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United Super Markets Holdings (3222) · RiskReframed

Increasing frequency of natural disasters caused by typhoons and torrential rain

First written in FY2017-Q2. 7 of 10 entries say "Materialised", first in FY2018-Q2. Latest entry: FY2022-Q3.

10entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017 – FY2022-Q22016: 120162017: 220172018: 120182019: 220192020: 220202021: 120212022: 1
Same theme, other companies
Economic Stagnation and Demand Decline Caused by Natural Disasters and Adverse WeatherA theme 46 companies write about · 46 as a headwind · 0 as a tailwind

United Super Markets Holdings moved to the "Worse" side of this theme in 2017, 3 years before the typical company in this theme (2020).

The whole theme swung hardest in 2024: 4 of 12 companies on the "Worse" side.

4 other companies' latest entry also says "Reframed".

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 46 companies compared. The sentences above are computed from all 46.
Full recordFilings, disclosures and news, newest first
  1. FY2022-Q3ReframedAnnual report

    「In addition, attention to climate-change risks has been increasing due to extreme weather and disasters arising from it, making sustainability initiatives an essential and critical issue for companies.」

    The description expanded from the previous recognition of the effects of natural disasters to treating extreme weather and disasters as climate-change risks and critical sustainability issues.
  2. FY2022-Q2MaterialisedAnnual report

    「However, as a result of two declarations of a state of emergency and their extensions, as well as prolonged rainfall, low temperatures and other weather conditions, the Group's consolidated results for the six months ended the second quarter of the current fiscal year included operating revenue of ¥360.592 billion, down 3.6% year on year,」

    The company stated that weather conditions such as prolonged rainfall and low temperatures, together with the declarations of a state of emergency and other factors, affected results for the quarter.
  3. FY2020MaterialisedAnnual report

    「In addition to the continued opening of discount stores, drugstores and other businesses in the food markets of the regions where the Company operates stores, which significantly changed the competitive environment, unseasonable weather in July and typhoons in September and October forced some stores to close or shorten their operating hours. As a result, existing-store sales were 98.8% of the prior-year level and customer numbers were 98.5%.」

    Unseasonable weather and typhoons actually resulted in some stores closing or shortening their operating hours, and their impact on sales and customer numbers was described.
  4. FY2020-Q3MaterialisedAnnual report

    「In September and October, typhoons forced some stores to close or shorten their operating hours, affecting business performance.」

    Typhoons directly hit the Kanto region, resulting in store closures, shortened operating hours and an impact on business performance. A loss of ¥236 million caused by typhoon damage was also recognized.
  5. FY2019MaterialisedAnnual report

    「During the consolidated fiscal year under review, Japan's economy continued to recover moderately, although the frequent occurrence of natural disasters such as earthquakes and torrential rain in various regions affected the domestic economy.」

    The full-year results stated that the frequent occurrence of natural disasters such as earthquakes and torrential rain affected the domestic economy.
  6. FY2019-Q3MaterialisedAnnual report

    「Meanwhile, supermarkets are facing a challenging operating environment due to rising wages and difficulties in hiring, as well as the effects of an unusually mild winter.」

    The company stated that, in addition to the effects of rainfall and other factors seen previously, an unusually mild winter affected the challenging operating environment for supermarkets.
  7. FY2018-Q3MaterialisedAnnual report

    「In addition, continued rainfall in October resulted in monthly sales of 99.2% of the prior-year level for all stores and 97.8% for existing stores,」

    Continued rainfall in October emerged as a factor that kept sales at all stores and existing stores below the prior-year level or limited them to a slight increase.
  8. FY2018-Q2MaterialisedAnnual report

    「In addition, August, the peak season, saw consecutive days of rain and falling temperatures, and monthly sales were limited to 100.7% of the prior-year level for all stores and 99.4% for existing stores」

    Rainfall and falling temperatures affected sales during the peak season, and existing-store sales fell below the prior-year level.
  9. FY2017WorsenedAnnual report

    「The Group owns facilities including stores, offices, food manufacturing plants and distribution centers. If earthquakes, floods or other natural disasters, or criminal activity, disrupt the operation of these facilities or require substantial expenditure to restore equipment and other assets, the Group's operating results and financial position may be affected.」

    The scope of the impact of natural-disaster risk was made more specific, extending from the effects of typhoons and torrential rain on economic activity to operational disruptions at facilities and restoration costs caused by earthquakes, floods and other events.
  10. FY2017-Q2First statedAnnual report

    「Although economic activity was negatively affected by the frequent occurrence of natural disasters caused by typhoons and torrential rain,」

    The frequent occurrence of natural disasters caused by typhoons and torrential rain was newly described as an external risk that negatively affected economic activity.
Moved together

"First-quarter revenue and profit growth" moved the same way as this thread, in the same document, in 9 of its 10 moves.

943333★123456
  1. ★This thread
  2. 1First-quarter revenue and profit growth9×
  3. 2Risk of Sluggish Revenue Growth Due to Fluctuations in Fresh-Produce Market Conditions4×
  4. 3Sluggish Real Wage Growth and Uncertainty over Consumer Sentiment3×
  5. 4Business Performance Risks from Competition to Open Stores, Including by Companies from Other Industries, and Market Trends3×
  6. 5Higher Cost Burden, Led by Personnel Expenses3×
  7. 6Recognition of Impairment Losses Associated with Unprofitable Stores and Other Items3×

★ 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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No upcoming earnings preview for United Super Markets Holdings yet.
News
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Increasing frequency of natural disasters caused by typhoons and torrential rain | United Super Markets Holdings Inc. (3222) | Komori