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AEON Fantasy (4343) · InitiativeAdvanced

Differentiation and Expansion of the China Playground Model

First written in FY2023. 5 of 7 entries say "Advanced", first in FY2024. Latest entry: FY2026.

7entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023AdvancedFY2024 – FY2025RestatedFY2026-H12023: 120232024: 220242025: 220252026: 22026
Same theme, other companies
Conversion to the Playground Format in China and Store ExpansionA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「In addition to converting 7 amusement stores into playgrounds, we opened 55 stores under the asset-light outsourced-operation model “莫莉活力空間” — 26 converted from “モーリーファンタジー” and 29 new stores — for a total of 62 openings.」

    In China, we converted 7 stores from amusement to playgrounds and opened 55 Moli Vitality Space locations, expanding the shift toward the playground model.
  2. 2026-04-09AdvancedEarnings

    「In addition to converting 7 amusement stores into playgrounds, we opened 55 stores under the asset-light outsourced-operation model “莫莉活力空間” — 26 converted from “モーリーファンタジー” and 29 new stores — for a total of 62 openings.」

    In China, the Company continued converting amusement stores into playgrounds and expanded openings under the outsourced-operation model.
  3. FY2026-H1RestatedAnnual report

    「The China business continued implementing measures under the profit improvement plan formulated at the end of the previous fiscal year, including the closure of unprofitable stores, cost reductions and the revitalization of playgrounds, from the first quarter onward. All measures are progressing smoothly.」

    In China, we are continuing a profit improvement plan that includes shifting the store mix from amusement to playgrounds.
  4. FY2025AdvancedAnnual report

    「We continued to strengthen cost reductions at existing stores and in head-office selling, general and administrative expenses, and revitalized 20 stores by reducing amusement areas and expanding playground areas.」

    In China, we revitalized 20 stores by reducing amusement areas and expanding playground areas.
  5. FY2025-H1AdvancedAnnual report

    「At existing stores, we revitalized 11 locations by reducing amusement areas and expanding playground areas. In addition to opening 18 high-ROI strategic small-format stores, we continued introducing new machines and play equipment and reducing expenses, bringing the number of stores to 175 as of the end of August 2024, including 6 franchised locations.」

    In China, we reduced amusement areas and expanded playground areas at 11 stores, advancing the expansion of the playground model.
  6. FY2024AdvancedAnnual report

    「In China, amid continued uncertainty over economic activity, we will close unprofitable stores and reduce head-office administrative costs to build a leaner operating structure. At the same time, while improving the efficiency of the amusement format, the core of our existing business, we will expand the playground format, whose distinctive strengths are its high safety standards and high level of customer service, and continue opening locations that leverage these competitive advantages.」

    In China, the playground model was put into practice through openings designed to capitalize on its competitive advantages in safety and customer service.
  7. FY2023First statedAnnual report

    「Going forward, we will expand the playground model, which can be more readily differentiated from competitors, when opening new locations and revitalizing existing stores.」

    The Company presented a policy to expand the playground model in China when opening new locations and revitalizing existing stores, as it is more readily differentiated from competitors.
Moved together

"Turning the Domestic Business to a Growth Trajectory" moved the same way as this thread, in the same document, in 5 of its 7 moves.

555544★123456
  1. ★This thread
  2. 1Turning the Domestic Business to a Growth Trajectory5×
  3. 2Expanding the Store Network Through New Domestic and Overseas Locations5×
  4. 3Localization of Playground Formats in ASEAN and Standardized Store-Opening Formats5×
  5. 4High-ROI Store Expansion Model for Chinese CSCs and Supermarkets5×
  6. 5Allocation of Retained Earnings to Overseas Investments, Store Openings and Investment in Existing Stores4×
  7. 6Introduction of the New Membership Program "Molly Friends"4×

★ 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 AEON Fantasy yet. It last moved in the Earnings of 2026-04-09: "Advanced".
News
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Differentiation and Expansion of the China Playground Model | AEON Fantasy Co.,LTD. (4343) | Komori