Komori
Taisei Lamick Group Head Quarter & Innovation (4994) · RiskMaterialised

Lost sales opportunities due to adverse weather

First written in FY2020-Q1. 3 of 4 entries say "Materialised", first in FY2020-Q2. Latest entry: FY2021-Q1.

4entries
2years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2020-Q1MaterialisedFY2020-Q2 – FY2021-Q12019: 220192020: 22020
Same theme, other companies
Performance fluctuations due to product seasonality and differences between actual and forecast weatherA theme 58 companies write about · 55 as a headwind · 3 as a tailwind

Taisei Lamick Group Head Quarter & Innovation moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.

The whole theme swung hardest in 2019: 23 of 48 companies on the "Worse" side.

25 other companies' latest entry also says "Materialised".

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 58 companies compared. The sentences above are computed from all 58.
Full recordFilings, disclosures and news, newest first
  1. FY2021-Q1MaterialisedAnnual report

    「The main reason for the decline in revenue was that, although sales increased overseas, particularly in the Americas, and demand related to the COVID-19 pandemic partially offset the volume decline resulting from the review of low-profitability transactions that had been under way in Japan since the fiscal year before last, sales of summer products were sluggish against the backdrop of an unusually long rainy season.」

    The company states that sluggish movement of summer products amid the unusually long rainy season actually emerged as a factor behind the revenue decline, together with the volume decline resulting from the review of low-profitability transactions and other factors.
  2. FY2020-Q3MaterialisedAnnual report

    「In the domestic market, early-season sales of summer products were strong, but sales subsequently fell below those of the same quarter of the previous year due to adverse weather and changes in market conditions.」

    The company states that adverse weather, together with changes in market conditions, contributed to domestic market sales falling below the previous year's level.
  3. FY2020-Q2MaterialisedAnnual report

    「In the domestic market, early-season sales of summer products were strong due to increased demand ahead of the major holidays in May, but sales subsequently fell below those of the same quarter of the previous year because of adverse weather.」

    The company states that adverse weather caused domestic market sales to fall below the previous year's level, with concerns about lost sales opportunities materializing as an actual decline in revenue.
  4. FY2020-Q1First statedAnnual report

    「There are also concerns about lost sales opportunities due to adverse weather and other factors.」

    The company has identified lost sales opportunities due to adverse weather as a new business concern.
Moved together

"Fluctuations in demand due to personal consumption, the Chinese economy and international conditions" moved the same way as this thread, in the same document, in 3 of its 4 moves.

322★123
  1. ★This thread
  2. 1Fluctuations in demand due to personal consumption, the Chinese economy and international conditions3×
  3. 2Risk of exchange-rate fluctuations associated with foreign-currency-denominated transactions2×
  4. 3Fluctuations in packaging machinery sales due to ongoing projects being pushed into the second half2×

★ 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
Taisei Lamick Group Head Quarter & Innovation's next results are scheduled for 2026-11-09. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.