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Kyokuto (2300) · RiskMaterialised

Impact of adverse weather conditions on customer trends and business performance

First written in FY2017-Q2. 14 of 23 entries say "Materialised", first in FY2017-Q2. Latest entry: FY2026.

23entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q3 – FY20232016: 12017: 320172018: 420182019: 420192020: 320202021: 120212022: 220222023: 120232024: 020242025: 120252026: 32026
Same theme, other companies
Fluctuations in service demand and performance due to adverse weatherA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

Kyokuto moved to the "Worse" side of this theme in 2016.

The whole theme swung hardest in 2018: 3 of 6 companies on the "Worse" side.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「At our company as well, customers were increasingly holding back from using dry-cleaning services as consumers became more focused on saving. In addition, because temperatures rose slowly and there were many chilly days during the spring change-of-season period, the number of winter garments received declined. During the autumn change-of-season period, record-high lingering summer temperatures delayed the drop-off of autumn and winter garments for cleaning compared with ordinary years, resulting in a difficult business environment.」

    The delayed rise in spring temperatures and record late-summer heat were actually reflected in fewer winter garments being brought in and delays in bringing in autumn and winter garments.
  2. FY2026-H1MaterialisedAnnual report

    「At the Company, the number of winter garments brought in for cleaning declined because temperatures rose slowly and there were many chilly days during the spring clothing-change season. During the summer, the Company continued to operate in a challenging business environment, as store traffic stagnated due in part to the effects of extreme heat.」

    The delayed rise in spring temperatures and the extreme summer heat were reflected in the actual business environment through fewer winter garments being brought in and stagnant store traffic.
  3. FY2023DroppedAnnual report
    The discussion of risks and performance for the fiscal year contains no identifiable reference to the impact of unsettled weather on customer trends or performance that had been described previously.
  4. FY2022RestatedAnnual report

    「Under these business conditions, the Company was affected by the continued issuance of the state of emergency declaration and priority preventive measures to prevent the spread of COVID-19 during the peak spring season for clothing changes, as well as prolonged record rainfall in August and people refraining from going out during the Olympics. As a result, the number of customers visiting stores declined substantially, as did deliveries of cleaning items, particularly businesswear such as suits and dress shirts.」

    It reconfirms the explanation that weather factors, including record rainfall, affected performance through people refraining from going out, lower store traffic and fewer deliveries of businesswear.
  5. FY2022-Q3RestatedAnnual report

    「Under these business conditions, the Company was affected by the continued issuance of the state of emergency declaration and priority preventive measures to prevent the spread of COVID-19 during the peak spring season for clothing changes, as well as prolonged record rainfall in August and people refraining from going out during the Olympics. As a result, the number of customers visiting stores declined substantially, as did deliveries of cleaning items, particularly businesswear such as suits and dress shirts.」

    It reconfirms, following the previous quarter, the impact of the record rainfall in August on customer traffic and item deliveries.
  6. FY2022-Q2MaterialisedAnnual report

    「Under these business conditions, the Company entered the peak spring season for clothing changes. However, in addition to the continued issuance of the state of emergency declaration and priority preventive measures to prevent the spread of COVID-19, the Company was affected by prolonged record rainfall in August and people refraining from going out during the Olympics. As a result, the number of customers visiting stores declined, and deliveries of cleaning items, particularly businesswear such as suits and dress shirts, fell sharply, leading to a substantial decline in revenue.」

    It states that weather factors, including prolonged record rainfall in August, actually contributed to the decline in revenue through people refraining from going out and declines in store traffic and cleaning-item deliveries.
  7. FY2021-Q2MaterialisedAnnual report

    「Even after the state of emergency was lifted, measures to prevent the spread of infection, including requests to refrain from going out and working from home, continued to be implemented. In addition, the impact of unsettled weather, including the torrential rains in July, created an extremely challenging business environment.」

    It states that unsettled weather, including the torrential rains in July, actually affected the business environment, along with measures to prevent the spread of infection.
  8. FY2020RestatedAnnual report

    「Fewer deliveries of winter clothing due to the mild winter, household spending being diverted to the extended holiday period during the peak spring season, and fewer opportunities for customers to bring items to stores from summer onward due to unsettled weather and a succession of record-breaking typhoons」

    It reconfirms for the full year that the mild winter, the extended holiday period, unsettled weather and typhoons affected demand and opportunities for customers to bring items to stores.
  9. FY2020-Q3MaterialisedAnnual report

    「As a result, despite implementing various measures, results for the cumulative third quarter were affected by sluggish deliveries of heavy clothing, particularly coats, due to the unusually warm winter; household spending shifting to the exceptionally long holiday period during the peak spring season; and unsettled weather and a succession of record-breaking typhoons from the summer onward reducing opportunities for customers to bring in laundry. Net sales were ¥5,312,004 thousand, down ¥77,220 thousand, or 1.4%, from the same quarter of the previous year.」

    It states that the mild winter, the extended holiday period, unsettled weather and typhoons actually contributed to the decline in revenue through weaker deliveries of heavy clothing and fewer opportunities for customers to bring items to stores.
  10. FY2020-Q2MaterialisedAnnual report

    「In addition, unsettled weather and typhoons that hit the Kanto and western Japan regions in July and August reduced opportunities for customers to bring in laundry, and net sales were ¥3,819,442 thousand, down ¥102,630 thousand, or 2.6%, from the same quarter of the previous year.」

