Komori
Juntendo (9835) · FactDecline following the prior year’s disaster-preparedness demand alongside strong sales of extreme-heat-related products

Increased demand related to torrential-rain disasters and higher sales of summer products due to the extremely hot weather

First written in FY2019-Q2. . Latest entry: FY2026-H1.

14entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseOtherFY2019-Q2 – FY2026-H12018: 12019: 320192020: 120202021: 220212022: 320222023: 120232024: 220242025: 12025
Same theme, other companies
Increase in Demand for Summer Goods and Environmental and Safety Products Due to Extreme HeatA theme 8 companies write about · 1 as a headwind · 7 as a tailwind

3 other companies' 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Decline following the prior year’s disaster-preparedness demand alongside strong sales of extreme-heat-related productsAnnual report

    「Although demand for disaster-prevention products fell as the reaction to the increase seen last August due to information forecasting a Nankai Trough earthquake and preparations for major typhoons, demand for vegetable seedlings, gardening nets and other products grew in the gardening and agriculture division, a focus division, from early spring. In addition, the early end of the rainy season and extreme heat contributed to strong sales of products such as watering supplies and submersible pumps, as well as heatstroke-prevention products such as fan-equipped clothing.」

    While demand for disaster-prevention products fell as the reaction to the increase seen in the previous year due to information forecasting a Nankai Trough earthquake and preparations for major typhoons, demand for vegetable seedlings, gardening nets, watering supplies, submersible pumps and fan-equipped clothing increased.
  2. FY2025-H1Added demand for disaster-prevention products arising from preparations for a Nankai Trough earthquake and major typhoons.Annual report

    「After the end of the rainy season, sales activity was seen in summer products amid record heat, as well as in disaster-prevention and disaster-response products for preparing for a Nankai Trough earthquake and major typhoons.」

    In addition to the usual summer demand driven by extreme heat, activity in disaster-prevention and disaster-response products related to preparations for a Nankai Trough earthquake and major typhoons was cited as a sales factor.
  3. FY2024-Q3Added the decline caused by the reaction to demand for recovery from typhoon damage in the previous fiscal year.Annual report

    「The materials-related business lacked momentum and fell below the same period of the previous year, due to factors including changes in market conditions for timber and the decline caused by the reaction to demand for recovery from typhoon damage in the previous fiscal year.」

    While weather- and disaster-related demand had previously contributed to sales, the decline caused by the reaction to demand for recovery from typhoon damage in the previous fiscal year was cited this quarter as a factor behind the materials-related business falling below the same period of the previous year.
  4. FY2024-Q2Added the contribution to sales of lifestyle-related products from the extreme heat.Annual report

    「The household goods and household appliances divisions performed strongly and exceeded the same period of the previous year, as extreme heat boosted sales of laundry detergents and related products, insecticides and repellents, and energy-saving products amid higher electricity rates.」

    In addition to strong sales of summer products and products addressing extreme heat, the extreme heat contributed to sales of laundry detergents and related products, insecticides and repellents, while energy-saving products also performed strongly amid higher electricity rates.
  5. FY2023-Q2Added the contribution to sales from products addressing extreme heat.Annual report

    「In addition, sales of summer products and products addressing extreme heat were strong due to the extreme heat during midsummer.」

    In addition to the usual summer demand, products addressing extreme heat were cited as a factor behind strong sales.
  6. FY2023-Q1Added the contribution to gardening plant sales from favorable weather during the long holiday period.Annual report

    「Gardening plants in particular performed well, supported by favorable weather during the extended holiday period, the establishment of stay-at-home demand from the past 1–2 years, and the effects of strengthening product capabilities and freshness management.」

    In addition to the usual demand for seasonal products and disaster-related products, favorable weather during the long holiday period is cited as a factor behind strong gardening plant sales.
  7. FY2022-Q3Added the contribution to higher revenue from the gardening and agriculture division due to favorable weather from September onward.Annual report

    「In particular, relatively favorable weather continued from September onward, and the gardening plant and agriculture-related divisions outperformed the strong results of the same period of the previous year.」

    In addition to the usual demand for stay-at-home and seasonal products, relatively favorable weather from September onward contributed to the gardening plant and agriculture-related divisions exceeding the previous year's results for the same period.
  8. FY2021Added the full-year contribution from hygiene products, stay-at-home demand and seasonal products.Annual report

    「Sales substantially exceeded the previous fiscal year, due to a combination of factors including firm sales of seasonal products amid an extremely hot summer and severe winter, the resulting increase in customer visits, and the spillover effect that led to higher sales in other divisions.」

    In addition to the usual weather- and disaster-related demand, firm sales of seasonal products amid an extremely hot summer and severe winter, together with the resulting increase in customer visits, are cited as full-year factors behind the increase in revenue.
  9. FY2021-Q3Added demand for typhoon preparedness and the disappearance of the post-consumption-tax-increase decline.Annual report

    「Sales increased significantly year on year because demand for typhoon-preparation supplies rose in September, while in October and November the effect of the decline following the previous year’s consumption tax increase had dissipated.」

    In addition to the usual disaster-related and summer demand, preparations for typhoons in September and the absence of the decline caused by the reaction to the consumption tax increase in the previous year are cited as factors behind the increase in revenue.
  10. FY2021-Q2Confirmed the recovery in summer merchandise demand due to rising temperatures in midsummer.Annual report

    「In addition, demand for summer-related merchandise recovered as temperatures rose in midsummer, resulting in a substantial increase from the same period of the previous year.」

    The recovery in demand for summer-related merchandise as temperatures rose in midsummer is described as a factor behind the substantial year-on-year increase in revenue and operating revenue.
  11. FY2020-Q2Explicitly identified the comparison impact from the previous year's demand related to the torrential rains and record heat.Annual report

    「From July onward, sales of summer merchandise did not grow as much as in the previous year, when record heat prevailed, due partly to the late end of the rainy season. In addition, demand related to the torrential rains had also occurred in the previous year, so sales fell below the same period of the previous year.」

    Strong sales of summer merchandise due to the previous year's record heat and demand related to the torrential rains are described as comparative factors weighing on year-on-year revenue in the current period.
  12. FY2019Presented together: factors supporting performance and factors behind the full-year revenue decline.Annual report

    「Although demand for post-disaster recovery following the torrential rains in western Japan in July and sales of summer-related products benefited from the record heat, operating revenue for the full year, comprising net sales and operating revenue, fell below the previous fiscal year due to unsettled weather in May, when sales growth was expected, the mild winter and the closure of unprofitable stores.」

    While demand for recovery from the torrential rains and strong sales of summer-related merchandise due to the extremely hot weather continued to support revenue growth, full-year revenue declined due to unfavorable weather in May, a mild winter and the closure of unprofitable stores.
  13. FY2019-Q3Added the contribution to sales from favorable weather from October onward.Annual report

    「In the home improvement center business, sales exceeded the year-earlier period due to strong sales of summer products resulting from the extreme heat, demand related to torrential-rain disasters and favorable weather from October onward.」

    In addition to demand related to recovery from the torrential rains and strong sales of summer merchandise due to the extremely hot weather through the previous quarter, favorable weather from October onward is also cited as a factor behind year-on-year revenue growth.
  14. FY2019-Q2First statedAnnual report

    「This exceeded the same period of the previous fiscal year due to subsequent demand related to recovery from the torrential rains and strong sales of summer merchandise resulting from the extremely hot weather.」

    Demand related to recovery from the torrential rains and strong sales of summer merchandise due to the extremely hot weather are cited for the first time as factors behind year-on-year revenue growth in the home improvement business.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Juntendo yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.