Komori
Taya (4679) · RiskRestated

Abnormal Weather and Seasonal Fluctuation Risk

First written in FY2016. 2 of 5 entries say "Restated". Latest entry: FY2024.

5entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017 – FY2020RestatedFY2021 – FY20242016: 120162017: 120172018: 020182019: 020192020: 120202021: 120212022: 020222023: 020232024: 12024
Same theme, other companies
Performance fluctuations due to product seasonality and differences between actual and forecast weatherA theme 51 companies write about · 49 as a headwind · 3 as a tailwind

Taya moved to the "Worse" side of this theme in 2017, 2 years before the typical company in this theme (2019).

The whole theme swung hardest in 2019: 20 of 42 companies on the "Worse" side.

18 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 51 companies compared. The sentences above are computed from all 51.
Full recordFilings, disclosures and news, newest first
  1. FY2024RestatedAnnual report

    「Our revenue tends to be higher than in other months in July, the summer month with a strong seasonal feel, December, the winter month, and March, which coincides with enrollment, entrance ceremonies, graduation ceremonies and welcome parties at schools and companies. Conversely, adverse weather, such as cool summers, warm winters, prolonged rain and typhoons, and the spread of infectious diseases could affect our business development, operating results and other matters.」

    The company continues to disclose the risk of fluctuations caused by seasonality, adverse weather and infectious diseases.
  2. FY2021RestatedAnnual report

    「Conversely, adverse weather, such as cool summers, warm winters, prolonged rain and typhoons, and the spread of infectious diseases could affect our business development, operating results and other matters.」

    The company continues to disclose the risk that, in addition to adverse weather, the spread of infectious diseases could cause fluctuations in business results.
  3. FY2020WorsenedAnnual report

    「Conversely, adverse weather, such as cool summers, warm winters, prolonged rain and typhoons, and the spread of infectious diseases could affect our business development, operating results and other matters.」

    In addition to adverse weather, the company has added the spread of infectious diseases as a factor that could cause fluctuations in revenue and business results.
  4. FY2017MaterialisedAnnual report

    「On an existing-store basis, average spending per customer increased 4.4% year on year, but customer visits declined 5.5% year on year due in part to longer intervals between visits and adverse weather, resulting in a 1.3% year-on-year decline in existing-store revenue.」

    The company states that adverse weather affected customer visits and existing-store revenue, indicating that weather risk has emerged in the results.
  5. FY2016First statedAnnual report

    「Our revenue tends to be higher than in other months in July, the summer month with a strong seasonal feel, December, the winter month, and March, which coincides with enrollment, entrance ceremonies, graduation ceremonies and welcome parties at schools and companies. Conversely, adverse weather, such as cool summers, warm winters, prolonged rain and typhoons, could affect our business development, operating results and other matters.」

    The company discloses the seasonality of revenue and the potential for fluctuations caused by cool summers, warm winters, prolonged rain and typhoons.
Moved together

"Risk of Consumer Cost-Consciousness and Intensifying Competition Among Beauty Salons" moved the same way as this thread, in the same document, in 2 of its 5 moves.

22★12
  1. ★This thread
  2. 1Risk of Consumer Cost-Consciousness and Intensifying Competition Among Beauty Salons2×
  3. 2Impairment Risk Emerging at Unprofitable Stores2×

★ 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
Taya's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.