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Himaraya (7514) · RiskWorsened

Impact of Extreme Summer Heat on Indoor and Outdoor Activities and Seasonal Product Sales

First written in FY2018. 5 of 11 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2026-H1.

11entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018MitigatedFY2021-Q1MaterialisedFY2022-Q1 – FY2023-Q2WorsenedFY2024-Q1 – FY2026-H12018: 12019: 020192020: 020202021: 120212022: 120222023: 320232024: 320242025: 120252026: 1
Same theme, other companies
Increase in Demand for Summer Goods and Environmental and Safety Products Due to Extreme HeatA theme 8 companies write about · 1 as a headwind · 7 as a tailwind

Himaraya moved to the "Worse" side of this theme in 2022.

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1WorsenedAnnual report

    「Regarding ski and snowboard equipment and apparel, temperatures were winter-like from year-end through the beginning of the year, but overall conditions tended toward a mild winter. In particular, above-normal temperatures in December and February were a major factor suppressing demand.」

    The warm-weather trend and high temperatures in certain months actually restrained demand for seasonal products, affecting ski and snowboard equipment and apparel.
  2. FY2025-H1MaterialisedAnnual report

    「As for apparel, prolonged late-summer heat affected demand for fall apparel, but demand subsequently began to increase as temperatures fell」

    While prolonged late-summer heat actually affected demand for fall apparel, demand subsequently began to increase as temperatures fell.
  3. FY2024-Q3WorsenedAnnual report

    「The operating environment was also challenging from a climate perspective, as demand for seasonal products was suppressed by pronounced temperature fluctuations that continued from early spring onward in addition to the mild winter.」

    In addition to the warm winter, wide temperature fluctuations from early spring onward continued to restrain demand for seasonal products.
  4. FY2024-Q2WorsenedAnnual report

    「Weather conditions also created a challenging operating environment, as record-warm weather suppressed demand for apparel, particularly autumn and winter clothing, as well as ski and snowboard equipment.」

    The restraint on seasonal product demand caused by the record warm winter extended beyond apparel to ski and snowboard equipment.
  5. FY2024-Q1MaterialisedAnnual report

    「Weather conditions also became a factor restraining apparel demand, as the country experienced an exceptionally hot late summer and record-high temperatures persisted, particularly from October through November.」

    The continued record-high temperatures actually became a factor restraining apparel demand.
  6. FY2023MitigatedAnnual report

    「The record heat during the summer also provided a tailwind for demand for apparel products and swimwear.」

    The filing states that, unlike the previously observed restraint on seasonal product demand caused by high temperatures, the extreme summer heat provided a tailwind for apparel products and swimwear.
  7. FY2023-Q2MaterialisedAnnual report

    「Although the winter brought plentiful snowfall, the large fluctuations in temperature and other factors created an environment in which demand for apparel, particularly cold-weather clothing, was unlikely to increase.」

    Although snowfall was plentiful, the large fluctuations in temperature actually made it difficult for demand for apparel, particularly cold-weather clothing, to increase.
  8. FY2023-Q1MaterialisedAnnual report

    「Weather conditions also acted as a factor restraining apparel demand, as average temperatures tended to be high nationwide.」

    The filing explains that the nationwide trend toward higher temperatures restrained apparel demand, confirming an actual weather-related impact on demand for seasonal products.
  9. FY2022-Q1MaterialisedAnnual report

    「In the sporting goods retail industry in which our Group operates, demand was generally restrained, as days of high temperatures continued from October onward and restrictions on various sports activities also remained in place.」

    The filing states that demand was actually restrained across the industry due to continued high temperatures and restrictions on sports activities.
  10. FY2021-Q1MitigatedAnnual report

    「The consolidated gross profit margin was 35.5%, up 1.0 percentage point from the same period of the previous fiscal year, because seasonal trends generally progressed smoothly and the company did not incur a significant inventory clearance burden, despite the impact of rising temperatures from mid-November onward.」

    The filing describes an impact from rising temperatures, but this did not result in a significant inventory clearance burden.
  11. FY2018First statedAnnual report

    「Regarding sales by product, highly seasonal products performed well in winter, when temperatures were lower than normal. In summer, however, extremely hot weather after the end of the rainy season curtailed indoor and outdoor activities, affecting sales.」

    Separate from the effects of the previously observed warm winters and insufficient snowfall, the filing states that extreme heat after the end of the rainy season curbed indoor and outdoor activities and had a tangible impact on seasonal product sales.
Moved together

"Decline in the equity ratio" moved the same way as this thread, in the same document, in 8 of its 11 moves.

855554★123456
  1. ★This thread
  2. 1Decline in the equity ratio8×
  3. 2Improvement in Gross Profit Margin5×
  4. 3Improving Profitability and Increasing Cash Flow5×
  5. 4Declining sales, sharp earnings decline and net loss attributable to owners of the parent5×
  6. 5Downward Pressure on the Gross Profit Margin from Deflationary Preferences and Discount Promotions5×
  7. 6Impact of Warm Winters and Insufficient Snowfall on Winter Goods and the Winter Sports Market4×

★ 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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