Komori
Towa Food Service (3329) · RiskMaterialised

Impact of Adverse Weather on Store Traffic and Sales

First written in FY2018-Q3. 4 of 6 entries say "Materialised", first in FY2019-Q2. Latest entry: 2026-08-31.

6entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q2 – 2026-08-312018: 320182019: 120192020: 120202021: 020212022: 020222023: 020232024: 020242025: 020252026: 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

Towa Food Service moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.

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. 2026-08-31MaterialisedEarnings

    「Customer numbers struggled at 96.0% of the previous period in June due to the effects of three typhoons and heavy rain.」

    Described the actual impact of typhoons and heavy rain on customer numbers.
  2. FY2020MaterialisedAnnual report

    「Although affected by the consumption tax increase and typhoon damage, the company was able to increase average spend per customer by offering higher value-added products under its menu strategy in line with the economy's gradual recovery, and results exceeded the published plan for the 9 months from May through January.」

    The company states that typhoon damage affected results, while results exceeded the published plan for the 9 months from May through January.
  3. FY2019MaterialisedAnnual report

    「In the first half, record heat and repeated landfalls of major typhoons, as well as planned railway service suspensions and shortened shopping center hours, caused customer traffic to stagnate due to external factors, and in some months same-store sales fell below 100% of the previous year's level.」

    Record heat, major typhoons, planned railway service suspensions and shortened shopping center hours actually caused same-store sales to fall below the previous year's level in some months.
  4. FY2019-Q2MaterialisedAnnual report

    「The company was in fact affected by unexpected external factors, including the impact of adverse weather such as major typhoons making landfall between July and September, planned railway service suspensions and shortened shopping center hours. In addition, abnormal weather has increasingly had a negative impact as a matter of course in recent years, making new challenges clear.」

    The company states that major typhoons, planned railway service suspensions and shortened shopping center hours actually affected results and store operations, and that it recognized abnormal weather as a new challenge.
  5. FY2018DroppedAnnual report
    The FY2018 text contains no reference to the specific risk of heavy snowfall and low temperatures affecting customer traffic or sales at stores.
  6. FY2018-Q3First statedAnnual report

    「In January, the company was also affected by adverse weather, including the heaviest snowfall in 4 years and prolonged low temperatures,」

    This is the first specific description of the fact that heavy snowfall and low temperatures affected store operations and customer traffic.
Moved together

"Impairment risk due to deteriorating store profitability" moved the same way as this thread, in the same document, in 4 of its 6 moves.

4322★1234
  1. ★This thread
  2. 1Impairment risk due to deteriorating store profitability4×
  3. 2Risk of store closures under fixed-term lease agreements3×
  4. 3Strengthening development of street-front and street-level commercial premises stores2×
  5. 4Uncertainty in the foodservice market and competition for high-value-added offerings2×

★ 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 Towa Food Service yet. It last moved in the Earnings of 2026-08-31: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.