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Ichimasa Kamaboko (2904) · RiskMaterialised

Impact of high temperatures and the lingering summer heat on seasonal product sales and mushroom market prices

First written in FY2017-Q1. 27 of 32 entries say "Materialised", first in FY2017-Q1. Latest entry: FY2026.

32entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017 – FY2022-Q3MaterialisedFY2024-Q1 – FY20262016: 12017: 420172018: 420182019: 320192020: 420202021: 320212022: 320222023: 120232024: 320242025: 220252026: 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

Ichimasa Kamaboko moved to the "Worse" side of this theme in 2016, 2 years before the typical company in this theme (2018).

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. FY2026MaterialisedAnnual report

    「Although the lingering summer heat delayed the start of demand for hot-pot dishes, sales volume exceeded that of the same period of the previous year due to increased sales of larger packs during the peak demand season.」

    While the lingering summer heat delayed the start of demand for hot-pot dishes, expanded sales of larger packs resulted in mushroom sales volume exceeding that of the same period of the previous year.
  2. FY2026-H1MaterialisedAnnual report

    「Revenue benefited from vegetable prices remaining higher than usual, while prices across the mushroom market, including maitake mushrooms, also remained firm, resulting in selling prices exceeding those in the same period of the previous year. Sales volume slowed somewhat as warm weather continued from early autumn onward, but remained above the level of the same period of the previous year.」

    Warm weather from early autumn onward caused mushroom sales volume to slow somewhat. However, sales volume remained above the level of the same period of the previous year.
  3. FY2025WorsenedAnnual report

    「Although the company had been strengthening sales by renewing products fortified with vitamin D and proposing larger-size products, revenue fell below the previous year as last summer’s extreme heat and the mild winter also affected sales volume.」

    The lack of growth in sales volume caused by the extreme heat and mild winter affected the mushroom business for the full year, causing it to shift from operating profit to an operating loss. The impact of weather conditions has become apparent over the full year.
  4. FY2025-H1MaterialisedAnnual report

    「However, as warmer-than-normal days continued from early autumn onward, even after demand for mushrooms began to increase, sales volume remained sluggish and fell below the same period of the previous year.」

    Warmer-than-normal temperatures from early autumn onward caused mushroom sales volume to remain sluggish and fall below the same period of the previous year.
  5. FY2024Full-year volume decline and loss-making results due to weather conditionsAnnual report

    「Although the company had been strengthening sales by renewing products fortified with vitamin D and proposing larger-size products, revenue fell below the previous year as last summer’s extreme heat and the mild winter also affected sales volume. Despite implementing production efficiencies and cost reductions, profit fell below the previous year because adverse weather conditions, insufficient demand stimulation and higher raw material and labor costs resulted in lower revenue.」

    The lack of growth in sales volume caused by the extreme heat and mild winter led to lower full-year revenue, and the mushroom business shifted from operating profit in the previous year to an operating loss. The impact of weather conditions on the business has become more severe over the full year.
  6. FY2024-Q3MaterialisedAnnual report

    「Sales of vegetables and mushrooms exceeded the same quarter of the previous year, and maitake prices also rose. In sales, the company strengthened sales through the renewal of products fortified with vitamin D and proposals for large-pack products. However, volumes struggled due in part to last summer’s extreme heat and the mild winter, resulting in sales below the same quarter of the previous year.」

    The company explained that last summer’s extreme heat and the mild winter affected the lack of growth in mushroom sales volume, with sales actually being affected by high temperatures and weather conditions.
  7. FY2024-Q2MaterialisedAnnual report

    「Although vegetable market conditions and overall mushroom market conditions exceeded the previous year and maitake prices also rose, the company proposed large-size products and strengthened sales promotion efforts. However, the extreme heat this summer and temperatures above normal from October onward also had an impact, causing sales volumes to stagnate and fall below the same quarter of the previous year.」

    This summer's extreme heat and high temperatures from October onward caused mushroom sales volumes to stagnate.
  8. FY2024-Q1MaterialisedAnnual report

