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Taka-Q (8166) · RiskMaterialised

Damage to products and stores caused by weather and natural disasters

First written in FY2018. 20 of 22 entries say "Materialised", first in FY2019-Q2. Latest entry: 2026-10-07.

22entries
9years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q2 – FY2020-Q3MaterialisedFY2021-Q2 – 2026-10-072018: 320182019: 320192020: 320202021: 020212022: 120222023: 120232024: 220242025: 220252026: 72026
Same theme, other companies
Risk of Natural Disasters, Core System Outages and Weather Affecting Sales OperationsA theme 30 companies write about · 29 as a headwind · 0 as a tailwind

Taka-Q moved to the "Worse" side of this theme in 2018, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 11 of 19 companies on the "Worse" side.

10 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 30 companies compared. The sentences above are computed from all 30.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-07MaterialisedEarnings

    「衣料品に対する買い控え傾向がみられたことに加え、天候不順等の影響も重なり客数が減少したことで、半袖ドレスシャツやカットソー等の盛夏商品が低調に推移いたしました。」

    天候不順が客数減少と盛夏商品の低調として実際の業績に表れている。
  2. FY2027-H1MaterialisedAnnual report

    「At the same time, consumer sentiment remained subdued as higher prices increased living costs, and consumers showed a tendency to defer clothing purchases. Combined with the effects of unseasonable weather and other factors, the resulting decline in customer traffic led midsummer products such as short-sleeved dress shirts and cut-and-sew items to perform poorly.」

    The company explained that higher prices and unseasonable weather actually resulted in lower customer traffic and weak performance by midsummer products.
  3. FY2026MaterialisedAnnual report

    「The challenging business environment continued, with sales of fall and winter products sluggish due to the effects of record late-summer heat and the warm winter, among other factors.」

    The Company explained that the late-summer heat and warm winter actually materialized as weak sales of fall and winter products.
  4. 2026-04-10MaterialisedEarnings

    「Sales of fall and winter products struggled due to record-high late-summer temperatures and an unusually warm winter」

    Weather-related weakness in demand for fall and winter products occurred during the fiscal year in question.
  5. FY2026-H1MaterialisedAnnual report

    「The business environment remained challenging, as continued record-high temperatures caused sluggish demand for new fall products, among other factors.」

    The Company explained that record-high temperatures actually materialized as sluggish demand for new fall products.
  6. FY2025MaterialisedAnnual report

    「The business environment remained challenging, as record-high temperatures continued from October onward and demand for fall products remained sluggish, among other factors.」

    The Company explained that record-high temperatures actually materialized as sluggish demand for fall products.
  7. FY2024MaterialisedAnnual report

    「In addition to prolonged inflation in Japan and overseas, average temperatures remained high nationwide after the record late-summer heat in September, so demand for fall and winter products did not increase and the business environment remained challenging.」

    High temperatures following the record late-summer heat actually materialized as sluggish demand for fall and winter products.
  8. FY2024-Q3MaterialisedAnnual report

    「However, although the company launched new autumn/winter products early and developed fresh-looking sales floors, autumn merchandise sold poorly in September and October due to unexpectedly prolonged hot weather. Demand for cold-weather products increased in November, but same-store sales for the cumulative third quarter declined 2.8% year on year.」

    Record late-summer heat actually materialized as weak movement in fall products and a 2.8% year-on-year decline in same-store sales.
  9. FY2023-Q3MaterialisedAnnual report

    「There were many unusually warm days in November, causing cold-weather apparel to struggle. Same-store sales for the first three cumulative quarters increased 5.7% year on year.」

    The impact of weather on product sales actually materialized as weak performance in cold-weather clothing due to higher temperatures.
  10. FY2023-Q1MaterialisedAnnual report

    「Sales recovered only gradually due in part to weak sales of short-sleeved products caused by falling temperatures from mid-May onward. Same-store sales for the first quarter increased 14.7% year on year.」

    The impact of weather on product sales actually materialized as weak sales of short-sleeved products due to lower temperatures.
  11. FY2021-Q3MaterialisedAnnual report

    「However, in addition to the impact of self-restraint from going out following the resurgence of COVID-19 infections, unseasonably high temperatures caused autumn merchandise and cold-weather clothing to struggle, resulting in a 30.7% year-on-year decline in same-store sales for the cumulative third quarter.」

