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Lifedrink Company (2585) · RiskRestated

Impact of Seasonality, Abnormal Weather and Natural Disasters on Sales and Supply

First written in FY2022. 1 of 3 entries say "Reframed", first in FY2023. Latest entry: FY2026.

3entries
5years
0from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2022ReframedFY20232022: 120222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Fluctuations in Beverage Demand Due to Cool Summers and Heavy SnowfallA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

2 other companies' latest entry also says "Restated".

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. FY2026RestatedAnnual report

    「Demand for soft drinks increases in summer, when temperatures rise, and decreases in winter, when temperatures fall. Accordingly, an unusually cool summer or a natural disaster severe enough to be described as abnormal weather could reduce sales, among other impacts.」

    The risks of seasonality in beverage demand and impacts on sales and supply from cool summers and natural disasters have been reiterated.
  2. FY2023ReframedAnnual report

    「Climate change-related rapid increases in temperature could increase demand for beverages. While our group views increased demand resulting from higher temperatures as an opportunity, it recognizes the possibility of supply difficulties caused by insufficient production capacity as a risk.」

    In addition to the traditional risk of lower demand due to cool summers and natural disasters, the group has identified higher demand resulting from rising temperatures as an opportunity, while identifying supply difficulties caused by insufficient production capacity as a risk.
  3. FY2022First statedAnnual report

    「Demand for soft drinks increases in summer, when temperatures rise, and decreases in winter, when temperatures fall. As a result, revenue in the first half of the fiscal year ended March 2022 accounted for 53% of the full-year total. Accordingly, an unusually cool summer or a natural disaster severe enough to be described as abnormal weather could reduce sales and otherwise affect our group's operating performance and financial condition.」

    The group shows seasonality, with first-half revenue accounting for 53% of the full-year total, and identifies the risks of impacts on sales, headquarters, production and logistics from cool summers, natural disasters and infectious disease outbreaks.
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Impact of Seasonality, Abnormal Weather and Natural Disasters on Sales and Supply | LIFEDRINK COMPANY,INC. (2585) | Komori