Komori
Edion (2730) · RiskRestated

Weather-driven fluctuations in demand for seasonal products

First written in FY2016. 22 of 28 entries say "Restated". Latest entry: FY2026-H1.

28entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q2MaterialisedFY2020-Q3 – FY2020RestatedFY2023-Q1 – FY2026-H12016: 220162017: 420172018: 420182019: 320192020: 220202021: 320212022: 320222023: 420232024: 220242025: 12025
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

Edion moved to the "Worse" side of this theme in 2020, 1 year after the typical company in this theme (2019).

The whole theme swung hardest in 2019: 20 of 42 companies on the "Worse" side.

18 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.
Showing 14 of the 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「No new business or other risks arose during the current interim consolidated accounting period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there were no material changes concerning weather-driven fluctuations in demand for seasonal products.
  2. FY2025-H1RestatedAnnual report

    「No new business or other risks arose during the current interim consolidated accounting period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there were no material changes concerning weather-driven fluctuations in demand for seasonal products.
  3. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there were no material changes concerning weather-driven fluctuations in demand for seasonal products.
  4. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the first half of the current consolidated fiscal year. In addition, no material changes have occurred in the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there were no material changes concerning weather-driven fluctuations in demand for seasonal products.
  5. FY2024-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there were no material changes concerning weather-driven fluctuations in demand for seasonal products.
  6. FY2023RestatedAnnual report

    「Some of the products sold have sales that are affected by seasonal factors, and a prolonged rainy season, a cool summer or a warm winter may affect the Group's operating results and financial condition.」

    The risk of fluctuations in demand for seasonal products was reconfirmed, and measures based on adjustments to inventory, delivery and installation operations according to medium- and long-term forecasts, as well as changes in sales policies, were described.
  7. FY2023-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there were no material changes concerning weather-driven fluctuations in demand for seasonal products.
  8. FY2023-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there were no material changes concerning weather-driven fluctuations in demand for seasonal products.
  9. FY2022MaterialisedAnnual report

    「Sales of seasonal appliances such as air conditioners struggled to grow from summer through autumn due to the effects of unsettled weather, including a prolonged rainy season.」

    Regarding the risk of weather-driven fluctuations in demand for seasonal products, it was stated for the full fiscal year that sales of seasonal appliances struggled to grow from summer through autumn due to unsettled weather, including a prolonged rainy season.
  10. FY2022-Q3MaterialisedAnnual report

    「In addition, seasonal appliances such as air conditioners performed poorly due to unsettled summer weather.」

    Weakness in seasonal appliances such as air conditioners actually occurred in the third quarter due to unsettled summer weather.
  11. FY2022-Q2MaterialisedAnnual report

    「Seasonal appliances such as air conditioners performed poorly because rainy weather was frequent and a prolonged period of low temperatures continued.」

    Demand for seasonal appliances actually weakened because a prolonged period of frequent rain and low temperatures continued.
  12. FY2022-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It was stated that there were no material changes concerning weather-driven fluctuations in demand for seasonal products.
  13. FY2021RestatedAnnual report

    「Some of the products sold have sales that are affected by seasonal factors, and a prolonged rainy season, a cool summer or a warm winter may affect the Group's operating results and financial condition.」

    The risk of fluctuations in demand for seasonal products was reconfirmed, and measures based on adjustments to inventory, delivery and installation operations according to medium- and long-term forecasts, as well as changes in sales policies, were also described.
  14. FY2020MaterialisedAnnual report

    「Sales of seasonal appliances, particularly air conditioners, were below the previous year due to the effects of abnormal summer weather and the warm winter.」

    Regarding weather-related factors previously described as a risk, it was stated for the full fiscal year that sales of seasonal appliances were below the previous year due to unsettled summer weather and the warm winter.
  15. FY2020-Q3MaterialisedAnnual report

    「Meanwhile, seasonal products are performing below the previous year due to unsettled summer weather and the trend towards warmer winters.」

    Regarding weather-related factors previously described as a risk, it was stated that seasonal products performed below the previous year due to unsettled summer weather and the trend towards warmer winters.
  16. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no newly arising risks or material changes concerning weather-driven fluctuations in demand for seasonal products.
  17. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no newly arising risks or material changes concerning weather-driven fluctuations in demand for seasonal products.
  18. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It was stated that there had been no newly arising risks or material changes concerning weather-driven fluctuations in demand for seasonal products.
  19. FY2019-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no newly arising risks or material changes concerning weather-driven fluctuations in demand for seasonal products.
  20. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no newly arising risks or material changes concerning weather-driven fluctuations in demand for seasonal products.
  21. FY2018RestatedAnnual report

    「Some of the products sold have sales that are affected by seasonal factors, and a prolonged rainy season, a cool summer or a warm winter may affect the Group's operating results and financial condition.」

    The risk of fluctuations in demand for seasonal products due to a prolonged rainy season, a cool summer or a warm winter was reiterated.
  22. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no newly arising risks or material changes concerning weather-driven fluctuations in demand for seasonal products.
  23. FY2018-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It was stated that there had been no newly arising risks or material changes concerning weather-driven fluctuations in demand for seasonal products.
  24. FY2018-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there had been no newly arising risks or material changes concerning weather-driven fluctuations in demand for seasonal products.
  25. FY2017RestatedAnnual report

    「A prolonged rainy season, a cool summer or a warm winter may affect the Group's operating results and financial condition.」

    The risk that demand for seasonal products may be affected by weather conditions such as a prolonged rainy season, a cool summer or a warm winter was reiterated.
  26. FY2017-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there were no material changes to the risks described in the previous fiscal year concerning weather-driven fluctuations in demand for seasonal products.
  27. FY2017-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was stated that there were no material changes to the risks described in the previous fiscal year concerning weather-driven fluctuations in demand for seasonal products.
  28. FY2016First statedAnnual report

    「A prolonged rainy season, a cool summer or a warm winter may affect the Group's operating results and financial condition.」

    Some products have sales that are affected by seasonal factors, with the rainy season, cool summers and warm winters identified as factors that may cause fluctuations in operating results.
Moved together

"Impairment Risk for Fixed Assets Such as Stores" moved the same way as this thread, in the same document, in 4 of its 28 moves.

4332★1234
  1. ★This thread
  2. 1Impairment Risk for Fixed Assets Such as Stores4×
  3. 2Market Price Volatility and Impairment Risk for Investment Securities3×
  4. 3Impact of COVID-19 on Operations and Supply3×
  5. 4Leakage of Personal and Confidential Information2×

★ 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
Edion's next results are scheduled for 2026-11-05. Read the earnings preview
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