Komori
Happiness and D (3174) · InitiativeWorsened

AbHeri’s expansion into Kansai and preparations for a new Osaka store

First written in FY2024. 2 of 5 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-07-15.

5entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1 – FY2025WorsenedFY2026-H1 – 2026-07-152024: 120242025: 220252026: 22026
Same theme, other companies
Expansion into Chubu and Okinawa based on Kansai and FukuokaA theme 20 companies write about · 0 as a headwind · 21 as a tailwind

Happiness and D moved to the "Worse" side of this theme in 2026.

The whole theme swung hardest in 2021: 1 of 11 companies on the "Worse" side.

0 other companies' latest entry also says "Worsened".

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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-15WorsenedEarnings

    「Regarding the Osaka store opened in March 2025, we have continued to respond to declining inbound demand since November by shifting sales initiatives toward domestic customers due to worsening Japan-China relations.」

    The decline in inbound demand at the Osaka store and the change in initiatives toward domestic customers have continued.
  2. FY2026-H1WorsenedAnnual report

    「Since November, signs of declining inbound demand have emerged for the AbHeri Osaka store as Japan-China relations have deteriorated, and the Company has been responding by shifting its sales initiatives toward domestic customers.」

    The policy of developing the Osaka store as the flagship store in the Kansai region remains unchanged, but signs of declining inbound demand have emerged as Japan-China relations have deteriorated, and the Company is changing its sales initiatives to target domestic customers.
  3. FY2025AdvancedAnnual report

    「During the fiscal year, the Company's 2 Tokyo stores were consolidated into the Ginza store, and a new Osaka store was opened, resulting in a network of 3 directly operated stores including the Fukuoka store. In the next fiscal year, the Company will work to strengthen customer acquisition and promotional activities with the Osaka store serving as its flagship store in the Kansai region.」

    AbHeri opened the Osaka store and consolidated its 2 Tokyo stores, moving to the stage of strengthening the Osaka store as its flagship store in the Kansai region.
  4. FY2025-H1AdvancedAnnual report

    「With respect to AbHeri, we proceeded with preparations to open the Osaka store, a core store in the Kansai region, on 21 March 2025.」

    For AbHeri's expansion into Kansai, preparations proceeded based on the specific plan to open the Osaka store on 21 March 2025.
  5. FY2024First statedAnnual report

    「株式会社AbHeri operates 2 stores in Tokyo and 1 store in Fukuoka, and during the fiscal year ended August 2025 was preparing to open a new store in a large commercial facility in Kita-ku, Osaka, one of Japan's leading entertainment districts. The new store is expected to contribute to medium- to long-term earnings growth by capturing demand in the Kansai market, including inbound demand.」

    The regional expansion plan of preparing to open a new store in a large commercial facility in Kita-ku, Osaka, during the fiscal year ended August 2025 was first made concrete, following the existing policy of acquiring and expanding AbHeri.
Moved together

"Store portfolio restructuring through new openings and closure of underperforming stores" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222222★123456
  1. ★This thread
  2. 1Store portfolio restructuring through new openings and closure of underperforming stores2×
  3. 2Strengthening the product range around affordable products and strong-performing brands2×
  4. 3Tightening control over selling, general and administrative expenses2×
  5. 4¥15 dividend per share on common stock2×
  6. 5Impairment Risk from Declining Store Profitability2×
  7. 6Balancing stable dividends with retained earnings and growth investment2×

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