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Tokyo Base (3415) · RiskMitigated

Fluctuations in Seasonal Product Demand Due to Weather Changes

First written in FY2016. 11 of 26 entries say "Restated". Latest entry: FY2027-H1.

26entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q2MaterialisedFY2020-Q2 – FY2020RestatedFY2022-Q32016: 320162017: 420172018: 420182019: 220192020: 220202021: 020212022: 120222023: 020232024: 120242025: 220252026: 72026
Same theme, other companies
Performance fluctuations due to product seasonality and differences between actual and forecast weatherA theme 50 companies write about · 48 as a headwind · 3 as a tailwind

Tokyo Base moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).

The whole theme swung hardest in 2019: 20 of 42 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MitigatedAnnual report

    「In addition, changes in the progression of the seasons accompanying climate change have made it an industry-wide challenge to review the timing of product launches for each season.」

    Although we continue to recognize changes in the progression of the seasons caused by climate change as a challenge, this filing does not present any new measures by the company.
  2. FY2027-H1RestatedAnnual report

    「In addition, changes in the progression of the seasons accompanying climate change have made it an industry-wide challenge to review the timing of product launches for each season.」

    The filing continues to identify changes in the progression of the seasons caused by climate change and the need to review product launch timing as challenges.
  3. FY2026MitigatedAnnual report

    「By launching high-summer merchandising for the extreme heat in July and August, we were able to generate sales during the midsummer period, which had been a challenge in the previous fiscal year.」

    In response to the challenge that extreme heat makes traditional seasonal merchandising less suitable, we introduced high-summer merchandising to offer products and secure sales during the midsummer period.
  4. FY2026-H1MitigatedAnnual report

    「Introducing products suited to the mid-season climate by revising the product mix (MD) system from 4 seasons (spring, summer, autumn and winter) to 5 seasons (spring, summer, high summer, autumn and winter)」

    In response to the challenge that climate change has made traditional seasonal merchandising less suitable, we revised our system to 5-season merchandising and introduced products suited to the climate.
  5. FY2025Difficulties with autumn merchandise due to extreme heat alongside a recovery in winter merchandiseAnnual report

    「Sales of autumn merchandise struggled due to the extreme heat from June to August 2024, highlighting the challenge that traditional seasonal merchandising is becoming less suited to climate change. However, sales of winter items were strong in the fourth quarter as temperatures fell to normal levels.」

    Sales of autumn merchandise struggled due to the extreme heat, making the mismatch with traditional seasonal merchandising a challenge, while sales of winter merchandise recovered after temperatures fell.
  6. FY2025-H1MaterialisedAnnual report

    「Our traditional seasonal merchandising no longer fits changes in the climate, and we failed to offer a sufficient range of climate-appropriate products during the extreme heat in June and July, resulting in lower sales.」

    Climate change and extreme heat caused our traditional seasonal merchandising and product assortment to become less suitable, and this was cited as an actual factor behind the decline in sales.
  7. FY2022-Q3RestatedAnnual report

    「During the 3rd quarter of the current consolidated cumulative period, there were no material changes in the matters related to the business and accounting conditions described in this quarterly report, including the occurrence of major risks that management recognizes could materially affect the consolidated companies’ financial position, operating results or cash flows, or in the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of fluctuations in demand for seasonal products due to weather changes.
  8. FY2020MaterialisedAnnual report

    「Uncertainty continues due to declining inbound visitors following the spread of the novel coronavirus, voluntary restrictions on going out, declining consumer sentiment, temporary closures and reduced operating hours at commercial facilities, and difficulties in the winter merchandise campaign caused by the warm winter.」

    The warm winter actually occurred and was cited as a factor behind difficulties in the winter merchandise campaign.
  9. FY2020-Q3MaterialisedAnnual report

    「In the apparel retail industry in which we operate, cautious purchasing behavior continues amid unseasonable weather, including a succession of major typhoons, a warm autumn and a warm winter, as well as the consumption tax increase from October.」

    Unseasonable weather, including major typhoons, a warm autumn and a warm winter, actually occurred and was cited as a factor affecting purchasing behavior.
  10. FY2020-Q2MaterialisedAnnual report

    「In the apparel retail industry in which we operate, cautious purchasing behavior continues amid unseasonable weather, including a nationwide delay in the end of the rainy season, the extreme heat in August and typhoons, as well as the consumption tax increase scheduled for October.」

    Unseasonable weather, including the delayed end of the rainy season, extreme heat and typhoons, actually occurred and was cited as a factor affecting purchasing behavior.
  11. FY2020-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of fluctuations in demand for seasonal products due to weather changes.
  12. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of fluctuations in demand for seasonal products due to weather changes.
  13. FY2019-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of fluctuations in demand for seasonal products due to weather changes.
  14. FY2018MaterialisedAnnual report

    「Although conditions for brick-and-mortar sales were unfavorable, including repeated typhoon strikes, sales through the internet continued to grow.」

    Repeated typhoon strikes actually occurred as an event that could affect brick-and-mortar sales and are cited as a factor affecting full-year results.
  15. FY2018-Q3MaterialisedAnnual report

    「Although conditions for brick-and-mortar sales were unfavorable, including repeated typhoon strikes, sales through the internet continued to grow.」

    Weather changes that could affect demand for seasonal products, including repeated typhoon strikes, actually occurred, and the filing states that conditions for brick-and-mortar sales were unfavorable.
  16. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of fluctuations in demand for seasonal products due to weather changes.
  17. FY2018-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of fluctuations in demand for seasonal products due to weather changes.
  18. FY2017RestatedAnnual report

    「If sales of seasonal products are affected by changes in weather, such as cool summers, warm winters, prolonged rainy seasons or heavy snowfall, this could affect the company’s business performance.」

    The company continues to disclose the risk of fluctuations in demand for seasonal products due to weather changes.
  19. FY2017-Q3RestatedAnnual report

    「During the nine months ended the third quarter, there were no new business or other risks and no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of fluctuations in demand for seasonal products due to weather changes.
  20. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of fluctuations in demand for seasonal products due to weather changes.
  21. FY2017-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of fluctuations in demand for seasonal products due to weather changes.
  22. FY2016First statedAnnual report

    「If sales of seasonal products are affected by changes in weather, such as cool summers, warm winters, prolonged rainy seasons or heavy snowfall, this could affect the company’s business performance.」

    The company indicates that sales of seasonal products may be affected by weather changes such as cool summers, warm winters, prolonged rainy seasons and heavy snowfall.
Moved together

"Declining Store Profitability and Impairment of Property, Plant and Equipment" moved the same way as this thread, in the same document, in 7 of its 25 moves.

766655★123456
  1. ★This thread
  2. 1Declining Store Profitability and Impairment of Property, Plant and Equipment7×
  3. 2Strengthening Internet Sales6×
  4. 3Continuation of No Dividends and Investment of Retained Earnings in Business Expansion6×
  5. 4Risk That New Business Formats and Overseas Expansion Will Not Deliver Expected Results6×
  6. 5High Growth Driven by Store and Business-Format Expansion5×
  7. 6Store Expansion Focused on Major Metropolitan Areas and Research into Expansion into Asia5×

★ 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 Tokyo Base yet. It last moved in the Monthly of 2026-07-02: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Fluctuations in Seasonal Product Demand Due to Weather Changes | TOKYO BASE Co.,Ltd. (3415) | Komori