Komori
Jason (3080) · RiskMaterialised

Sales Volatility Due to Weather, Extreme Weather and Disasters

First written in FY2016. 11 of 20 entries say "Restated". Latest entry: FY2027-H1.

20entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019MaterialisedFY2020-Q2 – FY2022RestatedFY2023-Q2 – FY20262016: 120162017: 220172018: 220182019: 320192020: 220202021: 120212022: 220222023: 120232024: 120242025: 120252026: 42026
Same theme, other companies
Risk of Natural Disasters, Core System Outages and Weather Affecting Sales OperationsA theme 30 companies write about · 29 as a headwind · 0 as a tailwind

Jason moved to the "Worse" side of this theme in 2020, 2 years after the typical company in this theme (2018).

The whole theme swung hardest in 2022: 11 of 19 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 30 companies compared. The sentences above are computed from all 30.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MaterialisedAnnual report

    「During the interim consolidated accounting period, sales declined slightly year on year as customer numbers, including those of subsidiary サンモール, remained sluggish due to unseasonably cool and rainy weather this summer in the Kanto region, the Company's main area of store expansion.」

    The unseasonably cool and rainy weather in the Kanto region was reflected in actual results through sluggish customer numbers, including at サンモール, and a slight year-on-year decline in sales.
  2. FY2026RestatedAnnual report

    「In recent years, natural disasters such as unsettled weather caused by a year-round trend toward higher temperatures, major typhoons and torrential rain have occurred frequently, creating a latent risk that store operations and other activities may have to be suspended if natural disasters and other events become concentrated in the Tokyo metropolitan area.」

    It continues to identify the risk of stores, logistics facilities and manufacturing sites being suspended due to the frequent occurrence of higher temperatures, typhoons and torrential rain and the concentration of operations in the Tokyo metropolitan area.
  3. FY2025RestatedAnnual report

    「In recent years, natural disasters such as unsettled weather caused by a year-round trend toward higher temperatures, major typhoons and torrential rain have occurred frequently, creating a latent risk that store operations and other activities may have to be suspended if natural disasters and other events become concentrated in the Tokyo metropolitan area.」

    It continues to identify the frequent occurrence of higher temperatures, typhoons and torrential rain, and the risk of stores, logistics facilities and manufacturing sites being suspended due to the concentration of operations in the Tokyo metropolitan area.
  4. FY2024RestatedAnnual report

    「In recent years, natural disasters such as unsettled weather caused by a year-round trend toward higher temperatures, major typhoons and torrential rain have occurred frequently, creating a latent risk that store operations and other activities may have to be suspended if natural disasters and other events become concentrated in the Tokyo metropolitan area.」

    It continues to identify the frequent occurrence of higher temperatures, typhoons and torrential rain, and the risk of store operations being suspended due to the concentration of operations in the Tokyo metropolitan area.
  5. FY2023RestatedAnnual report

    「In recent years, natural disasters such as unsettled weather, particularly during the summer, major typhoons and torrential rain have occurred frequently, creating a latent risk that store operations and other activities may have to be suspended if natural disasters and other events become concentrated in the Tokyo metropolitan area.」

    It continues to identify the frequent occurrence of unsettled weather, major typhoons and torrential rain, and the risk of suspension in the Tokyo metropolitan area, where stores, logistics facilities and manufacturing sites are concentrated.
  6. FY2023-Q2RestatedAnnual report

    「In the retail industry, demand for some products increased as a result of the resurgence of COVID-19 infections and record heat. However, successive increases in electricity rates and food prices have increased the burden on companies and households, and the business environment is expected to remain difficult.」

    It states that record heat affected demand for some products, continuing the theme of weather-related fluctuations in sales.
  7. FY2022WorsenedAnnual report

    「In recent years, natural disasters such as unsettled weather, particularly during the summer, major typhoons and torrential rain have occurred frequently. In addition, the global COVID-19 pandemic has not yet subsided, and uncertainty continues, creating a latent risk that store operations and other activities may have to be suspended if natural disasters and other events become concentrated in the Tokyo metropolitan area.」

    It explicitly identifies the risk of operations being suspended due to the frequent occurrence of unsettled weather, major typhoons and torrential rain, as well as the concentration of stores, logistics facilities and manufacturing sites in the Tokyo metropolitan area.
  8. FY2021WorsenedAnnual report

