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DCM Holdings (3050) · RiskMaterialised

Seasonal product demand fluctuations caused by warm winters and unsettled weather

First written in FY2016. 33 of 37 entries say "Materialised", first in FY2016. Latest entry: FY2027-H1.

37entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2016 – FY2021-Q2MaterialisedFY2022-Q1 – FY2023-Q2MaterialisedFY2025-Q1 – FY2027-H12016: 320162017: 420172018: 420182019: 320192020: 320202021: 320212022: 320222023: 420232024: 420242025: 120252026: 52026
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

DCM Holdings 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. FY2027-H1MaterialisedAnnual report

    「In addition, partly because conditions differed from last year, when the rainy season ended early, summer merchandise was broadly affected by a reactionary decline in June.」

    A demand fluctuation actually occurred in June, with summer merchandise broadly affected by a reactionary decline due to the difference in weather conditions from the previous year, when the rainy season ended early.
  2. FY2026MaterialisedAnnual report

    「Although operations were affected by unseasonably cold weather in spring, extreme summer heat and rainfall, vegetable seedlings and seeds performed well, partly due to rising food prices. Snow-removal products also performed well from January onward because of snowfall.」

    Demand for seasonal products, including vegetable seedlings and seeds and snow-removal products, actually fluctuated due to the cold spring weather, extreme heat, rainfall and snowfall.
  3. FY2026-H1MaterialisedAnnual report

    「Sunshades and watering products performed well because of the extreme heat after the rainy season ended. Flower seedlings, fertilizers, and potting soil were affected by unsettled weather, while vegetable seedlings and vegetable seeds performed well.」

    Extreme heat and unsettled weather caused actual fluctuations in demand for seasonal products, including sunshades and watering products, as well as flower seedlings, fertilizers, and potting soil.
  4. FY2025-H1MaterialisedAnnual report

    「Plants such as flower seedlings, as well as related fertilizers and potting soil, performed weakly owing to lower temperatures in March and extreme heat after the rainy season ended, while weed-control products such as herbicides performed well.」

    The effects of lower temperatures in early spring and extreme heat after the rainy season ended, which caused sales of seasonal products such as flower seedlings, fertilizers, and potting soil to weaken, actually materialized. Meanwhile, weed-control products performed well.
  5. FY2025-Q1MaterialisedAnnual report

    「In terms of sales during the first-quarter consolidated cumulative period, electrical cooling equipment such as air conditioners and fans performed well as temperatures rose from April onward, but sales were affected by unsettled weather, including nationwide temperature declines in March and heavy rain in western Japan in late May.」

    While sales were affected by lower temperatures in March and heavy rain in western Japan in late May, rising temperatures from April onward increased demand for electrical cooling equipment.
  6. FY2024AdvancedAnnual report

    「Specifically, we established 2 scenarios, the “decarbonization scenario (a 1.5°C–2°C world)” and the “global warming progression scenario (a 2.7°C–4°C world),” and analyzed the transition risks arising from climate change (policy and regulation, markets, and reputation), physical risks (acute and chronic), and opportunities from an appropriate response to climate change (products and services, markets, and resilience).」

    The analysis of the existing risks related to unsettled weather and extreme weather was made more specific by assessing transition risks, physical risks, and opportunities under 2 scenarios, 1.5°C–2°C and 2.7°C–4°C.
  7. FY2024-Q3MaterialisedAnnual report

    「As temperatures remained high, products for weed control, such as herbicides and brush cutters, and watering products performed well. Meanwhile, outdoor products such as flower and vegetable seedlings and gardening materials performed weakly.」

    While high temperatures drove strong sales of weed-control and watering products, outdoor products such as flower and vegetable seedlings performed weakly, and weather-related fluctuations in demand for seasonal products actually materialized.
  8. FY2024-Q2MaterialisedAnnual report

    「From July onward, sales of sunshades such as reed screens performed well because of record-breaking heat, while outdoor products such as flower and vegetable seedlings performed weakly.」

    While record-breaking heat increased demand for sunshades and other products, sales of outdoor products such as flower and vegetable seedlings were weak, and weather-related fluctuations in demand for seasonal products actually materialized.
  9. FY2024-Q1MaterialisedAnnual report

    「Temperatures were high in March, and the gardening division got off to a strong start, with watering products and herbicides performing well, but sales were affected by unsettled weather from April, when demand peaked, through the latter half of Golden Week.」

    The effects of unsettled weather actually materialized during the peak gardening demand period. Meanwhile, watering products and herbicides performed well during the high temperatures in March.
  10. FY2023Expanded to include climate change riskAnnual report

    「The increasing frequency of extreme weather events associated with climate change could adversely affect the entire business, including the product supply system. The Group also forecasts the weather in advance and prepares an annual sales promotion plan, but if sales fall below the plan because of lower demand for seasonal products caused by unsettled weather, such as cool summers and mild winters, this could affect the Group’s business performance.」

