Komori
Yakiniku Sakai Holdings (2694) · RiskRestatedLatest Results (2026-11-13): "Materialised"

Impact of extreme weather, major earthquakes and other events on food ingredients and regional economies

First written in FY2016. 6 of 12 entries say "Materialised", first in FY2019-Q2. Latest entry: 2026-11-13.

12entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MaterialisedFY2020-Q3 – FY2020MaterialisedFY2025-H12016: 120162017: 120172018: 120182019: 220192020: 220202021: 020212022: 020222023: 020232024: 220242025: 020252026: 32026
Same theme, other companies
Fluctuations in Crop Growth and Demand for Agriculture-Related Products Due to Weather ChangesA theme 29 companies write about · 31 as a headwind · 1 as a tailwind

Yakiniku Sakai Holdings moved to the "Worse" side of this theme in 2020, 2 years after the typical company in this theme (2018).

The whole theme swung hardest in 2020: 16 of 23 companies on the "Worse" side.

10 other companies' 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.
Showing 14 of the 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「There have been instances in the past in which occasional cold-weather damage in the Tohoku region, as well as wind and flood damage caused by typhoons and heavy rain, significantly affected the rice crop, a major ingredient for our Group. In addition, exceptionally hot summers, cool summers and warm winters may reduce consumer willingness to spend.」

    The risk of the impact on food ingredients and consumption from cold-weather damage, typhoons, heavy rain, exceptionally hot summers, cool summers and warm winters continued to be disclosed.
  2. FY2025-H1MaterialisedAnnual report

    「Although there was some impact from unseasonably hot weather, typhoons and other adverse weather conditions,」

    It was stated that unseasonably hot weather, typhoons and other adverse weather conditions had actually affected the business.
  3. FY2024RestatedAnnual report

    「There have been instances in the past in which occasional cold-weather damage in the Tohoku region, as well as wind and flood damage caused by typhoons and heavy rain, significantly affected the rice crop, a major ingredient for our Group.」

    The impact of poor rice harvests and higher prices resulting from cold-weather damage, typhoons and heavy rain, as well as the impact on regional economies, continued to be disclosed.
  4. FY2020MaterialisedAnnual report

    「As a result of sluggish performance from the third quarter onward due to the impact of the consumption tax increase, Typhoon Hagibis and the spread of COVID-19, EBITDA for the consolidated fiscal year was ¥1,009 million.」

    Regarding natural disasters previously identified as a risk, it was stated that Typhoon Hagibis affected performance for the fiscal year.
  5. FY2020-Q3MaterialisedAnnual report

    「The industry continues to face an extremely challenging operating environment due to consumers' strong preference for saving following the October consumption tax increase, rising labour costs resulting from labour shortages, higher raw material prices, and the additional impact of natural disasters such as typhoons.」

    Regarding natural disasters previously disclosed as a risk, it was stated that typhoons and other events had actually affected the challenging operating environment of the food-service industry.
  6. FY2019RestatedAnnual report

    「There have been instances in the past in which occasional cold-weather damage in the Tohoku region, as well as wind and flood damage caused by typhoons and heavy rain, significantly affected the rice crop, a major ingredient for our Group.」

    The impact of poor rice harvests and higher prices resulting from cold-weather damage, typhoons and heavy rain, as well as the impact on regional economies, continued to be disclosed.
  7. FY2019-Q3RestatedAnnual report

    「In the food-service industry, the outlook remains challenging due to higher recruitment and other costs resulting from labour shortages, consumers' increasingly strong preference for thrift, and the impact of natural disasters such as earthquakes, typhoons and localised torrential rain.」

    The statement that natural disasters, including earthquakes, typhoons and localized torrential rain, are affecting the operating environment of the food-service industry was retained.
  8. FY2019-Q2MaterialisedAnnual report

    「In the food-service industry, the outlook remains challenging due to higher recruitment and other costs resulting from labour shortages, increasingly strong consumer thrift, and the impact of natural disasters such as earthquakes, typhoons and localised torrential rain.」

    It was stated that natural disasters, including earthquakes, typhoons and localized torrential rain, are affecting the operating environment of the food-service industry.
  9. FY2017RestatedAnnual report

    「There have been instances in the past in which occasional cold-weather damage in the Tohoku region, as well as wind and flood damage caused by typhoons and heavy rain, significantly affected the rice crop, a major ingredient for our Group.」

    The impact of poor rice harvests and higher prices, as well as the impact on regional economies, resulting from cold-weather damage, typhoons and heavy rain continued to be disclosed.
  10. FY2016First statedAnnual report

    「There have been instances in the past in which occasional cold-weather damage in the Tohoku region, as well as wind and flood damage caused by typhoons and heavy rain, significantly affected the rice crop, a major ingredient for our Group.」

    Poor rice harvests and higher rice prices, declining incomes of agricultural workers, and the impact on regional economies are identified as natural disaster risks.
Moved together

"Impairment losses on stores, school buildings and other assets" moved the same way as this thread, in the same document, in 4 of its 12 moves.

433222★123456
  1. ★This thread
  2. 1Impairment losses on stores, school buildings and other assets4×
  3. 2Cash flow risk on bond redemption and loan repayment dates3×
  4. 3Securing profits despite lower sales3×
  5. 4Recognition of store closure-related losses and provisions2×
  6. 5Procurement uncertainty due to epidemics, adverse weather and natural disasters2×
  7. 6Risk of recovering security deposits, guarantee deposits and construction cooperation deposits2×

★ 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 Yakiniku Sakai Holdings yet. It last moved in the Results of 2026-11-13: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.