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Shimamura (8227) · RiskUpdate on weaker summer demand due to the rainy season and typhoons, alongside extreme heat

Impact of Abnormal Weather on Apparel Sales

First written in FY2017-Q1. 24 of 37 entries say "Materialised", first in FY2017-Q3. Latest entry: FY2027-H1.

37entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q1 – FY2021-Q2OtherFY2025-H1 – FY2026-H12016: 220162017: 420172018: 420182019: 420192020: 320202021: 520212022: 220222023: 420232024: 220242025: 220252026: 52026
Same theme, other companies
Sales volatility in fashion products due to seasonality and climateA theme 40 companies write about · 44 as a headwind · 0 as a tailwind

Shimamura moved to the "Worse" side of this theme in 2016, 2 years before the typical company in this theme (2018).

The whole theme swung hardest in 2024: 23 of 30 companies on the "Worse" side.

1 other company's latest entry also says "Other".

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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Update on weaker summer demand due to the rainy season and typhoons, alongside extreme heatAnnual report

    「Regarding the weather, rainy-season conditions and successive typhoons approaching from June through mid-July caused summer demand to slow. After the rainy season ended, extreme heat prevailed nationwide, while sudden heavy rain and thunderstorms occurred frequently in many areas in August.」

    While rainy-season conditions and successive approaching typhoons actually led to slower summer demand, nationwide extreme heat after the end of the rainy season and sudden heavy rain and thunderstorms were also reported.
  2. FY2026Strong sales of summer merchandise and delayed launch of autumn/winter merchandise due to record heatAnnual report

    「Summer merchandise performed well as record-breaking heat continued through early autumn, but the launch of fall and early-winter merchandise was significantly delayed. However, as temperatures fell from November, winter merchandise began selling earlier than last year, and sales of winter merchandise, particularly cold-weather items, remained solid thereafter.」

    While high temperatures boosted summer merchandise sales, they delayed the launch of fall and early-winter merchandise. Winter merchandise sales recovered from November onward.
  3. 2026-03-30MaterialisedEarnings

    「Although summer merchandise performed well because record heat continued into early autumn, the start of sales of autumn and early-winter merchandise was substantially delayed.」

    The disclosure stated that unusually high temperatures boosted summer merchandise sales while delaying the launch of autumn and early-winter merchandise.
  4. FY2026-H1Strong summer merchandise sales and restrained outings amid record-high temperaturesAnnual report

    「From June through August, there were many sunny days and sales of summer merchandise were strong. Meanwhile, average temperatures reached the highest level on record since statistics began, and the unusually hot weather, particularly in August, led to a tendency to refrain from going out.」

    While sunny conditions and high temperatures supported summer merchandise sales, record-high temperatures since statistics began and unusually hot weather led people to refrain from going out.
  5. FY2025Strong summer merchandise sales due to high temperatures and delayed launch of fall and winter merchandiseAnnual report

    「High temperatures continued from summer into autumn, with average temperatures reaching record highs. Summer merchandise performed well, but the launch of fall and winter merchandise was extremely difficult. Temperatures fell nationwide from late November, after which winter merchandise sales performed well.」

    While high temperatures boosted summer merchandise sales, they delayed the launch of fall and winter merchandise. Winter merchandise sales recovered after temperatures fell from late November.
  6. FY2025-H1Strong summer merchandise sales amid changing weather conditionsAnnual report

    「Regarding the weather, the rainy season began nationwide in June later than usual. Temperatures were higher than normal, atmospheric conditions became unstable in many areas, and heavy rain and thunder were observed. Many extremely hot days were recorded in the Kanto region and westward in early July, but localized torrential rain occurred frequently from mid-July onward. By early August, the rainy season had ended nationwide, and many more extremely hot days were recorded in the Kanto region and westward, resulting in strong summer merchandise sales.」

    Although weather fluctuations, including the late onset of the rainy season, heavy rain and thunder, extreme heat and localized torrential rain, occurred, high temperatures after the end of the rainy season nationwide resulted in strong summer merchandise sales.
  7. FY2025-Q1MaterialisedAnnual report

    「From early to mid-March, cold air and rain or snow caused temperatures to fall below normal in many areas, creating difficult conditions for spring and summer merchandise sales. Temperatures also fell below normal in many areas in early April due to strong cold air, but from mid-April there were many sunny days and some areas recorded summer-like temperatures. During the Golden Week holidays in early May, sunny conditions spread across the country and temperatures rose enough for summer-like and midsummer temperatures to be recorded, resulting in strong sales of summer merchandise.」

