Komori
Hokuyu Lucky (2747) · RiskStrong performance in fruit, prepared foods and summer products due to record heatLatest Revision of earnings forecasts (2026-08-21): "Materialised"

Lower Demand for Seasonal Products Due to Adverse Weather

First written in FY2017-Q1. 9 of 13 entries say "Materialised", first in FY2017-Q2. Latest entry: 2026-10-09.

13entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q3 – FY2020-Q2OtherFY2022-Q22016: 220162017: 420172018: 120182019: 320192020: 020202021: 120212022: 020222023: 020232024: 020242025: 020252026: 22026
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

Hokuyu Lucky moved to the "Worse" side of this theme in 2016, 3 years before the typical company in this theme (2019).

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

22 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-09Materialisedwww.nikkei.com

    「The summer saw more days with temperatures below those of the previous year, which also affected sales of seasonal products such as ice cream, beverages and clothing, whose sales remained sluggish.」

    Temperatures below the previous year’s levels reportedly affected actual results through weak sales of seasonal products.
  2. 2026-08-21MaterialisedRevision of earnings forecasts

    「7月以降、気温が前年を下回る日が多く推移したことにより、盛夏関連商品や衣料品といった季節商材の販売も伸び悩み」

    前年を下回る気温が盛夏関連商品・衣料品の販売停滞として現れ、中間期業績予想の下方修正要因となっている。
  3. FY2022-Q2Strong performance in fruit, prepared foods and summer products due to record heatAnnual report

    「Fruit, prepared foods and summer-related products performed well due to the record heat in July and August, but」

    Weather factors are appearing not only as lower demand for seasonal products, but also as strong performance by fruit, prepared foods and summer-related products due to the record heat.
  4. FY2020-Q2MaterialisedAnnual report

    「Weak sales in the produce and meat divisions due to lower market prices, and weak seasonal sales in the apparel division due to unsettled weather」

    Lower market prices and unsettled weather affected actual performance through weak sales in the produce and meat divisions and weak seasonal sales in the apparel division.
  5. FY2019MaterialisedAnnual report

    「However, sales fell below the previous fiscal year's level, partly because consumers became more inclined to economize following the effects of natural disasters such as typhoons, torrential rains and earthquakes, as well as successive increases in electricity and gas rates and the prices of everyday food items.」

    Natural disasters such as typhoons, torrential rains and earthquakes, combined with consumers' inclination to economize, contributed to the year-on-year decline in sales.
  6. FY2019-Q3MaterialisedAnnual report

    「However, sales fell short of expectations as consumers became more concerned about protecting their household finances and more inclined to economize, owing to the effects of the torrential rains in July 2018 and other factors, successive increases in electricity and gas rates and the prices of everyday food items such as bread, cheese and natto, and rising gasoline and kerosene prices.」

    The torrential rains in July 2018 and other natural disasters coincided with price increases and a stronger inclination to economize, adversely affecting performance and making it difficult to secure sales.
  7. FY2018-Q3Lower produce prices following the rebound from typhoon damageAnnual report

    「However, the produce division remained weak, with low market prices for vegetables and fruit continuing until demand for hot-pot ingredients began to rise in mid-November, partly reflecting the rebound from agricultural damage caused by last year's typhoon.」

    Weather risk is appearing in the form of lower market prices for vegetables and fruit and weakness in the produce division, following the rebound from the previous year's typhoon damage, as well as increased demand due to record-high temperatures.
  8. FY2018-Q2Increased demand for summer merchandise due to record-high temperaturesAnnual report

    「Record-high temperatures in the first half of July drove strong sales of summer apparel and summer-related products such as watermelons, ice cream and bottled water.」

    Weather factors are appearing not only as weaker demand, but also as increased demand for summer apparel and summer-related products due to record-high temperatures.
  9. FY2018-Q1MaterialisedAnnual report

    「From April onward, there were also days when temperatures fell well below normal. Although Mother's Day merchandise performed as planned, demand for sports day events in the second half of May was weak and fell below plan because events were postponed due to rain.」

    Weather risk is affecting actual sales, with low temperatures and rain weighing on demand for sports day events.
  10. FY2017MaterialisedAnnual report

    「The fresh food division remained resilient at 100.3% year on year, supported by strong performance in vegetables and other products whose market prices remained high due to insufficient sunlight.」

    Weather conditions manifested themselves in sharply higher vegetable market prices and actually affected sales trends in the product division.
  11. FY2017-Q3MaterialisedAnnual report

    「During the cumulative third quarter period, market conditions for agricultural products deteriorated due to typhoon damage, while seasonal fish such as fresh chum salmon became expensive because of poor catches, among other effects.」

    Deteriorating agricultural market conditions due to typhoon damage and poor catches and higher prices for seasonal fish actually affected procurement and product trends during the quarter.
  12. FY2017-Q2MaterialisedAnnual report

    「A succession of typhoons made landfall in August, causing extensive damage across Hokkaido. In addition to the impact on agricultural products such as onions, potatoes and carrots, serious effects on infrastructure and the regional economy are now a concern.」

    Weather-related risks resulted not only in lower demand for seasonal products but also in actual damage to agricultural products, infrastructure and the regional economy from the typhoons.
  13. FY2017-Q1First statedAnnual report

    「Rainy weather with generally low temperatures continued, and demand for yakiniku-related products and leisure goods was sluggish due to unfavorable weather, except during the fair weather around the sports day period in the latter half of May.」

    Unfavorable weather actually affected performance by reducing demand for yakiniku-related products and leisure goods.
Moved together

"Economic Slowdown in Emerging Asian and Resource-Rich Countries and Uncertainty Over the Economic Outlook" moved the same way as this thread, in the same document, in 4 of its 13 moves.

443222★123456
  1. ★This thread
  2. 1Economic Slowdown in Emerging Asian and Resource-Rich Countries and Uncertainty Over the Economic Outlook4×
  3. 2Consumption restraint due to rising prices for everyday necessities and food4×
  4. 3Impairment Risk at Low-Profit Stores and Other Locations3×
  5. 4Delayed recovery in private consumption due to stagnating consumer sentiment2×
  6. 5Risk of rising labor costs due to minimum hourly wage revisions2×
  7. 6Risk of higher utility and other costs due to elevated crude oil prices2×

★ 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
Hokuyu Lucky's next results are scheduled for 2026-10-09. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-08-21: "Materialised".
Lower Demand for Seasonal Products Due to Adverse Weather | Hokuyu Lucky Co.,Ltd. (2747) | Komori