Komori
Belluna (9997) · RiskMitigatedLatest Monthly (2026-07-15): "Materialised"

Lower Sales and Excess Inventory Due to Unseasonable Weather

First written in FY2018. 3 of 6 entries say "Materialised", first in FY2019-Q1. Latest entry: 2026-07-15.

6entries
9years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q12018: 220182019: 020192020: 020202021: 020212022: 020222023: 020232024: 120242025: 120252026: 22026
Same theme, other companies
Performance fluctuations due to product seasonality and differences between actual and forecast weatherA theme 50 companies write about · 48 as a headwind · 3 as a tailwind

Belluna moved to the "Worse" side of this theme in 2026, 7 years after the typical company in this theme (2019).

The whole theme swung hardest in 2019: 20 of 42 companies on the "Worse" side.

22 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「The Group seeks to limit lost sales opportunities and excess inventory by, among other measures, staggering the number of order placements to respond to fluctuations in sales.」

    As a countermeasure against the risks of lower sales and excess inventory due to adverse weather, the company has added and specified the practice of staggering order placements.
  2. FY2024RestatedAnnual report

    「The Group prepares sales plans based on seasonal product trends. However, unseasonable weather, such as cool summers, warm winters and prolonged rainfall, may lead to lower product sales and excess inventory, potentially affecting the Group's operating performance and financial position.」

    The company continues to disclose the risks of lower product sales and excess inventory due to adverse weather.
  3. FY2019-Q1MaterialisedAnnual report

    「Sales in the apparel store business amounted to ¥3,498 million, down 3.9% year on year, due to adverse weather and other factors.」

    Adverse weather was reflected in actual results as a factor contributing to the decline in sales in the apparel store business.
  4. FY2018First statedAnnual report

    「If abnormal weather such as cool summers, warm winters or prolonged rain occurs, it may lead to lower product sales and excess inventory, affecting our group’s results and financial position.」

    Climate and seasonal factors such as cool summers, warm winters and prolonged rain are disclosed as general risks affecting product sales and inventory.
Moved together

"Higher Sales at Apparel and Traditional Japanese Clothing Stores" moved the same way as this thread, in the same document, in 3 of its 6 moves.

322222★123456
  1. ★This thread
  2. 1Higher Sales at Apparel and Traditional Japanese Clothing Stores3×
  3. 2Sluggish Hotel Revenue2×
  4. 3Higher Revenue and Operating Profit, but an Ordinary Loss2×
  5. 4Higher General Merchandise Mail-Order Revenue Driven by Strong Online Sales2×
  6. 5Lower Property Business Revenue and Profit following the Decline in Real Estate Sales2×
  7. 6Improved Profitability in the General Merchandise Mail-Order Business through Lower Logistics Costs2×

★ 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
Belluna's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Monthly of 2026-07-15: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.