Komori
Hiraki (3059) · RiskMaterialised

Demand Fluctuations Due to Warm Winters and Abnormal Weather

First written in FY2016. 17 of 20 entries say "Materialised", first in FY2018-Q1. Latest entry: 2026-11-05.

20entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2018-Q1 – FY2022RestatedFY20232016: 120162017: 220172018: 420182019: 320192020: 220202021: 020212022: 120222023: 120232024: 020242025: 020252026: 62026
Same theme, other companies
Demand volatility for winter products due to snowfall and mild wintersA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

Hiraki moved to the "Worse" side of this theme in 2017, 2 years before the typical company in this theme (2019).

The whole theme swung hardest in 2020: 7 of 9 companies on the "Worse" side.

3 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「In addition to weak sales of autumn and winter seasonal products, particularly clothing, due to the prolonged summer heat, second-half sales were affected by the opening of competing stores.」

    The prolonged summer heat actually appeared as weak sales of autumn and winter seasonal products and affected sales in the store-based sales business.
  2. FY2023RestatedAnnual report

    「In recent years, abnormal weather and large-scale natural disasters have occurred frequently in Japan, and they have had a considerable impact on our Group's store operations and its ability to secure orders through mail-order and wholesale sales.」

    The risk that abnormal weather and natural disasters will affect store operations and orders through mail-order and wholesale sales continues to be disclosed.
  3. FY2022MaterialisedAnnual report

    「In recent years, abnormal weather and large-scale natural disasters have occurred frequently in Japan, and they have had a considerable impact on our Group's store operations and its ability to secure orders through mail-order and wholesale sales.」

    The impact of abnormal weather and natural disasters has actually affected the ability to secure orders through store operations, mail-order sales and wholesale sales.
  4. FY2021-Q2MaterialisedAnnual report

    「Orders for autumn and winter products struggled due to the extreme heat through mid-September and the loss of front-loaded demand ahead of the previous year's consumption tax increase, among other factors.」

    The extreme heat through mid-September actually appeared as difficulty securing orders for autumn and winter products, and the impact of weather-related demand fluctuations continued.
  5. FY2020-Q3MaterialisedAnnual report

    「Orders in the third quarter were challenging due to the decline in front-loaded demand following the consumption tax increase, as well as weak sales of winter products resulting from the warm winter.」

    Weak sales of winter products due to the warm winter actually materialized as lower orders in the mail-order and store-based sales channels, while the post-consumption-tax-increase decline in demand also affected sales.
  6. FY2020-Q2MaterialisedAnnual report

    「Weak sales of summer products, including beverages, clothing and sandals, due to prolonged rain and low temperatures in July.」

    Prolonged rain and low temperatures in July actually appeared as weak sales of summer products, including beverages, clothing and sandals.
  7. FY2019MaterialisedAnnual report

    「Seasonal products such as sandals and boots were affected by prolonged rain and the warm winter, while our core sneakers failed to meet customer needs and could not drive orders.」

    Prolonged rain and the warm winter affected sales of seasonal products, and weather-related demand fluctuations actually appeared in full-year performance.
  8. FY2019-Q3MaterialisedAnnual report

    「Sales of seasonal products, particularly footwear, struggled, compounded by the effects of the warm winter.」

    The warm winter contributed to weak sales of seasonal products, particularly footwear, and weather-related demand fluctuation risk actually materialized.
  9. FY2019-Q2MaterialisedAnnual report

    「Sales of our core footwear products struggled, partly due to the weather, and sales remained sluggish.」

    The weather affected sales of our core footwear products, and demand fluctuation risk actually materialized as weak sales in the second quarter.
  10. FY2019-Q1MaterialisedAnnual report

    「Orders for summer products remained sluggish due to unstable weather from May through June.」

    Unstable weather affected orders for summer products, and weather-related demand fluctuation risk actually materialized.
  11. FY2018MaterialisedAnnual report

    「Sales promotion products for autumn and winter struggled to generate orders in August and September, partly due to the lingering summer heat.」

    The lingering summer heat affected orders for autumn and winter products, and weather-related demand fluctuations actually materialized during the period.
  12. FY2018-Q3MaterialisedAnnual report

    「Lower temperatures from mid-October drove orders for cold-weather products in the third quarter, but this was not enough to offset the decline in orders in the first and second quarters.」

    While lower temperatures boosted orders for cold-weather products, they did not offset the decline in orders in the first and second quarters, and weather-related demand fluctuations have actually affected cumulative performance.
  13. FY2018-Q1MaterialisedAnnual report

    「Orders for spring and early-summer products got off to a slow start and order volumes remained sluggish due to the year-on-year temperature difference.」

    The year-on-year temperature difference affected the launch of spring and early-summer products and order volumes, and weather- and temperature-related demand fluctuation risk actually materialized during the quarter.
  14. FY2017RestatedAnnual report

    「The group primarily handles basic products, but significant changes from normal conditions caused by abnormal weather could affect operating results and other matters.」

    This has been continuously disclosed as demand fluctuation risk from abnormal weather in general, rather than from specific events such as warm winters.
  15. FY2016First statedAnnual report

    「Personal consumption remained sluggish, and the challenging environment continued as sales of winter merchandise and other products struggled due to the impact of the mild winter.」

    The company described sluggish sales of winter merchandise due to the mild winter as part of the business environment affecting results in the current fiscal year.
Moved together

"Uncertainty in the Demand Environment Due to Economic Stagnation and a Downturn in the Global Economy" moved the same way as this thread, in the same document, in 13 of its 20 moves.

1398765★123456
  1. ★This thread
  2. 1Uncertainty in the Demand Environment Due to Economic Stagnation and a Downturn in the Global Economy13×
  3. 2Labor Shortages, Rising Labor Costs and Soaring Logistics Costs9×
  4. 3Interest-Bearing Debt and Rising Interest Rate Risk8×
  5. 4Sales Competition from New Store Openings by Competitors7×
  6. 5Impact of Exchange-Rate Fluctuations on Import Costs and Profit Margins6×
  7. 6Business mix of higher revenue, lower operating profit and higher net profit5×

★ 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
Hiraki's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-11-05: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.