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Naigai (8013) · RiskRestated

Changes in Weather Conditions and Disasters such as Earthquakes and Fires

First written in FY2017. 9 of 18 entries say "Materialised", first in FY2019-Q3. Latest entry: FY2027-H1.

18entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2019-Q2MaterialisedFY2019-Q3 – FY2021-Q1RestatedFY2021 – FY2022MitigatedFY2023 – FY2024-Q32017: 120172018: 320182019: 420192020: 220202021: 120212022: 120222023: 220232024: 020242025: 120252026: 32026
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

Naigai moved to the "Worse" side of this theme in 2019, 1 year after the typical company in this theme (2018).

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

    「In addition, continuing temperature fluctuations have made it difficult to determine the timing of seasonal product launches and sales trends, requiring us to advance product development and sales initiatives rapidly and flexibly in response to changing consumer needs.」

    The impact of weather risk on the apparel business, namely that temperature fluctuations continue to make it difficult to determine the timing of seasonal product launches and sales trends, remains disclosed.
  2. 2026-09-11RestatedEarnings

    「気温変動の影響により、季節商材の投入時期や販売動向の見極めが難しい環境が継続しております。」

    気温変動が季節商材の投入・販売判断を難しくする要因として継続している。
  3. FY2026MaterialisedAnnual report

    「In the apparel industry, demand showed periods of weakness amid continued consumer thriftiness and the effects of weather factors, among others.」

    Weather factors affected the full-year sales environment, with apparel demand showing periods of weakness.
  4. FY2026-H1MaterialisedAnnual report

    「In addition, weather factors such as a dry rainy season and extreme heat delayed the launch of spring and summer apparel, further increasing uncertainty in the demand environment.」

    A dry rainy season and extreme heat affected the actual sales environment by delaying the launch of spring and summer apparel.
  5. FY2024-Q3MitigatedAnnual report

    「In addition to partial product-price revisions and an improved product delivery rate, appropriate product supply in response to the prolonged hot weather improved the sell-through rate of spring/summer products. As a result, returns and markdowns declined and the gross margin improved.」

    We adjusted product supply in response to prolonged late-summer heat, resulting in improved sell-through rates for spring and summer products, fewer returns and markdowns, and an improved gross profit margin.
  6. FY2023MitigatedAnnual report

    「As a response measure, we will establish a BCP Committee directly under the Sales Headquarters and develop a BCP framework involving close coordination across the entire supply chain, including our company, so that operations can resume in as short a time as possible.」

    As a response to weather and disaster risks, a business continuity framework was specified through the BCP Committee directly under the Sales Headquarters and coordination across the entire supply chain.
  7. FY2022RestatedAnnual report

    「Because the apparel products primarily handled by our group are highly susceptible to weather conditions, we have thoroughly implemented short production cycles, small-lot production and inventory management. However, unpredictable changes in weather conditions, including cool summers, warm winters, prolonged rainfall and typhoons, could affect the management of our group. In the event of an unforeseen disaster such as an earthquake or fire, we will continue to develop the necessary systems to resume operations in as short a time as possible.」

    Responses to weather and disaster risks through short production cycles, small-lot production, inventory management and systems for early resumption of operations continue.
  8. FY2021RestatedAnnual report

    「Because the apparel products primarily handled by our group are highly susceptible to weather conditions, we have thoroughly implemented short production cycles, small-lot production and inventory management. However, unpredictable changes in weather conditions, including cool summers, warm winters, prolonged rainfall and typhoons, as well as unforeseen natural disasters such as earthquakes and fires, could affect the management of our group.」

    Our policy of responding to apparel’s dependence on weather conditions through short production cycles, small-lot production and inventory management continues.
  9. FY2021-Q1MaterialisedAnnual report

    「In the apparel industry, in addition to sluggish winter-sale sales caused by an unusually warm winter, sales fell sharply because commercial facilities voluntarily suspended operations in response to the spread of COVID-19 and personal consumption declined rapidly.」

    A warm winter resulted in weak sales during winter sales, while the spread of COVID-19 had an actual impact on apparel sales through voluntary closures of commercial facilities and a sharp decline in consumption.
  10. FY2020MaterialisedAnnual report

