Komori
Watts (2735) · RiskRestated

Weak Same-Store Sales Due to Adverse Weather and Cold Waves

First written in FY2018-Q2. 3 of 6 entries say "Materialised", first in FY2018-Q3. Latest entry: FY2022.

6entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2018-Q3 – FY2019-Q3RestatedFY2021 – FY20222018: 320182019: 120192020: 020202021: 120212022: 12022
Same theme, other companies
Impact of Weather and Water Supply Restrictions on Store Operations and SalesA theme 32 companies write about · 32 as a headwind · 0 as a tailwind

Watts moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).

The whole theme swung hardest in 2026: 9 of 11 companies on the "Worse" side.

8 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 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. FY2022RestatedAnnual report

    「長雨、大雪や長期的な暖冬、猛暑といった天候不順により、来店客数が減少することで、当社グループの業績に影響を与える可能性があります。」

    長雨、大雪、暖冬、猛暑等による来店客数減少リスクを再確認している。
  2. FY2021RestatedAnnual report

    「長雨、大雪や長期的な暖冬、猛暑といった天候不順により、来店客数が減少することで、当社グループの業績に影響を与える可能性があります。」

    長雨、大雪、暖冬、猛暑等による来店客数減少リスクを再確認している。
  3. FY2019-Q3MaterialisedAnnual report

    「一方、個人消費は引き続き雇用や所得の改善が見られた中で、暖冬の影響から伸びは見られませんでした。」

    暖冬が個人消費の伸びを抑える要因として実際の経済環境に記載されている。
  4. FY2018MaterialisedAnnual report

    「小売業界にとりましては昨秋の大型台風、年明け以降の寒波や大雪に加え、夏場の大雨等天候不順の影響を大きく受ける年となりました。」

    大型台風、寒波、大雪、夏場の大雨等の天候不順が、既存店売上高の軟調さと利益減少に影響したと説明している。
  5. FY2018-Q3MaterialisedAnnual report

    「天候不順の影響により100円ショップの既存店売上高が軟調に推移したことで」

    大型台風、寒波、大雪等の天候不順が既存店売上高の軟調さとして実際の業績に影響したと説明している。
  6. FY2018-Q2First statedAnnual report

    「The retail industry faced a difficult environment, particularly because of 2 major typhoons and prolonged rain in October and heavy snowfall caused by severe cold waves from January onward.」

    Identifies major typhoons, prolonged rain, cold waves and heavy snow as difficult weather conditions, which affected same-store sales.
Moved together

"Impairment of Fixed Assets at Unprofitable Stores" moved the same way as this thread, in the same document, in 3 of its 6 moves.

332★123
  1. ★This thread
  2. 1Impairment of Fixed Assets at Unprofitable Stores3×
  3. 2Political, Regulatory, Foreign-Exchange and Business-Practice Risks Associated with International Expansion3×
  4. 3Labor Shortages and Rising Wages for Part-Time Workers2×

★ 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
Watts's next results are scheduled for 2026-10-09. Read the earnings preview
News
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