Fluctuations in Consumer Spending Trends Due to Weather and Economic Conditions
First written in FY2016. 16 of 18 entries say "Materialised", first in FY2017-Q1. Latest entry: FY2024.
Otsuka Holdings moved to the "Worse" side of this theme in 2017, 1 year before the typical company in this theme (2018).
The whole theme swung hardest in 2019: 9 of 13 companies on the "Worse" side.
10 other companies' latest entry also says "Materialised".
- FY2024MaterialisedAnnual report
「In Japan, we continued activities promoting brand value, including educational initiatives on replenishing fluids and electrolytes suited to different seasons and situations, which we have pursued for some time, and providing consumers with information on heatstroke prevention. However, sales volume declined due to the effects of reduced consumer activity, including fewer outings, as the number of extremely hot days increased from the previous year.」
The increase in extremely hot days and the decline in consumer activity actually affected domestic sales volume of Pocari Sweat. - FY2023MaterialisedAnnual report
「In Japan, sales volume of Pocari Sweat, a beverage for replenishing fluids and electrolytes, temporarily declined due to the impact of the April 2023 price revision. However, sales volume has been growing steadily this summer, when temperatures reached record highs, partly due to increased use driven by greater interest in preventing heatstroke in daily life.」
The decline in sales volume resulting from the price revision and the increase in demand for heatstroke prevention resulting from record-high temperatures actually emerged in beverage sales. - FY2022-Q2MaterialisedAnnual report
「Due to stagnation in the growth of the premium organic foods market and other markets amid rapidly advancing inflation in Europe, as well as supply chain disruptions, revenue declined on a local-currency basis. However, due to foreign exchange effects, revenue increased on a yen basis.」
The stagnation in the growth of the premium organic foods market and other markets amid rapidly advancing inflation in Europe actually emerged as a decline in local-currency revenue for the Nutrition et Santé brand. - FY2022-Q1MaterialisedAnnual report
「In North America, the DAIYA Foods brand of plant-based foods maintained the leading market share in the dairy-alternative cheese market, supported by proactive initiatives including new product launches and expanded production facilities. Revenue declined slightly, partly due to the effects of disruptions in product transportation accompanying the spread of COVID-19 and natural disasters, but」
Transportation disruptions accompanying the spread of COVID-19 and natural disasters actually affected revenue from plant-based foods. - FY2021MaterialisedAnnual report
「Sales volume for the Match brand of vitamin carbonated beverages declined, partly due to fewer opportunities to go out and unfavorable weather.」
Fewer opportunities to go out accompanying the spread of COVID-19 and unfavorable weather continued to have an actual impact on beverage sales volume. - FY2020MaterialisedAnnual report
「In Japan, in addition to the decline in consumer activity accompanying the spread of COVID-19, unfavorable weather continued during the summer, the peak season for beverage demand, more severely than in the previous year, causing the overall beverage market to decline year on year from January to September.」
Reduced activity due to COVID-19 and unfavorable weather reduced the beverage and sports drink markets and affected sales. - FY2020-Q3MaterialisedAnnual report
「In Japan, in addition to the decline in consumer activity accompanying the spread of COVID-19, unfavorable weather continued during the summer, the peak season for beverage demand, more severely than in the previous year, causing the overall beverage market to decline year on year from January to September.」
Reduced activity due to COVID-19 and unfavorable weather reduced the beverage market and sports drink category, also affecting revenue from Pocari Sweat. - FY2019MaterialisedAnnual report
「In Japan, unfavorable weather continued during July, the peak month for beverage demand, and the sports drink category declined compared with 2018, when temperatures were extremely high.」
Unfavorable weather reduced the sports drink market and also affected domestic revenue from Pocari Sweat. - FY2019-Q3MaterialisedAnnual report
「In Japan, unfavorable weather continued during July, the peak month for beverage demand. Compared with the previous year, when temperatures were extremely high, the overall beverage market declined from January to September, with the sports drink category experiencing a particularly large decline.」
Unfavorable weather reduced the beverage and sports drink markets and also affected domestic revenue from Pocari Sweat. - FY2019-Q1MaterialisedAnnual report
「Meanwhile, lower revenue from the U.S. supplements business, affected by logistics restrictions in some regions due to weather-related factors and inventory adjustments by retailers, as well as lower revenue at Nutrition et Santé, which operates a nutrition and health foods business in Europe, due to increased competition, also had an impact,」
Logistics restrictions due to weather-related factors and inventory adjustments by retailers affected revenue in the U.S. supplements business, demonstrating that external environmental factors actually affected personal consumption and business operations. - FY2018MaterialisedAnnual report
「During the period, extremely hot weather and natural disasters had a significant impact on beverage demand and supply.」
The disclosure for the full fiscal year also states that extremely hot weather and natural disasters actually affected beverage demand and supply. Meanwhile, shipments of 500ml PET bottles of Pocari Sweat reached a record high in July and August. - FY2018-Q3MaterialisedAnnual report
「During the third quarter, extremely hot weather and natural disasters had a significant impact on beverage demand and supply.」
Extremely hot weather and natural disasters actually affected beverage demand and supply. Meanwhile, shipments of 500ml PET bottles of Pocari Sweat reached a record high in July and August. - FY2018-Q2MaterialisedAnnual report
「Although the sports drink market remained sluggish due to weather-related factors, sales volume of Pocari Sweat, a beverage for replenishing fluids and electrolytes, remained at approximately the same level as in the same quarter of the previous year, supported by proactive communications activities primarily targeting younger consumers and the launch of products meeting the demand among seniors and women for smaller package sizes.」
The weather-related downturn in the sports drink market actually occurred and affected personal consumption and sales volume. - FY2017RestatedAnnual report
「Sales volume increased in China as distribution channels expanded and product awareness rose. However, due to the effects of unfavorable weather and an economic downturn in Indonesia, total overseas sales volume declined from the previous period.」
In contrast to the increase in China, the effects of unfavorable weather and an economic downturn continued in Indonesia, resulting in a decline in total overseas sales volume. - FY2017-Q3MaterialisedAnnual report
「Sales volume increased in China as distribution channels expanded and product awareness rose. However, due to the effects of unfavorable weather and an economic downturn in Indonesia, total overseas sales volume declined year on year for the same quarter.」
While sales volume increased in China, the effects of unfavorable weather and an economic downturn actually occurred in Indonesia, resulting in a decline in total overseas sales volume. - FY2017-Q2MaterialisedAnnual report
「Sales volume increased in China as distribution channels expanded and product awareness rose. However, due to the effects of unfavorable weather and an economic downturn in Indonesia, total overseas sales volume declined year on year for the same quarter.」
While sales volume increased in China, the effects of unfavorable weather and an economic downturn actually occurred in Indonesia, resulting in a decline in total overseas sales volume. - FY2017-Q1MaterialisedAnnual report
「Sales volume increased in China as distribution channels expanded and product awareness rose. However, due to the effects of unfavorable weather and an economic downturn in Indonesia, total overseas sales volume declined year on year for the same quarter.」
The effects of unfavorable weather and an economic downturn on personal consumption and sales volume actually occurred in Indonesia, resulting in a decline in total overseas sales volume. - FY2016First statedAnnual report
「Some products handled in the nutraceuticals-related and consumer-related businesses, particularly beverages, are susceptible to the effects of weather and personal consumption trends resulting from economic conditions and other factors.」
The risk that demand for beverages and food products is affected by weather and economic conditions is newly stated explicitly.