    「Although the company strengthened sales by proposing large-size products intended for use at campsites and barbecues, sales were also affected by sluggish consumption due to this summer's extreme heat.」

    The company explains that sluggish consumption due to this summer's extreme heat actually affected sales in the mushroom business.
  9. FY2022RestatedAnnual report

    「Sales of fried foods used in oden and maitake used in hot-pot dishes tend to be affected by weather and temperature fluctuations during the demand season from autumn through early spring. If sales opportunities decline due to the progression of global warming or other factors, this could affect the Group's business results and financial position.」

    The company continues to disclose the effects of temperature and weather on oden and mushroom sales, as well as the risk of reduced future sales opportunities due to global warming.
  10. FY2022-Q3MaterialisedAnnual report

    「In mid-August, insufficient sunshine, lower temperatures and other factors caused some stagnation in growth, and market prices for vegetables overall and mushrooms exceeded the previous year's levels. From March, market prices stabilized as mushroom arrivals declined and remained above the previous year. During most other periods, however, relatively stable weather supported vegetable growth, and market prices generally remained weak, creating a challenging environment for mushroom sales.」

    Insufficient sunshine and lower temperatures caused market prices to rise, while stable weather and strong growth caused market prices to remain weak, affecting mushroom sales.
  11. FY2022-Q2MaterialisedAnnual report

    「In mid-August, insufficient sunshine and lower temperatures impaired vegetable growth, keeping market prices for vegetables overall and mushrooms firm. During the rest of July and from October onward, however, relatively stable weather supported vegetable growth, and market prices generally remained weak.」

    Market prices remained firm due to insufficient sunshine and lower temperatures, but remained weak for vegetables and mushrooms due to stable weather and strong growth, affecting mushroom sales.
  12. FY2022-Q1MaterialisedAnnual report

    「In the first half of the first quarter, relatively high temperatures and strong vegetable growth caused vegetable and mushroom market prices to weaken. Combined with the reversal of the previous year's stay-at-home demand, this created a challenging environment for mushroom sales. In contrast, insufficient sunshine and lower temperatures in mid-August impaired vegetable growth, causing prices to exceed the previous year and boosting demand for mushrooms.」

    High temperatures caused vegetable and mushroom market prices to remain weak, while insufficient sunshine and lower temperatures led to a recovery in prices, affecting mushroom sales.
  13. FY2021-Q3MaterialisedAnnual report

    「From late November through December, record-high temperatures continued and vegetable growth progressed smoothly, causing prices to plunge and vegetable and mushroom market prices to weaken. From year-end through January, however, mushroom market prices recovered as vegetable market prices rebounded due to low temperatures and heavy snowfall. From late February through March, temperatures remained relatively high and improved vegetable growth caused vegetable and mushroom market prices to weaken again.」

    The company explains that record-high temperatures, low temperatures and heavy snowfall, and subsequent high temperatures actually caused vegetable and mushroom market prices to plunge, recover and weaken again.
  14. FY2021-Q2MaterialisedAnnual report

    「Mushroom market prices remained weak due to the severe late-summer heat from late August onward and a sharp drop in vegetable market prices. As autumn progressed, temperatures fell and demand for hot-pot dishes increased to normal levels in October, leading both vegetable and mushroom market prices to recover. However, from late November through December, record-high temperatures continued and vegetable growth progressed smoothly, causing prices to plunge again. Vegetable and mushroom market prices consequently weakened.」

    The company explains that severe late-summer heat, record-high temperatures and strong vegetable growth actually caused vegetable and mushroom market prices to plunge and remain weak.
  15. FY2021-Q1MaterialisedAnnual report

    「Meanwhile, sales of fried foods used in oden remained weak because, despite the prolonged rainy season, extremely hot weather continued this summer and temperatures remained relatively high even in September, when sales would normally gather pace.」

    Extremely hot weather and high temperatures in September caused sales of fried foods used in oden to weaken during the quarter.
  16. FY2020WorsenedAnnual report

