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Yokohama Maruuo (8045) · RiskMitigatedLatest Results (2026-11-06): "Materialised"

Market Fluctuations Caused by Weather, Catch Volumes, Laws and Regulations, and Import Restrictions

First written in FY2016. 8 of 27 entries say "Restated". Latest entry: 2026-11-06.

27entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019 – FY2020MaterialisedFY2024-Q2 – FY20252016: 120162017: 320172018: 420182019: 320192020: 220202021: 320212022: 220222023: 320232024: 220242025: 220252026: 22026
Same theme, other companies
Responding to Changes in Fisheries Catch Volumes and Aquaculture DemandA theme 9 companies write about · 11 as a headwind · 2 as a tailwind

Yokohama Maruuo moved to the "Worse" side of this theme in 2017, 4 years before the typical company in this theme (2021).

The whole theme swung hardest in 2026: 2 of 7 companies on the "Worse" side.

4 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-11-06MaterialisedResults

    「季節商材であるサンマの漁獲量が前年同期を大幅に下回ったほか、近海魚全般においても水揚げが低調に推移し、市場への集荷体制の維持・確保に苦慮する状況となりました。」

    漁獲量・水揚げの低調が、集荷体制の維持・確保の困難として実際に現れている。
  2. FY2026MitigatedAnnual report

    「In addition, against a backdrop of changes in fishing-ground conditions following the end of the Kuroshio Current's major meander, some species showed signs of resource recovery, and market conditions remained generally firm.」

    The end of the Kuroshio Current's major meander and signs of resource recovery in certain species are described, indicating that some factors have improved the risks related to natural environmental conditions and catch volumes. However, the extent of the impact of fishing-ground conditions is considered uncertain.
  3. FY2026-H1MitigatedAnnual report

    「Saury catches were strong for the first time in many years, and robust landings of locally caught horse mackerel and yellowtail also contributed to revenue. Despite record heat, the Japan Meteorological Agency announced that the Kuroshio Current's major meander, which had continued for a record 7 years and 9 months, had ended, raising expectations for changes in fishing grounds and the recovery of marine resources.」

    The Company describes strong landings of saury and locally caught fish, the end of the Kuroshio Current's major meander and expectations for the recovery of marine resources, indicating that some factors have improved the risks related to natural environmental conditions and catch volumes. However, uncertainty, including record heat, remains.
  4. FY2025MaterialisedAnnual report

    「Declining catch volumes due to rising seawater temperatures and other factors, persistently high resource and energy prices, and rising prices and logistics costs」

    Declining catch volumes due to rising seawater temperatures and higher prices and logistics costs continued to characterise the actual business environment during the fiscal year.
  5. FY2025-H1MaterialisedAnnual report

    「However, the Company struggled to collect certain species due to the effects of successive large typhoons, record heat and frequent torrential rain.」

    Large typhoons, record heat and torrential rain occurred, and the Company explains that it struggled to collect certain species, meaning that the market fluctuation risk caused by weather, catch volumes and other factors materialised as difficulty in collecting products.
  6. FY2024-Q3MaterialisedAnnual report

    「However, the operating environment remains challenging. Rising temperatures, described as "global boiling," have changed the marine environment, while mild winters have weakened sales of seasonal products. In addition, the discharge into the ocean of ALPS-treated water from the Fukushima Daiichi Nuclear Power Station, which began in August last year, reduced volumes handled, particularly of scallops, a major product for China.」

    Against a backdrop of poor sales of seasonal products due to the mild winter and import restrictions in certain regions associated with the ocean release of ALPS-treated water, handling volumes, particularly of scallops destined for China, actually declined.
  7. FY2024-Q2MaterialisedAnnual report

    「In addition, following the start in August of the ocean release of ALPS-treated water from the Fukushima Daiichi Nuclear Power Station, certain countries and regions have imposed import restrictions on seafood.」

    It is stated that certain countries and regions actually imposed import restrictions on seafood after the start of the ocean release of ALPS-treated water, giving concrete form to the risk of market fluctuations caused by import restrictions.
  8. FY2024-Q1RestatedAnnual report

    「Declining catch volumes caused by rising seawater temperatures and other effects of global warming」

    Declining catch volumes due to global warming and rising seawater temperatures continue to be identified as natural environmental factors causing fluctuations in market arrivals and prices.
  9. FY2023-Q3WorsenedAnnual report

    「Depletion of marine resources due to global warming and overfishing」

    The depletion of marine resources due to global warming and overfishing is expressly identified as a factor worsening market conditions, giving concrete form to the risk of fluctuations in arrivals and prices caused by natural environmental conditions.
  10. FY2023-Q2WorsenedAnnual report

    「Declining catch volumes due to rising seawater temperatures worldwide」

    Rising seawater temperatures worldwide are expressly identified as a factor contributing to declining catch volumes, giving concrete form to the risk of fluctuations in market arrivals and prices caused by natural environmental conditions.
  11. FY2022-Q3RestatedAnnual report

    「The challenging business environment remains, owing to declining catch volumes caused by changes in the marine environment, together with higher procurement prices resulting from growing international demand for marine resources.」

    Declining catch volumes caused by changes in the marine environment continue to be identified as a factor causing fluctuations in market arrivals and prices.
  12. FY2022-Q2RestatedAnnual report

    「The decline in catches of certain fish species associated with changes in their migration areas also had a significant impact.」

    Declining catch volumes due to changes in fish migration areas continue to be identified as a natural environmental factor causing fluctuations in the conditions for arrivals and sales.
  13. FY2021MitigatedAnnual report

    「The Group will respond so that, even if catch volumes of certain species decline, it can minimise the impact by collecting other species through the Yokohama City and Kawasaki City Central Wholesale Markets.」

