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Asahi (3333) · RiskDropped

Sluggish Customer Traffic Due to Inclement Weather

First written in FY2020-Q2. 2 of 5 entries say "Dropped", first in FY2020. Latest entry: FY2024.

5entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020-Q2 – FY2020MaterialisedFY2023-Q3 – FY2024-Q22019: 120192020: 120202021: 020212022: 120222023: 120232024: 12024
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

Asahi 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.

0 other companies' latest entry also says "Dropped".

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. FY2024DroppedAnnual report
    The sluggish growth in customer visits due to unfavourable weather, which had been disclosed previously, was not reported as a separate item in this annual report.
  2. FY2024-Q2MaterialisedAnnual report

    「In June, inventory levels also rose as declining demand across the industry became evident and unfavorable weather caused customer traffic to stagnate. From July onward, as a sales-enhancement measure, we conducted promotional campaigns to raise awareness of the Asahi original ENERSYS electric-assist bicycle and the LOUIS GARNEAU brand, for which we hold exclusive general distribution rights in Japan.」

    The number of store visitors struggled to grow due to unfavorable weather, resulting in higher inventory levels. The impact of weather on visitor numbers also occurred in the current quarter.
  3. FY2023-Q3MaterialisedAnnual report

    「In September and October, customer numbers temporarily declined because typhoons led stores from Hokuriku through Chubu and across western Japan to close or shorten their hours, in addition to the impact of some stores that had shortened operating hours or limited their services in response to the COVID-19 pandemic.」

    Store closures and shortened operating hours due to typhoons, along with a temporary decline in customer traffic as a result, actually occurred.
  4. FY2020DroppedAnnual report
    The sluggish customer traffic caused by unfavorable weather, which was described previously, is not presented as a standalone item in the current annual report.
  5. FY2020-Q2First statedAnnual report

    「During the six months ended the second quarter, the company faced a difficult operating environment as domestic unit sales of general-use bicycles continued to decline and customer traffic remained sluggish due to the impact of unfavorable weather.」

    For the first time, the company specifically identified the sluggish customer traffic caused by unfavorable weather as a business environment and sales risk for the quarter.
Moved together

"Risk of fixed asset impairment due to declining profitability at stores and other locations" moved the same way as this thread, in the same document, in 2 of its 5 moves.

2★1
  1. ★This thread
  2. 1Risk of fixed asset impairment due to declining profitability at stores and other locations2×

★ 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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Sluggish Customer Traffic Due to Inclement Weather | ASAHI CO.,LTD. (3333) | Komori