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Joyful Honda (3191) · RiskWorsenedLatest Results presentation (2026-08-03): "Materialised"

Changes in Customer Traffic and Demand for Seasonal Products Due to Adverse Weather

First written in FY2016. 9 of 20 entries say "Materialised", first in FY2016. Latest entry: 2026-08-03.

20entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2019-Q3MaterialisedFY2022-Q1 – 2026-08-032016: 22017: 220172018: 320182019: 320192020: 320202021: 220212022: 320222023: 020232024: 020242025: 120252026: 12026
Same theme, other companies
Impact of Weather and Water Supply Restrictions on Store Operations and SalesA theme 32 companies write about · 32 as a headwind · 0 as a tailwind

Joyful Honda moved to the "Worse" side of this theme in 2022, 3 years after the typical company in this theme (2019).

The whole theme swung hardest in 2026: 8 of 10 companies on the "Worse" side.

17 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 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-03MaterialisedResults presentation

    「The number of customers declined due to the impact of extremely hot weather.」

    The company states that extremely hot weather actually reduced customer traffic in the fiscal year ended June 2026.
  2. FY2025WorsenedAnnual report

    「Amid a market environment in which soaring raw material prices, the progression toward two-season weather patterns due to global warming, and growing demand related to disaster preparedness and crime prevention have become increasingly evident, new housing starts in the Materials and Professional Products business remained sluggish due to rising construction costs and a shortage of skilled workers.」

    Regarding weather and climate factors, the disclosure explicitly identifies the progression toward two-season weather patterns caused by global warming as a change in the market environment and also describes the weak performance of gardening-related products due to extreme heat.
  3. FY2022MaterialisedAnnual report

    「Meanwhile, weather changes, including prolonged rain during busy periods such as the Obon holiday season, the delayed decline in winter temperatures, and snowfall, affected customer traffic and sales of seasonal products.」

    Prolonged rain, the delayed decline in winter temperatures, and snowfall directly affected customer traffic and sales of seasonal products.
  4. FY2022-Q3MaterialisedAnnual report

    「Meanwhile, weather changes, including prolonged rain during busy periods such as the Obon holiday season, the delayed decline in winter temperatures, and snowfall, affected customer traffic and sales of seasonal products.」

    Regarding adverse weather, prolonged rain, the delayed decline in winter temperatures, and snowfall directly affected customer traffic and sales of seasonal products.
  5. FY2022-Q2MaterialisedAnnual report

    「The rapid spread of COVID-19 and weather changes, including prolonged rain during busy periods such as the Obon holiday season and rising winter temperatures, affected customer traffic and sales of seasonal products.」

    The rapid increase in infections, prolonged rain during busy periods, and rising winter temperatures directly affected customer traffic and sales of seasonal products.
  6. FY2022-Q1MaterialisedAnnual report

    「The rapid spread of COVID-19 and adverse weather during busy periods such as the Obon holiday season affected customer traffic and sales of seasonal products.」

    The disclosure states that the rapid increase in infections, prolonged rain and low temperatures from mid-August reduced customer numbers and weakened sales of seasonal products.
  7. FY2021MitigatedAnnual report

    「To address these risks, we maintain fire and earthquake insurance against the risk of losses from natural disasters, have established a BCP manual setting out emergency response procedures, promptly establish a disaster response headquarters when an emergency occurs, and use safety confirmation services via smartphones and other devices to assess disaster conditions and confirm the safety of employees and their families.」

    Measures to address weather and natural disaster risks have been established through insurance, a BCP manual, a disaster response headquarters, and safety confirmation services.
  8. FY2021-Q1RestatedAnnual report

    「Sales of daily necessities were strong for COVID-related products such as masks, disinfectant, toilet paper, and kitchen and dining supplies, reflecting measures to prevent the spread of COVID-19. However, sales of beverages, alcohol, and some daily necessities remained weak due to the late end of the rainy season, the decline following front-loaded demand ahead of the previous year's consumption tax increase, and the loss of inbound tourism demand.」

    The disclosure states that the late end of the rainy season affected sales of daily necessities and other products, reconfirming weather-related fluctuations in demand.
  9. FY2020-Q3MaterialisedAnnual report

    「The impact of a warm winter reduced demand for winter tires, resulting in lower sales in the vehicle inspection and maintenance and tire divisions.」

    The warm winter materialized as lower demand for winter tires and lower sales in the vehicle inspection and maintenance and tire divisions.
  10. FY2020-Q2MaterialisedAnnual report

    「A power outage caused by Typhoon No. 15 resulted in 2 stores operating partially for 3 days. In addition, all stores were closed on 12 October as Typhoon No. 19 approached. However, the Housing-related category grew substantially because we responded flexibly to demand for restoration work and continued to address demand for countermeasures, restoration, and reconstruction following successive typhoons and heavy rain.」

    Typhoons No. 15 and 19 and heavy rain directly affected store operations and product demand, resulting in partial operations and the closure of all stores, while the disclosure also describes the response to restoration and reconstruction demand.
  11. FY2020-Q1MaterialisedAnnual report