    Cold air, rain and snow in early spring actually created difficult weather conditions for spring and summer merchandise sales. Meanwhile, rising temperatures in early May led to strong sales of summer merchandise.
  8. FY2024-Q3MaterialisedAnnual report

    「During the period, there were an exceptionally large number of unseasonably hot days, creating harsh conditions for fall and winter merchandise sales.」

    It was stated that unseasonably high temperatures actually occurred, severely affecting fall and winter merchandise sales.
  9. FY2024-Q2MaterialisedAnnual report

    「The rainy season began earlier than last year in the Tokai region and westward in late May. Through late June, the rainy-season front and typhoons brought many cloudy and rainy days nationwide, while temperatures fluctuated periodically. From mid- to late July, the rainy season ended across the country and temperatures rose sharply. Western Japan was hit by 2 typhoons from early to mid-August, but extreme heat continued day after day nationwide, including in northern Japan.」

    An early onset of the rainy season, the rainy-season front and typhoons, temperature fluctuations, a sharp rise in temperatures and extreme heat actually occurred.
  10. FY2024-Q1MaterialisedAnnual report

    「During the period, morning and evening temperatures were low and the weather changed periodically, making conditions difficult for spring and summer merchandise sales.」

    It was stated that falling temperatures and periodic weather changes actually occurred, creating difficult weather conditions for spring and summer merchandise sales.
  11. FY2023MitigatedAnnual report

    「Temperatures rose sharply when the rainy season effectively ended in late June, and summer merchandise sales were strong in July and August due to extreme heat. In the second half, September brought lingering summer heat, while morning and evening temperatures became significantly colder in October. Winter merchandise sales were steady from November through February as temperatures remained around normal.」

    Although high temperatures and lingering summer heat occurred, summer and winter merchandise sales were strong or steady, and the full-year risk of sales impacts through the preceding quarter eased.
  12. FY2023-Q3MaterialisedAnnual report

    「From late August through late September, hot weather continued nationwide, and 2 large typhoons approached or made landfall in September. From early to mid-October, cloudy and rainy days were common nationwide, and the impact of a cold front brought sharper morning and evening chills. From late October through early November, daytime temperatures rose in the Kanto region and westward, with some days recording summer-like temperatures of 25°C or higher in western Japan. By mid-November, temperatures nationwide were around the seasonal average, while Sapporo recorded its first snowfall 15 days later than usual.」

    Abnormal weather, including lingering summer heat, large typhoons, rain and cloudy conditions, sharp temperature swings and late first snowfall, actually occurred, resulting in sluggish sales of fall and winter merchandise in the Taiwan business.
  13. FY2022MaterialisedAnnual report

    「Although the rainy season ended early in July, August was cool and summer sales were weak. In the second half, temperatures fell in September and morning and evening temperatures became significantly colder in October and November. From December through February, midwinter cold and snowfall continued, while winter merchandise, particularly practical products, performed well.」

    While weather actually affected seasonal product sales, including weak summer sales due to the cool summer, winter merchandise, particularly practical products, performed well.
  14. FY2022-Q3MitigatedAnnual report

    「Temperatures subsequently fell through late October, and as autumn deepened in the Kanto region and westward, early-winter merchandise performed well. Temperatures rose again in early November, but from mid-November onward, morning and evening temperatures fell sharply nationwide, driving growth in winter merchandise sales.」

    Although temperature fluctuations continued, early-winter and winter merchandise performed well, and weather-related sales risk in the quarter eased compared with the preceding quarters.
  15. FY2022-Q2MaterialisedAnnual report

    「In mid-May, the rainy season began in the Tokai region and westward more than 3 weeks earlier than last year. Rainy and cloudy days became more common nationwide, and temperatures fell. In mid-June, the rainy season began in the Kanto region and farther north, and unstable weather, with sunny and rainy days alternating across the country, continued through early July. The rainy season ended 2 weeks earlier than last year in mid-July, and temperatures rose sharply, but from early August onward, typhoons and the autumn rain front brought frequent rain and autumn-like temperatures, resulting in weak summer sales.」

    Early onset of the rainy season, low temperatures, unstable weather, a sharp rise in temperatures after the early end of the rainy season, typhoons and the autumn rain front actually occurred, resulting in weak summer sales.
  16. FY2022-Q1MaterialisedAnnual report

    「From late April, temperatures fell, and the rainy season began in the Tokai region and westward in mid-May, 3 weeks earlier than usual, slowing sales of summer merchandise.」

