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Ryohin Keikaku (7453) · FactAdvanced

Revenue growth and profit decline in the East Asia business amid regional uncertainty

First written in FY2020-Q1. 15 of 25 entries say "Advanced", first in FY2021-Q1. Latest entry: 2026-10-14.

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ProgressHeldSoftenedWorseRestatedFY2021-Q2 – FY2022-Q1WorsenedFY2022-Q2 – FY2023-Q1AdvancedFY2023-Q2 – 2026-10-142020: 420202021: 320212022: 320222023: 420232024: 420242025: 220252026: 52026
Same theme, other companies
Regional Differences in Revenue and Profit Growth and RecoveryA theme 7 companies write about · 4 as a headwind · 4 as a tailwind

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

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  1. 2026-10-14AdvancedRevision of earnings forecasts

    「中国大陸事業では、生活雑貨と食品を中心に全部門で売上が伸長し、増収となりました。営業総利益率の改善に加え、売上の伸長に伴い販管費率も改善したことから、セグメント利益は増益となりました。加えて、台湾事業、香港事業、韓国事業も売上が伸長し、増収増益となりました。」

    中国大陸の全部門および台湾・香港・韓国で売上が伸長し、東アジア事業の増収増益が進展した。
  2. 2026-10-13Advancednewspicks.com

    「東アジアでは営業収益が32.2%増、営業利益が44.2%増となり、営業利益率も21.0%まで改善しました。」

    東アジア事業で増収増益と利益率改善が進んだことが、通期実績として追加された。
  3. 2026-07-10AdvancedRevision of earnings forecasts

    「Operating revenue in the East Asia business during the cumulative third-quarter consolidated period was ¥212.812 billion, up 29.3% year on year, while segment profit was ¥45.419 billion, up 39.6%, resulting in higher revenue and profit.」

    The East Asia business reported higher revenue and profit, with sales increasing across all categories in mainland China, led by daily necessities and food.
  4. FY2026-H1AdvancedAnnual report

    「The East Asia business reported higher revenue and profit, with operating revenue for the current interim consolidated accounting period up 23.3% year on year to ¥136,061 million and segment profit up 29.0% to ¥27,565 million. In mainland China, revenue increased, driven by the promotional effects of Double 11, China's largest e-commerce event, and the Lunar New Year, as well as household goods, including health and beauty products, and food.」

    The East Asia business reported higher revenue and profit, with sales in mainland China driven by Double 11 and Lunar New Year promotions, health and beauty products, household goods and food. Taiwan, Hong Kong and South Korea also reported higher revenue and profit.
  5. 2026-04-10AdvancedEarnings

    「The mainland China business reported higher revenue, driven by the promotional effects of Double Eleven, China's largest EC event, and the Lunar New Year, as well as daily necessities, including health and beauty products, and food.」

    In the East Asia business, EC events in mainland China and sales of daily necessities and food drove revenue growth, resulting in higher revenue and profit for the business as a whole.
  6. FY2025AdvancedAnnual report

    「The East Asia business reported higher revenue and profit, with operating revenue for the current consolidated fiscal year up 14.2% year on year to ¥222,247 million and segment profit up 20.4% to ¥42,794 million.」

    In mainland China, online sales, household goods and food, improved cost ratios and restrained markdowns contributed to increases of 14.2% in operating revenue and 20.4% in segment profit in the East Asia business.
  7. FY2025-H1AdvancedAnnual report

    「The East Asia business reported higher revenue and profit, with operating revenue for the current interim consolidated accounting period up 15.1% year on year to ¥110,341 million and segment profit up 31.7% to ¥21,366 million, also benefiting from foreign exchange effects. In mainland China, online sales led by promotions around Double 11, China's largest e-commerce event, and the Lunar New Year, while store sales also remained solid amid signs that the deterioration in business sentiment had bottomed out, resulting in higher revenue and profit.」

