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Seihyo (2872) · RiskMaterialised

Decline in Sales of Proprietary Products and Ice Products Due to Unfavorable Weather

First written in FY2018-Q2. 7 of 18 entries say "Materialised", first in FY2018-Q3. Latest entry: 2026-10-14.

18entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020-Q2 – FY2021OtherFY2024-Q3 – FY20262017: 12018: 220182019: 320192020: 220202021: 120212022: 020222023: 020232024: 420242025: 120252026: 42026
Same theme, other companies
Food and Beverage Purchasing Behavior and Business Performance Fluctuations Caused by Adverse WeatherA theme 18 companies write about · 18 as a headwind · 0 as a tailwind

Seihyo moved to the "Worse" side of this theme in 2018, the same year as the typical company in this theme.

The whole theme swung hardest in 2019: 9 of 13 companies on the "Worse" side.

10 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 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MaterialisedAnnual report

    「Meanwhile, in Niigata Prefecture, the Company's main sales area, there were fewer extremely hot days than in the previous year, while other sales areas were affected by a tendency for temperatures to fall below the previous year's levels and by rainfall. Against this backdrop, the Company worked to expand sales of Momotaro, whose multipack was renewed, but sales of frozen confectionery products other than shaved-ice cups remained sluggish.」

    There were fewer extremely hot days than in the previous year, and other regions were affected by lower temperatures and rainfall, resulting in weather-related weakness in sales of frozen confectionery products other than shaved-ice cups.
  2. FY2026The effects of extreme heat and rainfall occurred concurrentlyAnnual report

    「In terms of weather, the number of extremely hot days increased during the summer, with record-high temperatures recorded in locations across Japan, while rainfall from August onward temporarily slowed frozen confectionery sales.」

    The company disclosed both positive and negative weather effects, with extreme heat boosting sales while rainfall from August onward temporarily slowed frozen confectionery sales.
  3. FY2026-H1Extreme heat boosted sales while rain slowed salesAnnual report

    「Although sales of frozen confectionery slowed from August onward partly because of rain, the number of extremely hot days increased, with record-high temperatures recorded in locations across Japan, and the ice cream segment continued to drive the company's performance.」

    The company states that high temperatures drove the ice cream segment, while rain from August onward slowed frozen confectionery sales, indicating the effects of both favorable and adverse weather.
  4. FY2025-H1Both high temperatures and adverse weather affected salesAnnual report

    「Although sales were affected from July onward by adverse weather caused by heavy rain and typhoons nationwide and by the delayed end of the rainy season in Niigata Prefecture, price revisions for own-brand products in response to rising manufacturing costs contributed to net sales of ¥2,820 million, up 0.1% year on year.」

    The company states that temperatures above normal boosted sales, while heavy rain, typhoons and the delayed end of the rainy season affected sales from July onward.
  5. FY2025-Q1Above-average temperatures boosted frozen confectionery salesAnnual report

    「Own-brand products, particularly frozen confectionery such as shaved ice and Momotaro, which is highly recognized in Niigata Prefecture, performed strongly, partly due to price revisions and the effects of temperatures being higher than normal nationwide.」

    Regarding the theme in which adverse weather had previously been a factor in declining sales, the company states that temperatures above normal this time boosted sales of own-brand products, particularly frozen confectionery.
  6. FY2024RestatedAnnual report

    「Summer extreme heat provided a tailwind, and own-brand products, including shaved ice, Momotaro, which is highly recognized in Niigata Prefecture, and large-format home-use ice cream, performed strongly.」

    Regarding the theme in which adverse weather had previously been a factor in declining sales, the company states that summer extreme heat also provided a tailwind for own-brand product sales in the current fiscal year.
  7. FY2024-Q3Extreme heat provided a tailwind for sales of own-brand productsAnnual report

    「Net sales for the cumulative third quarter remained strong in the core ice cream segment. In addition to efforts to develop new business partners and expand sales to existing business partners, the summer's extreme heat provided a tailwind, supporting strong sales of own-brand products such as shaved ice, Momotaro, which is highly recognized in Niigata Prefecture, and large-format home-use ice cream.」

    Regarding the theme in which adverse weather had previously been a factor in declining sales of ice products and other items, the current disclosure identifies summer extreme heat as a factor boosting sales of own-brand products.
  8. FY2021MaterialisedAnnual report

