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Workman (7564) · RiskMaterialised

Demand and Inventory Risks for Seasonal Products Due to Abnormal Weather

First written in FY2016. 20 of 26 entries say "Materialised", first in FY2017-Q3. Latest entry: 2026-10-01.

26entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020-Q2 – FY2021-Q2MaterialisedFY2024-Q3 – 2026-10-012016: 120162017: 220172018: 120182019: 220192020: 220202021: 220212022: 420222023: 120232024: 320242025: 220252026: 62026
Same theme, other companies
Performance fluctuations due to product seasonality and differences between actual and forecast weatherA theme 50 companies write about · 48 as a headwind · 3 as a tailwind

Workman moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.

The whole theme swung hardest in 2019: 20 of 42 companies on the "Worse" side.

22 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「In the workwear industry, summer products, particularly fan-equipped garments, performed well against the backdrop of mandatory heatstroke prevention measures, while」

    The impact of weather and institutional conditions was reflected in results, with summer products performing well against the backdrop of mandatory heatstroke prevention measures and record-breaking heat.
  2. FY2026-H1MaterialisedAnnual report

    「In the work uniform industry, the summer selling season was strong due to the mandatory introduction of heatstroke prevention measures under the revision of the Industrial Safety and Health Regulations, as well as record-breaking heat, but the business environment was mixed as procurement prices rose due to higher raw material, energy and personnel costs.」

    The company states that record-breaking heat actually resulted in strong sales of summer products, indicating that abnormal weather affected demand for and sales of seasonal products.
  3. FY2025MaterialisedAnnual report

    「In the general apparel market, the normalization of social and economic activity increased opportunities to go out and boosted fashion demand, while demand related to outdoor activities slowed. In addition, across apparel generally, climate change has caused substantial changes in demand for seasonal products and the timing of sales due to the effects of global warming, including extreme heat, lingering summer heat and warm winters, creating a need to address climate change.」

    The company states that extreme heat, lingering summer heat and warm winters actually changed demand for seasonal products and the timing of sales.
  4. FY2025-H1MaterialisedAnnual report

    「In the work uniform industry, consumers became more inclined to economize against a backdrop of higher prices, but sales of seasonal products remained strong due to the extreme heat.」

    The company states that extreme heat actually affected sales of seasonal products, contributing to strong seasonal product sales.
  5. FY2024MaterialisedAnnual report

    「The consumer demand that is one of the company’s strengths showed weakness due to high prices and the warm winter」

    The company states that consumer demand weakened due to the warm winter, indicating that abnormal weather has actually affected demand for seasonal products.
  6. FY2024-Q3MaterialisedAnnual report

    「In the work uniform industry, corporate demand, particularly from large companies and the service sector, recovered as economic activity normalized, while consumer demand lacked strength due to higher prices and the warm winter, and the difficult business environment continues.」

    The company states that consumer demand lacked strength due to the warm winter, indicating that abnormal weather has actually affected demand for seasonal products.
  7. FY2023RestatedAnnual report

    「Accordingly, if abnormal weather, such as a cool summer, warm winter or prolonged rainy season, occurs during the selling season, demand for products may decline, leading to lower sales and excess inventory, potentially affecting the company’s business performance.」

    The risk of lower demand, reduced sales and excess inventory for seasonal products due to abnormal weather has been reconfirmed.
  8. FY2023-Q2MaterialisedAnnual report

    「In the work uniform industry, sales of seasonal products such as fan-equipped wear remained strong, partly due to the extreme heat, and demand surged ahead of the October price revisions to pass on higher costs.」

    The company states that extreme heat actually affected sales of seasonal products such as fan-equipped wear, contributing to strong sales.
  9. FY2023-Q1MaterialisedAnnual report

    「In the work uniform industry, the summer selling season became active earlier than usual due to the extreme heat」

    The company states that extreme heat actually affected the timing and sales performance of the summer selling season.
  10. FY2022RestatedAnnual report

    「Accordingly, if abnormal weather, such as a cool summer, warm winter or prolonged rainy season, occurs during the selling season, demand for products may decline, leading to lower sales and excess inventory, potentially affecting the company’s business performance.」

    The risk of abnormal weather leading to lower demand for seasonal products and rainwear and excess inventory has been reconfirmed.
  11. FY2022-Q3MaterialisedAnnual report

