Impact of Intensifying Competition on Store-Opening Strategies and Performance
First written in FY2017. 5 of 9 entries say "Worsened", first in FY2023. Latest entry: 2026-07-10.
AEON Fantasy moved to the "Worse" side of this theme in 2019, 1 year after the typical company in this theme (2018).
The whole theme swung hardest in 2018: 11 of 30 companies on the "Worse" side.
2 other companies' latest entry also says "Other".
- 2026-07-10OtherInvestor presentation
「Energy-related prices surged because of international conditions, reducing public transportation services. Fewer people visited shopping malls, affecting sales.」
Energy shortages and price increases caused by international conditions affected sales through reduced public transportation services and lower mall footfall in the Philippines. - FY2026WorsenedAnnual report
「Meanwhile, intensifying competition, particularly in urban areas, reduced the profitability of existing stores, resulting in a decline in operating profit.」
In ASEAN, intensifying competition, particularly in urban areas, was reflected in actual business performance through lower profitability at existing stores, resulting in a decline in operating profit. - 2026-04-06WorsenedRevision of earnings forecasts
「However, existing-store profitability declined because of changes in market conditions and intensifying competition.」
Intensifying competition was reflected in weaker existing-store performance and lower profitability in the forecast. - FY2025WorsenedAnnual report
「In China, competition has intensified and the recovery in sales has been delayed because of sluggish economic activity and a sharp increase in new entrants from other industries into the amusement sector in commercial facilities.」
In China, new entrants from other industries increased sharply, and intensifying competition has led to delays in the recovery of sales and the disposal of unprofitable stores. - FY2024RestatedAnnual report
「The company competes with businesses that primarily use the same store-opening format. More recently, businesses that primarily operate standalone locations have also been actively opening stores in shopping centres.」
The company reaffirmed its recognition that competition with businesses using the same format, as well as with businesses operating standalone locations, is continuing. - FY2024-Q2WorsenedAnnual report
「Amid intensifying competition over new store openings, the ASEAN business worked on opening new stores and addressing issues at existing stores in each country.」
The company recognised that competition over new store openings is intensifying in ASEAN, indicating that the previously identified risk of intensifying competition is becoming more pronounced in the actual business environment. - FY2023WorsenedAnnual report
「The company competes with businesses that primarily use the same store-opening format. More recently, businesses that primarily operate standalone locations have also been actively opening stores in shopping centres.」
The company explained that its competitors have expanded beyond businesses using the traditional format to include businesses operating standalone locations. - FY2020-Q1MaterialisedAnnual report
「The China business was significantly affected by lower average selling prices following the rebound from the discount sale held in the previous quarter, while intensified competition with other operators in shopping centers caused same-store sales growth to fall sharply, down 22.6%.」
In China, intensifying competition with peers in shopping centres actually affected existing-store sales, which declined 22.6%. - FY2017First statedAnnual report
「These competitors are accelerating store openings in the same or nearby shopping centres, using larger floor areas than the Group's facilities and targeting families, primarily those with children. Intensifying competition of this kind may affect the Group's store-opening strategy and business performance.」
The company indicated that competitors' accelerated store openings in the same or nearby shopping centres may affect its store-opening strategy and business performance.