Komori
Tiemco (7501) · InitiativeWorsened

Strengthening Sales of Winter Markdown Items and Insect-Resistant Material Products

First written in FY2016-Q2. 14 of 29 entries say "Restated". Latest entry: 2026-10-09.

29entries
11years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q2 – FY2021-Q1AdvancedFY2022-Q2 – FY20232016: 220162017: 420172018: 420182019: 320192020: 120202021: 120212022: 220222023: 420232024: 220242025: 220252026: 42026
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

Tiemco moved to the "Worse" side of this theme in 2025, 7 years after the typical company in this theme (2018).

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

2 other companies' latest entry also says "Worsened".

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. FY2025WorsenedAnnual report

    「In the outdoor business, sales of cold-weather clothing and accessories performed well early in the period due to winter cold. However, the sharp rise in temperatures and lower precipitation from spring onward affected sales of spring/summer clothing, particularly waterproof jackets, and fishing gear. In addition, record-high temperatures during the September-November autumn period, surpassed only by 2024 and 2023, delayed the start of autumn/winter clothing sales. The number of directly operated stores also declined from the same period of the previous year, contributing to a reduction in sales scale mainly from the beginning of the period through August.」

    Although cold-weather clothing performed well, challenges in spring/summer merchandise and fishing gear, the delayed launch of autumn/winter merchandise, and the decline in directly operated stores combined to worsen the sales environment for the outdoor business.
  2. FY2025-H1Strong sales of cold-weather clothing and delayed launch of spring/summer clothingAnnual report

    「In the outdoor business, sales of cold-weather clothing and accessories performed well early in the period due to winter cold. However, large fluctuations in spring temperatures made sales of spring/summer clothing, particularly jackets, and fishing gear (fishing apparel) challenging.」

    Cold weather supported sales of cold-weather clothing and accessories, while spring temperature fluctuations made sales of spring/summer clothing and fishing gear challenging.
  3. FY2024WorsenedAnnual report

    「Sales of spring/summer clothing, particularly products made with insect-repellent material (Scorlon), and mail-order sales generally performed well. However, sales of autumn/winter clothing fell sharply again, partly because temperatures reached record highs during the September-November autumn period.」

    Spring/summer merchandise and mail-order sales generally performed well, but record-high autumn temperatures again caused a sharp decline in autumn/winter merchandise sales, resulting in a 3.6% year-on-year decrease in outdoor business net sales.
  4. FY2024-Q2Weak sales of cold-weather clothing and strong sales of spring/summer merchandiseAnnual report

    「In the outdoor business, sales of cold-weather clothing and cold-weather accessories were sluggish due to a record warm winter. Sales of fishing gear, which had been strong in the previous year, also weakened due to the poor performance of the fishing equipment market. Meanwhile, sales of spring/summer clothing generally performed well but were insufficient to offset the weakness in cold-weather clothing and other products.」

    A record warm winter depressed sales of cold-weather clothing and accessories, while fishing gear was affected by weakness in the fishing equipment market. Spring/summer clothing generally performed well, but not enough to offset the decline.
  5. FY2023AdvancedAnnual report

    「Sales of lightweight jackets made with breathable waterproof material (GORE-TEX), products made with insect-repellent material (Scorlon), fishing gear and other products exceeded the same period of the previous year. As a result, outdoor business net sales for the fiscal year were ¥2,479 million, up 10.7% year on year. Segment profit (operating profit) was ¥185 million, up 48.4% year on year, partly because there were fewer markdown sales of slow-moving products.」

    Sales of GORE-TEX products, Scorlon products and fishing gear exceeded the same period of the previous year, increasing outdoor business net sales and segment profit.
  6. FY2023-Q3AdvancedAnnual report

    「In the outdoor business, customer traffic recovered at commercial facilities such as department stores and shopping centers, which had been depressed during the COVID-19 pandemic, particularly at terminal-area locations. Demand for trekking and travel also recovered, and sales performed well. In particular, sales of lightweight jackets made with breathable waterproof material (GORE-TEX), products made with insect-repellent material (Scorlon), fishing gear and other products exceeded the same period of the previous year.」

    Against the backdrop of recovering demand for commercial facilities, trekking and travel, sales of GORE-TEX lightweight jackets, Scorlon products and fishing gear exceeded the same period of the previous year. Outdoor business net sales increased 12.7% year on year, while segment profit increased 90.8%.
  7. FY2023-Q2AdvancedAnnual report

    「Sales of cold-weather clothing, lightweight jackets made with breathable waterproof material (GORE-TEX), fishing gear and other products exceeded the same period of the previous year. As a result, outdoor business net sales in the second quarter were ¥1,274 million, up 12.8% year on year. Segment profit (operating profit) was ¥117 million, up 85.5% year on year, partly because there were fewer markdown sales of slow-moving products.」

