Shimadaya (250A) · RiskDropped
Earnings Concentration in Spring and Summer and Risk of Adverse Weather in Autumn and Winter
First written in FY2025. 1 of 2 entries say "Dropped", first in FY2026. Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Performance fluctuations due to product seasonality and differences between actual and forecast weatherA theme 50 companies write about · 48 as a headwind · 3 as a tailwind
The whole theme swung hardest in 2019: 20 of 42 companies on the "Worse" side.
2 other companies' latest entry also says "Dropped".
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 50 companies compared. The sentences above are computed from all 50.Full recordFilings, disclosures and news, newest first
- FY2026DroppedAnnual reportThe list of major risks for the fiscal year ending March 2026 does not identify the risk of profit concentration in the spring-summer season and adverse weather in the autumn-winter season as a separate item.
- FY2025First statedAnnual report
「The Group's profit structure is more favorable in the spring-summer season than in the autumn-winter season. If the high-profit spring-summer season is cool or otherwise affected by adverse weather, the Group may be unable to achieve its planned profit.」
The risk is classified as short term in timing, low in likelihood, and medium in impact. Countermeasures include developing core products for the autumn-winter season and developing value-added products.