    「The Group operates Jason stores, joint distribution centers and a drinking-water manufacturing plant in 1 metropolitan area and 5 prefectures, mainly in the Tokyo metropolitan area. Some stores were also damaged by the major typhoons that occurred in September and October 2019, although」

    In addition to existing stores and logistics facilities, the company identifies its drinking-water manufacturing plant as also subject to natural disaster risk, expanding the scope of its operating sites. It continues to disclose store damage caused by past typhoons.
  9. FY2020MaterialisedAnnual report

    「This represents losses, including costs associated with removing assets damaged by Typhoon No. 15 in September 2019 and Typhoon No. 19 in October 2019.」

    The company recognized a ¥3.041 million loss from disasters, including costs associated with removing assets damaged by Typhoons No. 15 and No. 19, disclosing that natural disaster risk had materialized as an actual loss.
  10. FY2020-Q3MaterialisedAnnual report

    「In the retail industry, consumers remain strongly oriented toward thrift, competition across industries and business formats continues to intensify, and abnormal weather such as cool summers and extreme heat, together with a succession of major natural disasters including typhoons, is affecting customer numbers, leaving conditions challenging.」

    It states that weather and natural disasters, including cool summers, extreme heat and major typhoons, affected customer numbers. The financial statements also recognize a ¥3.041 million loss from disasters and ¥1.150 million in insurance proceeds.
  11. FY2020-Q2MaterialisedAnnual report

    「partly because prolonged rain and low temperatures held back customer numbers」

    The disclosure states that weather factors such as prolonged rain and low temperatures affected actual performance by holding back customer numbers.
  12. FY2019RestatedAnnual report

    「The Group's sales of products to general consumers, which generate its revenue, may deviate from planned sales volumes due to adverse weather or extreme weather conditions, affecting its operating results.」

    The risks of sales volatility due to weather and extreme weather, and business disruption caused by natural disasters, continue.
  13. FY2019-Q3RestatedAnnual report

    「Although sales performance remained generally solid, particularly for food products, from the summer onward due to the impact of record-breaking extreme heat」

    The impact of the weather factor of record-breaking extreme heat on sales performance continues to be disclosed.
  14. FY2019-Q2RestatedAnnual report

    「In the retail industry, sales performance remained generally solid, particularly for food products, due to the impact of record-breaking extreme heat, although」

    The disclosure states that the weather factor of record-breaking extreme heat affected sales performance, and the theme of sales volatility due to weather continues.
  15. FY2018RestatedAnnual report

    「The Group's sales of products to general consumers, which generate its revenue, may deviate from planned sales volumes due to adverse weather or extreme weather conditions, affecting its operating results. The Group has established internal emergency systems for disasters and other events, but a major earthquake, storm or flood, or other natural disaster could cause significant disruption to its business activities and affect the Group's operating results and other matters.」

    The risks of sales volatility due to weather and extreme weather, and business disruption caused by natural disasters, continue.
  16. FY2017RestatedAnnual report

    「The Group's sales of products to general consumers, which generate its revenue, may deviate from planned sales volumes due to adverse weather or extreme weather conditions, affecting its operating results. The Group has established internal emergency systems for disasters and other events, but a major earthquake, storm or flood, or other natural disaster could cause significant disruption to its business activities and affect the Group's operating results and financial condition.」

    The risks of sales volatility due to weather and extreme weather, and business disruption caused by large-scale disasters, continue.
  17. FY2017-Q3RestatedAnnual report

    「In the retail industry, although spending by visitors to Japan is slowing, general consumers remain strongly oriented toward low prices and thrift, and competition across industries and business formats is becoming increasingly intense.」

    Adverse weather in the retail environment continues to be mentioned. No material changes are identified in the business risks.
  18. FY2016First statedAnnual report

    「The Group's sales of products to general consumers, which generate its revenue, may deviate from planned sales volumes due to adverse weather or extreme weather conditions, affecting its operating results.」

    Variances in sales volumes due to weather and the impact of large-scale disasters on business activities are identified as risks.
Moved together

"Intensifying competition across industries and business formats" moved the same way as this thread, in the same document, in 4 of its 20 moves.

432★123
  1. ★This thread
  2. 1Intensifying competition across industries and business formats4×
  3. 2Risk of impairment at stores3×
  4. 3Expansion of Small-Market Store Chains2×

★ 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 Jason yet. It last moved in the Earnings presentation of 2026-10-13: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sales Volatility Due to Weather, Extreme Weather and Disasters | JASON CO.,LTD. (3080) | Komori