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Achilles (5142) · RiskMaterialised

Impact of Unseasonable Weather on Consumer Goods Demand and Prices

First written in FY2017-Q2. 4 of 7 entries say "Materialised", first in FY2018-Q2. Latest entry: FY2020-Q3.

7entries
5years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017-Q2MaterialisedFY2018-Q2MaterialisedFY2019-Q2MaterialisedFY2020-Q1 – FY2020-Q32016: 120162017: 120172018: 220182019: 220192020: 1
Same theme, other companies
Weak non-food division sales due to adverse weather conditionsA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Achilles moved to the "Worse" side of this theme in 2017.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2020-Q3MaterialisedAnnual report

    「Demand in the agricultural field remained sluggish due to the impact of typhoon damage and the mild winter, and sales fell below the previous year's level.」

    Typhoon damage and the mild winter have materialized as sluggish demand and sales below the previous year's level in the agricultural field.
  2. FY2020-Q1MaterialisedAnnual report

    「Sales in the agricultural field fell below the previous year's level because recovery from typhoon damage last year was delayed in some regions.」

    The report states that delays in recovering from the previous year's typhoon damage materialized as sales in the agricultural field falling below the previous year's level.
  3. FY2019DroppedAnnual report

    「Private consumption and consumer prices also remained at low growth rates.」

    The description of the economic environment for the current year does not explicitly mention the impact of adverse weather on consumer goods demand and prices, which had been included in previous quarterly reports.
  4. FY2019-Q2MaterialisedAnnual report

    「In Japan, the economic recovery continued and corporate capital investment increased substantially, while private consumption and the consumer price index remained at low growth rates, partly due to the impact of adverse weather.」

    The economic conditions for the current quarter again state that adverse weather affected the low growth rates of private consumption and the consumer price index.
  5. FY2018DroppedAnnual report

    「In Japan, the current consolidated fiscal year saw a period of gradual economic expansion that exceeded the Izanagi boom, a period of rapid economic growth,」

    The description of the economic environment for the year does not explicitly mention the impact of adverse weather on consumer goods demand and prices, which had been cited through the previous quarter.
  6. FY2018-Q2MaterialisedAnnual report

    「Although there were signs of a recovery in private consumption and corporate capital investment, underlying consumer prices remained broadly flat, partly due to the impact of adverse weather.」

    The report states that adverse weather emerged in the actual economic conditions as a factor keeping underlying consumer prices broadly flat.
  7. FY2017-Q2First statedAnnual report

    「As adverse weather continued in the latter half, prices of goods, including consumer goods, showed a downward trend.」

    Adverse weather first appears independently as a factor behind declines in consumer goods prices, among other effects, in the business environment for the current quarter.
Moved together

"Uncertainty from a Slowdown in Overseas Economies and Geopolitical Developments" moved the same way as this thread, in the same document, in 3 of its 7 moves.

3222★1234
  1. ★This thread
  2. 1Uncertainty from a Slowdown in Overseas Economies and Geopolitical Developments3×
  3. 2Decline in sales of vehicle interior materials due to a slowdown in the automotive market and natural disasters2×
  4. 3Production Adjustments by Overseas Semiconductor Users2×
  5. 4Foreign Exchange Risk2×

★ 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.

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Impact of Unseasonable Weather on Consumer Goods Demand and Prices | Achilles Corporation (5142) | Komori