    Sales of cold-weather clothing, GORE-TEX lightweight jackets and fishing gear exceeded the same period of the previous year, resulting in a substantial increase in outdoor business net sales and segment profit.
  8. FY2023-Q1AdvancedAnnual report

    「In the outdoor business, customer traffic at commercial facilities such as department stores and shopping centers continued to recover, while lower temperatures also provided support, and sales performed well, led by cold-weather clothing. As a result, outdoor business net sales in the first quarter were ¥606 million, up 9.3% year on year. Segment profit was ¥42 million, up 40.5% year on year, partly because there were fewer markdown sales of slow-moving products.」

    Recovery in customer traffic at commercial facilities and lower temperatures supported strong sales of cold-weather clothing, with outdoor business net sales and segment profit exceeding the same period of the previous year.
  9. FY2022AdvancedAnnual report

    「In the outdoor business, opportunities to go out for mountain climbing and trekking increased against the backdrop of no new activity restrictions from April onward, and customer traffic at commercial facilities such as department stores and shopping centers also began to recover. Sales of outdoor clothing therefore performed well throughout the year. Sales of cold-weather clothing increased due to lower winter temperatures. From summer onward, customer traffic fluctuated with waves of infection, but sales of lightweight jackets made with breathable waterproof material (GORE-TEX) and products made with insect-repellent material (Scorlon) performed well. As a result, outdoor business net sales for the fiscal year were ¥2,239 million, up 20.5% year on year, and segment profit was ¥125 million, compared with a segment loss of ¥24 million in the previous year.」

    Sales of GORE-TEX lightweight jackets, Scorlon products and other items performed well, with outdoor business net sales up 20.5% year on year and segment profit turning from a loss in the previous year to a profit of ¥125 million.
  10. FY2022-Q3AdvancedAnnual report

    「The absence of activity restrictions from April 2022 onward supported opportunities to go out for mountain climbing, trekking and other activities. Sales of lightweight jackets made with breathable waterproof material and products made with insect-repellent material (Scorlon) performed well and drove sales. As a result, outdoor business net sales in the third quarter were ¥1,609 million, up 25.5% year on year, and segment profit was ¥63 million, compared with a segment loss of ¥69 million in the same period of the previous year.」

    Sales of lightweight jackets made with breathable waterproof materials such as GORE-TEX and Scorlon products performed well, with outdoor business net sales up 25.5% year on year and segment profit turning from a loss in the same period of the previous year to a profit of ¥63 million.
  11. FY2022-Q2AdvancedAnnual report

    「Sales of lightweight jackets made with breathable waterproof material (GORE-TEX) and products made with insect-repellent material (Scorlon) performed well for both men and women, exceeding the previous period. As a result, outdoor business net sales in the second quarter were ¥1,129 million, up 28.2% year on year, and segment profit was ¥63 million, compared with a segment loss of ¥43 million in the same period of the previous year.」

    Sales of GORE-TEX lightweight jackets and Scorlon products performed well, with outdoor business net sales up 28.2% year on year and segment profit turning from a loss in the same period of the previous year to a profit of ¥63 million.
  12. FY2021-Q1RestatedAnnual report

    「Demand for cold-weather clothing due to lower temperatures, as well as the effect of new stores opened directly by the company since the second quarter of the previous year, contributed to outdoor business net sales of ¥492 million in the first quarter, up 9.3% year on year.」

    Demand for cold-weather clothing due to lower temperatures supported outdoor business sales.
  13. FY2019RestatedAnnual report

    「The company also focused on internet-based promotion for spring/summer merchandise, but consumption generally stagnated due to the effects of lower temperatures during spring and summer and unsettled weather, including typhoons, in autumn.」

    Internet-based promotion for spring/summer merchandise continued, but consumption stagnated due to lower temperatures, typhoons and other factors.
  14. FY2019-Q3RestatedAnnual report

    「The company also focused on internet-based promotions for spring and summer products, but clothing consumption generally stagnated because of lower temperatures in spring, unsettled weather during the Bon holiday period and other factors.」

    Promotional activity using the internet for spring/summer merchandise continued, but clothing consumption stagnated due in part to lower spring temperatures and unsettled weather during the Bon holiday period.
  15. FY2019-Q2RestatedAnnual report

    「The company also focused on internet-based promotions for spring and summer products, but clothing consumption generally stagnated because of lower temperatures in spring and other factors.」

    The company continued internet-based promotions for spring and summer products, but clothing consumption stagnated because of lower temperatures in spring and other factors.
  16. FY2018RestatedAnnual report

    「From spring onward, the company emphasized internet-based promotions and focused on increasing awareness of and promoting sales of ScolLon insect-repellent clothing. Although the weather turned warmer than usual from September onward, sales of fall and winter products remained steady.」

    The company continued promoting ScolLon products and using the internet, and sales of fall and winter products remained steady.
  17. FY2018-Q3RestatedAnnual report

