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Mos Food Services (8153) · RiskMaterialised

Impact of Natural Disasters and Weather on Stores and Agricultural Products

First written in FY2018. 4 of 5 entries say "Materialised", first in FY2019-Q1. Latest entry: FY2020-Q3.

5entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q1 – FY2020-Q32018: 320182019: 120192020: 12020
Same theme, other companies
Disruption of Food and Product Supply Systems and Procurement Price VolatilityA theme 94 companies write about · 105 as a headwind · 0 as a tailwind

Mos Food Services moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).

The whole theme swung hardest in 2022: 44 of 63 companies on the "Worse" side.

26 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 94 companies compared. The sentences above are computed from all 94.
Full recordFilings, disclosures and news, newest first
  1. FY2020-Q3MaterialisedAnnual report

    「However, the operating environment for the food service industry remains challenging due to factors including Typhoon No. 19 in October, labor shortages and the consumption tax increase.」

    Typhoon No. 19 actually occurred and was identified as a factor contributing to the challenging food-service environment.
  2. FY2019MaterialisedAnnual report

    「The operating environment for the food-service industry remains challenging, due in part to natural disasters including the Northern Osaka Prefecture Earthquake and the July 2018 torrential rains.」

    Natural disasters, including earthquakes and torrential rains, actually occurred and affected store operations and operating results.
  3. FY2019-Q2MaterialisedAnnual report

    「During the second quarter of the current fiscal year, many stores were forced to shorten their operating hours or close temporarily due to the effects of the July 2018 torrential rains, Typhoons No. 21 and 24, and the Hokkaido Eastern Iburi Earthquake.」

    The torrential rains, typhoons and Hokkaido Eastern Iburi Earthquake actually occurred, resulting in shortened operating hours and temporary closures at many stores.
  4. FY2019-Q1MaterialisedAnnual report

    「However, due to the Northern Osaka Earthquake, weather-related effects and intensifying competition, total customer numbers fell below plan and the sales plan was not achieved.」

    The Northern Osaka Earthquake actually occurred and was identified as a factor behind the shortfall in planned customer numbers and sales.
  5. FY2018First statedAnnual report

    「If a natural disaster occurs in an area where stores are concentrated or in a production area for agricultural products, sales could decline and agricultural product prices could rise, potentially affecting the group’s operating results.」

    The possibility that natural disasters in areas where stores are concentrated or agricultural products are produced could reduce sales and drive up agricultural product prices is identified.
Moved together

"Increase in net assets and equity ratio" moved the same way as this thread, in the same document, in 4 of its 5 moves.

433322★123456
  1. ★This thread
  2. 1Increase in net assets and equity ratio4×
  3. 2Improvement in MOS BURGER business performance in the first quarter3×
  4. 3Higher Consolidated Revenue and Profits and Improved Earnings3×
  5. 4Revenue and Profit Growth in Other Businesses3×
  6. 5Planned Expansion of Domestic Stores and Improved Visibility2×
  7. 6Intensifying competition, persistently high procurement costs, labor shortages and rising labor costs2×

★ 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 Mos Food Services yet.
News
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Impact of Natural Disasters and Weather on Stores and Agricultural Products | MOS FOOD SERVICES,INC. (8153) | Komori