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Sundrug (9989) · FactMaterialised

Seasonal merchandise performed well due to weather conditions

First written in FY2017-Q2. 14 of 22 entries say "Restated". Latest entry: FY2027-H1.

22entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY2019-Q2RestatedFY2019 – FY2026-H12016: 12017: 220172018: 420182019: 420192020: 220202021: 120212022: 320222023: 020232024: 020242025: 220252026: 32026
Same theme, other companies
Increase in Demand for Summer Goods and Environmental and Safety Products Due to Extreme HeatA theme 9 companies write about · 1 as a headwind · 7 as a tailwind

Sundrug moved to the "Worse" side of this theme in 2026.

0 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. FY2027-H1MaterialisedAnnual report

    「Summer seasonal products struggled due to the effects of prolonged rain from the rainy season through September, including fronts and typhoons mainly in eastern Japan.」

    Weak performance of summer seasonal products due to fronts, typhoons, and prolonged rain was cited as an interim-period result.
  2. 2026-08-14WorsenedResults

    「雨天等の天候不順の影響による夏物季節品の販売不振」

    夏物季節品について、天候不順による販売不振が当第1四半期の業績下押し要因として具体化された。
  3. FY2026WorsenedAnnual report

    「The discount store business was negatively affected in terms of revenue because demand for seasonal home appliances remained weak due to the warm winter and other factors.」

    In addition to the previously noted strength of seasonal products or weakness of summer products, weak demand for seasonal home appliances due to the warm winter was cited as a negative factor for full-year results.
  4. FY2026-H1Record heat weakened summer seasonal productsAnnual report

    「The drugstore business was negatively affected by summer seasonal products and other items due to the record heat,」

    Whereas previous disclosures described seasonal products as either strong or weak due to abnormal weather, the interim period disclosure stated that the record heat had a negative impact on summer seasonal products.
  5. FY2025Seasonal products remained strong throughout the yearAnnual report

    「In addition to seasonal products remaining strong throughout the year, the food division performed well because market prices for food products, particularly rice, continued to rise.」

    Unlike the previously disclosed poor performance of seasonal products due to abnormal weather and warm winters, seasonal products were reported to have remained strong throughout the year during the period under review.
  6. FY2023-Q1RestatedAnnual report

    「In addition, abnormal weather and the resulting poor performance of seasonal products」

    Abnormal weather and poor performance of seasonal products continued to be cited as factors weighing on the drugstore business's results.
  7. FY2022RestatedAnnual report

    「Although the discount store business was affected by a decline following the pullback in stay-at-home demand for home appliances and other products, by abnormal weather, and by poor performance of seasonal products due to the warm winter,」

    The decline following the pullback in stay-at-home demand, abnormal weather, and poor performance of seasonal products due to the warm winter were also cited as factors affecting full-year results.
  8. FY2022-Q3RestatedAnnual report

    「Although the discount store business was affected by a temporary decline following the pullback in stay-at-home demand for groceries and daily necessities in the same period of the previous year, by abnormal weather, and by poor performance of seasonal products due to the warm winter,」

    The decline following the pullback in stay-at-home demand, abnormal weather, and poor performance of seasonal products due to the warm winter continued to be cited as factors affecting results.
  9. FY2022-Q2RestatedAnnual report

    「Although the discount store business was affected by a temporary decline following the pullback in stay-at-home demand for groceries and daily necessities in the same period of the previous year, as well as by abnormal weather,」

    The decline following the pullback in stay-at-home demand and the impact of abnormal weather on seasonal products continued to be cited as factors affecting results.
  10. FY2021-Q2RestatedAnnual report

    「Poor performance of seasonal products due to abnormal summer weather」

    Poor performance of seasonal products due to abnormal weather was again cited as a factor affecting the drugstore business's results.
  11. FY2020-Q3RestatedAnnual report

    「The discount store business, like the drugstore business, was affected by weak seasonal products due to natural disasters and abnormal weather, as well as a decline following the consumption tax increase,」

    Weak seasonal product performance due to natural disasters and abnormal weather was noted for the discount store business as well as the drugstore business.
  12. FY2020-Q2RestatedAnnual report

