Sharp Changes in Consumer Trends Caused by Extreme Weather and Major Disasters
First written in FY2018. 4 of 7 entries say "Materialised", first in FY2019-Q2. Latest entry: 2026-10-08.
Kotobuki Spirits moved to the "Worse" side of this theme in 2024, 4 years after the typical company in this theme (2020).
The whole theme swung hardest in 2024: 4 of 12 companies on the "Worse" side.
10 other companies' latest entry also says "Materialised".
- 2026-10-08MaterialisedMonthly
「当第２四半期会計期間（７月～９月）は、地震や豪雨などの自然災害の影響が見られた中、」
地震や豪雨などの自然災害による影響が当四半期に実際に見られたと記載されている。 - FY2025-H1MaterialisedAnnual report
「In August this year, some people refrained from going out due to the issuance of the Nankai Trough Earthquake Extra Information (Megaquake Advisory) and the effects of unfavorable weather.」
States that the earthquake advisory and unfavorable weather actually led some people to refrain from going out. - FY2020-Q3RestatedAnnual report
「Although positive developments included the boost from the extended holiday period accompanying the change of era name, private consumption remained weak amid growing uncertainty caused by the impact of successive natural disasters and concerns that the consumption tax rate increase would undermine consumer sentiment.」
The impact of successive natural disasters continues to be identified as a business environment factor. - FY2020-Q2MitigatedAnnual report
「In addition to the rebound increase following the negative impact of the Hokkaido Eastern Iburi Earthquake that occurred last September」
Explains that the current quarter benefited from a rebound following the negative impact of the Hokkaido Eastern Iburi Earthquake in the previous year. - FY2019-Q3MaterialisedAnnual report
「Although business performance was negatively affected by the Hokkaido Eastern Iburi Earthquake that occurred last September」
The discussion of the impact of extreme weather and large-scale disasters on business performance specifically describes the negative impact of the Hokkaido Eastern Iburi Earthquake. - FY2019-Q2MaterialisedAnnual report
「Natural disasters, including torrential rain observed across Japan, record-breaking heat, the landfall of powerful typhoons, and earthquakes, had a negative impact on business performance.」
A risk previously described as the potential impact on business performance of extreme weather and large-scale disasters is now described as having actually had a negative impact on business performance. - FY2018First statedAnnual report
「If extreme weather, such as unusually hot summers or warm winters, large-scale natural disasters, or infectious disease disasters such as a novel influenza outbreak occur and cause sharp changes in consumption trends far beyond expectations, they could affect business performance.」
Discloses sharp changes in consumption trends caused by extreme weather, large-scale disasters, and infectious diseases as risks to business performance.