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Yondoshi Holdings (8008) · RiskRestated

Risk from Clothing Consumption Trends and Weather Conditions

First written in FY2017. 14 of 18 entries say "Restated". Latest entry: FY2027-H1.

18entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2020-Q3RestatedFY2021-Q1 – FY2024-Q32017: 120172018: 320182019: 120192020: 420202021: 220212022: 120222023: 120232024: 220242025: 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

The whole theme swung hardest in 2024: 22 of 30 companies on the "Worse" side.

9 other companies' latest entry also says "Restated".

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. FY2027-H1RestatedAnnual report

    「During the interim consolidated accounting period under review, there were no significant changes in the matters described in this interim report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  2. FY2026ReframedAnnual report

    「The Group sells clothing through its directly operated stores as well as specialty stores and mass retailers in Japan, and is susceptible to the effects of personal consumption, clothing consumption trends and economic conditions. Weather fluctuations such as cool summers and warm winters can affect the timing of demand and best-selling products, potentially causing deviations from sales plans.」

    The clothing consumption and weather condition risks have been specified in terms of their impact on sales channels, the timing of demand, best-selling products and sales plans.
  3. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period under review, there were no significant changes in the matters described in this interim report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  4. FY2025-Q1MaterialisedAnnual report

    「㈱アージュ, which operates the daily fashion chain Palette, was affected by some unseasonable weather, including low temperatures in early spring, but sales increased partly due to the effects of new store openings.」

    The disclosure states that unseasonable weather, including low temperatures in early spring, actually affected the business in the first quarter, whereas clothing consumption and weather condition risks had previously been described as possibilities.
  5. FY2024-Q3RestatedAnnual report

    「During the first 3 quarters of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  6. FY2024-Q1RestatedAnnual report

    「During the first quarter of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  7. FY2022-Q3RestatedAnnual report

    「During the first 3 quarters of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  8. FY2022-Q2RestatedAnnual report

    「During the first 2 quarters of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  9. FY2021-Q3RestatedAnnual report

    「During the first 3 quarters of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  10. FY2021-Q2RestatedAnnual report

    「During the first 2 quarters of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  11. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current fiscal year, there were no new events among the matters relating to the business and accounting conditions described in this quarterly report that could have a material impact on investors' decisions, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  12. FY2020MaterialisedAnnual report

    「The current period was also affected by unseasonable weather, including a warm winter.」

    The disclosure explains that the risks associated with warm winters and weather conditions, previously described as possibilities, had an actual impact during the current period.
  13. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  14. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  15. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes concerning risks related to clothing consumption trends and weather conditions.
  16. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes from the previous fiscal year's annual securities report concerning risks related to clothing consumption trends and weather conditions.
  17. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes from the previous fiscal year's annual securities report concerning risks related to clothing consumption trends and weather conditions.
  18. FY2017First statedAnnual report

    「The Group's performance may be affected by trends in personal consumption and clothing consumption. In addition, weather conditions such as cool summers and warm winters may significantly affect market trends and could affect the Group's business performance.」

    The disclosure states that trends in personal and clothing consumption, as well as weather conditions such as cool summers and warm winters, may affect business performance.
Moved together

"External Environment Risks, Including Yen Appreciation, Overseas Economic Conditions and Sluggish Personal Consumption" moved the same way as this thread, in the same document, in 3 of its 18 moves.

3222★1234
  1. ★This thread
  2. 1External Environment Risks, Including Yen Appreciation, Overseas Economic Conditions and Sluggish Personal Consumption3×
  3. 2Profit tracking in line with plan despite lower revenue and profits2×
  4. 3Decline in Jewelry Segment Revenue and Operating Profit, and Failure to Meet Bridal Plan2×
  5. 4Apparel Business: Higher Revenue, Lower Profit, and Operating Profit Above Plan2×

★ 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
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News
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Risk from Clothing Consumption Trends and Weather Conditions | YONDOSHI HOLDINGS INC. (8008) | Komori