    「Although the discount store business was affected by poor performance of summer seasonal products due to abnormal weather,」

    Poor performance of summer seasonal products due to abnormal weather was again cited as a factor affecting results.
  13. FY2020-Q1RestatedAnnual report

    「The drugstore business was hurt by poor performance of summer seasonal products due to abnormal weather.」

    The relationship between abnormal weather and weak performance of summer seasonal products continued to be disclosed.
  14. FY2019RestatedAnnual report

    「Summer and winter seasonal products performed poorly due to natural disasters, including the torrential rain disaster in western Japan and repeated typhoons, as well as abnormal weather, including the extreme heat and warm winter.」

    In addition to the poor performance of summer seasonal products, the full-year disclosure also noted weak performance by winter seasonal products due to the warm winter.
  15. FY2019-Q3WorsenedAnnual report

    「The drugstore business was affected by natural disasters, and summer seasonal products such as insecticides performed poorly due to the extreme heat, as did winter seasonal products such as disposable heat packs due to the warm winter.」

    In addition to the previously noted poor performance of summer seasonal products, winter seasonal products also performed poorly due to the warm winter, with weakness noted for both summer and winter products.
  16. FY2019-Q2RestatedAnnual report

    「There were adverse effects from torrential rain in western Japan and repeated typhoons, as well as poor performance by summer seasonal merchandise due to extremely hot weather.」

    Weather-related factors and poor performance by seasonal merchandise continuing from the previous fiscal year were also cited this quarter.
  17. FY2019-Q1RestatedAnnual report

    「The effects of unsettled weather and poor performance by summer seasonal merchandise such as insecticides continued.」

    As in the previous fiscal year, the relationship between unsettled weather and poor performance by summer seasonal merchandise was stated.
  18. FY2018RestatedAnnual report

    「Some seasonal merchandise performed poorly due to prolonged rain and typhoons during the summer.」

    The weakness and poor performance trend in seasonal merchandise reported through the previous quarter was also stated for the full year, with a link to unsettled weather indicated.
  19. FY2018-Q3RestatedAnnual report

    「Some seasonal merchandise performed poorly due to the effects of repeated periods of unsettled weather, including prolonged rain and typhoons.」

    The weakness in some seasonal merchandise reported in the previous quarter continued, and the relationship with unsettled weather, including prolonged rain and typhoons, was explicitly stated this quarter.
  20. FY2018-Q2Seasonal merchandise shifted from strong performance to weakness in some areasAnnual report

    「Some summer seasonal merchandise trended weakly due to unsettled weather this summer.」

    Unlike the previously reported strong performance of summer and winter seasonal merchandise, some summer seasonal merchandise was weak this period.
  21. FY2017RestatedAnnual report

    「In the first half, seasonal merchandise such as summer-related products performed well, partly due to prolonged periods of midsummer weather in western Japan. In the second half, seasonal merchandise such as winter-related products, including cold medicines, also performed well.」

    It was stated that, in addition to summer products in the first half, winter seasonal merchandise such as cold medicines performed well in the second half.
  22. FY2017-Q2First statedAnnual report

    「Seasonal merchandise such as summer-related products performed well, partly due to the effects of prolonged periods of midsummer weather in western Japan.」

    Prolonged periods of midsummer weather in western Japan were cited as factors behind strong performance by summer and other seasonal merchandise in the discount store business.
Moved together

"Intensifying competition, new entrants and M&A in the drugstore industry" moved the same way as this thread, in the same document, in 4 of its 22 moves.

4332★1234
  1. ★This thread
  2. 1Intensifying competition, new entrants and M&A in the drugstore industry4×
  3. 2Downside risk to the domestic economy from global economic uncertainty and yen appreciation3×
  4. 3Impact of adverse weather and slowing sales of inbound tourism-related products on drugstore same-store sales3×
  5. 4Risk of disruption to operations due to natural disasters, accidents or crime2×

★ 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 Sundrug yet. It last moved in the Results of 2026-08-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Seasonal merchandise performed well due to weather conditions | SUNDRUG CO.,LTD. (9989) | Komori