Komori
Regal (7938) · RiskMaterialised

Sluggish sales of seasonal products due to unsettled weather and lingering summer heat

First written in FY2017-Q2. 8 of 13 entries say "Materialised", first in FY2019-Q2. Latest entry: 2026-08-05.

13entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q2RestatedFY2020MaterialisedFY2023-Q2 – FY20252016: 12017: 120172018: 220182019: 020192020: 120202021: 020212022: 120222023: 120232024: 320242025: 120252026: 22026
Same theme, other companies
Sales volatility in fashion products due to seasonality and climateA theme 40 companies write about · 44 as a headwind · 0 as a tailwind

Regal moved to the "Worse" side of this theme in 2017, 1 year before 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".

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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2025MaterialisedAnnual report

    「At the core "Regal Shoes stores," seasonal merchandise struggled, particularly women's footwear, due to shortages of summer merchandise and delays in the start of the autumn selling season, amid significant changes in the demand season for seasonal merchandise caused by exceptionally hot weather and other abnormal weather conditions.」

    Changes in the demand season for seasonal merchandise caused by abnormal weather conditions have actually emerged as shortages of summer merchandise, delays in the start of the autumn selling season, and weak performance in women's footwear.
  2. FY2025-H1MaterialisedAnnual report

    「At the core "Regal Shoes stores," seasonal merchandise struggled, particularly women's footwear, due to shortages of summer merchandise and delays in the start of the autumn selling season, amid significant changes in the demand season for seasonal merchandise caused by exceptionally hot weather and other abnormal weather conditions.」

    Abnormal weather conditions such as exceptionally hot weather changed the demand season for seasonal merchandise, with actual effects on sales in the form of shortages of summer merchandise and delays in the start of the autumn selling season.
  3. FY2024MaterialisedAnnual report

    「In terms of products and promotions, we are reviewing promotional measures and product merchandising cycles as the demand season for seasonal merchandise has changed significantly due to exceptionally hot weather and mild winters.」

    It states that exceptionally hot weather and mild winters changed the demand season for seasonal merchandise, making it necessary to review promotions and product merchandising.
  4. FY2024-Q3MaterialisedAnnual report

    「In the autumn/winter selling season, temperatures from September to November remained higher than usual, delaying the initial sales of seasonal merchandise such as boots.」

    It states that the initial demand for seasonal merchandise such as boots was delayed by the trend toward higher temperatures, and that weather-related factors actually affected sales performance.
  5. FY2024-Q2MaterialisedAnnual report

    「In terms of products and promotions, we are reviewing promotional measures and product merchandising cycles as the demand season for seasonal merchandise has changed significantly due to the impact of exceptionally hot weather and other abnormal weather conditions.」

    It states that exceptionally hot weather and other abnormal weather conditions have significantly changed the demand season for seasonal merchandise, with weather-related factors having an actual impact on sales and promotional operations.
  6. FY2023-Q2MaterialisedAnnual report

    「In line with Silver Week in September, the peak demand period for autumn products, each retail format implemented concentrated promotional measures. However, unsettled weather, including typhoons, affected western Japan for 2 weeks, resulting in temporary store closures, with up to 13 stores closed, shortened operating hours and other effects. As a result, the Company was unable to attract the expected number of customers in September alone.」

    Unsettled weather, including typhoons, actually resulted in temporary closures of up to 13 stores, shortened operating hours and customer traffic falling short of expectations.
  7. FY2020RestatedAnnual report

    「As the products handled by the Group are susceptible to the effects of climate change, unsettled weather such as warm winters and cool summers, and major natural disasters such as earthquakes, storms and floods, may affect the Group's operating results and financial position.」

    The risk of an impact on operating results from unsettled weather and natural disasters continues to be disclosed.
  8. FY2019-Q2MaterialisedAnnual report

    「In addition, heavy rains, typhoons, earthquakes and other natural disasters occurred from July onward. The Group's sales areas were affected not only directly, but also indirectly as consumers refrained from making purchases amid weaker consumer sentiment, and overall results fell below the previous year's level.」

    The Company states that heavy rains, typhoons, earthquakes and other natural disasters occurred, resulting in direct effects in its sales areas and indirect effects from weaker consumer sentiment.
  9. FY2018RestatedAnnual report

    「Unsettled weather such as warm winters and cool summers, and major natural disasters such as earthquakes, storms and floods, may affect the Group's operating results and financial position.」

    The risk of an impact on operating results from unsettled weather and natural disasters continues to be disclosed.
  10. FY2017ReframedAnnual report

    「As the products handled by the Group are susceptible to the effects of climate change, unsettled weather such as warm winters and cool summers, and major natural disasters such as earthquakes, storms and floods, may affect the Group's operating results and financial position.」

    The disclosure has been expanded from poor sales caused by specific events such as an unusually hot late summer to the risk of an impact on operating results from unsettled weather and natural disasters generally.
  11. FY2017-Q2First statedAnnual report

    「In addition, sales of pumps, casual shoes with a traditional style, and seasonal products were sluggish and the Company struggled, owing to unsettled weather from the latter half of August and the effects of unusually hot weather that continued into early autumn.」

    The Company states that unsettled weather and an unusually hot late summer actually resulted in poor sales of pumps, traditional-style casual shoes, and seasonal products.
Moved together

"Profit pressure from rising raw material prices and selling, general and administrative expenses and the disposal of slow-moving inventory" moved the same way as this thread, in the same document, in 5 of its 13 moves.

533332★123456
  1. ★This thread
  2. 1Profit pressure from rising raw material prices and selling, general and administrative expenses and the disposal of slow-moving inventory5×
  3. 2Deterioration in the business environment due to the global economic slowdown, yen appreciation and falling stock prices3×
  4. 3Women's shoes and other categories struggle amid frugality, consumption polarization and sports trends3×
  5. 4Creating a New Growth Platform Through Products, Store Development and a Stronger Sales Structure3×
  6. 5Improvement in operating margin and ordinary profit margin3×
  7. 6Creating New Markets through Coordination of Planning, Manufacturing and Sales2×

★ 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 Regal yet. It last moved in the Earnings of 2026-08-05: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sluggish sales of seasonal products due to unsettled weather and lingering summer heat | REGAL CORPORATION (7938) | Komori