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Ukai (7621) · RiskMaterialised

Decline in Customer Traffic Due to Adverse Weather, Including Typhoons and Prolonged Rain

First written in FY2017-Q2. 8 of 10 entries say "Materialised", first in FY2017-Q3. Latest entry: FY2026-H1.

10entries
10years
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q3 – FY2017MaterialisedFY2019-Q2 – FY2026-H12016: 12017: 220172018: 220182019: 220192020: 220202021: 020212022: 020222023: 020232024: 020242025: 12025
Same theme, other companies
Fluctuations in Foodservice Demand Due to Weather, Disasters, Infectious Diseases, etc.A theme 9 companies write about · 9 as a headwind · 0 as a tailwind

Ukai moved to the "Worse" side of this theme in 2017, 3 years before the typical company in this theme (2020).

The whole theme swung hardest in 2020: 6 of 7 companies on the "Worse" side.

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MaterialisedAnnual report

    「The effects of abnormal weather, including extreme heat, have resulted in differences in customer traffic depending on store location and business format,」

    It states that abnormal weather has actually caused differences in customer traffic by store location and business format.
  2. FY2020MaterialisedAnnual report

    「These activities also had an effect, and visitor numbers remained solid through the second quarter. However, the disruption of National Route 138, the main transport route to the facility, caused by Typhoon No. 19 had a significant impact on customer traffic, and visitor numbers fell sharply in the third quarter. After the start of the fourth quarter, customer traffic, which had declined, began to recover as the transport route was restored. However, the spread of COVID-19 in March 2020 led to restrictions on going out, dealing another blow to visitor numbers. As a result, revenue from the cultural business was ¥1,057 million, down 13.1% year on year.」

    The disruption of transport routes caused by the typhoon, together with restrictions on going out associated with COVID-19, actually caused visitor numbers and revenue from the cultural business to decline.
  3. FY2020-Q3MaterialisedAnnual report

    「These activities also had an effect, and visitor numbers remained solid through the second quarter. However, the disruption of the main transport routes to the facility caused by Typhoon No. 19 affected customer traffic, and visitor numbers during the cumulative third-quarter period ultimately fell sharply from the same quarter of the previous year. As a result, revenue from the cultural business was ¥880 million, down 8.9% from the same quarter of the previous year.」

    It states that the disruption of the main transport routes caused by Typhoon No. 19 resulted in a decline in visitor numbers at Hakone Venetian Glass Museum and an 8.9% year-on-year decrease in revenue from the cultural business.
  4. FY2019MaterialisedAnnual report

    「However, visitor numbers failed to grow from the previous fiscal year partly because of the effects of record summer heat, typhoons and torrential rain, and revenue from the cultural business was ¥1,216 million, down 0.2% from the previous fiscal year.」

    Visitor numbers at the cultural business failed to grow because of record heat and the effects of typhoons and torrential rain, and revenue fell 0.2% year on year.
  5. FY2019-Q3MaterialisedAnnual report

    「However, visitor numbers failed to grow from the same quarter of the previous year partly because of the effects of record summer heat, typhoons and torrential rain, and revenue from the cultural business was ¥966 million, down 2.4% from the same quarter of the previous year.」

    Visitor numbers failed to grow because of record heat and the effects of typhoons and torrential rain, and revenue from the cultural business fell 2.4% from the same quarter of the previous year.
  6. FY2019-Q2MaterialisedAnnual report

    「However, visitor numbers failed to grow partly because of the effects of record heat, typhoons and torrential rain, and revenue from the cultural business was ¥590 million, down 3.6% from the same quarter of the previous year.」

    Visitor numbers failed to grow because of record heat and the effects of typhoons and torrential rain, and revenue from the cultural business fell 3.6% from the same quarter of the previous year.
  7. FY2018DroppedAnnual report
    The body of the report for the fiscal year contains no specific statement that adverse weather, including typhoons and prolonged rain, caused a decline in visitor numbers.
  8. FY2017MaterialisedAnnual report

    「During the fiscal year, the number of operating days decreased from the previous fiscal year as the introduction of regular closing days at stores was expanded. Visitor numbers also declined due to adverse weather, including summer typhoons and prolonged rain. However, higher average spending per customer resulting from reviews of the menu and prices contributed to sales.」

    It states that adverse weather caused by record summer heat, typhoons and torrential rain was a factor behind the decline in full-year visitor numbers. At the same time, higher average spending per customer resulting from menu and price revisions contributed to sales.
  9. FY2017-Q3MaterialisedAnnual report

    「During the cumulative third-quarter period, the number of operating days decreased from the same quarter of the previous year as the introduction of regular closing days at stores was expanded. Visitor numbers also declined due to adverse weather, including typhoons and prolonged rain. However, higher average spending per customer resulting from reviews of the menu and prices contributed to sales.」

    It states that adverse weather, including typhoons and prolonged rain, was a factor behind the decline in visitor numbers during the cumulative third-quarter period as well.
  10. FY2017-Q2First statedAnnual report

    「During the cumulative second-quarter period, the number of operating days decreased from the same quarter of the previous year as the introduction of regular closing days at stores was expanded. Visitor numbers also declined due to adverse weather, including typhoons and prolonged rain. However, higher average spending per customer resulting from reviews of the menu and prices contributed to sales.」

    It states that adverse weather, including typhoons and prolonged rain, was an actual factor behind the decline in visitor numbers, while higher average spending per customer resulting from menu and price revisions contributed to sales.
Moved together

"Deteriorating Operating Environment Due to Food Service Competition, Labor Shortages, and Rising Raw Material Prices" moved the same way as this thread, in the same document, in 3 of its 10 moves.

3222★1234
  1. ★This thread
  2. 1Deteriorating Operating Environment Due to Food Service Competition, Labor Shortages, and Rising Raw Material Prices3×
  3. 2Creating and developing new businesses on the foundation of a stable earnings base from existing businesses2×
  4. 3Risk of Fixed-Asset Impairment and Recognition of Impairment Losses2×
  5. 4Business impacts of natural disasters, particularly volcanic activity in Hakone2×

★ 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
Ukai's next results are scheduled for 2026-11-06. Read the earnings preview
News
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