    「Sales of fried foods used in oden and maitake used in hot-pot dishes tend to be affected by weather and temperature fluctuations during the demand season from autumn through early spring. If global warming reduces future sales opportunities, it could affect the Group's business results and financial position.」

    In addition to the effects of high temperatures and mild winters on seasonal-product sales, the company explicitly identifies reduced future sales opportunities due to global warming as a risk.
  17. FY2020-Q3MaterialisedAnnual report

    「Meanwhile, as temperatures remained relatively high nationwide due to weaker cold air than usual, consumers' willingness to purchase oden products was weak and fried foods performed poorly.」

    As temperatures remained higher than usual, consumers' willingness to purchase oden products weakened and fried foods performed poorly. The effects of high temperatures on seasonal-product sales actually occurred.
  18. FY2020-Q2MaterialisedAnnual report

    「Meanwhile, as temperatures remained relatively high nationwide due to weaker cold air than usual, consumers' willingness to purchase oden products was weak and fried foods performed poorly.」

    As temperatures remained higher than usual, consumers' willingness to purchase oden products weakened and fried foods performed poorly. The effects of high temperatures on seasonal-product sales actually occurred.
  19. FY2020-Q1MaterialisedAnnual report

    「The Group's flagship product, crab-flavored fish cakes, has been featured in the media since last year for its purported health and longevity benefits, including fish-meat protein that builds muscle and helps control blood glucose levels, and sales continue to grow amid rising health consciousness. Meanwhile, sales of oden products got off to a slow start and remained weak as temperatures in August and September were higher than usual.」

    Higher-than-usual temperatures slowed the initial sales of oden products. The effects of high temperatures on seasonal-product sales actually occurred during the quarter.
  20. FY2019-Q3MaterialisedAnnual report

    「In this segment, vegetable market prices surged due to unsettled weather, including heavy summer rainfall and a sharp rise in temperatures. From autumn onward, warm, fine weather continued and vegetable growth was strong, but demand for vegetables used in hot-pot dishes was weak due to the mild winter. Vegetable market prices remained weak, as did prices related to mushrooms.」

    The company explains that the effects actually occurred during the quarter, including surging vegetable market prices due to heavy summer rainfall and a sharp rise in temperatures, weaker demand for vegetables used in hot-pot dishes due to the mild winter, and weak prices for vegetables and mushrooms.
  21. FY2019-Q2MaterialisedAnnual report

    「In this segment, vegetable market prices surged due to unsettled weather, including heavy summer rainfall and a sharp rise in temperatures. From autumn onward, warm, fine weather continued, supporting vegetable growth, but demand for vegetables used in hot-pot dishes was weak due to the mild winter, and vegetable market prices remained weak from November onward.」

    Weather-related effects on market prices and demand also occurred during the quarter, with vegetable market prices surging due to heavy summer rainfall and a sharp rise in temperatures, while demand for vegetables used in hot-pot dishes weakened during the mild winter.
  22. FY2019-Q1MaterialisedAnnual report

    「In this segment, vegetable market prices surged due to unsettled weather, including heavy summer rainfall and a sharp rise in temperatures. Meanwhile, maitake prices remained firm as growing consumer health awareness and television coverage of maitake's functional properties supported demand.」

    Weather-related effects on market prices also occurred during the quarter, with vegetable market prices surging due to heavy summer rainfall and a sharp rise in temperatures. Maitake prices remained firm.
  23. FY2018MaterialisedAnnual report

    「However, oden products performed well as temperatures fell from mid-November, but sales began to slow as temperatures rose from February onward, resulting in sales slightly below the previous fiscal year.」

    Oden products performed well as temperatures fell, but sales slowed as temperatures rose from February onward, meaning that weather again affected seasonal-product sales during the full year.
  24. FY2018-Q3MaterialisedAnnual report

    「Una Jiro and Salad Fish were featured in various media, including television and newspapers, and performed steadily as product awareness grew. Oden products performed well as temperatures fell from mid-November, but sales began to slow as temperatures rose from February onward, resulting in sales slightly above the same quarter of the previous year.」

