Divergence from Apparel Sales Plans Due to Unsettled Weather and Extreme Weather
First written in FY2017. 8 of 20 entries say "Materialised", first in FY2018-Q1. Latest entry: 2026-10-21.
Nishimatsuya Chain moved to the "Worse" side of this theme in 2019, 1 year 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".
- 2026-10-21MaterialisedMonthly
「当月は、期間の後半において気温が高めに推移したことで、冬物衣料の売上高が前年を下回りました。既存店売上高前期比は94.4％、既存店、新店、インターネット販売を合計した全店の売上高前期比は96.9％となりました。」
天候・気温の影響による衣料販売計画の差異が、冬物衣料の前年割れおよび既存店・全店売上高の減少として実績化している。 - FY2027-H1Strong spring and summer apparel sales due to rising temperaturesAnnual report
「The apparel segment performed strongly in spring and summer apparel as temperatures rose.」
The effects of weather and temperatures appeared as strong sales of spring and summer apparel during the interim consolidated accounting period. - FY2025RestatedAnnual report
「We will work to mitigate the risk of excess inventory by strictly managing procurement plans and seasonal inventories, while establishing a system for supplying products in line with sales conditions.」
The policy of using seasonal inventory management and a supply system aligned with sales conditions as countermeasures to weather-related deviations in apparel sales volume remains in place. - FY2025-H1Continued strong performance in spring and summer apparel and apparel for older elementary-school studentsAnnual report
「In the apparel segment, spring and summer apparel performed well as temperatures rose from April onward. Apparel for upper elementary school children also continued to achieve significant sales growth.」
Rising temperatures contributed to strong spring and summer apparel sales, while sales growth continued for apparel targeting upper elementary school children. - FY2025-Q1Strong spring and summer apparel sales driven by rising temperatures, and strong sales of apparel for older elementary school childrenAnnual report
「In the apparel segment, spring and summer apparel performed well as temperatures rose from April onward. Apparel for upper elementary school children also continued to achieve significant sales growth.」
The report states that rising temperatures contributed to strong spring and summer apparel sales, while sales growth continued for apparel targeting upper elementary school children. - FY2024-Q3Continued strong performance in autumn and winter apparel and apparel for older elementary-school studentsAnnual report
「In the apparel segment, spring and summer apparel performed well in the first half as temperatures rose, while the decline in temperatures in November drove significant sales growth in autumn and winter apparel. Apparel for upper elementary school children also continued to achieve significant sales growth.」
The report states that temperature trends contributed to strong spring and summer apparel sales and growth in autumn and winter apparel sales. - FY2024-Q2Continued strong performance in spring and summer apparel and apparel for older elementary-school studentsAnnual report
「By product category, spring and summer apparel performed well in the apparel segment as temperatures rose. Apparel for upper elementary school children also continued to achieve significant sales growth.」
The strong performance of spring and summer apparel accompanying the rise in temperatures and the growth in sales of apparel for older elementary-school students have continued. - FY2023-Q3Weather-driven growth in autumn and winter apparel salesAnnual report
「In the apparel segment, there were many warm days through September, and spring and summer apparel performed well. When temperatures fell sharply in October, sales of autumn and winter apparel grew significantly.」
The report states that temperature trends contributed to strong spring and summer apparel sales and growth in autumn and winter apparel sales. - FY2022-Q2MaterialisedAnnual report
「Temperatures remained lower than in the previous fiscal year from May onward, and rainfall was also heavier, causing summer apparel sales to remain sluggish, although autumn apparel got off to a strong start.」
Lower temperatures and increased rainfall caused summer apparel sales to remain sluggish, and the impact of weather on apparel sales also emerged during the period. - FY2021MitigatedAnnual report
「We will work to mitigate the risk of excess inventory by strictly managing procurement plans and seasonal inventories, while establishing a system for supplying products in line with sales conditions.」
In response to the risk of weather-related deviations in apparel sales volume, seasonal inventory management and a supply system aligned with sales conditions were identified as countermeasures. - FY2020MaterialisedAnnual report
「However, gross profit margin declined because apparel sales remained sluggish due to adverse weather and a mild winter, increasing losses from markdowns.」
Sluggish apparel sales caused by adverse weather and a mild winter actually emerged as increased markdown losses and a decline in gross profit margin. - FY2020-Q2MaterialisedAnnual report
「Apparel sales remained sluggish, partly because temperatures rose and the rainy season ended later than last year.」
The impact of weather and temperature differences on apparel sales emerged during the quarter in the form of sluggish apparel sales. - FY2019RestatedAnnual report
「Baby and children's apparel, one of our core product categories, is sensitive to temperature changes. If temperatures differ significantly from normal due to adverse weather or abnormal weather patterns, sales volume may deviate from plan, potentially affecting our business performance.」
The potential impact of weather and temperature changes on apparel sales volume and business performance continues to be described as a risk. - FY2018RestatedAnnual report
「Baby and children's apparel, one of our core product categories, is sensitive to temperature changes. If temperatures differ significantly from normal due to adverse weather or abnormal weather patterns, sales volume may deviate from plan, potentially affecting our business performance.」
The potential impact of weather and temperature changes on apparel sales volume and business performance is disclosed again as a risk. - FY2018-Q3MaterialisedAnnual report
「In apparel, autumn/winter ELFINDOLL outerwear, underwear, pajamas and other products got off to a strong start, but sales subsequently stagnated due in part to two typhoons striking on weekends in late October.」
The impact of weather and typhoons on apparel sales continued to emerge in the form of sluggish sales growth for autumn and winter apparel. - FY2018-Q2MaterialisedAnnual report
「Although spring and early-summer products had a difficult start in the apparel segment, sales grew substantially due to summer bargain sales.」
While the impact of temperature differences and other factors causing weak sales of spring and early-summer products was also observed in the second quarter, a recovery in revenue from summer bargain sales was reported. - FY2018-Q1MaterialisedAnnual report
「In the apparel segment, spring and early-summer clothing got off to a slow start and sales volumes remained sluggish due to temperature differences from the previous year.」
The impact of weather and temperature differences on the apparel sales plan actually emerged as sluggish starts for spring and early-summer products and a lack of growth in sales volume. - FY2017First statedAnnual report
「Baby and children's apparel, one of our core product categories, is sensitive to temperature changes. If temperatures differ significantly from normal due to adverse weather or abnormal weather patterns, sales volume may deviate from plan, potentially affecting our business performance.」
The risk that temperature changes could affect planned apparel sales volumes and business performance is explicitly identified for the first time.