Komori
Kibun Foods (2933) · RiskMaterialised

Lower Sales of Oden and Hot-Pot Products Due to Warm Winters

First written in FY2023. 1 of 3 entries say "Restated". Latest entry: FY2025-H1.

3entries
2years
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ProgressHeldSoftenedWorseFirst statedFY2023 – FY20242023: 120232024: 22024
Same theme, other companies
Declining demand for oden and hot-pot dishes due to mild wintersA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

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  1. FY2025-H1MaterialisedAnnual report

    「Meanwhile, sales were also affected by an unusually long period of high temperatures and intensifying promotional competition among companies at retail outlets.」

    A period of high temperatures lasting longer than usual actually emerged as a factor affecting sales, and the warm-winter risk related to seasonal demand for oden, hot-pot products and other items materialized.
  2. FY2024RestatedAnnual report

    「Because demand for many products, including oden and hot-pot products, increases during colder periods, if warmer-than-expected weather, particularly a trend toward warmer winters, continues during the autumn and winter, sales may decline, mainly for oden and hot-pot products, potentially affecting the Group's results.」

    The company has reaffirmed measures to capture year-round demand through new product development and sales promotion in response to the risk of lower sales of seasonal products due to warm winters.
  3. FY2023First statedAnnual report

    「Because demand for many products, including oden and hot-pot products, increases during colder periods, if warmer-than-expected weather, particularly a trend toward warmer winters, continues during the autumn and winter, sales may decline, mainly for oden and hot-pot products, potentially affecting the Group's results.」

    In addition to the concentration of results in the third quarter due to seasonality, the company explicitly identifies lower demand for oden and hot-pot products caused by warm winters as a specific risk.
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