Weak retail sales due to adverse weather and natural disasters
First written in FY2019-Q2. 4 of 9 entries say "Materialised", first in FY2019-Q2. Latest entry: FY2026.
Zett moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).
The whole theme swung hardest in 2026: 11 of 13 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「Sales of high-priced products stagnated somewhat due to the warm winter at the beginning of the autumn/winter season.」
The warm winter continued to emerge as stagnating sales of high-priced products, and retail revenue decreased 10.8% from the previous fiscal year. - 2026-05-14WorsenedRevisions to earnings forecasts
「専門性の高い品揃えと接客の質の改善に取り組みましたが、一部店舗の統廃合を行ったほか、秋冬シーズン序盤の暖冬の影響により高価格帯商品の販売がやや停滞しました。」
暖冬による高価格帯商品の販売停滞が実績として記載され、小売部門売上高は前期比10.8％減となった。 - FY2026-H1WorsenedAnnual report
「In the sporting goods industry in which the company operates, many uncertain factors, including the effects of the declining birth rate, changes in seasonality due to climate change and rising logistics costs, remain, and the operating environment continues to be uncertain.」
In addition to the historical sales impact of adverse weather and warm winters, changes in seasonality caused by climate change were identified as an uncertainty factor in the industry environment. - FY2025RestatedAnnual report
「Demand for mountain-climbing and camping equipment remained subdued compared with the previous year. In addition, sales of high-priced apparel with superior insulation, particularly, struggled to grow due to the warm winter.」
The pause in demand for outdoor equipment and sluggish sales of high-priced apparel due to the warm winter continued, and retail revenue decreased 5.8% from the previous fiscal year. - FY2024-Q3MaterialisedAnnual report
「Although the retail segment focused on improving customer satisfaction through a highly specialized product range and enhanced customer service as the number of climbers was returning to pre-pandemic levels, revenue declined slightly because demand for outdoor equipment had settled and sales of high-priced products were sluggish due to the warm winter.」
The effects of the warm winter emerged as sluggish sales of high-priced products and a slight decline in retail revenue. - FY2020WorsenedAnnual report
「Although the company sought to increase visitor numbers by expanding its product range in connection with the relocation of the Lodge Osaka store in December 2019, performance was weak because temperatures remained higher than usual from autumn onward and visitor numbers fell sharply during the fourth-quarter accounting period due to the spread of COVID-19, among other factors.」
In addition to high temperatures, the sharp decline in visitor numbers due to the spread of COVID-19 emerged as weak performance in the retail segment. - FY2020-Q3MaterialisedAnnual report
「Revenue was nearly flat as baseball and softball equipment performed weakly due to the consumption tax increase and the warm winter, while casual wear and other products performed firmly. …Basketball equipment under "CONVERSE" performed weakly overall, as warm-up wear and other products struggled because temperatures remained higher than usual from autumn onward.」
The effects of the warm winter and higher-than-usual temperatures continued to emerge as weak performance in baseball and softball equipment, CONVERSE warm-up wear and other products. - FY2019-Q3MaterialisedAnnual report
「In the retail segment, the Lodge PREMIUM SHOP e-commerce site for mountaineering equipment continued to perform steadily, but in-store sales performed poorly from autumn onward because temperatures remained higher than usual and consumer purchasing patterns changed.」
The company stated that higher temperatures than usual actually emerged as weak in-store sales. - FY2019-Q2MaterialisedAnnual report
「In the retail segment, the mountain-climbing goods e-commerce site "Lodge PREMIUM SHOP" continued to perform firmly, but in-store sales were weak due to the effects of adverse weather and natural disasters, among other factors.」
The company stated that the effects of adverse weather and natural disasters actually emerged as weak performance at retail stores.