    「Excess inventory of products caused by adverse weather in the previous fiscal year continued to squeeze storage space for deposited goods during the current fiscal year, resulting in opportunity losses and a decline in storage fee revenue.」

    Excess inventory caused by adverse weather in the previous year continued to squeeze storage space in the current year, leading to a decline in storage fee revenue in the logistics storage segment.
  9. FY2020MaterialisedAnnual report

    「As results remained weak due to the delayed end of the rainy season and adverse weather during the summer, the peak season, as well as a decline in OEM orders, net sales in the ice cream segment for the fiscal year amounted to ¥2,164 million, down 9.8% year on year.」

    The delayed end of the rainy season and adverse weather occurred and, together with a decline in OEM orders, reduced ice cream segment net sales by 9.8% year on year.
  10. FY2020-Q3MaterialisedAnnual report

    「As results remained weak due to the delayed end of the rainy season and adverse weather during the summer, the peak season, as well as a decline in OEM orders, net sales for the cumulative third quarter amounted to ¥3,171 million, down 6.3% from the same quarter of the previous year.」

    The delayed end of the rainy season and adverse weather occurred and, together with a decline in OEM orders, led to a 6.3% year-on-year decrease in net sales.
  11. FY2020-Q2MaterialisedAnnual report

    「Results remained weak due to the delayed end of the rainy season and adverse weather during the summer, the peak season,」

    The delayed end of the rainy season and adverse weather occurred and led to weak sales in the core ice cream segment.
  12. FY2019Favorable weather boosted salesAnnual report

    「Net sales remained strong, partly because the company's core ice cream sales benefited from favorable weather. Sales of in-house-manufactured frozen confectionery products increased significantly, while OEM orders also remained steady.」

    Unlike the decline in sales caused by adverse weather in the previous fiscal year, the current fiscal year describes favorable weather alongside strong ice cream sales, in-house-manufactured frozen confectionery sales and OEM orders.
  13. FY2019-Q3Extreme heat boosted salesAnnual report

    「During the summer, the peak demand season, consecutive days of extreme heat and other factors supported steady sales of the company's core ice cream products and OEM orders (products manufactured under customers' brand names).」

    Unlike the adverse weather that reduced sales in the previous fiscal year, consecutive days of extreme heat in the current fiscal year contributed to steady ice cream sales and OEM orders.
  14. FY2019-Q2Improved weather boosted salesAnnual report

    「As a result of stronger sales of our core frozen dessert products and the exceptionally hot summer, sales of our core ice cream products and orders for OEM products (manufactured under customers’ brand names) remained firm,」

    Unlike the adverse weather that reduced sales in the previous fiscal year, the current fiscal year describes extreme heat alongside steady sales of ice cream and OEM orders.
  15. FY2018-Q3MaterialisedAnnual report

    「Decline in sales of higher-margin ice products due to adverse summer weather during the second-quarter accounting period」

    The company states that adverse summer weather occurred and affected cumulative results through a decline in sales of higher-margin ice products.
  16. FY2018-Q2First statedAnnual report

    「Net sales amounted to ¥2,357 million, compared with ¥2,439 million in the same period of the previous year, due in part to a decline in sales of in-house products caused by adverse weather and a decrease in the sales volume of OEM products (manufactured under customers' brand names) compared with the previous fiscal year.」

    Adverse weather materialized as a decline in sales of in-house products and of the higher-margin ice products, becoming a factor in the decrease in net sales and profit.
Moved together

"Turning Operating Profit, Ordinary Profit and Quarterly Net Profit Positive" moved the same way as this thread, in the same document, in 6 of its 18 moves.

653322★123456
  1. ★This thread
  2. 1Turning Operating Profit, Ordinary Profit and Quarterly Net Profit Positive6×
  3. 2Sales of the Company’s Own Products, OEM Products and Private-Label Products5×
  4. 3Cash Generated from Operating Activities and Increase in Cash and Cash Equivalents3×
  5. 4Increase in Transportation Expenses and Storage Fees During Peak Season3×
  6. 5Enhancing Corporate Value and Achieving Sustainable Growth through the Medium-Term Management Plan2×
  7. 6Risks to Sales Opportunities and Prices from Changes in the Distribution Structure and Competition2×

★ 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 Revision of earnings forecasts of 2026-10-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Decline in Sales of Proprietary Products and Ice Products Due to Unfavorable Weather | SEIHYO CO.,LTD. (2872) | Komori