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Ap Holdings (3175) · RiskMitigatedLatest Monthly (2026-07-10): "Materialised"

Natural Disaster Risk in the Greater Tokyo Area Store and Production Regions

First written in FY2016. 4 of 9 entries say "Materialised", first in FY2019-Q2. Latest entry: 2026-07-10.

9entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018MaterialisedFY2019-Q2 – FY2019RestatedFY20212016: 120162017: 120172018: 220182019: 220192020: 020202021: 120212022: 020222023: 020232024: 020242025: 020252026: 22026
Same theme, other companies

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

The whole theme swung hardest in 2020: 10 of 24 companies on the "Worse" side.

1 other company's 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 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-10MaterialisedMonthly

    「Total-store sales in June 2026 ended at 97.9% of the prior-year month because customer traffic slowed under the impact of successive typhoons.」

    The impact of typhoons on customer traffic and total-store sales actually occurred.
  2. FY2026MitigatedAnnual report

    「The Group has established systems for early recovery in the event of an emergency by developing BCPs (business continuity plans) for its stores and production sites, conducting regular disaster preparedness drills, and obtaining property and casualty insurance.」

    The Group has newly formalised specific measures for early recovery from natural-disaster risks affecting stores and production areas in the Tokyo metropolitan area, including BCPs, disaster preparedness drills and property and casualty insurance.
  3. FY2021RestatedAnnual report

    「Because many of the group's stores are concentrated in the Tokyo metropolitan area, a major disaster such as a large earthquake or typhoon in the region could affect the group's operating results and financial position through lower sales resulting from direct and indirect impacts.」

    The company continues to identify the concentration of stores in the Tokyo metropolitan area and natural disaster risks, including in production regions, as risks.
  4. FY2019MaterialisedAnnual report

    「Same-store sales declined in the core domestic food-service business due to the impact of the Consumer Affairs Agency's corrective order in May, temporary closures caused by natural disasters such as heavy rain and earthquakes, and other factors.」

    The full-year results confirm that, in addition to the Consumer Affairs Agency's corrective order, temporary closures due to heavy rain and earthquakes were factors behind the decline in same-store sales.
  5. FY2019-Q3MaterialisedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, signs of improvement were seen in the core domestic food-service business during the third-quarter accounting period, which included December, the peak sales month. However, this was not enough to offset the sales decline through the cumulative second quarter resulting from the impact of the administrative order issued by the Consumer Affairs Agency in May and temporary closures caused by natural disasters such as torrential rain and earthquakes. In addition, one-time costs related to the launch of a new brand put pressure on profit.」

    The impact of temporary closures due to heavy rain and earthquakes remains a factor in the decline in sales through the second quarter.
  6. FY2019-Q2MaterialisedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, existing-store sales declined in the core domestic food-service business due to the impact of the administrative order issued by the Consumer Affairs Agency in May and temporary closures caused by natural disasters such as torrential rain and earthquakes. In addition, costs were incurred to launch a new brand.」

    Temporary closures caused by torrential rain and earthquakes were identified as factors behind the decline in existing-store sales, and the impact of natural disasters on sales actually materialized.
  7. FY2018RestatedAnnual report

    「Because many of the group's stores are concentrated in the Tokyo metropolitan area, a major disaster such as a large earthquake or typhoon in the region could affect the group's operating results and financial position through lower sales resulting from direct and indirect impacts.」

    The company continues to identify the concentration of stores in the Tokyo metropolitan area and natural disaster risks, including in production regions, as risks.
  8. FY2017RestatedAnnual report

    「Because many of the group's stores are concentrated in the Tokyo metropolitan area, a major disaster such as a large earthquake or typhoon in the region could affect the group's operating results and financial position through lower sales resulting from direct and indirect impacts.」

    The company continues to identify the concentration of stores in the Tokyo metropolitan area and natural disaster risks, including in production regions, as risks.
  9. FY2016First statedAnnual report

    「Because many of the group's stores are concentrated in the Tokyo metropolitan area, a major disaster such as a large earthquake or typhoon in the region could affect the group's operating results and financial position through lower sales resulting from direct and indirect impacts.」

    The company identifies the concentration of stores in the Tokyo metropolitan area and the impact of disasters on livestock and fishing sites in various regions as risks.
Moved together

"Decline in same-store sales and lower store profitability" moved the same way as this thread, in the same document, in 4 of its 9 moves.

444433★123456
  1. ★This thread
  2. 1Decline in same-store sales and lower store profitability4×
  3. 2Store Closures and Recognition of Impairment Losses4×
  4. 3Product Liability and Food Labeling Law Violation Risks4×
  5. 4Deterioration in the profitability of the production and distribution business due to lower operating rates at processing facilities and other sites4×
  6. 5New Store Opening Plans for Tsukada Nojo and Shijuhachigyoba3×
  7. 6Expanding Initiatives for Jidori Chicken, Fresh Fish and Produce and Improving Quality and Freshness3×

★ 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 Ap Holdings yet. It last moved in the Monthly of 2026-07-10: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Natural Disaster Risk in the Greater Tokyo Area Store and Production Regions | AP HOLDINGS CO.,LTD. (3175) | Komori