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AEON Fantasy (4343) · TargetAdvanced

Turning the Domestic Business to a Growth Trajectory

First written in FY2017-Q1. 27 of 41 entries say "Advanced", first in FY2017-Q2. Latest entry: FY2027-H1.

41entries
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ProgressHeldSoftenedWorseAdvancedFY2017-Q2 – FY2018-Q3OtherFY2021-Q2 – FY2022-Q3AdvancedFY2023-Q2 – FY2026-H12016: 220162017: 420172018: 320182019: 320192020: 320202021: 320212022: 220222023: 420232024: 420242025: 220252026: 112026
Same theme, other companies
Domestic business: higher revenue and profitA theme 6 companies write about · 0 as a headwind · 6 as a tailwind

1 other company's latest entry also says "Advanced".

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. FY2027-H1AdvancedAnnual report

    「As a result, domestic operations reported revenue of ¥4,261.2 million, up 12.9% year on year, and operating profit of ¥399.7 million, up 2.4%. Revenue reached a record high for the fourth consecutive period and operating profit for the third consecutive period, making a significant contribution to the consolidated results overall.」

    Domestic operations reached record highs in revenue for the fourth consecutive interim consolidated accounting period and in operating profit for the third consecutive period. Earnings growth has continued as the company works to maintain and improve the profitability of existing formats while expanding new formats.
  2. FY2026AdvancedAnnual report

    「As a result, for the fiscal year, the domestic business achieved record-high revenue, operating profit and ordinary profit for the third consecutive year, with revenue of ¥75,516 million, up 8.7% year on year, and operating profit of ¥7,019 million, up 13.0%.」

    Domestic revenue, operating profit and ordinary profit reached record highs for the third consecutive year. Operating profit was ¥7,019 million, up 13.0% from the previous year, marking further growth after the shift toward sustained profit growth.
  3. FY2026-H1AdvancedAnnual report

    「As a result, domestic business performance for the six months ended August 2025 was revenue of ¥37,759 million, up 8.6% year on year, and operating profit of ¥3,903 million, up 16.5%. Both revenue and operating profit again reached record highs for a first half, making a significant contribution to consolidated performance.」

    Domestic revenue and operating profit both reached record highs for a first half, with operating profit up 16.5% year on year. Profit growth continued and progressed.
  4. FY2025AdvancedAnnual report

    「The domestic business continued to perform well at existing stores as the strong-performing prize and capsule-toy segments continued to grow, while the time-based medal segment also expanded steadily. New stores, including new business formats and strategic small-format stores, also performed well, resulting in record highs for both revenue and operating profit for the fiscal year.」

    Domestic revenue was ¥69,468 million and operating profit was ¥6,210 million, both record highs. Same-store sales were 106.0% of the previous fiscal year, with the prize segment at 110.4%.
  5. FY2025-H1AdvancedAnnual report

    「Domestic business performance for the six months ended August 2024 was revenue of ¥34,776 million, up 9.4% year on year, and operating profit of ¥3,351 million, up 79.9%. Operating profit increased ¥1,488 million from the same period of the previous year, setting records for both revenue and operating profit for a first half. In the amusement business, we developed the Yokochō format by evolving conventional small specialty stores into a high-profit, high-value-added model.」

    Domestic revenue and operating profit both reached record highs for the first half, with operating profit up 79.9% year on year. Profit growth progressed alongside development of the Yokochō format and new store openings.
  6. FY2025-Q1AdvancedAnnual report

    「In the domestic business, we actively opened large-format and small-format new business formats in the playground business, and capsule-toy and prize specialty stores in the amusement business. As a result of initiatives including expanding kids' prizes and promotional activities at existing stores, revenue for the three months ended May 2024 was ¥16,172 million, up 8.5% year on year, setting a record for a first quarter.」

    The domestic business advanced openings of large- and small-format new businesses, capsule-toy and prize specialty stores, and expanded kids' prizes. First-quarter revenue reached a record ¥16,172 million, while operating profit was ¥883 million, up 333.5% year on year.
  7. FY2024AdvancedAnnual report

    「After COVID-19 was reclassified as a Category V disease under the Infectious Diseases Act, recovery in the domestic business became more pronounced each quarter, and revenue and operating profit both reached record highs in the three months ended February 2024. Sales also expanded through openings of strategic small-format stores, bringing full-year revenue to a record ¥64,475 million.」

    Domestic revenue was ¥64,475 million and operating profit was ¥4,570 million for the fiscal year. Operating profit rose 90.3% year on year, while revenue reached a record high.
  8. FY2024-Q3AdvancedAnnual report

