2025First statedAnnual report

    「Unavoidable factors such as economic conditions, including business and consumer trends, changes in consumer demand, changes in weather and seasonal fluctuations in demand may affect the Group's business, financial condition and performance.」

    The Company identifies changes in demand, weather, seasonality and the impact of earthquakes, typhoons, tsunamis, fires and other events on stores, facilities, procurement and logistics networks as risks.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for TRIAL Holdings yet. It last moved in the Monthly of 2026-10-09: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impact of Consumer Demand, Weather and Natural Disasters on Sales and Supply Chains | TRIAL Holdings,Inc. (141A) | Komori