Komori
Yamada Holdings (9831) · RiskMaterialised

Demand Fluctuations Caused by Seasonality, Climate and Events

First written in FY2016. 21 of 23 entries say "Materialised", first in FY2017-Q2. Latest entry: 2026-08-06.

23entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q2 – FY2019-Q2MaterialisedFY2020-Q1 – 2026-08-062016: 220162017: 120172018: 420182019: 320192020: 220202021: 120212022: 220222023: 320232024: 220242025: 120252026: 22026
Same theme, other companies

Yamada Holdings moved to the "Worse" side of this theme in 2016, 3 years before the typical company in this theme (2019).

The whole theme swung hardest in 2019: 6 of 8 companies on the "Worse" side.

4 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. FY2026-H1MaterialisedAnnual report

    「While televisions and other products performed sluggishly, air conditioners performed steadily in response to the extreme heat, in addition to」

    Extreme heat actually occurred and emerged in performance as a change in seasonal demand in the form of steady air-conditioner sales.
  2. FY2025-H1MaterialisedAnnual report

    「The main factors affecting performance for the current fiscal year were: ① increased demand for durable consumer goods due to a recovery in personal consumption, and ② growth in air-conditioner sales due to the extreme heat」

    Extreme heat actually occurred and emerged in performance as a change in seasonal demand in the form of stronger air-conditioner sales.
  3. FY2024-Q3MaterialisedAnnual report

    「On the other hand, heating appliances and seasonal appliances performed sluggishly in the third quarter due to the effects of the mild winter and other factors.」

    The mild winter actually emerged as a change in demand in the form of sluggish sales of heating appliances and seasonal appliances.
  4. FY2024-Q2MaterialisedAnnual report

    「Seasonal appliances, led by air conditioners, grew significantly due to record heat that continued from July through September, in addition to」

    Record heat actually occurred and contributed to increased sales of seasonal appliances such as air conditioners.
  5. FY2023MaterialisedAnnual report

    「Lost sales opportunities resulting from store closures and reduced operating hours due to major typhoons and heavy rainfall」

    Major typhoons and heavy rainfall materially affected sales opportunities through store closures and reduced operating hours. The company also recorded ¥321 million in disaster-related losses.
  6. FY2023-Q3MaterialisedAnnual report

    「Store closures and reduced operating hours due to the effects of major typhoons and heavy rainfall」

    Major typhoons and heavy rainfall materially affected performance in the cumulative third quarter through store closures and reduced operating hours.
  7. FY2023-Q1MaterialisedAnnual report

    「Seasonal products, particularly air conditioners, and high-priced energy-efficient refrigerators performed well amid the extreme heat that arrived with the earliest end to the rainy season on record in late June.」

    It was reported that the earliest end to the rainy season on record and extreme heat materially affected demand for seasonal products.
  8. FY2022-Q3MaterialisedAnnual report

    「Sales during the first 3 quarters of the current consolidated fiscal year remained challenging due to the effects of the Accounting Standard for Revenue Recognition and other standards applied from the current period, a decline in customer visits following the declaration of a state of emergency during the fifth wave of the pandemic, insufficient sunshine in summer and natural disasters, the effects in the previous period of special fixed benefits, demand for telework and stay-at-home demand, and a shift in consumer spending toward tourism, dining, hobbies and personal-interest goods.」

    The company explained that insufficient sunshine in summer and natural disasters materially affected customer traffic and sales.
  9. FY2021MaterialisedAnnual report

    「Seasonal products such as air conditioners performed well despite the effects of the prolonged rainy season, low temperatures and insufficient sunshine in July, supported by rising temperatures in June, the extreme heat in August and the effects of a strong cold air mass in the first half of winter.」

    Climate factors including the prolonged rainy season, low temperatures and insufficient sunshine, extreme heat and a strong cold air mass materially affected sales of seasonal products during the fiscal year.
  10. FY2021-Q2MaterialisedAnnual report

    「Seasonal products such as air conditioners performed sluggishly. Although temperatures rose in June and August saw extreme heat, they were significantly affected by the prolonged rainy season, low temperatures and insufficient sunshine in July.」

    It was reported that the prolonged rainy season, low temperatures and insufficient sunshine materially affected seasonal product sales.
  11. FY2020-Q3MaterialisedAnnual report

    「Seasonal products such as air conditioners performed steadily despite the effects of the low temperatures and heavy rainfall caused by the prolonged rainy season in July and the mild winter in December, supported by higher average selling prices for high-performance, higher-priced products and rush demand ahead of the consumption tax increase.」