    「From spring onward, the company emphasized internet-based promotions and focused on increasing awareness of and promoting sales of ScolLon insect-repellent clothing.」

    For ScolLon products, the company continues measures emphasizing internet-based promotions in addition to its previous efforts to strengthen sales.
  18. FY2018-Q2RestatedAnnual report

    「Sales of heavy cold-weather clothing such as jackets performed strongly because of the low temperatures from the beginning of the season, driving sales.」

    Strong sales of heavy cold-weather clothing continued against a backdrop of low temperatures.
  19. FY2018-Q1RestatedAnnual report

    「In the outdoor business, sales of heavy cold-weather clothing such as jackets continued to perform strongly because of the low temperatures from the beginning of the fall and winter season.」

    The company continued to report strong sales of heavy cold-weather clothing against a backdrop of low temperatures.
  20. FY2017RestatedAnnual report

    「The company implemented markdowns and other sales promotion measures, while from spring onward it focused on selling ScolLon products.」

    The company continued markdowns, sales promotion measures and efforts to strengthen sales of ScolLon products. Sales of heavy cold-weather clothing performed strongly from early autumn onward.
  21. FY2017-Q3RestatedAnnual report

    「In the outdoor business, the clothing market remained sluggish amid a mild winter trend from the beginning of the fall and winter season. The company implemented markdowns and other sales promotion measures, while from spring onward it focused on selling ScolLon insect-repellent clothing.」

    The company continued markdowns and sales promotion measures amid the mild winter, as well as efforts to strengthen sales of ScolLon products.
  22. FY2017-Q2RestatedAnnual report

    「The company implemented markdowns and in-store sales promotion measures, while from spring onward it focused on selling ScolLon insect-repellent clothing.」

    To address the sluggish clothing market caused by the mild winter, the company continued markdowns and other sales promotion measures and strengthened sales of ScolLon products.
  23. FY2017-Q1RestatedAnnual report

    「In the outdoor business, the clothing market generally remained sluggish because of the mild winter trend at the start of the season, but the company focused on winter product sales by implementing sales promotion measures including markdowns.」

    The company continues sales promotion measures including markdowns on winter products to address the sluggish clothing market caused by the mild winter.
  24. FY2016RestatedAnnual report

    「In the outdoor business, sales in the spring and summer clothing campaign ended on a solid note as the company strengthened sales of clothing made with ScolLon insect-repellent fabric amid sluggish demand for hiking. However, in addition to the ongoing downturn in the clothing market, unsettled weather from summer onward caused sales to fall sharply in the fourth quarter, when the fall and winter clothing campaign began. As a result, full-year outdoor business sales were ¥1.902 billion, down 0.5% year on year. The company also implemented early markdowns to address the mild winter, and segment profit (operating profit) fell to ¥90 million, down 31.4% year on year, due in part to higher advertising expenses.」

    The company continued to strengthen sales of ScolLon products and implement early winter markdowns. Spring and summer products performed steadily, while sales of fall and winter products fell sharply, so the measures themselves were marked REAFFIRMED.
  25. FY2016-Q3RestatedAnnual report

    「In the outdoor business, amid a challenging market environment due to sluggish demand for hiking and unsettled weather from summer onward, the company focused from spring on strengthening sales of clothing made with ScolLon insect-repellent fabric. It also implemented early markdowns to address the mild winter, and segment profit (operating profit) fell to ¥42 million, down 25.5% year on year, due in part to higher advertising expenses.」

    The company continued to strengthen sales of ScolLon products and implement early markdowns on winter products. Higher advertising expenses related to efforts to strengthen clothing sales were also reported.
  26. FY2016-Q2First statedAnnual report

    「In the outdoor business, as personal consumption of clothing declined amid the mild winter trend that continued through the beginning of the year, the company implemented early markdowns to promote winter product sales. From spring onward, it focused on strengthening sales of clothing made with ScolLon insect-repellent fabric.」

    To address clothing demand affected by the mild winter, the company implemented early markdowns and strengthened sales of ScolLon products.
Moved together

"Improvement in Gross Profit Margin and Operating Profit Margin" moved the same way as this thread, in the same document, in 11 of its 29 moves.

1198877★123456
  1. ★This thread
  2. 1Improvement in Gross Profit Margin and Operating Profit Margin11×
  3. 2Building a Structure Resilient to Challenging Conditions and Securing Stable Earnings9×
  4. 3Use of Cash for Operating Activities and Decline in Cash Balances Due to Increased Inventories8×
  5. 4Impact of the Spread of COVID-19 on Operating Results and Business Activities8×
  6. 5Improving earnings quality through proactive sales activities7×
  7. 6Profit pressure from discount sales and fixed store costs7×

★ 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
No upcoming earnings preview for Tiemco yet. It last moved in the Earnings of 2026-10-09: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strengthening Sales of Winter Markdown Items and Insect-Resistant Material Products | TIEMCO LTD. (7501) | Komori