    The Company stated that unsettled weather and typhoons in the Kanto and western Japan regions affected lower sales by reducing opportunities for customers to bring in laundry. It also cited the impact on demand from the unusually warm winter and the exceptionally long holiday period.
  11. FY2020-Q1MaterialisedAnnual report

    「Due to the unusually warm winter, deliveries of heavy clothing, particularly coats, were sluggish. In addition, the extended holiday period from the end of April had a considerable impact on customers holding back from bringing in laundry, and net sales were ¥2,330,031 thousand, down ¥129,432 thousand, or 5.3%, from the same quarter of the previous year.」

    The Company stated that sluggish deliveries of heavy clothing due to the unusually warm winter and customers holding back from bringing in laundry during the extended holiday period actually affected demand and net sales.
  12. FY2019MaterialisedAnnual report

    「In the cleaning services industry, total demand for cleaning services is trending downward due to the shift toward more casual business attire and fewer opportunities to wear winter clothing as a result of warmer winters.」

    The decline in opportunities to wear winter clothing due to the unusually warm winter appeared in the actual business environment as a factor behind the decline in total demand for cleaning services.
  13. FY2019-Q3RestatedAnnual report

    「As a result, results for the cumulative third quarter were affected by weather, including torrential rain in June and July, repeated typhoons and record-breaking heat, and net sales were ¥5,389,224 thousand, down ¥7,001 thousand, or 0.1%, from the same quarter of the previous year.」

    The Company again cited the impact of weather, including torrential rain, typhoons and record-breaking heat, on results. These weather events and their effects on demand and sales had already been described in the previous quarterly report.
  14. FY2019-Q2MaterialisedAnnual report

    「As a result, results for the cumulative second quarter were affected by weather-related factors, including torrential rain in June and July, repeated typhoons and record-breaking heat,」

    The Company stated that torrential rain, typhoons and record-breaking heat actually affected results, showing weather risk emerging again.
  15. FY2019-Q1MaterialisedAnnual report

    「As a result, despite weather-related factors, the spring change-of-season period arrived earlier than usual, and net sales were ¥2,459,463 thousand, up ¥77,079 thousand, or 3.2%, from the same quarter of the previous year.」

    The Company stated that weather-related factors led to the early arrival of the spring change-of-season period and higher sales, with the effect of weather on customer trends appearing in actual results.
  16. FY2018RestatedAnnual report

    「In addition, demand stagnated due to the effects of unsettled weather, including summer typhoons and record-breaking periods of heavy rain.」

    The Company again cited throughout the year the explanation that summer typhoons and record-breaking periods of heavy rain affected weaker demand and lower sales.
  17. FY2018-Q3RestatedAnnual report

    「In addition to the previously described declining trend in total demand for cleaning services, demand stagnated due to unsettled weather, including summer typhoons and record-breaking periods of heavy rain. Net sales were ¥5,396,226 thousand, down ¥104,515 thousand, or 1.9%, from the same quarter of the previous year.」

    The Company again cited the impact of weaker demand and lower sales from summer typhoons and record-breaking periods of heavy rain. The same weather events and their effects had already been described in the previous quarterly report, so this was treated as a reconfirmation.
  18. FY2018-Q2MaterialisedAnnual report

    「In addition, demand stagnated due to the effects of unsettled weather, including summer typhoons and record-breaking periods of heavy rain, and net sales were ¥3,889,064 thousand, down ¥72,300 thousand, or 1.8%, from the same quarter of the previous year.」

    The Company stated that summer typhoons and record-breaking periods of heavy rain actually contributed to weaker demand and lower sales, showing weather risk again affecting performance.
  19. FY2017DroppedAnnual report
    The description of results and risks for the fiscal year does not identify the effects of unsettled weather in the second quarter of the previous year as an ongoing risk.
  20. FY2017-Q3RestatedAnnual report

    「As a result, results for the cumulative third quarter were affected by the number of stores having declined by 26 from the end of the cumulative third quarter of the previous year and by unsettled weather in the second quarter,」

    The Company again stated that unsettled weather in the second quarter affected results for the cumulative third quarter.
  21. FY2017-Q2MaterialisedAnnual report

    「Unsettled weather across Japan, including an unusually frequent succession of typhoons making direct landfall in August, affected customer trends.」

    Unsettled weather across Japan, including direct typhoon landfalls, actually affected customer trends and was cited as one factor behind the decline in net sales.
Moved together

"Operating Income Increases and Net Income Decreases Despite Declining Sales" moved the same way as this thread, in the same document, in 7 of its 23 moves.

765332★123456
  1. ★This thread
  2. 1Operating Income Increases and Net Income Decreases Despite Declining Sales7×
  3. 2Uncertainty over the outlook due to a slowdown in overseas economies and political uncertainty6×
  4. 3Hiring difficulties caused by labor shortages and securing a stable workforce5×
  5. 4Structural Decline in Cleaning Demand3×
  6. 5Profit pressured by higher SG&A expenses, including POS register costs3×
  7. 6Cost Reduction Through a Review of Store Hours2×

★ 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 Kyokuto yet. It last moved in the Revision of earnings forecasts of 2026-04-15: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impact of adverse weather conditions on customer trends and business performance | Kyokuto Co.,Ltd. (2300) | Komori