    The resurgence of infectious diseases and higher temperatures actually materialized as weak performance in fall products and cold-weather clothing and a 30.7% year-on-year decline in same-store sales.
  12. FY2021-Q2MaterialisedAnnual report

    「However, in addition to self-restraint from going out, store closures and shortened operating hours, unseasonable weather, including a delayed end to the rainy season and torrential rain, also affected results, resulting in a substantial 37.2% year-on-year decline in same-store sales for the cumulative second quarter.」

    The impact of adverse weather, including a delayed end to the rainy season and heavy rain, actually materialized as a substantial year-on-year decline in same-store sales.
  13. FY2020RestatedAnnual report

    「However, in addition to changes in the consumption environment, abnormal weather and natural disasters in the first and second quarters, temporary restraint in purchasing following the consumption tax increase in the third and fourth quarters, weak sales of cold-weather clothing due to the warm winter, and the increasingly apparent impact of the spread of COVID-19 in February further depressed consumption, resulting in a 9.2% year-on-year decline in same-store sales for the current fiscal year.」

    The impact of abnormal weather, natural disasters and the warm winter on product sales continued and was cited as a factor behind the 9.2% full-year decline in same-store sales.
  14. FY2020-Q3MaterialisedAnnual report

    「In addition to the impact of prolonged late-summer heat, store closures and reduced hours caused by Typhoons No. 15 and 19, and temporary restraint in purchasing following the consumption tax increase, sales struggled in September and October and ended poorly.」

    Store closures and reduced operating hours caused by weather and natural disasters actually occurred, leading to weak sales in September and October.
  15. FY2020-Q2MaterialisedAnnual report

    「July was particularly weak for summer and high-summer clothing because of record-low sunshine and a continued run of days with low temperatures.」

    The impact of weather on product sales actually materialized as weak performance in summer and high-summer clothing due to insufficient sunshine and low temperatures.
  16. FY2020-Q1MaterialisedAnnual report

    「We launched summer apparel early to expand sales, but sales remained sluggish due in part to falling temperatures in April and the first half of May. Same-store sales for the first cumulative quarter declined 6.2% year on year.」

    The impact of lower temperatures on product sales actually materialized as weak performance in summer clothing and a 6.2% year-on-year decline in same-store sales.
  17. FY2019-Q3MaterialisedAnnual report

    「However, in addition to changes in the consumer environment, abnormal weather and natural disasters affected the first and second quarters, causing the broad range of spring/summer products to struggle. In the third quarter, temperatures also remained relatively high, weighing on sales of cold-weather clothing, and same-store sales for the cumulative third quarter declined 7.4% year on year.」

    The impact of abnormal weather, natural disasters and higher temperatures on product sales actually materialized as weak performance across spring and summer products and cold-weather clothing.
  18. FY2019-Q2MaterialisedAnnual report

    「Spring and summer products overall struggled due to abnormal weather and natural disasters from March through July.」

    The impact of weather and natural disasters on product sales actually materialized as weak performance across spring and summer products.
  19. FY2018First statedAnnual report

    「The products we handle are merchandised seasonally and may be affected by weather conditions such as cool summers, warm winters and typhoons. In addition, if a natural disaster such as an earthquake, storm or flood occurs, business performance may be affected by damage to the buildings we occupy and our products, as well as store closures associated with repairs.」

    In addition to the impact of weather on same-store sales, the Company explicitly identified general disaster risks, including damage to buildings and products and store closures caused by earthquakes, storms and floods, as business risks.
Moved together

"Economic uncertainty and weaker consumer sentiment" moved the same way as this thread, in the same document, in 13 of its 22 moves.

13107644★123456
  1. ★This thread
  2. 1Economic uncertainty and weaker consumer sentiment13×
  3. 2Impact of Olympic Viewing, Rain and Typhoons on Same-Store Sales10×
  4. 3Rising raw material, overseas labor and freight costs7×
  5. 4Impairment Losses Due to Deteriorating Store Profitability6×
  6. 5Strengthening online shop operations and expanding store openings4×
  7. 6Impact of the COVID-19 Pandemic on Product Supply and Store Operations4×

★ 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 Taka-Q yet. It last moved in the Earnings of 2026-10-07: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Damage to products and stores caused by weather and natural disasters | Taka-Q Co.,Ltd. (8166) | Komori