Komori
Arata (2733) · RiskMaterialised

Weak Sales of Seasonal Products Due to Unfavorable Weather

First written in FY2019-Q3. 7 of 11 entries say "Materialised", first in FY2020-Q1. Latest entry: FY2026-H1.

11entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2021-Q1 – FY2021-Q3MaterialisedFY2022 – FY2026-H12019: 320192020: 320202021: 120212022: 220222023: 120232024: 020242025: 12025
Same theme, other companies
Performance fluctuations due to product seasonality and differences between actual and forecast weatherA theme 61 companies write about · 58 as a headwind · 3 as a tailwind

Arata moved to the "Worse" side of this theme in 2022, 3 years after the typical company in this theme (2019).

The whole theme swung hardest in 2019: 24 of 51 companies on the "Worse" side.

27 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 61 companies compared. The sentences above are computed from all 61.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MaterialisedAnnual report

    「As a result of these business activities, net sales, a key driver of future growth, increased 2.4% year on year to ¥503,299 million. However, significant weakness caused by the weather in the first quarter and in August had a major impact, and the company fell short of its plan.」

    It states that poor performance due to weather in the first quarter and August had a significant impact on the failure to meet the sales plan.
  2. FY2023-Q3MaterialisedAnnual report

    「By category, sales remained strong in all categories except Home Care, which was affected by weak insecticide sales due to unfavorable summer weather. Pets & Other increased 6.9% year on year, Health & Beauty (Health & Beauty) increased 6.3%, and Paper Products increased 2.8%.」

    It states that poor sales of insecticides due to unfavorable summer weather affected Home Care, and that weakness in seasonal products was reflected in actual results for the quarter as well. Home Care sales were 98.7% of the year-earlier level.
  3. FY2023-Q2MaterialisedAnnual report

    「Meanwhile, Home Care fell below the same period of the previous year because weather conditions affected sales of summer products such as insecticides.」

    Sales of summer products such as insecticides were weak due to weather conditions, and Home Care sales fell below the year-earlier period to 97.5% of the prior-year level. Weakness in seasonal products was reflected in actual results for the quarter as well.
  4. FY2022MaterialisedAnnual report

    「Home Care has been sluggish because weather conditions have held back sales of seasonal products such as insecticides.」

    It states that weather-related weakness in seasonal products such as insecticides actually appeared in Home Care's performance for FY2022.
  5. FY2021-Q3MitigatedAnnual report

    「By category, Home Care, which performed poorly in the previous fiscal year due to products such as insecticides and hand warmers, increased 11.5% year on year,」

    Home Care, including products such as insecticides and hand warmers that performed poorly in the previous fiscal year, increased 11.5% year on year in the cumulative third quarter.
  6. FY2021-Q1MitigatedAnnual report

    「By category, Home Care, which performed poorly in the previous fiscal year due to products such as insecticides, increased 17.8% year on year,」

    It states that Home Care, which performed poorly in the previous fiscal year due to products such as insecticides, increased 17.8% year on year in the first quarter of FY2021, recovering from weak sales of seasonal products.
  7. FY2020MaterialisedAnnual report

    「Amid a difficult environment in which conditions changed dramatically from quarter to quarter, the first quarter saw weak sales of seasonal products due to a cool summer, the second quarter saw rush demand ahead of the consumption tax increase, the third quarter saw a subsequent decline from that demand, and the fourth quarter saw weak sales of seasonal products due to an unusually mild winter, increased demand for hygiene-related products due to the impact of the novel coronavirus disease, and panic buying of paper products,」

    It states that poor sales of seasonal products due to cool summers and warm winters actually occurred throughout the fiscal year, explaining quarter-to-quarter fluctuations in demand.
  8. FY2020-Q3MaterialisedAnnual report

    「Against this backdrop, during the first nine months of the fiscal year, the business environment was challenging because, in addition to intensifying competition as the market contracted due to population decline, there was a decline in the rebound from front-loaded demand ahead of the consumption tax increase and weak sales of seasonal products amid an unusually warm winter,」

    The poor performance of seasonal products due to the unusually mild winter was actually described as part of the difficult business environment in the first nine months.
  9. FY2020-Q2MitigatedAnnual report

    「During the cumulative first quarter, Home Care, including summer products such as insecticides that had been sluggish due to the prolonged rainy season, recovered to approximately the level of the same period of the previous year.」

    The Company stated that Home Care, including summer products such as insecticides that had underperformed during the long rainy season, recovered to approximately the level of the same period of the previous year.
  10. FY2020-Q1MaterialisedAnnual report

    「By category, Health & Beauty increased 2.9% year on year, Household increased 4.6%, and Household Goods increased 5.3%, all performing strongly. Home Care fell below the same period of the previous year due to weak sales of summer products such as insecticides, partly because of the long rainy season.」

    The Company stated that the long rainy season caused weak sales of summer products such as insecticides, resulting in Home Care sales falling below the same period of the previous year. The poor performance of seasonal products due to unfavorable weather was reflected in actual results.
  11. FY2019-Q3First statedAnnual report

    「During the first nine months of the current consolidated fiscal year, the Company worked to improve performance from the first and second quarters, which had been affected by weak sales of seasonal products such as insecticides due to unfavorable weather. It implemented measures to expand sales of high-margin products and improve productivity toward achieving its annual sales plan.」

    The Company disclosed that unfavorable weather caused weak sales of seasonal products such as insecticides, which actually affected performance in the first half of the current fiscal year.
Moved together

"Pressure on operating profit from higher freight costs" moved the same way as this thread, in the same document, in 6 of its 11 moves.

654333★123456
  1. ★This thread
  2. 1Pressure on operating profit from higher freight costs6×
  3. 2Reducing Interest-Bearing Debt5×
  4. 3Yen appreciation and falling share prices, sluggish personal consumption, and changes in inbound demand4×
  5. 4Strengthen profitability3×
  6. 5Improved profitability for the fiscal year ended March 20163×
  7. 6Sales by product category3×

★ 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 Arata yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.