Komori
Jade Group (3558) · RiskReframedLatest Earnings (2026-07-15): "Restated"

Risk of Sales Fluctuations Due to Weather, Fashion Trends and Seasonality

First written in FY2017. 15 of 21 entries say "Restated". Latest entry: 2026-07-15.

21entries
10years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2023RestatedFY2025-H1 – FY20252017: 120172018: 120182019: 020192020: 320202021: 420212022: 320222023: 320232024: 320242025: 120252026: 22026
Same theme, other companies
Sales volatility in fashion products due to seasonality and climateA theme 40 companies write about · 44 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 22 of 30 companies on the "Worse" side.

9 other companies' latest entry also says "Restated".

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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-15RestatedEarnings

    「当第1四半期連結累計期間におけるマクロ経済環境は、長引く物価上昇による消費者心理へのマイナス影響、米国関税政策、中東における地政学的リスクの高まり等、経済の見通し、個人消費の動向に関しましては、依然不透明な状況が続いております。」

    物価上昇、米国関税政策、地政学的リスクによる不透明性を継続して記載している。
  2. FY2026Update to the number of brands handledAnnual report

    「The Group handles a broad range of products, including footwear and apparel from more than 5,000 brands, but sales of these products may be affected by abnormal weather conditions such as cool summers and warm winters, as well as unpredictable changes in weather conditions caused by typhoons and other events.」

    While continuing to explain the risk of sales volatility due to weather and seasonal factors, the description of the number of brands handled was updated from more than 4,000 to more than 5,000.
  3. FY2025Update to the number of brands handledAnnual report

    「The Group handles a broad range of products, including footwear and apparel from more than 4,000 brands, but sales of these products may be affected by abnormal weather conditions such as cool summers and warm winters, as well as unpredictable changes in weather conditions caused by typhoons and other events.」

    While continuing to explain the risk of sales volatility due to weather and seasonal factors, the description of the number of brands handled was updated from more than 3,000 to more than 4,000.
  4. FY2025-H1RestatedAnnual report

    「During the current interim consolidated accounting period, social and economic activity continued to normalize year on year, including the recovery of personal consumption and inbound demand, and the economy remained on a gradual recovery track. Meanwhile, exchange rates and price trends remained uncertain, and abnormal weather, including extreme heat and heavy rainfall, also occurred. As a result, the economic outlook also remained uncertain.」

    While describing the normalization of social and economic activity, it continues to indicate uncertainty in the external environment, including weather-related sales volatility, citing abnormal weather such as extreme heat and heavy rainfall.
  5. FY2024MaterialisedAnnual report

    「During the current consolidated fiscal year, the impact of COVID-19 on demand and supply had subsided year on year, but sales of autumn and winter products were sluggish in the third and fourth quarters due to extreme heat.」

    States that sluggish sales of autumn and winter products due to extreme heat actually emerged in the business environment during the second half of the fiscal year.
  6. FY2024-Q3MaterialisedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, the impact of COVID-19 on demand and supply had subsided year on year, but uncertainty increased due to sluggish sales of autumn and winter products resulting from extreme heat in the first half of the quarter, rising consumer prices, concerns over an economic slowdown following changes in monetary policy in various countries, and heightened geopolitical risks.」

    States that extreme heat in the first half of the quarter caused sluggish sales of autumn and winter products, indicating that weather-related sales volatility emerged in the actual business environment.
  7. FY2024-Q2MaterialisedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, the impact of COVID-19 on demand and supply gradually subsided, but uncertainty increased due to sluggish sales of autumn and winter products resulting from extreme heat in the latter half of the quarter, rising consumer prices, concerns over an economic slowdown following changes in monetary policy in various countries, and heightened geopolitical risks.」

    States that extreme heat caused sluggish sales of autumn and winter products, indicating that weather-related sales volatility actually emerged in the business environment during the quarter.
  8. FY2023RestatedAnnual report

    「The Group handles a broad range of products, including footwear and apparel from more than 3,000 brands, but sales of these products may be affected by abnormal weather conditions such as cool summers and warm winters, as well as unpredictable changes in weather conditions caused by typhoons and other events.」

    Continues to indicate the risk of sales volatility due to abnormal weather conditions, typhoons and other factors under a business model handling products from more than 3,000 brands.
  9. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    States that there have been no material changes to the risk of sales volatility due to weather, trends and seasonality.
  10. FY2023-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes to the risk of sales volatility due to weather, trends and seasonality.
  11. FY2022RestatedAnnual report

    「The Company handles a broad range of products, including footwear and apparel from more than 3,000 brands, but sales of these products may be affected by abnormal weather conditions such as cool summers and warm winters, as well as unpredictable changes in weather conditions caused by typhoons and other events.」

    Continues to indicate the risk of sales volatility due to abnormal weather conditions, typhoons and other factors for products from more than 3,000 brands.
  12. FY2022-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes to the risk of sales volatility due to weather, trends and seasonality.
  13. FY2022-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes to the risk of sales volatility due to weather, trends and seasonality.
  14. FY2022-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes to the risk of sales volatility due to weather, trends and seasonality.
  15. FY2021RestatedAnnual report

    「The Group handles a broad range of products, including footwear and apparel from more than 3,000 brands, but sales of these products may be affected by abnormal weather conditions such as cool summers and warm winters, as well as unpredictable changes in weather conditions caused by typhoons and other events.」

    The description of the number of brands handled was updated from more than 2,000 to more than 3,000, while the explanation of the risk of sales volatility due to weather and seasonal factors continues.
  16. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter of the consolidated fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report.」

    States that there have been no material changes to the risk of sales volatility due to weather, trends and seasonality.
  17. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter of the consolidated fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report.」

    States that there have been no material changes to the risk of sales volatility due to weather, trends and seasonality.
  18. FY2020RestatedAnnual report

    「The Group handles a broad range of products, including footwear and apparel from more than 2,000 brands, but sales of these products may be affected by abnormal weather conditions such as cool summers and warm winters, as well as unpredictable changes in weather conditions caused by typhoons and other events.」

    Reiterates the risk that sales of footwear and apparel products from more than 2,000 brands are affected by weather and seasonal factors.
  19. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter of the consolidated fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report.」

    States that there have been no material changes to the risk of sales volatility due to weather, trends and seasonality.
  20. FY2018RestatedAnnual report

    「Sales of these products may be affected by abnormal weather conditions such as cool summers and warm winters, as well as unpredictable changes in weather conditions caused by typhoons and other events.」

    Reiterates the risk of sales volatility for footwear and apparel products due to abnormal weather conditions, typhoons and other factors.
  21. FY2017First statedAnnual report

    「Sales of these products may be affected by abnormal weather conditions such as cool summers and warm winters, as well as unpredictable changes in weather conditions caused by typhoons and other events.」

    Risk that demand for footwear and apparel products is affected by weather and difficult-to-predict changes in weather conditions.
Moved together

"Inventory write-down risk associated with expansion of the purchase-based model" moved the same way as this thread, in the same document, in 2 of its 21 moves.

2222★1234
  1. ★This thread
  2. 1Inventory write-down risk associated with expansion of the purchase-based model2×
  3. 2Growth Opportunities in the Fashion E-Commerce and Retail Distribution DX Markets2×
  4. 3Shareholder Benefit Program Using LOCONDO.jp Coupons2×
  5. 4Expansion of E-Commerce Penetration in Clothing and Fashion Accessories2×

★ 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 Jade Group yet. It last moved in the Earnings of 2026-07-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.