    The drop in temperatures from late April and the rainy season beginning 3 weeks earlier than usual actually resulted in slower sales of summer merchandise.
  17. FY2021MitigatedAnnual report

    「In addition, it was a year without a typhoon making landfall for the first time in 12 years, resulting in weather favorable for sales of seasonal products throughout the year.」

    For the full year, weather was favorable for seasonal product sales, with no typhoons making landfall, and the sales impact of abnormal weather through the previous fiscal year eased.
  18. FY2021-Q3MitigatedAnnual report

    「In addition, there were many sunny days and less impact from typhoons than last year, making the weather highly favorable for sales of fall and winter merchandise.」

    In the third quarter, the risk of abnormal weather affecting fall and winter merchandise sales eased compared with the preceding quarters, as there were many sunny days and less impact from typhoons.
  19. FY2021-Q2MaterialisedAnnual report

    「Prolonged rain continued from late June through late July, and the rainy season ended about one week later than last year, causing seasonal products to sell slowly. After the rainy season ended at the end of July, hot, summer-like days continued, and summer merchandise such as cooling fabrics began selling briskly.」

    Prolonged rain and the approximately one-week delay in the end of the rainy season slowed sales of seasonal products, resulting in an actual weather-related impact on sales.
  20. FY2021-Q1MaterialisedAnnual report

    「Sales of summer merchandise were weak due in part to restrictions on going out related to COVID-19 and low temperatures in April.」

    It was stated that, in the Taiwan business, low temperatures in April actually resulted in weak sales of summer merchandise.
  21. FY2020MaterialisedAnnual report

    「In the first half, low temperatures in April and July, and in the second half, temperatures as high as midsummer through early October and a record-breaking warm winter from December through February, led to lower sales of seasonal products. In addition, successive typhoons made landfall in September and October, causing many stores to close or shorten their operating hours, and difficult conditions for apparel sales continued throughout the year.」

    Low temperatures, high temperatures, a record-breaking warm winter and successive typhoons actually occurred throughout the year, leading to lower sales of seasonal products and store closures or shortened operating hours.
  22. FY2020-Q3MaterialisedAnnual report

    「In the second half, temperatures remained as high as midsummer until early October, while typhoons made landfall one after another through November. Many stores closed or shortened their operating hours, and difficult conditions for apparel sales continued.」

    High temperatures and successive typhoons actually occurred, leading to store closures and shortened operating hours at many stores and affecting apparel sales.
  23. FY2020-Q2MaterialisedAnnual report

    「Because the rainy season ended about one month later than last year, seasonal products, particularly cooling-touch bedding and interiors, yukata and swimwear, sold slowly in July. After the rainy season ended, hot, summer-like days continued and summer merchandise began selling briskly.」

    The delayed end of the rainy season slowed sales of seasonal products such as bedding and interiors, yukata and swimwear, resulting in an actual weather-related impact on apparel sales.
  24. FY2020-Q1MaterialisedAnnual report

    「From late March through mid-April, a nationwide spell of cold weather led to weak sales of practical products such as underwear and bedding.」

    It was stated that nationwide cold weather actually occurred, resulting in weak sales of Shimamura's practical products, including underwear and bedding.
  25. FY2019MaterialisedAnnual report

    「During the fiscal year, Japan’s economy remained on a recovery trend, and employment and income conditions remained firm. However, consumer sentiment showed signs of weakening because of abnormal weather throughout the year and natural disasters such as typhoons and torrential rain.」

    The report stated that abnormal weather, typhoons and torrential rain actually occurred throughout the year and depressed consumer sentiment.
  26. FY2019-Q3MaterialisedAnnual report

    「Severe lingering heat continued from late August through early September, allowing the clearance of summer products to progress, but customer traffic then slowed because of unsettled weather caused by a stalled autumn rain front. From October through November, temperatures remained above average nationwide, creating difficult weather conditions for winter apparel sales.」

    The report stated that severe lingering heat, unsettled weather caused by the autumn rain front and above-average temperatures actually occurred and affected sales of summer and winter products and customer traffic.
  27. FY2019-Q2MaterialisedAnnual report

    「In early July, torrential rain disasters occurred in western Japan because of Typhoon No. 7 and the Baiu front, among other factors. Two major typhoons then struck from late July through August. In addition, record heat made conditions difficult for summer apparel sales as customers refrained from going out during the day.」

