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Yellow Hat (9882) · RiskRestated

Risk of Logistics and Sales Disruptions Caused by Natural Disasters and Accidents

First written in FY2016. 14 of 22 entries say "Restated". Latest entry: FY2024.

22entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q2RestatedFY2021-Q2 – FY2022-Q3RestatedFY2024-Q1 – FY20242016: 220162017: 020172018: 420182019: 220192020: 320202021: 220212022: 420222023: 420232024: 12024
Same theme, other companies
Risk of Store and Logistics Network Disruptions Due to Natural DisastersA theme 83 companies write about · 80 as a headwind · 5 as a tailwind

Yellow Hat moved to the "Worse" side of this theme in 2016, 5 years before the typical company in this theme (2021).

The whole theme swung hardest in 2026: 15 of 31 companies on the "Worse" side.

35 other companies' latest entry also says "Restated".

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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2024RestatedAnnual report

    「Our Group operates stores throughout Japan and has been affected by natural disasters such as earthquakes and typhoons in the past. To mitigate the impact of disasters, we are undertaking measures including repairs to aging signs and store equipment and the installation of equipment reinforcement materials.」

    Continues to disclose the risks of store damage, business suspensions, power outages and delivery delays caused by natural disasters, together with responses involving repairs and equipment reinforcement.
  2. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters or accidents.
  3. FY2024-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters or accidents.
  4. FY2023MaterialisedAnnual report

    「In the previous consolidated fiscal year, we recorded a provision for disaster losses to cover costs and losses required to restore assets damaged by the earthquake off the coast of Fukushima Prefecture. During the current consolidated fiscal year, the estimated cost of disaster recovery increased after construction costs were finalized. As a result of this change in accounting estimate, the company recorded ¥25 million in losses from disasters as an extraordinary loss in the consolidated income statement for the current consolidated fiscal year, reducing profit before income taxes and other adjustments by the same amount.」

    The estimated amount increased after the costs of restoration work following the earthquake off the coast of Fukushima Prefecture were finalized, and the company recorded ¥25 million in losses from disasters.
  5. FY2023-Q3MaterialisedAnnual report

    「In the previous consolidated fiscal year, we recorded a provision for disaster losses to cover costs and losses required to restore assets damaged by the earthquake off the coast of Fukushima Prefecture. During the third quarter of the current consolidated fiscal year, the estimated cost of disaster recovery increased after construction costs were finalized. As a result of this change in accounting estimate, the company recorded ¥25 million in losses from disasters as an extraordinary loss in the consolidated quarterly income statement for the nine months ended the third quarter, reducing profit before income taxes and other adjustments by the same amount.」

    The estimated amount increased after the costs of restoration work following the earthquake off the coast of Fukushima Prefecture were finalized, and the company recorded ¥25 million in losses from disasters. The natural disaster risk has materialized as an additional accounting loss.
  6. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters or accidents.
  7. FY2023-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters or accidents.
  8. FY2022MaterialisedAnnual report

    「To mitigate the impact of disasters, we are undertaking measures including repairs to aging signs and store equipment and the installation of equipment reinforcement materials.」

    While continuing repair and reinforcement measures to address natural disaster risks, the company recorded ¥170 million as an expense for the provision for disaster losses, representing recovery costs and other expenses related to disasters occurring during the fiscal year.
  9. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters or accidents.
  10. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters and accidents.
  11. FY2022-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters and accidents.
  12. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters and accidents.
  13. FY2020MitigatedAnnual report

    「To mitigate the impact of disasters, we are undertaking measures including repairs to aging signs and store equipment and the installation of equipment reinforcement materials.」

    States that the company is undertaking repairs to aging equipment and installing equipment reinforcement materials in response to the risks of store damage, business suspensions and delivery delays caused by natural disasters.
  14. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters or accidents.
  15. FY2019MaterialisedAnnual report

    「Losses from disasters 48」

    The company recorded ¥48 million in losses from disasters during the fiscal year, indicating that losses associated with natural disasters actually occurred.
  16. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters or accidents.
  17. FY2019-Q2MaterialisedAnnual report

    「Losses from disasters 58」

    The company recorded ¥58 million in losses from disasters as an extraordinary loss for the six months ended the second quarter, indicating that losses associated with natural disasters have occurred again.
  18. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters or accidents.
  19. FY2018RestatedAnnual report

    「If logistics or sales are disrupted by a natural disaster such as an earthquake or typhoon, or by an accident, the operating results, financial position and other aspects of the Group's performance may be adversely affected.」

    Continues to disclose the risk of logistics and sales disruptions caused by natural disasters and accidents as before.
  20. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of logistics and sales disruptions caused by natural disasters or accidents.
  21. FY2017-Q2MaterialisedAnnual report

    「Losses from disasters 184」

    The company recorded ¥184 million in losses from disasters as an extraordinary loss for the six months ended the second quarter, indicating that losses associated with natural disasters have actually occurred.
  22. FY2016First statedAnnual report

    「If logistics or sales are disrupted by a natural disaster such as an earthquake or typhoon, or by an accident, the operating results, financial position and other aspects of the Group's performance may be adversely affected.」

    Identifies the possibility that natural disasters or accidents could disrupt logistics and sales as a risk.
Moved together

"Impairment Risk at Stores Generating Operating Losses" moved the same way as this thread, in the same document, in 4 of its 22 moves.

43★12
  1. ★This thread
  2. 1Impairment Risk at Stores Generating Operating Losses4×
  3. 2Risk of fluctuations in business performance due to economic cycles, competition, and weather3×

★ 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.

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Yellow Hat's next results are scheduled for 2026-10-30. Read the earnings preview
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Risk of Logistics and Sales Disruptions Caused by Natural Disasters and Accidents | YELLOW HAT LTD. (9882) | Komori