    「The domestic business expanded sales through the active opening of strategic small-format stores, and revenue for the nine months ended November 2023 reached a record high of ¥46,635 million.」

    Active openings of strategic small-format stores lifted domestic revenue for the nine months ended November to a record ¥46,635 million. Operating profit also rose to ¥2,251 million, up 126.0% year on year.
  9. FY2024-Q2AdvancedAnnual report

    「As a result, domestic business performance for the six months ended August 2023 was revenue of ¥31,792 million, up 12.0% year on year, and operating profit of ¥1,863 million, up 130.6%.」

    Domestic revenue reached a record high, while operating profit rose 130.6% year on year to ¥1,863 million. Improvement continued following the shift toward sustained profit growth.
  10. FY2024-Q1AdvancedAnnual report

    「The domestic business performed steadily as social and economic activity normalized, including relaxed mask-wearing requirements and the reclassification of COVID-19 under the Infectious Diseases Act as a Category V disease. As a result of initiatives including developing new business formats, actively opening strategic small-format stores and resuming investment in machines, revenue for the three months ended May 2023 exceeded the same period of the previous year at ¥14,902 million.」

    The domestic business advanced the development of new formats, strategic small-format stores and the resumption of machine investment. Revenue rose 10.2% year on year to ¥14,902 million, while operating profit increased to ¥203 million from ¥44 million.
  11. FY2023AchievedAnnual report

    「Operating profit for the three months ended February 2023 was ¥1,405 million, returning to profitability and resulting in the first full-year profit in three years.」

    Domestic operating profit for the full year was ¥2,402 million, compared with an operating loss of ¥1,600 million in the previous fiscal year. The achievement of an annual profit for the first time in three years demonstrated the shift toward sustained profit growth.
  12. FY2023-Q3AdvancedAnnual report

    「The domestic business was affected by a sharp nationwide increase in COVID-19 cases during the summer holiday period, but gradually moved toward recovery from late August and returned to fiscal 2019 levels from September onward. As a result, operating profit for the three months ended November 2022 was ¥188 million, securing profitability for the fourth consecutive quarter since the three months ended February 2022.」

    The domestic business recovered to fiscal 2019 levels from September, reporting operating profit of ¥188 million for the third quarter and securing profitability for four consecutive quarters.
  13. FY2023-Q2AdvancedAnnual report

    「As a result, operating profit for the three months ended August 2022 was ¥764 million, securing a profit for the third consecutive quarter since the three months ended February 2022. This was the first time in three years that the domestic business had reported operating profit for the second quarter.」

    The domestic business reported operating profit of ¥764 million for the second quarter, securing profitability for three consecutive quarters. The second quarter returned to profitability for the first time in three years, while cumulative operating profit reached ¥808 million, marking further progress from operating losses.
  14. FY2022-Q3Sales recover, but operating loss continuesAnnual report

    「As a result, domestic business performance for the nine months ended November 2021 was revenue of ¥36,000 million, up 42.8% year on year, and an operating loss of ¥2,308 million, compared with an operating loss of ¥5,733 million in the same period of the previous year.」

    Domestic revenue rose 42.8% year on year and the operating loss narrowed from the same period of the previous year, but the operating deficit continued and the shift to sustained profit growth had not yet been achieved.
  15. FY2022-Q2Sales recover, but operating loss continuesAnnual report

    「As a result, domestic business performance for the six months ended August 2021 was revenue of ¥23,720 million, up 75.0% year on year, and an operating loss of ¥1,595 million, compared with an operating loss of ¥4,817 million in the same period of the previous year.」

    Domestic revenue rose 75.0% year on year and the operating loss narrowed from ¥4,817 million to ¥1,595 million, but the operating deficit continued.
  16. FY2022-Q1Domestic operating loss narrows but continuesAnnual report

    「In the domestic business, we advanced sales initiatives centered on the prize segment while continuing rigorous COVID-19 prevention measures. As a result, domestic business performance for the three months ended May 2021 was revenue of ¥11,242 million, up 246.2% year on year, and an operating loss of ¥1,041 million, compared with an operating loss of ¥3,346 million in the same period of the previous year.」

    Domestic revenue rose 246.2% year on year, and the operating loss narrowed from ¥3,346 million to ¥1,041 million, but the operating deficit continued.
  17. FY2021-Q3Sales recovery progresses, but cumulative operating loss widensAnnual report