    The report stated that torrential rain in western Japan, multiple major typhoons and record heat actually occurred and affected summer apparel sales.
  28. FY2019-Q1MaterialisedAnnual report

    「Because spring-like weather continued from late March, cherry blossoms bloomed earlier than average nationwide. However, weather fluctuated significantly from April onward as low-pressure systems passed, and snowfall was also observed in Hokkaido after the second half of Golden Week in May. Heavy rain and low temperatures created difficult weather conditions for sales of early-summer and summer products.」

    The report stated that heavy rain, low temperatures and snowfall in Hokkaido actually occurred, creating difficult weather conditions for early-summer and summer apparel sales.
  29. FY2018RestatedAnnual report

    「Weather affecting apparel sales provided a tailwind as the four seasons remained clearly distinguishable throughout the year, but abnormal weather also had an impact, including low temperatures from March through April, torrential rain and typhoon damage from July through October, and heavy snowfall mainly on the Sea of Japan side from January through February.」

    Although the clear change between the four seasons throughout the year provided a tailwind for sales, the report continued to note the impact of abnormal weather, including low temperatures, torrential rain, typhoons and heavy snowfall.
  30. FY2018-Q3MaterialisedAnnual report

    「Although temperatures fell nationwide from mid-November, high temperatures from September through October and the impact of typhoons striking on two consecutive weekends in late October created difficult weather conditions for autumn and winter apparel sales.」

    The report stated that high temperatures from September through October and typhoons in late October actually occurred, creating difficult weather conditions for autumn and winter apparel sales.
  31. FY2018-Q2MaterialisedAnnual report

    「Difficult weather conditions continued for spring and summer apparel sales, including snowfall in the Kanto region in late March, torrential rain in northern Kyushu in early July, and the impact of Typhoon No. 5 from late July through early August.」

    The report stated that snowfall, torrential rain and a typhoon actually occurred, creating difficult weather conditions for spring and summer apparel sales.
  32. FY2018-Q1MaterialisedAnnual report

    「Weather affecting apparel sales included many low-temperature days from March through April, with snowfall also observed in the Kanto region in late March, creating difficult conditions for spring and early-summer apparel sales.」

    Low temperatures and snowfall in the Kanto region actually occurred, creating difficult conditions for sales of spring and early-summer products.
  33. FY2017MaterialisedAnnual report

    「Weather affecting apparel sales remained abnormal, with falling temperatures during the first half of Golden Week, successive typhoons from August through September, severe lingering heat from September through October, and an unusually warm winter nationwide from December through February. As a result, conditions were difficult for apparel sales.」

    The report stated that abnormal weather, including typhoons, lingering heat and a warm winter, occurred throughout the year and actually affected apparel sales.
  34. FY2017-Q3MaterialisedAnnual report

    「Weather affecting apparel sales remained abnormal, with falling temperatures during the first half of Golden Week, successive typhoons from August through September, and severe lingering heat from September through October. Although temperatures fell after late October, conditions were difficult for autumn apparel sales.」

    The company itself stated that abnormal weather actually had a difficult impact on autumn apparel sales.
  35. FY2017-Q1First statedAnnual report

    「Weather affecting apparel sales remained abnormal, with cold weather returning after Tokyo’s cherry-blossom declaration and 10 days required for the blossoms to reach full bloom, followed by falling temperatures during the first half of Golden Week.」

    The report specifically described the timing of the cherry blossoms and temperature fluctuations during Golden Week as factors in weather affecting apparel sales.
Moved together

"Uncertainty about the outlook due to yen appreciation, economic slowdowns in emerging markets, and U.S. monetary policy" moved the same way as this thread, in the same document, in 17 of its 37 moves.

171512776★123456
  1. ★This thread
  2. 1Uncertainty about the outlook due to yen appreciation, economic slowdowns in emerging markets, and U.S. monetary policy17×
  3. 2Weakness in Personal Consumption15×
  4. 3Sluggish customer traffic at the Shimamura business and a year-on-year decline in sales12×
  5. 4Understand the Fundamentals, Transform Boldly: Expanding the Speed and Scope of Transformation7×
  6. 5Failure to Achieve a Recovery in Chambre Retail Business Performance7×
  7. 6Enhancing the Taiwan business's sales performance and brand awareness by coordinating products, in-store presentation and sales promotions and using websites and apps6×

★ 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 Shimamura yet. It last moved in the Earnings of 2026-09-28: "Other".
News
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Impact of Abnormal Weather on Apparel Sales | SHIMAMURA Co.,Ltd. (8227) | Komori