Komori
AEON Fantasy (4343) · FactAdvancedLatest Earnings presentation (2026-04-09): "Worsened"

Malaysia Same-Store Sales Continue to Exceed Year-Earlier Levels, Boosting Profit

First written in FY2017-Q2. 7 of 22 entries say "Restated". Latest entry: 2026-04-09.

22entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseWorsenedFY2021-Q1 – FY2021-Q32016: 12017: 320172018: 320182019: 320192020: 220202021: 120212022: 120222023: 320232024: 320242025: 120252026: 1
Same theme, other companies
Growth in Same-Store Sales and Recovery in Store ProfitabilityA theme 19 companies write about · 1 as a headwind · 19 as a tailwind

AEON Fantasy moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.

The whole theme swung hardest in 2026: 3 of 15 companies on the "Worse" side.

3 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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. 2026-04-09WorsenedEarnings presentation

    「Same-store sales versus previous fiscal year: △6.5」

    In Malaysia, total-store sales were 108.2% of the previous fiscal year, while same-store sales declined 6.5% and operating profit fell from ¥624 million to ¥245 million.
  2. FY2025AdvancedAnnual report

    「Store openings by country continued to expand, with 16 stores in Indonesia and 10 in Vietnam, where growth is prioritized; 24 stores in Malaysia and 11 in the Philippines, where market-share expansion is prioritized; and 11 stores in Thailand, where productivity improvements are being pursued alongside improvements in gross profit margin.」

    Malaysia opened 24 stores, bringing the number of stores at period-end to 132 and sales to ¥5,347 million.
  3. FY2025-H1RestatedAnnual report

    「In Malaysia and the Philippines, where the company is expanding its market share, existing stores continued to perform strongly and sales continued to grow.」

    The company explained that existing stores in Malaysia continued to perform strongly and sales continued to grow.
  4. FY2024AdvancedAnnual report

    「Same-store sales for the period were 110.9% of the previous-year level, and consolidated full-year sales and operating profit both reached record highs. Same-store sales for the period were 125.4% of the previous-year level in Thailand, 123.4% in Malaysia, 104.3% in the Philippines and 100.9% in Indonesia, with all 4 countries exceeding the previous year’s results.」

    Malaysia’s same-store sales were 123.4% of the previous year’s level, contributing to record full-year performance for the ASEAN business.
  5. FY2024-Q3RestatedAnnual report

    「Malaysia and the Philippines, ranked first in both store count and sales within the amusement and playground industries, respectively, continued to perform strongly and drove the performance of the ASEAN business overall.」

    Malaysia, along with the Philippines, was ranked first in each industry by store count and sales, and continued to drive the ASEAN business.
  6. FY2024-Q2RestatedAnnual report

    「Malaysia and the Philippines, ranked first in both store count and sales within the amusement and playground industries, respectively, continued to perform strongly and drove the performance of the ASEAN business overall.」

    Malaysia, along with the Philippines, was ranked first in each industry by store count and sales, and continued to drive the ASEAN business.
  7. FY2023AdvancedAnnual report

    「Same-store sales for the period were 126.1% of the level in the same period of 2019 in Malaysia, 127.3% in the Philippines and 126.4% in Vietnam, with these 3 countries driving the ASEAN business.」

    Malaysia’s same-store sales were 126.1% of the level in the same period of 2019, confirming a strong recovery trend for the full year from the previous impact of infectious diseases and store closures.
  8. FY2023-Q3RestatedAnnual report

    「Particularly strong-performing Malaysia posted sales of ¥1,004 million in the third quarter, with same-store sales at 129.4% of the level in the same period of 2019, while operating profit was ¥157 million.」

    Malaysia’s same-store sales were 129.4% of the level in the same period of 2019, and operating profit was ¥157 million, reaffirming its strong performance after returning to operating profitability.
  9. FY2023-Q2Confirmed a return to operating profitabilityAnnual report

    「Operating profit was positive in 4 countries in total: the Philippines, Malaysia, Indonesia and Vietnam.」

    Malaysia, which had previously been affected by infectious diseases and store closures, recorded positive operating profit this quarter, along with Indonesia and Vietnam.
  10. FY2021-Q3WorsenedAnnual report

    「Meanwhile, Indonesia and Malaysia were affected by sales disruptions, including the closure of some stores due to government restrictions, mainly in metropolitan areas, while all stores in the Philippines remained temporarily closed.」

    In Malaysia, in addition to its previous difficulties, the closure of some stores due to government restrictions affected sales.
  11. FY2021-Q1WorsenedAnnual report

    「The outbreak continued to spread, and as of the end of May, all stores remained temporarily closed in 4 countries: Malaysia, Thailand, the Philippines and Indonesia.」