    Operating revenue in the East Asia business increased 15.1% and segment profit increased 31.7%. In mainland China, online sales centered on the Double 11 campaign and Lunar New Year promotions, as well as store sales, remained solid.
  8. FY2024AdvancedAnnual report

    「The East Asia business reported higher revenue and profit, with operating revenue for the current consolidated fiscal year up 13.4% year on year to ¥194,559 million and segment profit up 16.7% to ¥35,529 million. Although the consumer environment was challenging in mainland China and customer traffic slowed, the company worked to expand its store network through new openings and control expenses, securing higher revenue and profit.」

    Although mainland China faced a challenging consumer environment and slower customer traffic, the East Asia business secured higher revenue and profit through new store openings, expansion of the store network and expense control.
  9. FY2024-Q3AdvancedAnnual report

    「② East Asia business Operating revenue in the East Asia business for the cumulative third quarter of the current consolidated fiscal year was ¥144,249 million, up 15.7% year on year, while segment profit was ¥25,514 million, up 17.7%, resulting in higher revenue and profit. Although same-store sales stagnated in mainland China, revenue and profit increased as the store network expanded through new openings. Locally developed products, particularly household goods, were expanded. Taiwan, Hong Kong and South Korea also reported higher revenue and profit.」

    The East Asia business reported higher revenue and profit, with new store openings and expansion of the store network and locally developed products in mainland China. Taiwan, Hong Kong and South Korea also reported higher revenue and profit.
  10. FY2024-Q2AdvancedAnnual report

    「The East Asia business reported higher revenue and profit, with operating revenue for the cumulative second quarter of the current consolidated fiscal year up 16.9% year on year to ¥95,857 million and segment profit up 27.4% to ¥16,223 million. Mainland China reported higher revenue and profit. The store network was expanded, including through the opening of a flagship store in Beijing, and locally developed products, particularly household goods, were expanded.」

    Operating revenue in the East Asia business increased 16.9% and segment profit increased 27.4%. In mainland China, the company opened a flagship store in Beijing, expanded its store network and expanded locally developed products.
  11. FY2024-Q1AdvancedAnnual report

    「② East Asia business Operating revenue in the East Asia business for the cumulative first quarter of the current consolidated fiscal year was ¥46,478 million, up 19.2% year on year, while segment profit was ¥8,499 million, up 39.7%, resulting in higher revenue and profit. On mainland China, operating revenue increased because the previous year had been affected by store closures and other effects associated with lockdowns during the same period. The gross operating margin improved as markdowns were restrained and the rollout of locally developed products was strengthened, resulting in higher profit. Taiwan, Hong Kong and South Korea also reported higher revenue and profit.」

    Operating revenue in the East Asia business increased 19.2% and segment profit increased 39.7%. In mainland China, the gross operating margin improved through restraint of markdowns and strengthened rollout of locally developed products, while Taiwan, Hong Kong and South Korea also reported higher revenue and profit.
  12. FY2023AdvancedAnnual report

    「The East Asia business reported higher revenue and profit, with operating revenue for the current consolidated fiscal year up 23.3% year on year to ¥171,630 million and segment profit up 41.7% to ¥31,386 million. On mainland China, as economic activity resumed from January 2023, household goods sales led by expanded locally developed products drove higher revenue and profit.」

    As economic activity resumed and locally developed products were expanded in mainland China from January 2023, operating revenue in the East Asia business increased 23.3% and segment profit increased 41.7% for the full year.
  13. FY2023-Q3AdvancedAnnual report

    「The East Asia business reported higher revenue and profit, with operating revenue for the cumulative third quarter of the current consolidated fiscal year up 25.5% year on year to ¥124,726 million and segment profit up 50.3% to ¥22,666 million. On mainland China, store operations were significantly disrupted by the spread of COVID-19 in the first quarter, but revenue and profit increased as sales recovered following the resumption of economic activity from January 2023. Taiwan, Hong Kong and South Korea also reported higher revenue and profit.」

