Komori
Sanyo Shokai (8011) · RiskMaterialised

Impact of Unfavorable Weather, Unpredictable Weather Conditions, and Changes in the Economic Environment on Performance

First written in FY2017. 13 of 17 entries say "Materialised", first in FY2019-Q3. Latest entry: 2026-10-06.

17entries
9years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020 – 2026-10-062018: 320182019: 220192020: 120202021: 020212022: 020222023: 020232024: 120242025: 220252026: 82026
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

Sanyo Shokai moved to the "Worse" side of this theme in 2018, the same year as the typical company in this theme.

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. 2026-10-06MaterialisedFinancial results presentation

    「特に春夏プロパー商戦最終盤の6月に天候不順が続いた影響で、市場全体が大きく低迷」

    天候不順が6月の市場低迷とプロパー販売不振に結び付いた実際の影響を、より具体的に記載している。
  2. 2026-08-31Materialisedfinance.yahoo.co.jp

    「Since the start of the second quarter, the market as a whole has been particularly sluggish because unseasonable weather continued in June, the final stage of the spring/summer full-price selling season, and the company's full-price sales were also weak.」

    It was reported that weak sales caused by unseasonable weather materialized as declines in June revenue and operating profit.
  3. 2026-08-28MaterialisedRevision of earnings forecasts

    「After the start of the second quarter, the overall market deteriorated substantially, particularly in June, when continued unfavorable weather affected the final stage of the spring/summer regular-price selling season.」

    Unfavorable weather in June led to market weakness and an actual decline in the company's sales and operating profit.
  4. FY2026MaterialisedAnnual report

    「During the first half of the current consolidated fiscal year, net sales remained below the previous year due to deteriorating market conditions and irregular weather conditions.」

    Regarding the impact of weather conditions on performance, the disclosure states that irregular weather conditions contributed to the decline in net sales during the first half of the fiscal year. Although sales of heavy apparel picked up as temperatures fell in the second half, full-year sales were below the previous year.
  5. FY2026-H1MaterialisedAnnual report

    「However, during the current interim consolidated accounting period, particularly in the first quarter, net sales were substantially below the previous year due to deteriorating market conditions and irregular weather conditions.」

    Regarding the impact of weather on performance, the disclosure specifically identifies irregular weather conditions as a factor that caused first-quarter net sales to fall substantially below the previous year.
  6. FY2025MaterialisedAnnual report

    「Despite the impact of factors including the end of the rebound demand following the easing of the COVID-19 pandemic in the previous period and the delayed start to the autumn/winter selling season due to record-high temperatures in early autumn,」

    Regarding the impact of weather changes on performance, the disclosure states that record-high temperatures in early autumn delayed the start of the autumn/winter selling season and contributed to the decline in full-year net sales.
  7. FY2024-Q3MaterialisedAnnual report

    「There was an impact from the delayed start to the autumn/winter selling season due to the record heat in August and September, among other factors, but」

    Regarding the impact of weather changes on performance, the disclosure states that the record heat delayed the start of the autumn/winter selling season, describing the actual impact during the period.
  8. FY2020MaterialisedAnnual report

    「Conditions became extremely difficult due to factors including lower demand for winter products caused by the warm winter.」

    Regarding the impact of weather factors on performance, the disclosure describes the actual impact, stating that the warm winter led to lower demand for winter products.
  9. FY2020-Q3SoftenedAnnual report

    「During the sale season, midsummer items sold briskly due to the extremely hot weather, while autumn items also performed relatively well because of rush demand ahead of the consumption tax increase.」

    Regarding weather factors, the disclosure states that the extremely hot weather boosted sales of midsummer items, indicating conditions different from the previous adverse impact of prolonged rain on sales of summer products.
  10. FY2020-Q2MaterialisedAnnual report

    「In addition, the consumer trend in the apparel market has not improved, except for purchases of high-priced goods by visitors to Japan, mainly through department stores, and difficult conditions continue, including the impact of prolonged rain on sales of summer products.」

    Regarding the impact of weather factors on performance, the disclosure describes the actual impact of prolonged rain on sales of summer products.
  11. FY2019-Q3MaterialisedAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, net sales declined due to the extremely hot summer and weather factors from September onward, although」

    Regarding the potential impact of weather factors on performance previously identified, the disclosure now describes an actual impact, stating that the extremely hot summer and weather factors from September onward contributed to the decline in net sales.
  12. FY2019-Q1SoftenedAnnual report

    「Weather factors, including stronger demand for cold-weather apparel due to the severe cold in January and February and rising temperatures in the second half of March, remained relatively favorable, and the e-commerce business performed well, although」

    The disclosure states that weather factors remained relatively favorable and does not state that abnormal weather weakened performance during the quarter. However, it does not withdraw the previously identified risk that changes in weather and the economic environment may affect performance.
  13. FY2017First statedAnnual report

    「Fashion apparel and fashion accessories are susceptible to fluctuations caused by changes in weather and economic conditions. Accordingly, the Company has adopted measures such as a quick-response system, including short-cycle production and additional in-season product planning and production, to respond to various changes. However, abnormal weather, such as cool summers and warm winters, unpredictable weather conditions and changes in the economic environment may affect the operating results of the Group.」

    The disclosure identifies abnormal weather, unpredictable weather conditions and changes in the economic environment as risks that may affect operating results, separately from changes in fashion trends.
Moved together

"Weak Consumer Sentiment, Declining Inbound Demand, and Sluggish Department-Store Apparel Markets" moved the same way as this thread, in the same document, in 13 of its 17 moves.

1377555★123456
  1. ★This thread
  2. 1Weak Consumer Sentiment, Declining Inbound Demand, and Sluggish Department-Store Apparel Markets13×
  3. 2Expanding Sales and Earnings Power by Concentrating Resources on Core Businesses7×
  4. 3Improving Gross Margins and Reducing Slow-Moving Inventory Through Merchandising Process Reform7×
  5. 4Realizing a “New SANYO” through Fundamental Business Structural Reform5×
  6. 5Financial Market Instability Due to Falling Commodity Prices and Uncertainty Over Emerging-Market and European Economies5×
  7. 6Rebuilding the Business to Return to Profitability5×

★ 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 Sanyo Shokai yet. It last moved in the Financial results presentation of 2026-10-06: "Materialised".