    The existing risk related to seasons and unsettled weather was expanded to “climate change risk,” including the impact of extreme weather on the product supply system and the business as a whole.
  11. FY2023-Q3RestatedAnnual report

    「In terms of sales, conditions were difficult owing to the decline in demand following the surge related to COVID-19 countermeasures and the expansion of working from home, as well as unsettled weather and other factors, but demand for gardening continued to expand.」

    While the effects of unsettled weather on sales of seasonal products continued to materialize, demand for gardening remained firm.
  12. FY2023-Q2MaterialisedAnnual report

    「Although sales were affected by unsettled weather, demand for gardening continued to expand.」

    While unsettled weather in early spring and from June onward affected sales, demand for gardening remained firm. We reconfirmed that seasonal and weather-related fluctuations in demand had actually materialized.
  13. FY2023-Q1MaterialisedAnnual report

    「In terms of sales, sales were affected by the decline in demand following the surge related to COVID-19 countermeasures and the expansion of working from home, as well as unsettled weather in early spring. However, demand for gardening and leisure continued to expand, and gardening, cycling, and leisure products performed well.」

    The effects of unsettled weather in early spring appeared in actual sales trends. Meanwhile, some related products performed well as demand for gardening and leisure expanded.
  14. FY2022-Q3MaterialisedAnnual report

    「In addition, snow blowers, snow-removal equipment, and other products performed well, particularly in eastern Japan, as customers prepared for snowfall early in the season.」

    Demand for snow blowers and snow-removal equipment was strong as customers prepared for early snowfall, and weather-related fluctuations in demand for seasonal products appeared in actual sales trends.
  15. FY2022-Q2MaterialisedAnnual report

    「Although sales were affected by unsettled weather, demand for gardening remained firm, and plants, potting soil, and other products performed well.」

    While the effects of unsettled weather actually materialized, gardening demand remained firm and sales of plants and potting soil performed well.
  16. FY2022-Q1MaterialisedAnnual report

    「In addition, rainwear products such as raincoats and rubber boots performed well, partly because of the high volume of rainfall.」

    Weather-related fluctuations in demand for seasonal products appeared in actual sales trends, including increased demand for rainwear products due to the high volume of rainfall.
  17. FY2021RestatedAnnual report

    「The Group forecasts the weather in advance and prepares an annual sales promotion plan. If sales fall below the plan because of lower demand for seasonal products caused by unsettled weather, such as cool summers and mild winters, this could affect the Group’s business performance.」

    We reconfirmed the risk of lower demand for seasonal products caused by unsettled weather, such as cool summers and mild winters.
  18. FY2021-Q2MaterialisedAnnual report

    「In terms of sales, gardening supplies and summer products performed weakly owing to unsettled weather and the late end of the rainy season.」

    The effects of unsettled weather and the late end of the rainy season, which caused sales of gardening and summer products to weaken, actually materialized. Meanwhile, some seasonal products, including reed screens, rugs, cooling bedding, and air-conditioning equipment, performed well because of the extreme heat.
  19. FY2021-Q1MaterialisedAnnual report

    「In terms of sales, despite the effects of unsettled weather, products related to COVID-19 countermeasures, such as masks, alcohol-based disinfectants, and hand soap, performed well.」

    It stated that the effects of unsettled weather also materialized during the first quarter. Meanwhile, demand for products related to COVID-19 countermeasures was strong, and the impact on sales varied by product.
  20. FY2020-Q3MaterialisedAnnual report

    「In terms of sales, gardening supplies and summer products performed weakly owing to unsettled weather and a succession of typhoons.」

    The effects of unsettled weather and a succession of typhoons, which caused sales of gardening supplies and summer products to weaken, actually materialized.
  21. FY2020-Q2MaterialisedAnnual report

    「In terms of sales, gardening supplies and summer products performed weakly owing to unsettled weather and the late end of the rainy season.」

    The effects of unsettled weather and the late end of the rainy season, which caused sales of gardening supplies and summer products to weaken, actually materialized.
  22. FY2020-Q1MaterialisedAnnual report

    「In terms of sales, gardening products, plants, and other products performed weakly because temperatures were low in early spring, the peak demand season.」

    The effects of low temperatures in early spring, which caused sales of seasonal products such as gardening supplies and plants to weaken, actually materialized.
  23. FY2019-Q3MaterialisedAnnual report

    「In terms of sales, gardening supplies and other products performed weakly from March to August because of unsettled weather during Golden Week, the peak sales period. Meanwhile, extreme heat drove strong sales of air-conditioning and watering products. From September to November, favorable weather supported strong sales of gardening supplies, paints, and other products.」

    While unsettled weather and extreme heat caused fluctuations in demand by product division, improved weather supported strong sales of gardening supplies, paints, and other products from September to November. We reconfirmed that seasonal and weather-related fluctuations in demand had actually materialized.
  24. FY2019-Q2MaterialisedAnnual report