    「In the apparel industry, consumers' strong preference for lower prices and greater frugality remained entrenched. In addition, sales of seasonal merchandise were sluggish because of the successive closures of large commercial facilities and continuing abnormal weather, including typhoons and an unusually warm winter, and the overall challenging environment continued.」

    Abnormal weather, including typhoons and a warm winter, emerged in the full-year business environment as weak sales of seasonal products.
  11. FY2020-Q3MaterialisedAnnual report

    「The wholesale-led legwear business was generally in a difficult situation in terms of retail sales, owing to reduced store hours caused by repeated direct hits from typhoons and restrained consumer spending following the consumption tax increase.」

    Direct hits from typhoons affected retail sales through reduced store hours, demonstrating the specific operational impact of weather and disaster risks.
  12. FY2020-Q2MaterialisedAnnual report

    「In the apparel industry, consumers' purchasing behavior continued to diversify, while sales of midsummer items remained sluggish because of insufficient sunshine during the prolonged rainy season and the effects of cool, wet weather, and the overall challenging environment continued.」

    A prolonged rainy season, insufficient sunshine and low temperatures with heavy rainfall materialized in the business environment as weak sales of midsummer items.
  13. FY2020-Q1MaterialisedAnnual report

    「In the apparel industry, consumers' purchasing behavior continued to diversify, while sales of spring and early-summer merchandise remained sluggish because of low temperatures and unstable weather, and the overall challenging environment continued.」

    Low temperatures and unstable weather materialized in the business environment as weak sales of spring and early-summer products.
  14. FY2019MaterialisedAnnual report

    「In the apparel industry, consumers' strong preference for lower prices and greater frugality in apparel remained entrenched. In addition, seasonal merchandise sales were sluggish because of the effects of record heat and an unusually warm winter, and the overall challenging environment continued.」

    Record-breaking heat and a warm winter materialized in the business environment as weak sales of seasonal products.
  15. FY2019-Q3MaterialisedAnnual report

    「Losses on the disposal of merchandise arising from business withdrawal losses and typhoon damage were recorded as extraordinary losses,」

    Typhoon damage resulted in losses on the disposal of merchandise, which were recorded as extraordinary losses. Weather and disaster risks have materialized as actual losses.
  16. FY2019-Q2RestatedAnnual report

    「There have been no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risks associated with changes in weather conditions and disasters such as earthquakes and fires.
  17. FY2018RestatedAnnual report

    「Because the apparel products primarily handled by our group are highly susceptible to weather conditions, we have thoroughly implemented short production cycles, small-lot production and inventory management. However, unpredictable changes in weather conditions, including cool summers, warm winters, prolonged rainfall and typhoons, as well as disasters such as earthquakes and fires, could affect the management of our group.」

    The risks associated with apparel’s dependence on weather conditions, changes in weather and disasters such as earthquakes and fires, as well as the responses of short production cycles, small-lot production and inventory management, continue to be disclosed.
  18. FY2017First statedAnnual report

    「Because the apparel products primarily handled by our group are highly susceptible to weather conditions, we have thoroughly implemented short production cycles, small-lot production and inventory management. However, unpredictable changes in weather conditions, including cool summers, warm winters, prolonged rainfall and typhoons, as well as disasters such as earthquakes and fires, could affect the management of our group.」

    In light of apparel’s dependence on weather conditions, cool summers, warm winters, prolonged rainfall, typhoons, earthquakes and fires, among other events, are listed as risks.
Moved together

"Improving the Wholesale Business’s Earnings Structure and Restoring Profitability" moved the same way as this thread, in the same document, in 9 of its 18 moves.

987774★123456
  1. ★This thread
  2. 1Improving the Wholesale Business’s Earnings Structure and Restoring Profitability9×
  3. 2Market Price Volatility Risk on Investment Securities8×
  4. 3External environment destabilized by sluggish emerging markets, a stronger yen and weaker stock prices7×
  5. 4Stagnant Consumer Sentiment and Sluggish Apparel Demand7×
  6. 5Achieving operating profitability through improved gross profit margins7×
  7. 6Expanding Sales by Deepening Relationships with Major GMS4×

★ 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 Naigai yet. It last moved in the Earnings of 2026-09-11: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Changes in Weather Conditions and Disasters such as Earthquakes and Fires | NAIGAI CO.,LTD. (8013) | Komori