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Wellneo Sugar (2117) · RiskMitigated

Reduced Production at Related Companies and Weaker Business Performance Due to Adverse Weather

First written in FY2016. 4 of 8 entries say "Materialised", first in FY2016. Latest entry: FY2024-Q2.

8entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q3 – FY2017MaterialisedFY2020-Q1 – FY2020-Q3MitigatedFY2023-Q1 – FY2024-Q22016: 120162017: 220172018: 020182019: 220192020: 120202021: 020212022: 120222023: 12023
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

Wellneo Sugar moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).

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

10 other companies' latest entry also says "Mitigated".

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. FY2024-Q2MitigatedAnnual report

    「Shipments of frozen desserts and other products remained strong due to record heat, but total shipment volumes declined in both the foodservice and household categories as consumption stagnated following continued food price increases.」

    Shipments of frozen desserts and other products were strong due to record heat, and the adverse impact of weather on foodservice demand did not materialize during the quarter, partially mitigating the existing weather risk.
  2. FY2023-Q1MitigatedAnnual report

    「Foodservice product shipments increased as shipments of beverages, frozen desserts and other products remained strong due to favorable weather.」

    Weather was favorable during the quarter, shipments of beverages, frozen desserts and other products were strong, and the adverse impact of weather on foodservice products was mitigated.
  3. FY2020-Q3MaterialisedAnnual report

    「Foodservice product shipments also declined because consumption of beverages, souvenir confectionery and other products fell due to cool weather during the rainy season and a series of natural disasters before the holiday season, while total sugar shipments fell below the previous year.」

    The company explains that cool weather during the rainy season and a series of natural disasters before the holiday season affected foodservice product and total sugar shipments through lower consumption of beverages, souvenir confectionery and other products.
  4. FY2020-Q2MaterialisedAnnual report

    「Foodservice product shipments also declined because consumption of beverages, frozen desserts and other products fell due to cool weather during the rainy season and prolonged summer rains, while total sugar shipments fell below the previous year.」

    Cool weather during the rainy season and prolonged summer rains reduced consumption of beverages and frozen desserts, contributing to lower foodservice product shipments and total sugar shipments.
  5. FY2020-Q1MaterialisedAnnual report

    「Foodservice product shipments declined because consumption of beverages, frozen desserts and other products fell due to the impact of adverse weather after the holiday period.」

    The company explains that adverse weather reduced foodservice product shipments through lower consumption of beverages, frozen desserts and other products.
  6. FY2017RestatedAnnual report

    「For its core sugar business, total sugar shipments fell below the previous year due to adverse summer weather and a mild winter.」

    The impact of adverse weather and a mild winter on shipment volumes has been reconfirmed for the full fiscal year.
  7. FY2017-Q3RestatedAnnual report

    「Shipments of household products exceeded the previous year due to increased promotions and other measures, but foodservice products struggled because of adverse summer weather and a mild winter, and total sugar shipments fell below the previous year.」

    The company explains that adverse summer weather and a mild winter affected the stagnation in foodservice product shipments. This is a reconfirmation of the existing risk of weather-related impacts.
  8. FY2016MaterialisedAnnual report

    「The increase in raw material costs and decline in sugar sales volumes resulting from two consecutive periods of production cuts at affiliated company Shinko Togyō Co., Ltd. due to adverse weather are factors affecting operating results.」

    Two consecutive periods of production cuts due to adverse weather, higher raw material costs and lower sales volumes are described as events that have already occurred.
Moved together

"Deterioration in the Performance of Existing Fitness Clubs Due to the Opening of Nearby Competing Facilities" moved the same way as this thread, in the same document, in 3 of its 8 moves.

322★123
  1. ★This thread
  2. 1Deterioration in the Performance of Existing Fitness Clubs Due to the Opening of Nearby Competing Facilities3×
  3. 2Risk of Reduced Business Activity and Demand Due to the COVID-19 Pandemic2×
  4. 3Increase in the enterprise-size-based corporate tax rate and higher expenses due to lower interest rates2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Wellneo Sugar yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Reduced Production at Related Companies and Weaker Business Performance Due to Adverse Weather | WELLNEO SUGAR Co.,Ltd. (2117) | Komori