Komori
Sekichu (9976) · RiskMaterialised

Impact of Adverse Weather Conditions, Including Rain and Typhoons

First written in FY2017-Q3. 8 of 17 entries say "Materialised", first in FY2020-Q2. Latest entry: FY2027-H1.

17entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q3 – FY2018-Q3MaterialisedFY2020-Q2 – FY2020-Q3MaterialisedFY2023-Q1 – FY2024-Q3RestatedFY20252016: 12017: 220172018: 120182019: 320192020: 020202021: 120212022: 220222023: 220232024: 120242025: 120252026: 32026
Same theme, other companies
Risk of Natural Disasters, Core System Outages and Weather Affecting Sales OperationsA theme 30 companies write about · 29 as a headwind · 0 as a tailwind

Sekichu moved to the "Worse" side of this theme in 2018, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 11 of 19 companies on the "Worse" side.

10 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.
Showing 14 of the 30 companies compared. The sentences above are computed from all 30.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MaterialisedAnnual report

    「In Household Goods, the daily necessities business performed well, partly due to the expansion of the drugstore sales area, while the consumer electronics and interiors businesses struggled because of unsettled summer weather.」

    Regarding the risk of unfavorable weather, the company states that unfavorable summer weather actually affected the difficult performance of the home appliances and interior segments.
  2. FY2025RestatedAnnual report

    「As a company that sells many highly seasonal products, we view changes in demand caused by rapid climate change, damage to distribution networks from disasters, and damage to store facilities and other assets as significant risks.」

    The company continues to recognize risks including changes in demand caused by climate change, damage to distribution networks from disasters, and damage to store facilities.
  3. FY2024ReframedAnnual report

    「As a company that sells many highly seasonal products, we view changes in demand caused by rapid climate change, damage to distribution networks from disasters, and damage to store facilities and other assets as significant risks.」

    The risks have been reframed from the impact of conventional unseasonable weather on demand to include changes in demand caused by climate change, damage to distribution networks, and damage to store facilities.
  4. FY2024-Q3MaterialisedAnnual report

    「In the home improvement business, sales declined slightly, partly due to the impact of unseasonable weather.」

    Regarding the weather-related factors cited previously, it explains that unseasonable weather not seen in a typical year actually affected the decline in sales in the home improvement business.
  5. FY2024-Q2MaterialisedAnnual report

    「In the home improvement business, sales declined slightly, partly due to the impact of unseasonable weather.」

    Regarding the weather-related factors described previously, it explains that unseasonable weather in the second quarter also actually affected the decline in sales in the home improvement business.
  6. FY2023-Q1MaterialisedAnnual report

    「Conditions remained challenging due to the pullback from the COVID-19-era stay-at-home demand, higher selling, general and administrative expenses against a backdrop of higher resource prices, and the impact of unseasonable weather and other factors.」

    Regarding the weather-related factors cited previously, it states that first-quarter results were affected by unseasonable weather and other factors.
  7. FY2022RestatedAnnual report

    「Demand for the company's home improvement centers, specialty automotive stores and specialty bicycle stores is significantly affected by climate conditions, economic conditions such as economic and business trends and consumer trends, and the competitive environment involving other retailers in the same and other industries.」

    Weather-related factors continue to be cited as one of the factors affecting demand, under the heading “climate conditions.”
  8. FY2021RestatedAnnual report

    「Demand for the company's home improvement centers, specialty automotive stores and specialty bicycle stores is significantly affected by climate conditions, economic conditions such as economic and business trends and consumer trends, and the competitive environment involving other retailers in the same and other industries.」

    Weather-related factors continue to be cited as one of the factors affecting demand, under the heading “climate conditions.”
  9. FY2020-Q3MaterialisedAnnual report

    「Although sales were broadly in line with the previous year, they increased slightly due to rush demand ahead of the consumption tax increase and higher demand for disaster-recovery and disaster-prevention supplies following the impact of major typhoons.」

    Regarding the weather-related factor previously reported, the company explains that major typhoons actually affected demand for disaster-recovery and disaster-prevention supplies.
  10. FY2020-Q2MaterialisedAnnual report

    「Sales declined slightly as adverse weather led to sluggish performance in highly seasonal product categories, including gardening.」

    Regarding the weather-related factor previously reported, the company explains that sales in highly seasonal product categories, including gardening, were actually sluggish in the second quarter, resulting in lower sales.
  11. FY2019RestatedAnnual report

    「Demand for the company's home improvement centers, specialty automotive stores and specialty bicycle stores is significantly affected by climate conditions, economic conditions such as economic and business trends and consumer trends, and the competitive environment involving other retailers in the same and other industries.」

    Weather-related factors continue to be described generally as climate conditions affecting demand, rather than using specific expressions such as rain or typhoons.
  12. FY2018SoftenedAnnual report

    「Demand for the company's home improvement centers, specialty automotive stores and specialty bicycle stores is significantly affected by climate conditions, economic conditions such as economic and business trends and consumer trends, and the competitive environment involving other retailers in the same and other industries.」

    The factors affecting demand are described in general terms as climate conditions, rather than using specific expressions such as adverse weather or typhoons.
  13. FY2018-Q3RestatedAnnual report

    「The home improvement retail industry remains in a difficult situation due to the effects of adverse weather, including rain and typhoons, as well as intensifying competition with industry peers and other industries.」

    The effects of adverse weather, including rain and typhoons, continue to be cited as a factor contributing to the difficult operating environment.
  14. FY2017RestatedAnnual report

    「The operating environment remains difficult, partly due to the delayed recovery in personal consumption and the effects of adverse weather, including typhoons.」

    The effects of adverse weather, including typhoons, continue to be cited as a factor contributing to the difficult operating environment.
  15. FY2017-Q3First statedAnnual report

    「The business remains in a difficult environment due to the effects of adverse weather, including rain and typhoons, as well as intensifying competition with companies in the same and other industries.」

    The effects of adverse weather, including rain and typhoons, are mentioned for the first time as a factor contributing to the difficult conditions in the home improvement center industry.
Moved together

"Uncertainty in Overseas Economies, Foreign Exchange and Stock Markets" moved the same way as this thread, in the same document, in 7 of its 17 moves.

744222★123456
  1. ★This thread
  2. 1Uncertainty in Overseas Economies, Foreign Exchange and Stock Markets7×
  3. 2Performance Trend of Declining Revenue and Rising Earnings4×
  4. 3Impairment risk for fixed assets4×
  5. 4Building proposal-driven stores that make customers’ lives more comfortable2×
  6. 5Strong performance in the consumer electronics segment and weak performance in the household goods segment2×
  7. 6Competition for Customer Acquisition with Other Industries and Industry Restructuring2×

★ 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 Sekichu yet. It last moved in the Revision of earnings forecasts of 2026-09-29: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.