Deterioration in Autumn Apparel Sales Due to Unsettled Weather from Summer Through Early Autumn
First written in FY2017-Q3. 8 of 12 entries say "Materialised", first in FY2018-Q1. Latest entry: 2026-10-08.
Onward Holdings 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.
21 other companies' latest entry also says "Materialised".
- FY2024-Q3MaterialisedAnnual report
「In the apparel and fashion industry, temperatures from September through November remained higher than usual, significantly affecting customers’ purchasing behavior and delaying the initial momentum of the autumn and winter sales season.」
High temperatures from September through November changed purchasing behavior and actually delayed the initial momentum of the autumn and winter sales season. - FY2020MaterialisedAnnual report
「Meanwhile, partly due to the consumption tax increase and the effects of natural disasters such as torrential rain and typhoons, as well as unsettled weather such as a warm winter, sales at physical stores struggled considerably, resulting in lower revenue and lower profit for the domestic business overall.」
The company states that unsettled weather, including torrential rain, typhoons and a warm winter, actually affected the difficult sales environment at physical stores and the domestic business’s lower revenue and lower profit. - FY2020-Q3MaterialisedAnnual report
「Meanwhile, partly due to the decline following the consumption tax increase and the impact of natural disasters such as torrential rain and typhoons, sales at physical stores struggled considerably, resulting in lower revenue and lower profit for the domestic business overall.」
The company states that natural disasters such as torrential rain and typhoons actually affected the difficult sales environment at physical stores and the domestic business’s lower revenue and lower profit. - FY2019RestatedAnnual report
「The fashion products that are the group’s mainstay are highly susceptible to weather-related sales fluctuations, so the group is strengthening its short-cycle planning and production system in response. However, prolonged unsettled weather, such as cool summers and warm winters, and repeated typhoons could cause the group to miss sales opportunities during peak seasons and could affect its business performance.」
Weather-related sales fluctuations and the response through a short-cycle planning and production system continue to be described as business and other risks for the full fiscal year. - FY2019-Q3MaterialisedAnnual report
「Temperatures remained high from October through November, affecting the autumn and winter sales season, and brands including “23区,” “組曲” and “五大陸” performed below the previous year.」
High temperatures from early autumn through winter affected the autumn and winter sales season and actually resulted in multiple brands falling below the previous year. - FY2018ReframedAnnual report
「The fashion products that are the group’s mainstay are highly susceptible to weather-related sales fluctuations, so the group is strengthening its short-cycle planning and production system in response. However, prolonged unsettled weather, such as cool summers and warm winters, and repeated typhoons could cause the group to miss sales opportunities during peak seasons and could affect its business performance.」
The explanation expanded from a retrospective account of the impact on specific autumn/winter and spring apparel sales to identifying weather-related sales fluctuations as a structural risk addressed through a short-cycle planning and production system. - FY2018-Q3MitigatedAnnual report
「Consumers’ thriftiness regarding apparel remained strong and the market environment was generally challenging, but there were signs of recovery, including stronger seasonal demand as temperatures fell and firm performance by autumn and winter apparel.」
Unlike the previous deterioration in autumn sales caused by unsettled weather, the company states that falling temperatures boosted seasonal demand during the period and that autumn and winter apparel performed steadily. - FY2018-Q1MaterialisedAnnual report
「Consumers’ thriftiness regarding apparel remained strong, and sales at physical stores continued to be challenging. In particular, sales of spring products were sluggish because low temperatures continued nationwide in March.」
For spring products as well, unlike the previously discussed autumn sales, low temperatures as a weather factor actually resulted in weak sales. - FY2017-Q3First statedAnnual report
「In addition to stronger thrift-oriented spending, unseasonable weather from summer into early autumn made sales of autumn apparel generally difficult.」
Unseasonable weather had an actual impact on autumn apparel sales, emerging for the first time as a distinct sales risk separate from consumption and inbound-demand factors.