    Operating revenue in the East Asia business increased 25.5% and segment profit increased 50.3%. In mainland China, sales recovered as economic activity resumed from January 2023, while Taiwan, Hong Kong and South Korea also reported higher revenue and profit.
  14. FY2023-Q2AdvancedAnnual report

    「The East Asia business reported higher revenue and profit, with operating revenue for the cumulative second quarter of the current consolidated fiscal year up 14.8% year on year to ¥82,033 million and segment profit up 18.2% to ¥13,848 million. On mainland China, store operations were significantly disrupted by the spread of COVID-19 in the first quarter, but economic activity resumed in earnest from January 2023 and sales recovered.」

    The East Asia business returned to higher revenue and profit, while sales in mainland China recovered as economic activity resumed from January 2023.
  15. FY2023-Q1WorsenedAnnual report

    「The East Asia business reported higher revenue but lower profit, with operating revenue for the cumulative first quarter of the current consolidated fiscal year up 7.3% year on year to ¥39,001 million and segment profit down 1.7% to ¥6,313 million. On mainland China, although the range of locally developed products, particularly household goods, continued to be strengthened, store operations were significantly disrupted by the spread of COVID-19, and same-store sales remained weak.」

    The East Asia business reported higher revenue but a 1.7% decline in segment profit. On mainland China, disruptions to store operations caused by the spread of COVID-19 and weak same-store sales continued, while Taiwan, Hong Kong and South Korea reported higher revenue and profit.
  16. FY2022-Q3WorsenedAnnual report

    「Operating revenue in the East Asia business for the cumulative third quarter of the current consolidated fiscal year was ¥99,393 million, up 4.0% year on year, while segment profit was ¥15,084 million, down 15.3%, meaning that revenue increased while segment profit declined. On mainland China, economic activity was affected by restrictions under the zero-COVID policy imposed in various areas in response to the spread of COVID-19. Particularly from the third quarter onward, store operations were significantly disrupted, with up to approximately 100 stores, mainly in Shanghai, Shenzhen and Beijing, forced to close or shorten their operating hours. Same-store sales including e-commerce were 84.9% year on year.」

    The East Asia business reported higher revenue but a 15.3% decline in segment profit. On mainland China, up to approximately 100 stores closed or shortened their operating hours, and same-store sales were 84.9% of the previous year.
  17. FY2022-Q2WorsenedAnnual report

    「Operating revenue in the East Asia business for the cumulative second quarter of the current consolidated fiscal year was ¥71,432 million, up 8.9% year on year, while operating profit was ¥11,720 million, down 3.5%, meaning that revenue increased while operating profit declined slightly. On mainland China, operating revenue increased as the number of stores expanded and sales of locally developed products, particularly household goods, remained strong. Although online sales remained strong, in-store sales stagnated due to activity restrictions and other effects of the zero-COVID policy, and same-store sales growth including e-commerce was 93.4% year on year.」

    The East Asia business reported higher revenue but a 3.5% decline in operating profit. In China, locally developed products and online sales performed well, while activity restrictions under the zero-COVID policy restrained in-store sales.
  18. FY2022-Q1RestatedAnnual report

    「Operating revenue in the East Asia business for the cumulative first quarter of the current consolidated fiscal year was ¥36,348 million, up 10.0% year on year, while operating profit was ¥6,420 million, down 0.1%, meaning that revenue increased while operating profit remained at roughly the previous year's level.」

    The East Asia business maintained revenue growth, while operating profit remained roughly at the previous year's level. In China, store openings, locally developed products and online sales expanded, while activity restrictions in some regions affected in-store sales.
  19. FY2021-Q3RestatedAnnual report

    「Operating revenue in the East Asia business for the cumulative third quarter of the current consolidated fiscal year was ¥95,579 million, and segment profit was ¥17,814 million. On mainland China, online sales remained solid, while sales were intermittently affected by the spread of COVID-19.」

