Sluggish Sales and Inventory Disposals Due to Abnormal Weather
First written in FY2017. 17 of 21 entries say "Materialised", first in FY2019-Q2. Latest entry: 2026-10-15.
Tsi Holdings 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.
22 other companies' latest entry also says "Materialised".
- FY2027-H1MaterialisedAnnual report
「In addition, although spring merchandise went on sale early due to a record warm spring at the beginning of the season, weather and climate conditions became unstable from June onward, having a significant impact on demand for summer merchandise.」
It was reported that the record warm spring and unstable weather and climate conditions from June onward had a tangible impact on demand for spring and summer merchandise. - FY2026-H1MaterialisedAnnual report
「The business environment was susceptible to growing concerns about an economic slowdown, including record-high temperatures.」
It was stated that record-high temperatures emerged as an actual business-environment factor during the interim period. - FY2025MaterialisedAnnual report
「In the apparel-related business, struggling sales of spring merchandise and delayed launches of autumn and winter merchandise due to the lingering heat in September and October affected revenue.」
Struggling sales of spring merchandise and delayed launches of autumn and winter merchandise due to the lingering heat actually affected revenue. - FY2025-Q1MaterialisedAnnual report
「Sales of spring merchandise slowed in March due to low temperatures, but from April onward, early-summer merchandise performed well as temperatures rose.」
Low temperatures actually affected sales by slowing sales of spring merchandise. - FY2024MaterialisedAnnual report
「Meanwhile, temperatures remained higher than usual, slowing sales of autumn and winter merchandise. As a result, revenue from the apparel-related business was ¥150.076 billion, up 0.5% from the previous fiscal year.」
Higher-than-usual temperatures actually resulted in slower sales of autumn and winter merchandise, affecting sales in the apparel-related business. - FY2024-Q3MaterialisedAnnual report
「While pursuing these initiatives, temperatures remained higher than usual, slowing sales of autumn and winter merchandise. As a result, revenue from the apparel-related business was ¥110.918 billion, down 0.6% year on year.」
Higher-than-usual temperatures actually resulted in slower sales of autumn and winter merchandise and lower revenue from the apparel-related business. - FY2020MaterialisedAnnual report
「Inbound demand slowed, while consumption declined following the tax increase, and disasters such as typhoons occurring across Japan and sluggish sales of winter apparel due to the mild winter also had an impact. In addition, consumer trends deteriorated from February 2020 due to the effects of the novel coronavirus, which spread worldwide.」
It stated that typhoons, the mild winter and the novel coronavirus affected the actual apparel consumption and sales environment. - FY2020-Q3MaterialisedAnnual report
「Overall conditions became challenging as several negative factors converged, including slowing inbound demand, a decline in consumption following the tax increase, and disasters such as typhoons occurring across Japan, as well as unfavorable weather conditions.」
It stated that disasters such as typhoons and unfavorable weather conditions emerged as negative factors in the actual business environment. - FY2020-Q2MaterialisedAnnual report
「The longer rainy season than the previous year resulted in delayed sales of summer items, including lightweight apparel.」
It stated that the longer rainy season actually affected the sales environment in the second quarter by delaying sales of summer items. - FY2020-Q1MaterialisedAnnual report
「Unstable temperature changes have weakened sales of key products such as spring apparel, and consumption trends for apparel as a whole have remained stagnant.」
The actual business environment during the quarter included the impact of unstable temperature changes on sales trends for key products such as spring apparel. - FY2019-Q3MaterialisedAnnual report
「Although personal consumption and consumer sentiment have been gradually improving, led by growing inbound demand for high-value products, there were also negative impacts from disasters such as earthquakes and typhoons」
The disclosure stated that negative impacts from disasters such as earthquakes and typhoons had actually occurred during the cumulative third-quarter period. - FY2019-Q2MaterialisedAnnual report
「Amid negative impacts including the extreme heat following the end of the rainy season, the northern Osaka earthquake and torrential rains in various parts of western Japan」
The disclosure stated that extreme heat, an earthquake and torrential rains had actually occurred as negative impacts on the business environment during the quarter. - FY2018RestatedAnnual report
「Unpredictable changes in weather conditions, including prolonged rainy seasons, cool summers, warm winters and typhoons, may affect the Group's business results through sluggish sales and inventory disposal.」
Reconfirmed the risk of sluggish sales and inventory disposal due to abnormal weather. - FY2017First statedAnnual report
「Unpredictable changes in weather conditions, including prolonged rainy seasons, cool summers, warm winters and typhoons, may affect the Group's business results through sluggish sales and inventory disposal.」
Prolonged rainy seasons, cool summers, warm winters and typhoons were expressly identified for the first time as business risks.