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AEON Fantasy (4343) · FactRestatedLatest Earnings presentation (2026-07-10): "Worsened"

Vietnam business turns profitable on an operating basis

First written in FY2019-Q1. 6 of 13 entries say "Restated". Latest entry: 2026-07-10.

13entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2020-Q1AchievedFY2023-Q2RestatedFY20242018: 220182019: 320192020: 320202021: 220212022: 120222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Vietnam Business Turning Profitable and ASEAN Business GrowthA 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. 2026-07-10WorsenedEarnings presentation

    「Operating profit declined because of expenses including revitalization investment.」

    Vietnam’s operating loss increased from ¥5 million in the previous comparable period to ¥28 million in the current quarter, temporarily worsening after a return to profitability.
  2. FY2024RestatedAnnual report

    「Same-store sales were 125.4% for Thailand, 123.4% for Malaysia, 104.3% for the Philippines and 100.9% for Indonesia, with all 4 countries exceeding the previous year's results.」

    The overall ASEAN business’s trend of growth in both revenue and profit, as well as the recovery progress in each country, has been reconfirmed.
  3. FY2023-Q2AchievedAnnual report

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

    In the quarter under review, following the closures caused by the infectious disease and government restrictions, Vietnam, together with Malaysia, the Philippines and Indonesia, reported operating profitability.
  4. FY2022-Q2RestatedAnnual report

    「Malaysia and Vietnam temporarily closed nearly all stores in May, while Indonesia did so from July.」

    In Vietnam, it has been reconfirmed that the closure of nearly all stores due to the spread of the infectious disease and government restrictions has continued.
  5. FY2022-Q1WorsenedAnnual report

    「Meanwhile, in May, Malaysia and Vietnam temporarily closed stores approaching all of their locations.」

    In Vietnam, the spread of the infectious disease and government restrictions caused stores approaching all locations to close temporarily in May, reversing the improvement phase following the achievement of operating profitability.
  6. FY2021-Q2AdvancedAnnual report

    「These initiatives have enabled sales to recover without customers defecting. In particular, Vietnam’s same-store sales recovered to 109.6% of the previous year’s level in July.」

    All 11 stores in Vietnam were operating, and same-store sales recovered to 109.6% year on year in July. Recovery progressed from 67.3% in May in the previous quarter.
  7. FY2021-Q1Resuming operations and recovering salesAnnual report

    「Meanwhile, as the spread of COVID-19 in Vietnam moved toward containment, all 11 stores resumed operations on 9 May. Same-store sales in May were 67.3% of the previous year’s level.」

    All 11 stores in Vietnam resumed operations, but May same-store sales remained at 67.3% of the previous year’s level, with conditions shifting from the previous profit-growth trend to recovery following the resumption of operations.
  8. FY2020-Q3RestatedAnnual report

    「Vietnam also performed strongly, with same-store sales growth of 8.8% due in part to the effects of store revitalization, resulting in higher profit.」

    Vietnam’s same-store sales increased 8.8% due to the effects of store revitalization, and the trend of higher profit has continued.
  9. FY2020-Q2AdvancedAnnual report

    「Vietnam also performed strongly, with same-store sales growth of 9.7%, partly due to the effects of store revitalization.」

    In Vietnam, same-store sales increased 9.7% due to the effects of store revitalization, and the trend of higher operating profit continued.
  10. FY2020-Q1RestatedAnnual report

    「Vietnam also reported higher profit, partly due to the effects of store revitalization.」

    Vietnam has continued to increase operating income, partly due to the effects of store revitalization.
  11. FY2019-Q3RestatedAnnual report

    「Vietnam’s operating income also increased from the same period of the previous year.」

    The Vietnam business’s operating income increased from the same period of the previous year, reconfirming the improvement following its conversion to company-operated stores.
  12. FY2019-Q2RestatedAnnual report

    「Operating income in the Philippines, Indonesia and Vietnam increased year on year, while Thailand's operating loss improved significantly.」

    Vietnam’s operating income increased from the same period of the previous year, reconfirming the improvement following its conversion to company-operated stores through the operating business transfer.
  13. FY2019-Q1First statedAnnual report

    「Vietnam, which was brought under direct operation through a business transfer last year, also achieved operating profitability.」

    For the Vietnam business, which was converted to company-operated stores the previous year through an operating business transfer, operating profitability can now be confirmed separately for the first time.
Moved together

"Turning the Domestic Business to a Growth Trajectory" moved the same way as this thread, in the same document, in 3 of its 13 moves.

333322★123456
  1. ★This thread
  2. 1Turning the Domestic Business to a Growth Trajectory3×
  3. 2Active Expansion of the Overseas Business3×
  4. 3Expanding the Store Network Through New Domestic and Overseas Locations3×
  5. 4Horizontal rollout of know-how from revitalization model stores in Thailand3×
  6. 5Store closures and impairment losses in China2×
  7. 6ASEAN business segment turns profitable at the operating level2×

★ 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 2026-07-10: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Vietnam business turns profitable on an operating basis | AEON Fantasy Co.,LTD. (4343) | Komori