    「In the domestic business, we continued to implement rigorous COVID-19 prevention measures and sales recovery progressed further during the three months ended November 2020. October same-store sales, adjusted for day-of-week effects, recovered to 98.8% of the previous year. In the prize segment, we expanded our range of Demon Slayer-related prizes, which had become popular nationwide, and actively developed tie-up prizes exclusive to Molly Fantasy with popular characters and confectionery manufacturers, making a significant contribution to overall sales recovery. In the medal segment, we completed installation of acrylic panels at all stores in October and held customer-attraction events such as Medal Garapon. These initiatives brought same-store sales for the three months ended November to 85.2% of the previous year, up 42.7 percentage points from the same-store sales level for the six months ended August.」

    Monthly and quarterly same-store sales recovered, but the operating loss for the nine months ended November widened to ¥5,733 million, compared with operating profit of ¥3,308 million in the same period of the previous year.
  18. FY2021-Q2Sales recover, but cumulative operating loss remainsAnnual report

    「During the three months ended August 2020, we continued implementing infection-prevention measures and conducted campaigns featuring popular prizes and promotional events to restore sales. These efforts drove recovery, with same-store sales for the three months ended August reaching 62.2% of the previous year's level, an improvement of 41.4 percentage points from the three months ended May. As a result, domestic business performance for the six months ended August was revenue of ¥13,553 million, down 56.9% year on year, and an operating loss of ¥4,817 million, compared with operating profit of ¥3,110 million in the same period of the previous year.」

    Same-store sales improved by 41.4 percentage points from the first quarter after stores reopened, but cumulative revenue remained down 56.9% and the operating loss was ¥4,817 million. The shift to sustained profit growth had not yet been achieved.
  19. FY2021-Q1WorsenedAnnual report

    「As a result, for the three months ended May 2020, the domestic business reported revenue of ¥3,247 million, down 78.4% year on year, and an operating loss of ¥3,346 million, compared with operating profit of ¥1,018 million in the same period of the previous year.」

    Due to prolonged store closures and other effects related to COVID-19, the domestic business moved from operating profit in the previous year to an operating loss, marking a sharp deterioration from its sustained profit-growth trajectory.
  20. FY2020-Q3AdvancedAnnual report

    「As a result, domestic business performance for the nine months ended November 2019 was revenue of ¥44,894 million, up 2.9% year on year, and operating profit of ¥3,308 million, up 20.7%.」

    Domestic operating profit for the nine months ended November 2019 was ¥3,308 million, up 20.7% year on year, confirming continued progress toward sustained profit growth.
  21. FY2020-Q2AdvancedAnnual report

    「The main factors were the active introduction of popular medal-game machines, including our original kids' mass-medal machines, in the medal segment designated as a strategic priority for the current fiscal year, and the effect of reviewing store-specific pricing structures in April, which drove same-store sales growth in the segment to 9.0% for the six months ended August 2019. The core prize segment also performed well, supported by steady sales of movie-related merchandise, with same-store sales growth of 6.7%.」

    Same-store sales in both the medal and prize segments increased, driving domestic operating profit to ¥3,110 million, up 28.3% year on year. Both revenue and operating profit reached record highs.
  22. FY2020-Q1AdvancedAnnual report

    「In the domestic business, we designated the medal segment as a strategically strengthened segment for the current fiscal year and made focused investments. Strong performance centered on newly introduced kids' medal games, together with the successful review of store-specific pricing structures, drove first-quarter same-store sales growth of 9.3%.」

    Focused investment in the medal segment, the introduction of kids' medal games and the review of pricing structures lifted same-store sales by 9.3%, while operating profit rose 38.6% year on year to ¥1,018 million. Further progress toward sustained profit growth was confirmed.
  23. FY2019-Q3Domestic business profit declinedAnnual report

    「For the nine-month period, the same-store sales growth rate declined 0.2%.」

    Domestic same-store sales declined 0.2% for the cumulative period, while operating profit fell 24.6% year on year to ¥2,742 million. The policy of increasing profit was maintained, but operating performance deteriorated.
  24. FY2019-Q2RestatedAnnual report

    「For the fiscal year ending February 2019, we are further expanding the product lineup of amusement machines in the domestic business, where strong performance continues, to ensure higher profit, while developing and establishing new businesses.」

    The policy of expanding the amusement-machine lineup and increasing profit in the domestic business continued. However, domestic operating profit fell 1.8% year on year, as upfront expenses were incurred for new businesses and existing-store revitalization.
  25. FY2019-Q1RestatedAnnual report