    「In the Home Center business, sales of seasonal products stagnated in July due to adverse weather, but sales of summer-related products grew amid the daily extreme heat after the rainy season ended. In addition, planned merchandise procurement enabled us to meet front-loaded demand ahead of the consumption tax increase, resulting in growth in the Household Goods division and other areas. Although two stores operated partially for 3 days due to Typhoon No. 15 in September, the Housing-related category grew substantially because we responded flexibly to demand for restoration work.」

    Adverse weather, extreme heat, and Typhoon No. 15 directly affected seasonal product sales and store operations, resulting in 2 stores operating partially for 3 days.
  12. FY2019-Q3RestatedAnnual report

    「Although sales generally stagnated during the summer due to record heat, they remained firm thereafter, led by construction materials, particularly roofing materials, on demand for repairs following typhoon damage.」

    The disclosure continues to show that record heat and typhoons affected product demand and customer traffic.
  13. FY2019-Q2RestatedAnnual report

    「In the Home Center business, the full-scale operation of the renovated Home Center Chiba store and specialty stores for antiques and fashion accessories, tools, hardware and workwear, and pets contributed to sales. However, the Household Goods division faced intense competition from other industries, while the Garden Life division struggled significantly due to record summer heat and typhoons.」

    Record heat and typhoons contributed to the Garden Life division's weak performance, continuing to indicate the risk that adverse weather conditions affect the performance of seasonal products.
  14. FY2019-Q1RestatedAnnual report

    「Overall, sales in the Home Center business declined from the previous fiscal year due to a substantial reduction in selling space resulting from temporary operations at the Home Center Chiba store since May 2017, its temporary closure since February 2018, the closure of JOYFUL-2 and reorganization of the tenant zone at the Chiyoda store, and a decline in customer traffic due to adverse weather conditions such as typhoons and snowfall.」

    The decline in customer traffic due to adverse weather conditions such as typhoons and snowfall continues to emerge as a factor behind lower sales.
  15. FY2018-Q3RestatedAnnual report

    「Overall, sales in the Home Center business declined from the previous fiscal year due to a substantial reduction in selling space resulting from temporary operations at the Home Center Chiba store since May 2017, its temporary closure since February 2018, the closure of JOYFUL-2 and reorganization of the tenant zone at the Chiyoda store, and a decline in customer traffic due to adverse weather conditions such as typhoons and snowfall.」

    The decline in customer traffic due to adverse weather conditions such as typhoons and snowfall continues to emerge as a factor behind lower sales.
  16. FY2018-Q2RestatedAnnual report

    「Highly seasonal product categories, including the Garden, Agrilife, and Home Interior divisions, struggled as customer traffic declined due to typhoons in the latter half of the quarter.」

    The decline in customer traffic due to typhoons materialized during the quarter as weak sales of highly seasonal product categories.
  17. FY2018-Q1RestatedAnnual report

    「The Housing Materials and DIY division, which had benefited from demand related to typhoon damage in the previous year, also reported lower sales due to the subsequent decline in demand. Highly seasonal product categories, including the Garden and Home Interior divisions, struggled as a result of the prolonged rain in the first half of the first quarter and the easing of the summer heat.」

    Weather-related factors, including prolonged rain and the decline following typhoon-related demand, affected sales of seasonal and housing-related products.
  18. FY2017-Q2RestatedAnnual report

    「The retail industry also faced a difficult operating environment, as personal consumption remained sluggish and customer traffic was held back by the effects of adverse weather conditions, including successive typhoons and prolonged rain.」

    The disclosure also cites sluggish customer traffic due to adverse weather conditions such as typhoons and prolonged rain during the cumulative period of the quarter.
  19. FY2017-Q1RestatedAnnual report

    「The retail industry also faced a difficult operating environment, as personal consumption remained sluggish and customer traffic declined due to the effects of adverse weather conditions, including successive typhoons and prolonged rain.」

    The decline in customer traffic caused by typhoons and prolonged rain materialized as an actual factor affecting the operating environment during the quarter.
  20. FY2016MaterialisedAnnual report

    「Accordingly, adverse weather conditions such as cool summers, warm winters, and prolonged rain may cause significant fluctuations in customer traffic and demand for seasonal products, potentially affecting business results.」

    The disclosure states that a warm winter caused weak sales of heating equipment, snow-removal products, greenhouse materials, and other products.
Moved together

"Disruptions to Procurement Routes and Fluctuations in Raw Material and Product Prices" moved the same way as this thread, in the same document, in 5 of its 20 moves.

533333★123456
  1. ★This thread
  2. 1Disruptions to Procurement Routes and Fluctuations in Raw Material and Product Prices5×
  3. 2Substantial Investments in Large-Scale Stores and Fixed Asset Impairment3×
  4. 3Uncertainty arising from international political developments and geopolitical concerns3×
  5. 4Business interruptions caused by natural disasters, accidents and fires3×
  6. 5Business impact of the spread of COVID-193×
  7. 6Changes in Customer Lifestyles Driven by the Declining Birthrate and Aging Population, and Restructuring in the Retail Industry3×

★ 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
Joyful Honda's next results are scheduled for 2026-11-02. Read the earnings preview It last moved in the Results presentation of 2026-08-03: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Changes in Customer Traffic and Demand for Seasonal Products Due to Adverse Weather | JOYFUL HONDA CO.,LTD. (3191) | Komori