    As a measure to address fluctuations in market arrivals and prices caused by weather, catch volumes and other factors, the Company expressly states that it will collect other species when catches of specific species are poor to contain the impact.
  14. FY2021-Q3RestatedAnnual report

    「The challenging business environment continues, including a significant decline in catches of certain species due to changes in the marine environment.」

    Declining catch volumes caused by changes in the marine environment continue to be described, and natural environmental factors causing fluctuations in market arrivals and prices persist.
  15. FY2020MaterialisedAnnual report

    「Large typhoons designated as severe disasters struck successively, significantly affecting product collection, and the business environment remained challenging.」

    Large typhoons designated as severe disasters occurred and resulted in a significant impact on product collection.
  16. FY2020-Q3WorsenedAnnual report

    「The successive large typhoons had a significant impact on product collection, with particularly severe damage centred in Chiba Prefecture」

    Successive large typhoons caused severe damage, particularly in Chiba Prefecture, and are described as having had a significant impact on product collection, intensifying the effects of natural disasters on market conditions and collection volumes.
  17. FY2020-Q2MaterialisedAnnual report

    「Large typhoons and torrential rain that caused disasters across Japan made it impossible to collect products as planned」

    Natural disasters, including large typhoons and torrential rain, occurred and resulted in the inability to collect products as planned.
  18. FY2019MaterialisedAnnual report

    「Catch volumes declined as marine resources decreased and fish migration areas changed due to abnormal weather, including record heat, successive typhoons and prolonged torrential rain across a wide area mainly from western Japan through the Tokai region.」

    Specific instances of abnormal weather, including record heat, typhoons and torrential rain, occurred and are described as having affected handling volumes and revenue through declines in marine resources and catch volumes.
  19. FY2019-Q3RestatedAnnual report

    「Depletion of marine resources caused by changes in the marine environment」

    Changes in the marine environment continue to be identified as a factor causing market fluctuations through the depletion of marine resources.
  20. FY2019-Q2RestatedAnnual report

    「In the seafood wholesale business, the Group's core business, the challenging business environment continues due to declining fisheries resources resulting from changes in the marine environment and weather conditions, as well as higher transaction prices resulting from growing global demand for seafood.」

    Changes in the marine environment and weather conditions continue to be identified as factors causing market fluctuations through the depletion of marine resources.
  21. FY2019-Q1RestatedAnnual report

    「Declining catch volumes resulting from tighter management of marine resources and growing global demand for seafood」

    Declining catch volumes continue to be identified as a factor causing fluctuations in the market environment surrounding the seafood wholesale business.
  22. FY2018WorsenedAnnual report

    「Declining catch volumes and rising prices for popular fish due to the effects of successive typhoons, prolonged rainfall mainly in eastern Japan, abnormal weather including the Kuroshio Current's major meander, and other unfavourable weather conditions」

    Specific weather factors, including typhoons, prolonged rainfall and the Kuroshio Current's major meander, are listed, with poor catches of popular fish, declining catch volumes and rising prices identified as factors affecting results.
  23. FY2018-Q3WorsenedAnnual report

    「In the seafood wholesale business, the Group's core business, the challenging business environment continues due to the impact of food poisoning issues on fresh fish sales, lower catches of certain fish species resulting from changes in seawater temperatures and migratory waters, including record-low catches, and increased off-market distribution.」

    In addition to conventional fluctuations in weather and catch volumes, record-low catches of certain species caused by changes in seawater temperatures and migration areas are specifically identified as factors worsening market conditions.
  24. FY2018-Q2WorsenedAnnual report

    「Declining catch volumes resulting from the depletion of marine resources and changes in fish migration areas」

    In addition to conventional fluctuations in catch volumes, changes in fish migration areas are specifically identified as a factor contributing to declining catch volumes.
  25. FY2018-Q1WorsenedAnnual report

    「Declining catch volumes resulting from tighter management of marine resources and changes in fishing grounds and fishing seasons caused by climate change」

    In addition to conventional fluctuations in weather and catch volumes, changes in fishing grounds and fishing seasons caused by climate change are specifically identified as factors that may cause market conditions to fluctuate.
  26. FY2017-Q3RestatedAnnual report

    「In the seafood wholesale business, the Group's core business, the challenging business environment continues due to declining fisheries resources resulting from the growth of fish consumption overseas, unfavorable weather and other factors, increased off-market distribution, and consumers' preference for frugality and shift away from fish consumption.」

    Unfavourable weather is described as a factor contributing to the depletion of marine resources, and the risk of market fluctuations caused by weather and other factors continues to be identified.
  27. FY2016First statedAnnual report

    「The handling of fresh fish may be affected by significant fluctuations in market arrivals and prices of marine products due to fluctuations in catch volumes caused by weather and other factors, legal regulations on marine resources, import restrictions and other factors, which may affect business performance.」

    Weather, catch volumes, legal regulations and import restrictions are listed as factors causing fluctuations in arrivals and prices.
Moved together

"Sourcing Competition Driven by Catch Restrictions, Declining Fisheries Resources and Increased Overseas Demand" moved the same way as this thread, in the same document, in 15 of its 27 moves.

15107665★123456
  1. ★This thread
  2. 1Sourcing Competition Driven by Catch Restrictions, Declining Fisheries Resources and Increased Overseas Demand15×
  3. 2Inventory risk arising from fluctuations in seafood supply and demand and market prices10×
  4. 3Profit Improvement and Higher Net Income Despite Declining Sales7×
  5. 4Collection Delays and Credit Risk in Trade Receivables6×
  6. 5Uncertainty in Overseas Economies Due to Brexit and Other Factors6×
  7. 6Market Price Fluctuations in Investment Securities and Decreases in Valuation Differences5×

★ 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
Yokohama Maruuo's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Results of 2026-11-06: "Materialised".
News
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