    「In the working-uniform industry, corporate uniforms remained sluggish due to stagnant economic activity and unsettled weather. In addition, pressure for procurement costs to rise remained strong due to the weaker yen, raw materials, and delivery charges, creating a challenging operating environment.」

    The company states that unsettled weather caused corporate uniform sales to remain weak, indicating that weather has actually affected demand.
  12. FY2022-Q2MaterialisedAnnual report

    「In the working-uniform industry, sales of summer products were sluggish due to unsettled weather, while procurement-price pressures intensified due to the weaker yen and surging labor, raw-material, and ocean-freight costs at overseas production sites, creating a challenging operating environment.」

    The company states that unsettled weather caused sluggish sales of summer products, indicating that abnormal weather has actually affected demand for and sales of seasonal products.
  13. FY2021RestatedAnnual report

    「If abnormal weather, such as a cool summer, warm winter or prolonged rainy season, occurs during the selling season, demand for products may decline, leading to lower sales and excess inventory, potentially affecting the company’s business performance.」

    The risk of lower demand for seasonal products and excess inventory due to abnormal weather has been reconfirmed.
  14. FY2021-Q2MaterialisedAnnual report

    「In the work uniform industry, sales of summer products got off to a late start due to unsettled weather, but recovered and remained solid as days of extreme heat continued.」

    The company states that unsettled weather actually delayed the summer selling season.
  15. FY2020MaterialisedAnnual report

    「In the work uniform industry, business remained solid amid rising construction demand associated with the Tokyo Olympics, while sales of seasonal products were sluggish due to the low temperatures caused by the prolonged rainy season and the warm winter」

    The company states that sales of seasonal products were sluggish due to low temperatures caused by the prolonged rainy season and the warm winter.
  16. FY2020-Q2MaterialisedAnnual report

    「In the work uniform industry, sales of summer products got off to a late start due to the prolonged rainy season, but demand for air-conditioned fan-equipped workwear rose across multiple fields amid extreme heat, and sales remained solid.」

    The company states that the prolonged rainy season actually delayed the summer selling season and that abnormal weather affected the timing of seasonal product sales. At the same time, demand for air-conditioned fan-equipped workwear increased in response to the extreme heat.
  17. FY2019RestatedAnnual report

    「If abnormal weather, such as a cool summer, warm winter or prolonged rainy season, occurs during the selling season, demand for products may decline, leading to lower sales and excess inventory, potentially affecting the company’s business performance.」

    The risk of lower demand for seasonal products and excess inventory due to abnormal weather is reiterated.
  18. FY2018RestatedAnnual report

    「If abnormal weather, such as a cool summer, warm winter or prolonged rainy season, occurs during the selling season, demand for products may decline, leading to lower sales and excess inventory」

    The risk that demand for seasonal products and rainwear and inventory levels may be affected by abnormal weather has been reconfirmed.
  19. FY2018-Q2MaterialisedAnnual report

    「In the work uniform industry, sales of summer products were affected by unsettled weather but remained generally solid.」

    The company states that unsettled weather actually affected sales of summer products.
  20. FY2017-Q3MaterialisedAnnual report

    「In the work uniform industry, sales of both summer and winter products were affected by unsettled weather but remained generally solid.」

    The company states that unsettled weather actually affected sales of both summer and winter products.
  21. FY2016First statedAnnual report

    「If abnormal weather, such as a cool summer, warm winter or prolonged rainy season, occurs during the selling season, demand for products may decline, leading to lower sales and excess inventory, potentially affecting the company’s business performance.」

    The company indicates that sales of seasonal products and rainwear are affected by weather, potentially leading to lower demand and excess inventory.
Moved together

"High Equity Ratios and a Financial Base Built Through Internal Accumulation" moved the same way as this thread, in the same document, in 8 of its 26 moves.

887644★123456
  1. ★This thread
  2. 1High Equity Ratios and a Financial Base Built Through Internal Accumulation8×
  3. 2Franchise Store-Centered Sales Mix8×
  4. 3Uncertainty Surrounding Emerging-Market Economies, European Conditions and Personal Consumption7×
  5. 4Reliance on Production in China and Diversification of Sourcing Routes6×
  6. 5Foreign Exchange Risk Associated with Foreign-Currency Purchases4×
  7. 6Risk of excess inventory and lost sales opportunities associated with a sharp increase in sales4×

★ 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 Workman yet. It last moved in the Monthly of 2026-10-01: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Demand and Inventory Risks for Seasonal Products Due to Abnormal Weather | WORKMAN CO.,LTD. (7564) | Komori