Komori
VIA Holdings (7918) · RiskRestatedLatest Revision of earnings forecasts (2026-10-20): "Materialised"

Impact of Events and Inclement Weather on Same-Store Sales

First written in FY2017-Q2. 5 of 9 entries say "Materialised", first in FY2017-Q2. Latest entry: 2026-10-20.

9entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseReframedFY2018MaterialisedFY2020-Q2 – FY2020RestatedFY2025-H12016: 12017: 220172018: 120182019: 120192020: 120202021: 020212022: 020222023: 020232024: 120242025: 020252026: 22026
Same theme, other companies
Fluctuations in Foodservice Demand Due to Weather, Disasters, Infectious Diseases, etc.A theme 7 companies write about · 7 as a headwind · 0 as a tailwind

VIA Holdings moved to the "Worse" side of this theme in 2016, 4 years before the typical company in this theme (2020).

The whole theme swung hardest in 2019: 3 of 6 companies on the "Worse" side.

1 other company's 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. 2026-10-20Materialiseds.kabutan.jp

    「Revenue is expected to be ¥8,596 million, ¥154 million below the previously announced forecast, as customer traffic at some business formats fell short of expectations due to unfavorable weather and other factors, particularly on weekends from mid-August onward.」

    It was reported that the impact of unfavorable weather on demand materialized as lower customer traffic at some business formats and a downward revision to the revenue forecast.
  2. 2026-10-20MaterialisedRevision of earnings forecasts

    「8月中旬以降の週末を中心とした天候不順等の影響により、一部業態において客数が想定を下回ったことから、前回公表予想を 154 百万円下回る 8,596 百万円となる見込みです。」

    天候不順等による既存店売上への影響が、一部業態の客数下振れと中間期売上予想の減額として記載された。
  3. FY2025-H1RestatedAnnual report

    「Adverse weather, including typhoons and extreme heat; soaring raw-material prices; increased consumer frugality due to inflation; and concerns about weakening consumer sentiment, among other factors.」

    External factors, including adverse weather, are cited as sources of uncertainty regarding economic conditions and demand during the six-month consolidated accounting period.
  4. FY2020MaterialisedAnnual report

    「In addition to intensifying competition in the izakaya industry, consumer needs diversified as lifestyles changed in response to work-style reforms. Business hours were shortened and stores were closed due to typhoons, while voluntary restrictions on going out and store closures associated with COVID-19 caused sales to decline sharply from late February. Same-store sales fell significantly to 93.9% year on year in February and 70.3% in March.」

    In addition to weather and typhoons, restrictions on going out and store closures due to infectious diseases resulted in a sharp decline in same-store sales.
  5. FY2020-Q2MaterialisedAnnual report

    「With respect to sales, in addition to intensifying competition in the izakaya industry, the diversification of consumer needs resulting from lifestyle changes brought about by work-style reforms and unsettled weather, among other factors, led to lower customer traffic, and same-store sales were 97.8% of the year-earlier level (average spend per customer 100.6%, customer traffic 97.3%).」

    Adverse weather and other factors reduced customer traffic, affecting same-store sales of 97.8% and customer traffic of 97.3% year on year.
  6. FY2018ReframedAnnual report

    「The Group prepares its operating plans on the premise that sales fluctuate to some extent seasonally, reflecting annual sales trends such as the summer season, consecutive holidays and various events, including summer gatherings, year-end parties, and welcome and farewell parties. Depending on adverse weather such as a cool summer, natural disasters such as typhoons, or the spread of a new strain of influenza, operating results may fail to grow during periods in which sales would normally be expected.」

    The scope of the risk discussion has been expanded from the effects of events and adverse weather to include seasonal fluctuations, natural disasters such as typhoons, and novel influenza.
  7. FY2017RestatedAnnual report

    「With respect to sales, due to a decline in customer traffic during the Rio Olympics, unsettled weather thereafter, and weaker consumer spending, among other factors, same-store sales were 97.1% of the year-earlier level (average spend per customer 99.9%, customer traffic 97.3%).」

    The disclosure attributes the impact on full-year same-store sales to the event, adverse weather and a decline in consumer spending.
  8. FY2017-Q3WorsenedAnnual report

    「Due to a decline in customer traffic during the Rio Olympics, unsettled weather thereafter, and weaker consumer spending, among other factors, same-store sales were 96.6% of the year-earlier level (average spend per customer 100.0%, customer traffic 96.6%).」

    In addition to a decline in customer traffic during the event period, the disclosure describes subsequent adverse weather and a decline in consumer spending. Same-store sales fell to 96.6% of the previous year's level.
  9. FY2017-Q2MaterialisedAnnual report

    「Due to a decline in customer traffic during the Rio Olympics and the effects of unsettled weather, among other factors, same-store sales were 97.6% of the year-earlier level (average spend per customer 99.8%, customer traffic 97.8%).」

    A decline in customer traffic during the Rio Olympics and adverse weather subsequently appeared as same-store sales falling below the previous year's level.
Moved together

"Expansion of Customer Traffic at Existing Stores" moved the same way as this thread, in the same document, in 3 of its 9 moves.

33222★12345
  1. ★This thread
  2. 1Expansion of Customer Traffic at Existing Stores3×
  3. 2Cost increases driven by higher hourly wage rates, construction material prices and other factors3×
  4. 3Balancing consistent dividends with future investment2×
  5. 4Increase in tax expense from reviewing the recoverability of the subsidiary’s deferred tax assets2×
  6. 5Uncertainty over Overseas Developments and the Outlook for the Domestic Economy2×

★ 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 VIA Holdings yet. It last moved in the Revision of earnings forecasts of 2026-10-20: "Materialised".