Komori
Nagahori (8139) · RiskMaterialised

Fewer operating days at retailers and event cancellations due to adverse weather and natural disasters

First written in FY2019-Q2. 3 of 4 entries say "Materialised", first in FY2019-Q2. Latest entry: FY2020.

4entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q2RestatedFY2019MaterialisedFY2020-Q3 – FY20202018: 120182019: 120192020: 22020
Same theme, other companies
Impact of Weather and Water Supply Restrictions on Store Operations and SalesA theme 33 companies write about · 33 as a headwind · 0 as a tailwind

Nagahori moved to the "Worse" side of this theme in 2020, 1 year after the typical company in this theme (2019).

The whole theme swung hardest in 2026: 9 of 11 companies on the "Worse" side.

18 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 33 companies compared. The sentences above are computed from all 33.
Full recordFilings, disclosures and news, newest first
  1. FY2020MaterialisedAnnual report

    「The company faced circumstances it had never previously experienced, including event cancellations due to the pullback in demand following the pre-consumption-tax-increase rush, the impact of typhoons and other factors, and the effects of the novel coronavirus.」

    The pullback in demand following the consumption tax increase, typhoons and the novel coronavirus actually led to event cancellations and affected sales and profits.
  2. FY2020-Q3MaterialisedAnnual report

    「Sales from October onward slowed more sharply than expected as the company was significantly affected by the pullback in demand following the consumption tax rate increase and by natural disasters such as typhoons.」

    The company states that the pullback in demand following the consumption tax increase and natural disasters such as typhoons actually affected sales, causing sales from October onward to slow more sharply than expected.
  3. FY2019RestatedAnnual report

    「Although the company was affected by natural disasters such as earthquakes and torrential rain,」

    The company reported the impact of natural disasters in its fiscal-year results. The same risk event continued from the previous year, when adverse weather and natural disasters affected sales.
  4. FY2019-Q2MaterialisedAnnual report

    「However, sales remained below forecast in all three businesses—wholesale, department stores, and directly operated retail—due in part to fewer operating days at stores and the cancellation of events resulting from adverse weather and natural disasters from July onward.」

    The company states that adverse weather and natural disasters from July onward reduced the number of operating days at retailers and led to event cancellations, resulting in an actual impact on sales activities and revenue.
Moved together

"Sluggish Personal Consumption and Increased Uncertainty in the External Economic Environment" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222★123
  1. ★This thread
  2. 1Sluggish Personal Consumption and Increased Uncertainty in the External Economic Environment2×
  3. 2Reliance on Interest-Bearing Debt and Interest-Rate Risk2×
  4. 3Occurrence of Bad Debts and Customer Credit Risk2×

★ 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
Nagahori's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.