    「For the fiscal year ending February 2019, we are further expanding the product lineup of amusement machines in the domestic business, where strong performance continues, to ensure higher profit, while developing and establishing new business formats.」

    The policy of increasing profit in the domestic business remained in place. However, domestic operating profit fell 4.1% year on year, as expenses related to investment in new business formats and existing-store revitalization were incurred earlier than planned.
  26. FY2018-Q3AdvancedAnnual report

    「During the nine months ended November 2017, the domestic business worked to further expand strong-performing divisions and promote store revitalization. As a result, the domestic business reported sales of ¥43,595 million, up 8.8% year on year, and operating profit of ¥3,636 million, up 66.1%, for the period.」

    The domestic business expanded strong-performing divisions and promoted store revitalization, with operating profit rising 66.1% year on year to ¥3,636 million.
  27. FY2018-Q2AdvancedAnnual report

    「As a result, the domestic business reported sales of ¥29,708 million, up 8.0% year on year, and operating profit of ¥2,468 million, up 40.0%, for the six months ended August 2017.」

    The domestic business continued to expand strong-performing divisions and revitalize stores, with operating profit rising 40.0% year on year to ¥2,468 million.
  28. FY2018-Q1AdvancedAnnual report

    「In the domestic business, we worked to further expand strong-performing divisions and promote store revitalization.」

    In the domestic business, we expanded strong-performing divisions and promoted store revitalization, resulting in operating profit of ¥766 million, up 53.6% year on year. Same-store growth in amusement machines also remained positive for 21 consecutive months, confirming further progress toward a growth trajectory.
  29. FY2017AdvancedAnnual report

    「For the fiscal year ending February 2017, we worked to steadily shift the domestic business onto a growth trajectory, while actively expanding the overseas business, which turned profitable in the previous fiscal year. In the domestic business, our main initiatives included shifting to internet-based promotions, revitalizing former Fan Field stores, and pursuing new store openings and large-scale revitalization projects.」

    Domestic same-store sales rose 7.2%, and operating profit increased 37.4% year on year to ¥3,686 million, confirming the shift to a growth trajectory for the full fiscal year.
  30. FY2017-Q3AdvancedAnnual report

    「For the fiscal year ending February 2017, we are working to steadily shift the domestic business, which has remained strong since the second half of the fiscal year ended February 2016, onto a growth trajectory, while actively expanding the profitable overseas business. In the domestic business, our main initiatives included shifting to internet-based promotions, revitalizing former Fan Field stores, and pursuing a scrap-and-build strategy.」

    Domestic segment profit rose 76.9% year on year to ¥2,189 million, while sales increased 11.5%. The shift to a growth trajectory was confirmed through specific operating results.
  31. FY2017-Q2AdvancedAnnual report

    「For the fiscal year ending February 2017, we are working to firmly shift the domestic business, which has remained strong since the second half of last year, onto a growth trajectory, while actively expanding the overseas business, which turned profitable last year. As a result, the domestic business reported sales of ¥27,518 million, up 15.0% year on year, and segment profit of ¥1,763 million, up 28.9%, for the six months ended August 2016.」

    While targeting a shift in the domestic business to a growth trajectory, same-store sales remained positive for 12 consecutive months, and domestic segment profit rose 28.9% year on year to ¥1,763 million.
  32. FY2017-Q1First statedAnnual report

    「For the fiscal year ending February 2017, we are working to firmly shift the domestic business, where sales have been recovering since the second half of last year, onto a growth trajectory, while actively expanding the overseas business, which turned profitable last year.」

    The policy for the fiscal year ending February 2017 explicitly sets out, for the first time, the goal of turning the recovery in domestic business sales into a growth trajectory. Domestic operating profit in the first quarter was ¥498 million, up 40.9% year on year.
Moved together

"Expanding the Store Network Through New Domestic and Overseas Locations" moved the same way as this thread, in the same document, in 26 of its 41 moves.

262215151513★123456
  1. ★This thread
  2. 1Expanding the Store Network Through New Domestic and Overseas Locations26×
  3. 2Active Expansion of the Overseas Business22×
  4. 3The overseas business's return to profitability and structural losses in China in the first quarter15×
  5. 4Record-high revenue and substantial growth in consolidated earnings15×
  6. 5Allocation of Retained Earnings to Overseas Investments, Store Openings and Investment in Existing Stores15×
  7. 6ASEAN business segment turns profitable at the operating level13×

★ 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 Monthly of 2026-08-17: "Advanced".
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Turning the Domestic Business to a Growth Trajectory | AEON Fantasy Co.,LTD. (4343) | Komori