Komori
AEON Fantasy (4343) · RiskWorsened

Dependence on fluctuations in the AEON Group’s ability to attract customers

First written in FY2017. 3 of 5 entries say "Worsened", first in FY2024. Latest entry: FY2026.

5entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2017WorsenedFY2024 – FY20262017: 120172018: 020182019: 020192020: 020202021: 020212022: 020222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Dependence on the ability of AEON Group commercial facilities to attract customersA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

AEON Fantasy moved to the "Worse" side of this theme in 2024.

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「As of 28 February 2026, 806 of the 1,292 directly operated stores were located in shopping centres operated by the AEON Group.」

    The number of stores in AEON Group shopping centres rose to 806, up from 780 in the previous fiscal year. The absolute number of Group-affiliated stores as a proportion of directly operated stores is increasing.
  2. FY2025WorsenedAnnual report

    「As of 28 February 2025, 780 of the 1,217 directly operated stores were located in shopping centres operated by the AEON Group.」

    The number of stores in AEON Group shopping centres rose to 780, up from 715 disclosed previously.
  3. FY2024WorsenedAnnual report

    「As of 29 February 2024, 715 of the 1,156 directly operated stores were located in shopping centres operated by the AEON Group.」

    The number of stores in AEON Group shopping centres rose to 715, an increase from the 477 disclosed previously.
  4. FY2023MitigatedAnnual report

    「To reduce this risk, the Group is promoting the development of store formats for terminal-based commercial clusters and home-centre complexes, and will accelerate store openings outside the AEON Group.」

    To reduce its dependence on customer traffic at stores within the AEON Group, the company specified measures to accelerate store openings outside the Group, including terminal-based commercial clusters and home-centre complexes.
  5. FY2017First statedAnnual report

    「As of 28 February 2017, 477 of the 799 directly operated stores were located in shopping centres operated by the AEON Group. Accordingly, if changes in the environment surrounding the industries in which the AEON Group operates or industry restructuring cause its ability to attract customers to fluctuate, the Group's business performance may also be affected.」

    The company explained that 477 of its 799 directly operated stores were located in AEON Group shopping centres, and that fluctuations in the parent group's ability to attract customers could affect business performance.
Moved together

"Negative Net Worth at Consolidated Subsidiaries in China and Thailand" moved the same way as this thread, in the same document, in 3 of its 5 moves.

332222★123456
  1. ★This thread
  2. 1Negative Net Worth at Consolidated Subsidiaries in China and Thailand3×
  3. 2FY2023 KPI targets: revenue, operating profit, ROE and equity ratio3×
  4. 3Active Expansion of the Overseas Business2×
  5. 4Asia's No. 1 family entertainment company2×
  6. 5Achievement of the medium-term management plan for fiscal 2017 through fiscal 20192×
  7. 6Resetting the Family Entertainment Company Vision2×

★ 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.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on fluctuations in the AEON Group’s ability to attract customers | AEON Fantasy Co.,LTD. (4343) | Komori