    Oden products performed well as temperatures fell, but sales slowed as temperatures rose from February onward. Weather conditions again affected sales of seasonal products during the quarter.
  25. FY2018-Q2MaterialisedAnnual report

    「In this segment, abundant vegetable supplies in July depressed vegetable market prices. From autumn onward, however, vegetable market prices surged due to unsettled weather and other factors, while mushroom prices remained firm.」

    Weather-related effects on market prices also occurred during the quarter, with vegetable market prices first weakening and then surging due to unsettled weather and other factors. Mushroom prices, meanwhile, remained firm.
  26. FY2018-Q1MaterialisedAnnual report

    「Unsettled weather continued from summer through early autumn, causing substantial fluctuations in vegetable market prices, while mushroom market prices remained firm.」

    The company explains that unsettled weather caused substantial fluctuations in vegetable market prices, indicating that weather-related effects on market prices also occurred during the quarter.
  27. FY2017MaterialisedAnnual report

    「However, as summer temperatures were higher than normal and the late-summer heat persisted, fried foods and fish cakes used in oden performed weakly, resulting in sales below the previous fiscal year.」

    High temperatures and the prolonged late-summer heat weakened sales of seasonal products, resulting in full-year sales below the previous year in the seafood processed-products and prepared-foods businesses.
  28. FY2017-Q3MitigatedAnnual report

    「In this segment, the company launched the eel-inspired product Unaru Oishisa Una Jiro in July and the new food product Salad Fish at the end of February, both of which were well received. However, as September temperatures were higher than normal and the late-summer heat persisted, the fried-food and fish-cake product groups performed weakly, resulting in sales below the same quarter of the previous year. Under these conditions, continued efforts to ensure stable production, improve quality and promote sales resulted in sales and profit both exceeding the same quarter of the previous year.」

    The company explains that high temperatures and the prolonged late-summer heat weakened sales of seasonal products, while mushroom market prices remained firm from autumn onward and sales and profit in the mushroom business exceeded the same period of the previous year. This indicates a partial recovery from the impact.
  29. FY2017-Q2MaterialisedAnnual report

    「Temperatures remained high nationwide from summer through early autumn, depressing market prices for vegetables and mushrooms. From autumn onward, however, vegetable market prices surged amid the effects of unsettled weather, while mushroom market prices remained firm.」

    The company explains that high temperatures from summer through early autumn depressed vegetable and mushroom market prices. From autumn onward, vegetable prices surged and mushroom prices turned firm, but sales and profit in the mushroom business fell below the same period of the previous year.
  30. FY2017-Q1MaterialisedAnnual report

    「As September temperatures were higher than normal and the late-summer heat persisted, the fried-food and fish-cake product groups performed weakly, resulting in sales below the same quarter of the previous year.」

    The company explains that high temperatures and the prolonged late-summer heat weakened sales of seasonal products in the seafood processed-products and prepared-foods businesses. In the mushroom business, high temperatures also depressed market prices for vegetables and mushrooms, resulting in sales and profit below the same period of the previous year.
Moved together

"Risk of Raw Material Sourcing and Price Volatility for Surimi and Other Ingredients" moved the same way as this thread, in the same document, in 19 of its 32 moves.

1999875★123456
  1. ★This thread
  2. 1Risk of Raw Material Sourcing and Price Volatility for Surimi and Other Ingredients19×
  3. 2Impairment Risk for Owned Assets9×
  4. 3Growing Uncertainty in the Global Economy Due to Protectionism and US-China Trade Friction9×
  5. 4Continued consumer focus on savings and low prices, and ongoing price competition8×
  6. 5Risks associated with the expansion and monetisation of overseas operations7×
  7. 6Risk to Business Activities and Demand Trends from COVID-195×

★ 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.

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Impact of high temperatures and the lingering summer heat on seasonal product sales and mushroom market prices | ICHIMASA KAMABOKO CO.,LTD. (2904) | Komori