Komori
Sapporo Breweries Limited (2501) · RiskWorsened

Impact of Torrential Rains and the Hokkaido Eastern Iburi Earthquake on the Economy, Logistics and Demand

First written in FY2018-Q3. 3 of 5 entries say "Materialised", first in FY2018. Latest entry: FY2024.

5entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2018 – FY20242018: 12019: 120192020: 120202021: 120212022: 020222023: 020232024: 020242025: 1
Same theme, other companies
Economic stagnation and declining demand caused by natural disasters and adverse weatherA theme 49 companies write about · 49 as a headwind · 0 as a tailwind

Sapporo Breweries Limited moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).

The whole theme swung hardest in 2024: 4 of 13 companies on the "Worse" side.

0 other companies' latest entry also says "Worsened".

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 49 companies compared. The sentences above are computed from all 49.
Full recordFilings, disclosures and news, newest first
  1. FY2024WorsenedAnnual report

    「近年は、国内外問わず世界各地において、地震などのリスクに加え、気候変動による豪雨や洪水等の自然災害リスクが高まっています。」

    従来の特定災害の発生実績に加え、気候変動に伴う豪雨・洪水等の自然災害リスクの高まりと、パンデミックを含む事業停止リスクが体系的に記載された。
  2. FY2021-Q3MaterialisedAnnual report

    「その後発生した西日本を中心とした豪雨以降伸びが急落した影響で、前年同期比100%と推定されます。」

    西日本を中心とした豪雨が実際に発生し、国内飲料需要の伸びが急落する業績影響として顕在化した。
  3. FY2019MaterialisedAnnual report

    「国内は主に台風の影響により総需要は前期を下回ったものと推定されます。」

    自然災害による国内飲料需要の減少が2019年度にも実際の業績影響として記載された。
  4. FY2018MaterialisedAnnual report

    「「平成30年7月豪雨」や「北海道胆振東部地震」等の自然災害が日本経済に大きな影響を与えました。」

    豪雨・地震が実際に発生し、ビール需要の減少、食品・飲料の物流網混乱、外食事業への影響として顕在化した。
  5. FY2018-Q3First statedAnnual report

    「「平成30年7月豪雨」や「北海道胆振東部地震」等の自然災害が日本経済に大きな影響を与えました。」

    2018年7月豪雨と北海道胆振東部地震が日本経済に影響を与えたと記載され、国内ビール需要の減少、食品・飲料の物流網混乱、外食事業への影響として実際の事業影響も示されている。
Moved together

"Total Domestic Demand for Beer and Beer-Based Beverages Below the Previous Year" moved the same way as this thread, in the same document, in 3 of its 5 moves.

32222★12345
  1. ★This thread
  2. 1Total Domestic Demand for Beer and Beer-Based Beverages Below the Previous Year3×
  3. 2Economic Slowdown and Uncertainty over the Outlook for Private Consumption2×
  4. 3Decline in Total Demand in the North American Beer Market2×
  5. 4Cash Generation, Investment and Financial Discipline from 2017 to 20202×
  6. 5Impairment loss at アンカー due to weak West Coast demand2×

★ 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
Sapporo Breweries Limited's next results are scheduled for 2026-11-11. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.