    The company explained that the prolonged rainy season and low temperatures in July and the mild winter in December materially affected seasonal product sales.
  12. FY2020-Q2MaterialisedAnnual report

    「Seasonal products such as air conditioners were affected in the second-quarter consolidated accounting period by low temperatures and heavy rainfall caused by the prolonged rainy season in July, despite positive factors including the extreme heat after the end of the rainy season and the severe late-summer heat.」

    The company explained that the low temperatures and heavy rainfall caused by the prolonged rainy season in July materially affected the sales environment for seasonal products.
  13. FY2020-Q1MaterialisedAnnual report

    「Seasonal products such as air conditioners performed well because hot summer days were recorded nationwide in May and early promotional campaigns for summer products were conducted.」

    The company explained that the May heatwave materially affected the sales environment for seasonal products, which performed well alongside early promotional activity.
  14. FY2019-Q3RestatedAnnual report

    「In the consumer electronics retail industry, sales and profit were significantly affected this summer by disasters and extreme heat across Japan, compounded by a chronic labor shortage associated with disaster recovery efforts.」

    Continued to explain that climate factors, including disasters and extreme heat, affected sales and profit.
  15. FY2019-Q2MaterialisedAnnual report

    「In the consumer electronics retail industry, sales and profit were significantly affected this summer by torrential rain, typhoons, earthquakes and record heat across Japan, compounded by a nationwide labor shortage associated with disaster recovery efforts.」

    Climate and disaster-related factors, including torrential rain, typhoons, earthquakes and record heat, actually had a significant impact on sales and profit.
  16. FY2019-Q1MaterialisedAnnual report

    「Seasonal products such as air conditioners performed well despite extreme weather fluctuations, including a record number of hot summer days from April through mid-May, sharp temperature differences, an earlier-than-usual start to the rainy season, and the unusually early end of the rainy season in the Kanto-Koshin region.」

    Climate fluctuations, including the record number of hot summer days, sharp temperature differences, the early start to the rainy season and the unusually early end of the rainy season, actually affected the sales environment for seasonal products during the quarter.
  17. FY2018MaterialisedAnnual report

    「Summer saw regional temperature fluctuations and weather-related factors, while winter temperatures were low nationwide, with western Japan experiencing its coldest conditions in 32 years. Seasonal products performed well.」

    Stated that regional temperature fluctuations, weather conditions and low temperatures nationwide actually affected sales of seasonal products during the fiscal year.
  18. FY2018-Q3MaterialisedAnnual report

    「Although seasonal products such as air conditioners were affected by rain and typhoons in June and October and the shortest sunshine duration in August, performance was strong because daytime and nighttime temperatures were high nationwide in July and temperatures were low in December. Overall performance remained solid.」

    Stated that weather conditions, including rain, typhoons and short sunshine duration, actually affected sales of seasonal products.
  19. FY2018-Q2MaterialisedAnnual report

    「Although seasonal products such as air conditioners were affected by heavy rain in late June and the shortest sunshine duration on record in August, overall performance remained solid because temperatures were high nationwide in July and sales were strong.」

    Stated that heavy rain, record-short sunshine duration and high temperatures in July actually affected the sales environment for seasonal products.
  20. FY2017-Q2MaterialisedAnnual report

    「The decline in temperatures from mid-July onward affected conditions, as did typhoons and torrential rain from August through September. In the previous year, early July was cool and the period from late July onward was extremely hot, reversing the temperature pattern from the current period. Temperatures rose in western Japan, but weather conditions were unsettled from the Kanto region through Tohoku and Hokkaido.」

    Stated that lower temperatures, unsettled weather, typhoons and torrential rain actually affected the sales environment.
  21. FY2016First statedAnnual report

    「It is difficult to accurately forecast irregular demand associated with seasonal fluctuations, weather conditions and events, as well as demand for products generally.」

    Demand forecasting for seasonal products such as air conditioners and event-related products such as Olympic merchandise was identified as a risk.
Moved together

"Impairment Losses from Deteriorating Store Profitability" moved the same way as this thread, in the same document, in 16 of its 23 moves.

16119876★123456
  1. ★This thread
  2. 1Impairment Losses from Deteriorating Store Profitability16×
  3. 2Changes in Domestic Consumption, Economic Conditions and Demographics11×
  4. 3Visible Profit Improvement from Structural Reform9×
  5. 4Impact of Natural Disasters on Stores and Operations8×
  6. 5Instability in Product Procurement and Supply Chains7×
  7. 6Changes in Consumer Needs, Preferences and Demand for New Products6×

★ 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
Yamada Holdings's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Earnings presentation of 2026-08-06: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.