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Round One (4680) · RiskAdded the risk of new product development and stable supply of prizes.

Lifestyle Changes and Declining Bowling and Amusement Facility Usage

First written in FY2016. 3 of 9 entries say "Restated". Latest entry: FY2025.

9entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018MitigatedFY2021 – FY2022OtherFY2023 – FY20252016: 120162017: 120172018: 120182019: 020192020: 020202021: 220212022: 120222023: 120232024: 120242025: 12025
Same theme, other companies
Demand Decline from Amusement Market Contraction and Diversification of Entertainment OptionsA theme 11 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 4 of 6 companies on the "Worse" side.

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

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. FY2025Added the risk of new product development and stable supply of prizes.Annual report

    「In addition, if manufacturers stop launching new amusement machines, or if the development of new prizes and their stable supply cease, user numbers could decline and affect the Group's financial performance.」

    The cessation of new prize development and stable supply, in addition to the launch of new amusement machines, was explicitly identified as a factor that could reduce user numbers.
  2. FY2024Added a reference to high-performance PCs and the development of new services.Annual report

    「As lifestyles diversify and smartphones and high-performance PCs become more widespread, the entertainment preferences of the Group's customer base have been changing, making it increasingly important to establish a structure for continuously developing new services.」

    The spread of high-performance PCs and the need for a structure to continuously develop new services were added as background factors behind the risk of declining users.
  3. FY2023RestatedAnnual report

    「The Company is implementing various measures in response to changes in social conditions and preferences, including providing online interactive services through the ROUND1LIVE service and offering online crane games. However, as entertainment options continue to diversify, a decline in the popularity of bowling and amusement facilities could reduce user numbers and affect the Group's financial performance.」

    The risk of declining users of in-person leisure services and the countermeasures involving ROUND1LIVE and online crane games continued.
  4. FY2022MitigatedAnnual report

    「The Company is also implementing measures in response to changes in social conditions and preferences, including providing online interactive services through the ROUND1LIVE service and offering online crane games. However, as entertainment options continue to diversify, a decline in the popularity of bowling and amusement facilities could reduce user numbers and affect the Group's financial performance.」

    ROUND1LIVE and online crane games continued as countermeasures to the risk of declining users of in-person services.
  5. FY2022-Q1MitigatedAnnual report

    「Against this backdrop, in Japan the Group continued to implement initiatives using ROUND1 LIVE, including “Bowling and Karaoke Student Koshien ONLINE” and “リモチャレ,” and began offering the online crane game “クレッチャ” in April 2021.」

    As a response to declining users of in-person leisure services, the Company continued its online initiatives through ROUND1 LIVE and launched the online crane game service “クレッチャ.”
  6. FY2021MitigatedAnnual report

    「The Company is also implementing measures in response to changes in social conditions and preferences, including providing online interactive services through the ROUND1 LIVE service and preparing to offer online crane games.」

    In response to the risk of declining users of in-person leisure services, online interactive services through ROUND1 LIVE and preparations for online crane games were added as countermeasures.
  7. FY2018RestatedAnnual report

    「As leisure activities continue to diversify, a decline in the popularity of bowling and amusement facilities could reduce user numbers and affect the Group's financial performance.」

    The risk of changing preferences and declining user numbers due to lifestyle changes and the spread of smartphones was reiterated.
  8. FY2017RestatedAnnual report

    「As leisure activities continue to diversify, a decline in the popularity of bowling and amusement facilities could reduce user numbers and affect the Group's financial performance.」

    The risk of changing preferences and declining user numbers due to lifestyle changes and the spread of smartphones was reiterated.
  9. FY2016First statedAnnual report

    「As lifestyles diversify and smartphones become more widespread, the preferences of the Group's customer base regarding leisure activities have been changing. As leisure activities continue to diversify, a decline in the popularity of bowling and amusement facilities could reduce user numbers and affect the Group's financial performance. User numbers could also decline if manufacturers stop launching new amusement machines, which could affect the Group's financial performance.」

    The risk factors identified were changes in preferences due to the spread of smartphones and other factors, and the discontinuation of new game-machine supply.
Moved together

"Improving and enhancing the earnings structure of the Japan operations" moved the same way as this thread, in the same document, in 3 of its 9 moves.

333322★123456
  1. ★This thread
  2. 1Improving and enhancing the earnings structure of the Japan operations3×
  3. 2Considering Store Openings in China, Russia and Other Asian Regions Following the United States3×
  4. 3Strengthening the Financial Position Through Interest-Bearing Debt Reduction, Efficient Financing and the Use of Leases3×
  5. 4Funding Risk from Financial Markets and Interest Rates3×
  6. 5Declining Trend in Sales at Existing Domestic Stores2×
  7. 6Positioning U.S. store openings as the next growth driver and building a profit structure comparable to that in Japan2×

★ 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 Round One yet.
News
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Lifestyle Changes and Declining Bowling and Amusement Facility Usage | ROUND ONE Corporation (4680) | Komori