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Seihyo (2872) · FactPlan to reduce reliance on summer demandLatest Financial Results Presentation (2026-10-14): "Restated"

Summer-Concentrated Demand and Sales Weighted Toward the Second Quarter

First written in FY2017-Q1. 32 of 39 entries say "Restated". Latest entry: 2026-10-14.

39entries
11years
10from disclosures
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ProgressHeldSoftenedWorseRestatedFY2017-Q1 – 2026-04-102016: 220162017: 420172018: 320182019: 420192020: 220202021: 320212022: 320222023: 320232024: 320242025: 120252026: 112026
Same theme, other companies
Seasonality in performance due to concentration of summer demand in the second and third quartersA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026Plan to reduce reliance on summer demandAnnual report

    「We will strengthen proposals for developing the new Marone brand and frozen Japanese confectionery products, with the aim of reducing our dependence on the summer season.」

    Against the structural backdrop of sales being concentrated in summer demand, the company outlined a policy of strengthening its product portfolio of new brands and frozen Japanese confectionery to reduce seasonality.
  2. FY2026-H1RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the current interim accounting period tend to be significantly higher than sales in the periods following the interim accounting period.」

    The company reconfirms the seasonality whereby sales in the interim accounting period are significantly higher than in subsequent periods due to the concentration of summer demand.
  3. FY2025-H1RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the current interim accounting period tend to be significantly higher than sales in the periods following the interim accounting period.」

    The company reconfirms the seasonality whereby sales in the interim accounting period are significantly higher than in subsequent periods due to the concentration of summer demand.
  4. FY2025-Q1RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reconfirms the seasonality whereby sales in the second quarter accounting period are significantly higher than in other quarters due to the concentration of summer demand.
  5. FY2024RestatedAnnual report

    「Due to the nature of our business, sales are concentrated in the summer months, and sales in the second quarter accounting period tend to be significantly higher than in other quarterly accounting periods. Accordingly, an unusually cool summer or other abnormal weather during the summer months could affect our business performance.」

    The annual report reconfirms the concentration of sales in the summer and second quarter and the potential impact on performance of an unusually cool summer or abnormal weather.
  6. FY2024-Q2RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reconfirms the seasonality whereby sales in the second quarter accounting period are significantly higher than in other quarters due to summer demand.
  7. FY2024-Q1RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reconfirms the seasonality whereby sales in the second quarter accounting period are significantly higher than in other quarters due to summer demand.
  8. FY2023-Q3RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reconfirms the seasonality whereby sales in the second quarter accounting period are significantly higher than in other quarters due to summer demand.
  9. FY2023-Q2RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reconfirms the seasonality whereby sales in the second quarter accounting period are significantly higher than in other quarters due to summer demand.
  10. FY2022RestatedAnnual report

    「Due to the nature of our business, sales are concentrated in the summer months, and sales in the second quarter accounting period tend to be significantly higher than in other quarterly accounting periods. Accordingly, an unusually cool summer or other abnormal weather during the summer months could affect our business performance.」

    The annual report reconfirms the concentration of sales in the summer and second quarter and the potential impact on performance of an unusually cool summer or abnormal weather.
  11. FY2022-Q3RestatedAnnual report

    「In addition, because demand is concentrated in the summer, sales in the second quarter accounting period tend to be significantly higher than in other quarterly accounting periods.」

    The company reconfirms the seasonality whereby sales in the second quarter accounting period are higher than in other quarters due to summer demand.
  12. FY2022-Q2RestatedAnnual report

    「In addition, because demand is concentrated in the summer, sales in the second quarter accounting period tend to be significantly higher than in other quarterly accounting periods.」

    The company reconfirms the seasonality whereby sales in the second quarter accounting period are higher than in other quarters due to summer demand.
  13. FY2022-Q1RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reconfirms the seasonality whereby sales in the second quarter accounting period are higher than in other quarters due to summer demand.
  14. FY2021-Q3RestatedAnnual report

    「In addition, because demand is concentrated in the summer, sales in the second quarter accounting period tend to be significantly higher than in other quarterly accounting periods.」

    The company reconfirms the seasonality whereby sales in the second quarter accounting period are significantly higher than in other quarters due to summer demand.
  15. FY2021-Q2RestatedAnnual report

    「In addition, because demand is concentrated in the summer, sales in the second quarter accounting period tend to be significantly higher than in other quarterly accounting periods.」

    The company reconfirms the seasonality whereby sales in the second quarter accounting period are significantly higher than in other quarters due to summer demand.
  16. FY2020-Q3RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are significantly higher than in other quarters due to summer demand.
  17. FY2020-Q2RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are significantly higher than in other quarters due to summer demand.
  18. FY2020-Q1RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are significantly higher than in other quarters due to summer demand.
  19. FY2019RestatedAnnual report

    「Due to the nature of our business, sales are concentrated in the summer months, and sales in the second quarter accounting period tend to be significantly higher than in other quarterly accounting periods. Accordingly, an unusually cool summer or other abnormal weather during the summer months could affect our business performance.」

    The annual report reconfirms the concentration of sales in the summer and second quarter and the potential impact on performance of an unusually cool summer or other abnormal weather.
  20. FY2019-Q3RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are significantly higher than in other quarters due to summer demand.
  21. FY2019-Q2RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are significantly higher than in other quarters due to summer demand.
  22. FY2019-Q1RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are significantly higher than in other quarters due to summer demand.
  23. FY2018-Q3RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are higher due to summer demand.
  24. FY2018-Q2RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are higher than in other quarters due to summer demand.
  25. FY2018-Q1RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are higher than in other quarters due to summer demand.
  26. FY2017RestatedAnnual report

    「Due to the nature of our business, sales are concentrated in the summer months, and sales in the second quarter accounting period tend to be significantly higher than in other quarterly accounting periods.」

    The company continues to disclose concentration of demand and sales in the summer and second quarter as an annual business risk.
  27. FY2017-Q3RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are higher due to summer demand.
  28. FY2017-Q2RestatedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The company reiterates the seasonality whereby sales in the second quarter are higher than in the other quarters due to concentrated summer demand.
  29. FY2017-Q1First statedAnnual report

    「Because demand is concentrated in the summer, sales in the second quarter tend to be significantly higher than in the other quarters.」

    The Company explained that the concentration of summer demand makes second-quarter sales significantly higher than those in other quarters.
Moved together

"Sales of the Company’s Own Products, OEM Products and Private-Label Products" moved the same way as this thread, in the same document, in 2 of its 37 moves.

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  1. ★This thread
  2. 1Sales of the Company’s Own Products, OEM Products and Private-Label Products2×
  3. 2ROE Management with a Focus on Cost of Capital2×

★ 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 Seihyo yet. It last moved in the Financial Results Presentation of 2026-10-14: "Restated".
Summer-Concentrated Demand and Sales Weighted Toward the Second Quarter | SEIHYO CO.,LTD. (2872) | Komori