Seasonality and Weather Impact on Ice Cream
First written in FY2021. 5 of 10 entries say "Restated". Latest entry: 2026-08-13.
Iceco moved to the "Worse" side of this theme in 2023, 5 years after the typical company in this theme (2018).
The whole theme swung hardest in 2019: 9 of 13 companies on the "Worse" side.
10 other companies' latest entry also says "Materialised".
- 2026-08-13MaterialisedEarnings
「On the earnings front, in addition to lower sales of ice cream products due to unfavorable weather in June, increases in personnel and logistics costs and other factors resulted in a significant decline from the same period of the previous year.」
The decline in ice cream sales caused by unfavorable weather in June materialized in actual results, with segment profit in the frozen-food business falling 49.4% year on year. - FY2026RestatedAnnual report
「Because ice cream sales are concentrated in the summer, revenue tends to be weighted toward the second quarter accounting period. Annual revenue and operating profit for the current fiscal year are as follows.」
It continues to identify ice cream seasonality and weather impacts as risks and has updated the quarterly composition of revenue and operating profit. - FY2025-H1MaterialisedAnnual report
「As a result, although the current interim accounting period was affected by the reversal of the previous year's heat-related demand, revenue was ¥29,120 million, up 9.2% year on year, due to solid business with major customers.」
It states that the reversal of the previous year's heat-related demand affected the business environment during the interim accounting period. - FY2024RestatedAnnual report
「In our frozen foods business, ice cream, our core product, is seasonal, and ice cream sales may be affected by weather conditions. In particular, a cool summer may reduce these sales and affect our operating results and financial position.」
It continues to identify ice cream seasonality and the impact of a cool summer on results as risks. - FY2024-Q2MaterialisedAnnual report
「In the frozen foods business, performance remained solid as the pass-through of higher fuel, electricity and other costs progressed, record-high temperatures continued, and drugstores, which are major customers, opened new stores.」
The impact of weather was reflected in results, with record heat during the quarter cited as a factor supporting the frozen foods business's solid performance. - FY2023RestatedAnnual report
「In our frozen foods business, ice cream, our core product, is seasonal, and ice cream sales may be affected by weather conditions. In particular, a cool summer may reduce these sales and affect our operating results and financial position.」
It continues to identify ice cream seasonality and weather impacts as risks, and also presents quarterly revenue and operating profit for the fiscal year ended March 2023. - FY2022RestatedAnnual report
「Although the frozen foods business was affected by abnormal summer weather, including record heavy rain, prolonged rain and low temperatures, as well as the reversal of stay-at-home demand following the spread of COVID-19 in the previous year, it remained solid due to new store openings by drugstores, its major customers, and other factors.」
It states that abnormal weather, including record heavy rain, prolonged rain and low temperatures, continued to affect the frozen foods business. - FY2022-Q3RestatedAnnual report
「In the frozen-food business, despite the effects of abnormal weather, including record heavy and prolonged rain and low temperatures in summer, and the reversal of stay-at-home demand following the spread of COVID-19 the previous year, sales increased 7.1% year on year to ¥26,058 million owing to market expansion for frozen foods and new store openings by customers. Segment profit was ¥434 million, down 21.4%.」
It continues to state that abnormal weather during the summer, including record heavy rain, prolonged rain and low temperatures, affected the frozen foods business. - FY2022-Q2MaterialisedAnnual report
「In the frozen foods business, despite the effects of unusual weather, including record heavy and prolonged rain and low temperatures in summer, and the reversal of stay-at-home demand following the spread of COVID-19 in the previous year, revenue was ¥18,233 million and segment profit was ¥475 million, due to increased demand for meals prepared at home as people watched the Tokyo Olympics and Paralympics at home, which were held without spectators, as well as expansion of the frozen foods market.」
It states that abnormal weather, including record heavy rain, prolonged rain and low temperatures, actually affected the frozen foods business. - FY2021First statedAnnual report
「In our frozen foods business, ice cream, our core product, is seasonal, and ice cream sales may be affected by weather conditions.」
It cites the possibility of lower sales due to a cool summer and also presents the quarterly composition ratios for revenue and operating profit.