    「In May and June, customer traffic remained sluggish because of unsettled weather, resulting in weak performance across all product divisions. In July and August, sales of gardening supplies and insecticides were sluggish because of extreme heat, while sales of air-conditioning and watering products performed well.」

    Unsettled weather and extreme heat weakened customer traffic and sales of gardening supplies, insecticides, and other products, while demand emerged for air-conditioning and watering products. Seasonal and weather-related fluctuations in demand actually materialized.
  25. FY2019-Q1MaterialisedAnnual report

    「In terms of sales, gardening and leisure products performed well in March and April as temperatures rose, but in May, unsettled weather and other factors caused customer traffic to remain sluggish, resulting in weak performance across all product divisions.」

    The effects of sluggish customer traffic in May due to unsettled weather and other factors, and weak sales across all product divisions, actually materialized.
  26. FY2018MaterialisedAnnual report

    「In terms of sales, sales remained sluggish owing to unsettled weather and other factors, but sales of DCM-brand products performed well, partly because efforts to strengthen promotions, including magazine coverage and television commercials, were effective.」

    The effects of sluggish sales due to unsettled weather continued throughout the fiscal year.
  27. FY2018-Q3MaterialisedAnnual report

    「In terms of sales, sales remained sluggish owing to unsettled weather and other factors, but revenue increased, partly because of the consolidation effect of DCMくろがねや, which became a subsidiary in December 2016.」

    The effects of sluggish sales due to unsettled weather actually materialized during the cumulative third-quarter period.
  28. FY2018-Q2MaterialisedAnnual report

    「In terms of sales, sales remained sluggish owing to unsettled weather and the backlash from earthquake-related demand following the Kumamoto Earthquake, but revenue increased, partly because of the consolidation effect of DCMくろがねや, which became a subsidiary in December 2016.」

    In addition to unsettled weather, the backlash from earthquake-related demand following the Kumamoto Earthquake actually caused sales to remain sluggish.
  29. FY2018-Q1MaterialisedAnnual report

    「Sales of gardening-related products remained sluggish in early spring because of low temperatures and rainfall, but favorable weather from late April through early May led to strong sales.」

    The effects of sluggish sales of gardening-related products due to low temperatures and rainfall in early spring actually materialized, while sales subsequently performed well as weather conditions improved.
  30. FY2017MaterialisedAnnual report

    「Unsettled weather affected demand during the peak spring and autumn seasons, causing sales of plants and gardening-related products to remain sluggish.」

    The effects of sluggish sales of plants and gardening-related products due to unsettled weather during the peak spring and autumn seasons continued throughout the fiscal year.
  31. FY2017-Q3MaterialisedAnnual report

    「Unsettled weather affected demand during the peak spring and autumn seasons, causing sales of plants and gardening-related products to remain sluggish, but sales of DCM-brand herbicides and hose reels performed well.」

    The effects of sluggish sales of plants and gardening-related products due to unsettled weather during the peak spring and autumn seasons actually materialized.
  32. FY2017-Q2MaterialisedAnnual report

    「Sales of gardening-related products remained sluggish owing to unsettled weather from mid-April onward, but sales of electric grass trimmers, DCM-brand herbicides, and hose reels performed well.」

    Sales of gardening-related products remained sluggish owing to unsettled weather. It also stated that sales of leisure products in northern Japan were sluggish because of unsettled weather.
  33. FY2017-Q1MaterialisedAnnual report

    「Sales of seasonal products such as gardening supplies remained sluggish, partly because temperatures were lower than in the previous year from mid-April onward.」

    It stated that sales of seasonal products such as gardening supplies remained sluggish because temperatures were lower than in the previous year.
  34. FY2016MaterialisedAnnual report

    「Sales of seasonal products remained sluggish, partly because of the effects of unsettled weather caused by the mild winter.」

    It identified lower demand caused by cool summers and mild winters as a risk, and stated that sales of snow-removal equipment and other products remained sluggish during the fiscal year because of the mild winter.
Moved together

"Risk of an Economic Downturn Due to Depressed Crude Oil Prices and Slower Growth in Emerging Markets" moved the same way as this thread, in the same document, in 16 of its 37 moves.

161514733★123456
  1. ★This thread
  2. 1Risk of an Economic Downturn Due to Depressed Crude Oil Prices and Slower Growth in Emerging Markets16×
  3. 2Losses at Stores and to Assets Due to Large-Scale Earthquakes, etc.15×
  4. 3Impairment of Fixed Assets Due to Store Closures and Deteriorating Profitability14×
  5. 4Intensifying Cross-Format Competition and Consumers’ Cost-Consciousness7×
  6. 5Higher procurement costs due to surging raw material and energy prices3×
  7. 6Improving the Gross Profit Margin through Procurement Structure Reform and Inventory Management3×

★ 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 DCM Holdings yet. It last moved in the Financial results briefing materials of 2026-09-29: "Materialised".
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Seasonal product demand fluctuations caused by warm winters and unsettled weather | DCM Holdings Co.,Ltd. (3050) | Komori