    All stores remained temporarily closed in 4 ASEAN countries, including Malaysia, which had previously recorded consecutive positive same-store sales growth and higher operating profit.
  12. FY2020-Q3RestatedAnnual report

    「Meanwhile, Malaysia, the Philippines and Indonesia continued to struggle, and the ASEAN business overall ended with a decline in operating profit.」

    Malaysia was described as continuing to struggle and was again identified as one of the factors behind the decline in operating profit for the ASEAN business overall.
  13. FY2020-Q2WorsenedAnnual report

    「Malaysia struggled in the first quarter, the Philippines struggled to attract customers due to a measles outbreak from March to April, and Indonesia saw lower customer traffic because demonstrations occurred frequently in Jakarta. Operating profit declined in each market, but Thailand and Vietnam offset these declines, resulting in higher operating profit for the ASEAN business overall.」

    Malaysia’s operating profit declined due to difficulties in the first quarter, and the deterioration from its previous strong performance trend was also confirmed in the cumulative second-quarter results.
  14. FY2020-Q1WorsenedAnnual report

    「The ASEAN business reported a decline in operating profit because same-store sales fell below the previous year in each market: in Malaysia, the effect of the Pokémon card game, which had performed strongly in the previous year, ran its course; in the Philippines, attracting customers to KIDZOOONA was difficult due to a measles outbreak; and in Indonesia, customer traffic declined because demonstrations occurred frequently in Jakarta.」

    In Malaysia, the effect of the Pokémon card game, which had performed strongly in the previous year, ran its course, causing same-store sales to fall below the previous year and operating profit to decline.
  15. FY2019-Q3Operating profit declined due to the impact of an infectious disease outbreakAnnual report

    「Malaysia reported a decline in operating profit because time-based amusement facilities were significantly affected by an outbreak in July and August, the peak season, of a disease primarily affecting children, but entered a recovery trend in the third quarter.」

    Malaysia explained that operating profit declined due to the infectious disease outbreak, but entered a recovery trend in the third quarter.
  16. FY2019-Q2WorsenedAnnual report

    「Meanwhile, Malaysia reported a decline in operating profit because time-based amusement facilities were significantly affected by an outbreak in July and August, the peak season, of a disease primarily affecting children.」

    Malaysia’s time-based amusement facilities were affected by an outbreak of an infectious disease primarily affecting children, resulting in a decline in operating profit.
  17. FY2019-Q1RestatedAnnual report

    「Malaysia, the Philippines and Indonesia all secured higher operating profit than in the same period of the previous year. Thailand remained in an operating loss, but improved substantially from the same period of the previous year.」

    Malaysia secured higher operating profit than in the same period of the previous year, reaffirming its strong performance trend to date.
  18. FY2018-Q3RestatedAnnual report

    「Malaysia’s same-store sales growth for the first 3 quarters of the fiscal year remained strong at 10.1%, while operating profit also increased substantially.」

    Malaysia’s same-store sales increased 10.1%, and strong performance was maintained, including substantial growth in operating profit.
  19. FY2018-Q1AdvancedAnnual report

    「Malaysia’s same-store sales growth for the first quarter of the fiscal year increased 14.6% year on year, marking double-digit growth, while operating profit also increased substantially, resulting in strong performance.」

    Malaysia’s same-store sales growth increased from 7.4% for the full year to 14.6% in the current quarter, and operating profit also rose substantially.
  20. FY2017AdvancedAnnual report

    「Malaysia’s same-store sales growth for the period was 7.4%, and operating profit also increased, resulting in strong performance.」

    Malaysia’s full-year same-store sales increased 7.4%, and full-year growth in operating profit was also confirmed.
  21. FY2017-Q3AdvancedAnnual report

    「Malaysia has recorded positive same-store sales growth for 11 consecutive months since January 2016, and operating profit has also performed strongly, increasing.」

    Malaysia’s positive same-store sales growth extended from 8 consecutive months to 11, while growth in operating profit also continued.
  22. FY2017-Q2First statedAnnual report

    「In Malaysia, same-store sales growth has been positive for 8 consecutive months since January this year, and operating profit has also increased, with performance remaining strong.」

    Malaysia’s same-store sales growth has remained positive for 8 consecutive months, and operating profit has also increased.
Moved together

"Turning the Domestic Business to a Growth Trajectory" moved the same way as this thread, in the same document, in 7 of its 22 moves.

777655★123456
  1. ★This thread
  2. 1Turning the Domestic Business to a Growth Trajectory7×
  3. 2Active Expansion of the Overseas Business7×
  4. 3Expanding the Store Network Through New Domestic and Overseas Locations7×
  5. 4Development and establishment of new business formats6×
  6. 5The overseas business's return to profitability and structural losses in China in the first quarter5×
  7. 6Store closures and impairment losses in China5×

★ 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 presentation of 2026-04-09: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.