    In the East Asia business, operating revenue for the cumulative third quarter was ¥95,579 million and segment profit was ¥17,814 million. In China, the impact of infectious disease on in-store sales continued, while online sales remained solid.
  20. FY2021-Q2Online sales strong despite store restrictionsAnnual report

    「On mainland China, online sales remained strong, while sporadic outbreaks of COVID-19 affected in-store sales.」

    On mainland China, renewed outbreaks affected in-store sales, while online sales remained strong.
  21. FY2021-Q1AdvancedAnnual report

    「The East Asia business reported higher revenue and profit, with operating revenue for the cumulative first quarter of the current consolidated fiscal year up 69.4% year on year to ¥33,048 million and segment profit up 345.6% to ¥6,423 million. On mainland China, sales of locally developed household goods increased, while the company restrained markdown sales and controlled selling, general and administrative expenses. In Taiwan, sales began through the community-based supermarket Pxmart, and performance remained solid.」

    The East Asia business achieved substantial growth in revenue and profit, with operating revenue up 69.4% and segment profit up 345.6%. In China, locally developed products, restraint of markdown sales and SG&A expense control progressed, while a new sales channel was launched in Taiwan.
  22. FY2020-Q3WorsenedAnnual report

    「The East Asia business reported lower revenue and profit, with operating revenue for the cumulative first quarter of the current consolidated fiscal year down 36.7% year on year to ¥19,514 million and segment profit down 69.2% to ¥1,441 million. On mainland China, store closures caused by the spread of COVID-19 began in January, and in-store sales fell below the previous year. Online store sales, however, exceeded the previous year.」

    Operating revenue in the East Asia business declined 36.7% due to store closures, while segment profit declined 69.2%. In China, in-store sales fell, while online store sales exceeded the previous year.
  23. FY2020China recovering; South Korea and Hong Kong sluggishAnnual report

    「On mainland China, the company sought to recover sales after stores resumed operations by implementing Mujirushi Ryohin Week, a membership promotion, among other measures. However, in-store sales fell below plan because of the impact of store closures that began in January. Online store sales, meanwhile, remained strong.」

    After stores reopened in China, the company implemented membership promotions to recover in-store sales, while online store sales performed well. South Korea and Hong Kong remained sluggish due to social instability.
  24. FY2020WorsenedAnnual report

    「Operating revenue in the East Asia business for the current consolidated fiscal year was ¥124,701 million, up 1.9% year on year, while segment profit was ¥16,836 million, down 15.0%.」

    Revenue in the East Asia business increased by only 1.9%, while segment profit declined by 15.0%. Social instability in South Korea and Hong Kong was cited as a factor behind the decline in profit.
  25. FY2020-Q1First statedAnnual report

    「In the East Asia business, operating revenue for the cumulative third quarter of the current consolidated fiscal year was ¥90,330 million, up 4.0% year on year, and segment profit was ¥11,560 million, down 13.3%. Segment profit declined due to instability and other factors in some countries and regions within the East Asia business, although apparel performed well in China. In household goods, sales increased for repriced notebooks and the China-designed Stainless Mug.」

    The East Asia business reported higher revenue but lower profit due to regional instability and other factors. In China, apparel, repriced products and China-designed products performed well.
Moved together

"Revenue and Earnings Growth" moved the same way as this thread, in the same document, in 17 of its 24 moves.

171515141411★123456
  1. ★This thread
  2. 1Revenue and Earnings Growth17×
  3. 2Turnaround of the Europe and North America Business and Improved Profitability15×
  4. 3Domestic Business: Higher Revenue, Lower Profit15×
  5. 4Expansion of the Store Network in Japan and Overseas and Enhancement of the In-Store Experience14×
  6. 5Improving operations, pricing and inventory at overseas stores14×
  7. 6Product Development and Expansion of Product Range11×

★ 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
Ryohin Keikaku's next results are scheduled for 2026-10-14. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-10-14: "Advanced".
Revenue growth and profit decline in the East Asia business amid regional uncertainty | RYOHIN KEIKAKU CO.,LTD. (7453) | Komori