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Kaitori Okoku (3181) · RiskMitigated

Weather Impact on Fashion Products

First written in FY2016. 7 of 12 entries say "Mitigated", first in FY2018. Latest entry: FY2026.

12entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q3 – FY2017MitigatedFY2018 – FY2023WorsenedFY2024 – FY20252016: 120162017: 220172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Sales volatility in fashion products due to seasonality and climateA theme 40 companies write about · 44 as a headwind · 0 as a tailwind

Kaitori Okoku moved to the "Worse" side of this theme in 2024, 6 years after the typical company in this theme (2018).

The whole theme swung hardest in 2024: 22 of 30 companies on the "Worse" side.

1 other company's latest entry also says "Mitigated".

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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Our main product categories are fashion products, including general apparel, footwear, fashion accessories and watches, which accounted for 41.0% of sales in the fiscal year. These categories include highly seasonal products.」

    The proportion of sales accounted for by fashion products exposed to weather-related effects declined from 41.7% in the previous fiscal year to 41.0%. The weather risk itself continues to be disclosed.
  2. FY2025WorsenedAnnual report

    「Our main product categories are fashion products, including general apparel, footwear, fashion accessories and watches, which accounted for 41.7% of sales in the fiscal year. These categories include highly seasonal products. Accordingly, sales trends for fashion products may be affected by weather conditions such as cool summers and warm winters.」

    The proportion of sales accounted for by fashion products exposed to weather-related effects rose from 41.3% in the previous fiscal year to 41.7%.
  3. FY2024WorsenedAnnual report

    「Our main product categories are fashion products, including general apparel, footwear, fashion accessories and watches, which accounted for 41.3% of sales in the fiscal year. These categories include highly seasonal products. Accordingly, sales trends for fashion products may be affected by weather conditions such as cool summers and warm winters.」

    The proportion of sales accounted for by fashion products exposed to weather-related effects rose from 40.3% in the previous fiscal year to 41.3%.
  4. FY2023MitigatedAnnual report

    「Our main product categories are fashion products, including general apparel, footwear, fashion accessories and watches, which accounted for 40.3% of sales in the fiscal year. These categories include highly seasonal products. Accordingly, sales trends for fashion products may be affected by weather conditions such as cool summers and warm winters.」

    The proportion of sales accounted for by fashion products exposed to weather-related effects declined from 43.8% in the previous fiscal year to 40.3%. The weather risk itself continues.
  5. FY2022MitigatedAnnual report

    「Our main product categories are fashion products, including general apparel, footwear, fashion accessories and watches, which accounted for 43.8% of sales in the fiscal year. These categories include highly seasonal products. Accordingly, sales trends for fashion products may be affected by weather conditions such as cool summers and warm winters.」

    The proportion of sales accounted for by fashion products exposed to weather-related effects declined from 44.4% in the previous fiscal year to 43.8%. The weather risk itself continues.
  6. FY2021MitigatedAnnual report

    「Our main product categories are fashion products, including general apparel, footwear, fashion accessories and watches, which accounted for 44.4% of sales in the fiscal year. These categories include highly seasonal products. Accordingly, sales trends for fashion products may be affected by weather conditions such as cool summers and warm winters.」

    The proportion of sales accounted for by fashion products exposed to weather-related effects declined from 47.5% in the previous fiscal year to 44.4%. The weather risk itself continues to be disclosed.
  7. FY2020MitigatedAnnual report

    「Our main product categories are fashion products, including general apparel, footwear, fashion accessories and watches, which accounted for 47.5% of sales in the fiscal year. These categories include highly seasonal products. Accordingly, sales trends for fashion products may be affected by weather conditions such as cool summers and warm winters.」

    The proportion of sales accounted for by fashion products exposed to weather-related effects declined from 50.9% in the previous fiscal year to 47.5%. The weather risk itself continues to be disclosed.
  8. FY2019MitigatedAnnual report

    「Our main product categories are fashion products, including general apparel, footwear, fashion accessories and watches, which accounted for 50.9% of sales in the fiscal year. These categories include highly seasonal products. Accordingly, sales trends for fashion products may be affected by weather conditions such as cool summers and warm winters.」

    The proportion of sales accounted for by fashion products exposed to weather-related effects declined from 51.4% in the previous fiscal year to 50.9%.
  9. FY2018MitigatedAnnual report

    「Our main product categories are fashion products, including general apparel, footwear, fashion accessories and watches, which accounted for 51.4% of sales in the fiscal year. These categories include highly seasonal products. Accordingly, sales trends for fashion products may be affected by weather conditions such as cool summers and warm winters.」

    The proportion of sales accounted for by fashion products exposed to weather-related effects declined from 51.7% in the previous fiscal year to 51.4%.
  10. FY2017WorsenedAnnual report

    「Our main product categories are fashion products, including general apparel, footwear, fashion accessories and watches, which accounted for 51.7% of sales in the fiscal year. These categories include highly seasonal products. Accordingly, sales trends for fashion products may be affected by weather conditions such as cool summers and warm winters.」

    The proportion of sales accounted for by fashion products exposed to weather-related effects rose from 45.2% to 51.7%.
  11. FY2017-Q3MaterialisedAnnual report

    「In the retail industry, seasonal products have performed poorly due in part to adverse weather, and sluggish personal consumption has tended to persist.」

    Previously, the disclosure described weather-related fluctuations in fashion product sales as a possibility, but for the cumulative period of the current quarter it states that seasonal products performed poorly due to adverse weather.
  12. FY2016First statedAnnual report

    「Our main product categories are fashion products, including designer brands, American casual wear, general apparel, footwear and fashion accessories, which accounted for 45.2% of sales in the fiscal year. These categories include highly seasonal products. Accordingly, sales trends for fashion products may be affected by weather conditions such as cool summers and warm winters.」

    Fashion products account for 45.2% of sales, and fluctuations caused by cool summers and warm winters are identified as a potential risk.
Moved together

"EC-related investment and impairment loss at the Neyagawa store weigh on profits" moved the same way as this thread, in the same document, in 9 of its 12 moves.

977754★123456
  1. ★This thread
  2. 1EC-related investment and impairment loss at the Neyagawa store weigh on profits9×
  3. 2Store Policy Based on Scrap-and-Build7×
  4. 3Development of New Business Formats through Specialty Tool and Women’s Fashion Stores7×
  5. 4Reliance on Interest-Bearing Debt and Interest Rate and Financing Risks7×
  6. 5Capital Allocation Prioritizing Stable Growth and Strengthening the Earnings Base5×
  7. 6Improving sourcing accuracy, managing product freshness, and store renovations4×

★ 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.

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Weather Impact on Fashion Products | KAITORI OKOKU CO.,LTD. (3181) | Komori