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AEON Fantasy (4343) · InitiativeMitigated

Horizontal rollout of know-how from revitalization model stores in Thailand

First written in FY2017-Q3. 7 of 15 entries say "Advanced", first in FY2017. Latest entry: FY2023-Q2.

15entries
6years
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ProgressHeldSoftenedWorseAdvancedFY2017 – FY2019-Q1RestatedFY2019-Q2 – FY2020-Q1WorsenedFY2021-Q1 – FY2022-Q12017: 420172018: 320182019: 320192020: 220202021: 220212022: 12022
Same theme, other companies
Recovering customer traffic by rolling out successful store practicesA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

0 other companies' latest entry also says "Mitigated".

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. FY2023-Q2MitigatedAnnual report

    「Thailand, where restrictions were eased later, is also recovering steadily as the removal of limits on customer usage times improved average spend per customer.」

    In Thailand, the removal of limits on customer usage times improved average spend per customer, advancing the recovery from the previous phase of closures and slowing recovery.
  2. FY2022-Q1WorsenedAnnual report

    「In the ASEAN business, due to government restrictions associated with the spread of COVID-19, all stores in Thailand were temporarily closed in April, while nearly all stores in Malaysia and Vietnam were temporarily closed from May. In the Philippines, all stores have remained closed since the previous year due to government restrictions.」

    In addition to the closure of all stores in Thailand, nearly all stores in Malaysia and Vietnam were closed, worsening the previous trend of improvement and a return to profitability under the revitalisation model due to the pandemic and government restrictions.
  3. FY2021-Q3WorsenedAnnual report

    「Thailand's recovery also temporarily slowed due to large-scale demonstrations in October, but same-store sales in November were 87.5% of the previous year's level.」

    As Thailand's business was improving through store revitalisation and other measures, recovery temporarily slowed due to large-scale demonstrations in October, and November same-store sales were 87.5% of the previous year's level.
  4. 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.」

    Against the backdrop of improvement and a return to profitability in Thailand driven by store revitalisation and the closure of unprofitable locations, all locations in 4 countries, including Thailand, were temporarily closed this quarter.
  5. FY2020-Q3AdvancedAnnual report

    「In the ASEAN business, operating income in Thailand continued to improve steadily due to the effects of store revitalisation and the closure of unprofitable locations, improving by ¥87 million from the previous year for the nine months ended the third quarter.」

    In Thailand, store revitalisation and the closure of unprofitable locations progressed, and operating income improved by ¥87 million from the previous year.
  6. FY2020-Q2AdvancedAnnual report

    「In the ASEAN business, operating income in Thailand continued to improve steadily due to the effects of store revitalisation and the closure of unprofitable locations, and the business achieved operating profitability for the six months ended the second quarter.」

    In Thailand, store revitalisation and the closure of unprofitable locations progressed, taking the business from improving operating losses to operating profitability for the six months ended the second quarter.
  7. FY2020-Q1RestatedAnnual report

    「Meanwhile, Thailand improved substantially due to the continued effects of the previous year’s store revitalization initiatives and the customer-attraction effect of promotions through YouTube and social media.」

    The Company continued to explain that Thailand's operating loss improved significantly as the effects of the previous year's store revitalisation and customer traffic generated by YouTube and social media promotions continued.
  8. FY2019-Q3RestatedAnnual report

    「Thailand's operating loss improved significantly, partly due to the effects of store revitalisation centred on Kidzooona.」

    The Company reconfirmed that Thailand's operating loss continued to improve significantly due to the effects of store revitalisation, particularly at Kidzooona locations.
  9. FY2019-Q2RestatedAnnual report

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

    The Company continued to explain that Thailand remained in an operating loss position but improved significantly from the same period of the previous year.
  10. FY2019-Q1AdvancedAnnual 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.」

    Thailand continued to report an operating loss, but operating income improved significantly from the same period of the previous year.
  11. FY2018-Q3AdvancedAnnual report

    「Same-store sales in Thailand are recovering, and the operating loss for the third quarter consolidated accounting period improved from the previous year.」

    Same-store sales in Thailand recovered, and the operating loss for the third quarter consolidated accounting period improved from the previous year.
  12. FY2018-Q2AdvancedAnnual report

    「Thailand focused on rebuilding existing stores by replacing and upgrading play equipment and revitalising stores. Same-store growth was up 17.1% for the six months ended the second quarter and remained positive for 11 consecutive months from October of the previous year, showing steady improvement.」

    Play equipment was replaced and upgraded and stores were revitalised. Same-store growth in Thailand was up 17.1% and remained positive for 11 consecutive months from October of the previous year.
  13. FY2018-Q1AdvancedAnnual report

    「Thailand focused on rebuilding existing stores by replacing and upgrading play equipment and revitalising stores. Same-store growth was up 12.2% for the nine months ended the first quarter and remained positive for 8 consecutive months from October of the previous year, showing steady improvement.」

    In Thailand, play equipment was replaced and upgraded and stores were revitalised. Same-store growth was up 12.2% and remained positive for 8 consecutive months from October of the previous year.
  14. FY2017AdvancedAnnual report

    「Thailand struggled during the first half, but know-how from the revitalisation model stores was rolled out horizontally, and same-store growth turned positive for 5 consecutive months from October, indicating a continued recovery trend.」

    In Thailand, know-how from the revitalisation model stores was rolled out horizontally, and same-store sales growth was positive for 5 consecutive months from October.
  15. FY2017-Q3First statedAnnual report

    「In Thailand, know-how from the revitalisation model stores was rolled out horizontally, and same-store growth turned positive in October and November.」

    In Thailand, know-how from the revitalisation model stores was rolled out horizontally, and same-store sales growth turned positive in October and November.
Moved together

"Active Expansion of the Overseas Business" moved the same way as this thread, in the same document, in 10 of its 15 moves.

10108765★123456
  1. ★This thread
  2. 1Active Expansion of the Overseas Business10×
  3. 2Expanding the Store Network Through New Domestic and Overseas Locations10×
  4. 3Turning the Domestic Business to a Growth Trajectory8×
  5. 4The overseas business's return to profitability and structural losses in China in the first quarter7×
  6. 5Improving Store Freshness Through Scrap-and-Build and Large-Scale Revitalization6×
  7. 6Record-high revenue and substantial growth in consolidated earnings5×

★ 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.
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Horizontal rollout of know-how from revitalization model stores in Thailand | AEON Fantasy Co.,LTD. (4343) | Komori