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Aeon (8267) · RiskMaterialised

Impact of the Record-Breaking Typhoon on Same-Store Sales

First written in FY2017-Q2. 5 of 7 entries say "Materialised", first in FY2019. Latest entry: 2026-10-13.

7entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017 – 2026-10-132016: 12017: 120172018: 020182019: 320192020: 020202021: 020212022: 020222023: 020232024: 020242025: 020252026: 22026
Same theme, other companies
Decline in same-store sales due to a record-breaking typhoonA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

Aeon moved to the "Worse" side of this theme in 2017, 1 year before the typical company in this theme (2018).

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2020-Q2MaterialisedAnnual report

    「The GMS (general merchandise store) and SM (supermarket) businesses were affected by weak consumer sentiment and unseasonable weather, including record-low temperatures in July.」

    Weak consumer sentiment and record-low temperatures in July actually affected operating profit in the GMS and SM businesses.
  2. FY2020-Q1MaterialisedAnnual report

    「By segment, operating profit in the GMS (general merchandise store) and SM (supermarket) businesses was affected by weaker consumer sentiment and adverse weather conditions.」

    The company stated that unseasonable weather actually affected the performance of the GMS and SM businesses.
  3. FY2019MaterialisedAnnual report

    「Although domestic retail performance was affected by unseasonable weather, including concentrated torrential rain and typhoons in summer and an unusually warm winter, overseas performance in the integrated financial services and developer businesses, as well as the international business, steadily improved and contributed to consolidated results.」

    The company stated that unseasonable weather, including concentrated torrential rain, typhoons and an unusually warm winter, actually affected domestic retail performance.
  4. FY2017WorsenedAnnual report

    「Amid unseasonable weather, including the arrival of record typhoons in August and September, same-store sales for the period were 97.7% of the previous period. By category, clothing was 95.9%, food 98.7%, and home and leisure 96.9%.」

    The company reported the impact of unseasonable weather, including record typhoons, on same-store sales as 97.7% of the year-earlier level for the full year.
  5. FY2017-Q2First statedAnnual report

    「Same-store sales during the period were 98.2% of the year-earlier level, slightly below the previous year's results, partly due to the arrival of record typhoons in August. By category, clothing was 97.0%, food 98.9%, and home and leisure 97.4%.」

    The company explained that the arrival of record typhoons contributed to same-store sales falling below the year-earlier level.
Moved together

"Impairment Risk for Store Assets and Goodwill" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333222★123456
  1. ★This thread
  2. 1Impairment Risk for Store Assets and Goodwill3×
  3. 2Higher Borrowing Costs Due to Rising Interest Rates3×
  4. 3Environmental Issues, Including Soil Contamination, at Owned Real Estate3×
  5. 4Downside Risks to Domestic and Overseas Economic Conditions and Uncertainty in the Operating Environment2×
  6. 5Quarterly loss attributable to owners of the parent2×
  7. 6Higher Labor Costs Due to Minimum Wage Increases, Social Insurance Premiums, etc.2×

★ 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 Aeon yet. It last moved in the Monthly of 2026-10-13: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impact of the Record-Breaking Typhoon on Same-Store Sales | AEON CO.,LTD. (8267) | Komori