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Konaka (7494) · FactMaterialised

Weak Sales of Coats and Other Cold-Weather Apparel

First written in FY2018-Q1. 7 of 13 entries say "Materialised", first in FY2019-Q1. Latest entry: FY2025.

13entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020 – FY20252018: 220182019: 420192020: 320202021: 020212022: 020222023: 020232024: 220242025: 22025
Same theme, other companies
Sales volatility in fashion products due to seasonality and climateA theme 40 companies write about · 44 as a headwind · 0 as a tailwind

Konaka moved to the "Worse" side of this theme in 2020, 2 years after the typical company in this theme (2018).

The whole theme swung hardest in 2024: 22 of 30 companies on the "Worse" side.

21 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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2025MaterialisedAnnual report

    「Due to the effects of unstable weather, revenue in the core fashion business was ¥52,310 million, down 13.1% year on year.」

    Unstable weather actually resulted in lower fashion business revenue.
  2. FY2025-H1MaterialisedAnnual report

    「Due to the withdrawal of unprofitable stores by 「サマンサタバサグループ」 and the effects of unstable weather, revenue in the core fashion business was ¥30,721 million, down 11.8% year on year.」

    The withdrawal of unprofitable stores by the STJ Group and unstable weather actually resulted in lower fashion business revenue.
  3. FY2024MaterialisedAnnual report

    「The operating environment was difficult, as continued unstable weather, including a mild winter, typhoons, and a prolonged hot summer, suppressed foot traffic and demand for seasonal products.」

    The mild winter and prolonged hot summer suppressed foot traffic and demand for seasonal products, and the impact of weather conditions on apparel sales actually occurred.
  4. FY2024-Q1MaterialisedAnnual report

    「Revenue was affected by periods when demand for autumn and winter products stagnated because average temperatures during the period were higher than usual,」

    Demand for autumn and winter products stagnated due to average temperatures being higher than usual, and this also occurred during the first quarter.
  5. FY2020MaterialisedAnnual report

    「Japan's economy during the consolidated fiscal year was already experiencing weaker consumer sentiment due to the consumption tax rate increase in October last year, the arrival of major typhoons, and a record-breaking mild winter. The spread of the novel coronavirus infection then caused demand to fall sharply.」

    The decline in consumer sentiment and sharp drop in demand caused by the record-breaking mild winter actually occurred as business conditions over the full year.
  6. FY2020-Q2RestatedAnnual report

    「The overall difficult situation, including the consumption tax rate increase, the impact of a major typhoon last autumn on store operations, and weak sales of cold-weather apparel amid a record-breaking mild winter, was compounded by a sharp decline in store traffic and revenue associated with the spread of the novel coronavirus.」

    Weak sales of cold-weather apparel due to the record-breaking mild winter have continued. The sharp decline in store traffic and revenue caused by the novel coronavirus was classified separately as a new risk.
  7. FY2020-Q1MaterialisedAnnual report

    「The situation was difficult due to weak sales of cold-weather apparel, including coats, amid the mild winter.」

    Cold-weather apparel, including coats, continued to struggle due to the mild winter, making the difficult conditions in the fashion business more concrete.
  8. FY2019RestatedAnnual report

    「In the first half (October to March), coats and other cold-weather apparel struggled due to the mild winter. In the second half (April to September), the operating environment remained difficult, and the further casualization of Cool Biz, the effects of natural disasters such as torrential rain and typhoons, and rush demand ahead of the consumption tax increase all fell short of expectations,」

    The full-year disclosure describes factors behind weak apparel sales ranging from weak cold-weather apparel sales to the casualization of Cool Biz, natural disasters, and demand falling short of expectations due to the consumption tax increase.
  9. FY2019-Q3ReframedAnnual report

    「The selling season was difficult due to delayed sales of spring and summer products caused by unfavorable weather and the growing casualization of Cool Biz.」

    The disclosure of factors behind weak apparel sales has expanded from cold-weather apparel and the mild winter to delayed sales of spring and summer products due to unfavorable weather and the growing casualization of Cool Biz.
  10. FY2019-Q2RestatedAnnual report

    「In the company's core fashion business, coats and other cold-weather apparel faced a difficult selling season due to the mild winter,」

    Weak sales of coats and other cold-weather apparel due to the mild winter have continued. The disclosure states that business-related products performed smoothly, however.
  11. FY2019-Q1MaterialisedAnnual report

    「Coats and other cold-weather winter apparel struggled significantly due to the effects of the mild winter.」

    The effects of the mild winter resulted in concrete weakness in cold-weather winter apparel sales during the first quarter as well.
  12. FY2018-Q2RestatedAnnual report

    「The fashion industry remained in a difficult environment, affected by unstable weather, including weak sales of winter and cold-weather apparel.」

    The disclosure states that weak sales of winter and cold-weather apparel due to unstable weather have continued.
  13. FY2018-Q1First statedAnnual report

    「Coats and other cold-weather apparel struggled.」

    The disclosure states that, in the fashion business during the first quarter, suits performed steadily while coats and other cold-weather apparel struggled.
Moved together

"Declining Profitability at Operating Stores and the Risk of Recovering Lease and Security Deposits" moved the same way as this thread, in the same document, in 8 of its 13 moves.

865554★123456
  1. ★This thread
  2. 1Declining Profitability at Operating Stores and the Risk of Recovering Lease and Security Deposits8×
  3. 2Overseas Economic and Foreign-Exchange Uncertainty and Stagnant Personal Consumption6×
  4. 3Ordinary profit and net income declined despite higher sales5×
  5. 4Impairment Risk for Fixed Assets Such as Stores5×
  6. 5Investment Valuation Losses and Impairment Risk Due to Deterioration in Affiliated-Company Performance5×
  7. 6Expanding the Business Base Through Domestic and International Store Expansion4×

★ 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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Weak Sales of Coats and Other Cold-Weather Apparel | KONAKA CO.,LTD. (7494) | Komori