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Happinet (7552) · InitiativeAdvanced

Building the Toy Business’s Earnings Base Through Demand Forecasting, In-Store Merchandising Proposals and New Product Expansion

First written in FY2017. 26 of 35 entries say "Advanced", first in FY2019-Q3. Latest entry: 2026-09-28.

35entries
10years
6from disclosures
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ProgressHeldSoftenedWorseRestatedFY2017 – FY2019-Q2AdvancedFY2020-Q2 – 2026-09-282017: 320172018: 320182019: 420192020: 320202021: 320212022: 420222023: 320232024: 220242025: 220252026: 82026
Same theme, other companies
Performance Trends in the Toy BusinessA theme 3 companies write about · 1 as a headwind · 2 as a tailwind

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

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. 2026-09-28Advancedfinance.yahoo.co.jp

    「玩具事業でコンビニ向けのくじ商品や、トレーディングカードが好調に推移。」

    コンビニ向けくじ商品とトレーディングカードの好調が、第2四半期業績予想の上方修正要因として報じられた。
  2. FY2026AdvancedAnnual report

    「In the toy business, lottery products, including BANDAI SPIRITS' Ichiban Kuji, continued to perform well, and hit products such as バンダイ's Tamagotchi Paradise also contributed. The expansion of distribution for hobby products such as plastic models and figures also contributed, resulting in higher net sales and profit than in the previous fiscal year.」

    Expanded distribution of lottery products, Tamagotchi Paradise and hobby products resulted in a 13.5% increase in Toy Business sales and a 24.1% increase in segment profit.
  3. FY2026-H1AdvancedAnnual report

    「In the Toy Business, sales and profit both exceeded the same period of the previous fiscal year, supported by continued strong performance of lottery products, including BANDAI SPIRITS' Ichiban Kuji, steady sales of general toys, and sales of new convenience-store products such as miscellaneous goods.」

    In the Toy Business, new products such as convenience-store miscellaneous goods contributed in addition to lottery products and general toys, resulting in a 10.2% increase in sales and a 12.0% increase in segment profit.
  4. FY2025AdvancedAnnual report

    「Products that captured adult demand, including trading cards such as Pokémon Trading Card Game and ONE PIECE Card Game and hobby products such as Gundam plastic models, continued to perform well. In addition, sales of character toys for younger age groups increased, resulting in sales and profit both substantially exceeding the previous fiscal year.」

    The Toy Business benefited from growth in products for younger age groups in addition to trading cards and hobby products that captured adult demand, resulting in a 13.0% increase in sales and a 32.9% increase in segment profit.
  5. FY2025-H1AdvancedAnnual report

    「In the Toy Business, sales and profit both substantially exceeded the same period of the previous fiscal year as trading cards such as Pokémon Trading Card Game and ONE PIECE Card Game, and Bandai's Tamagotchi-related products, performed well by also capturing adult demand.」

    Trading cards and Tamagotchi-related products captured adult demand, resulting in Toy Business sales of ¥78,011 million, up 13.6% year on year, and segment profit of ¥4,505 million, up 37.0%.
  6. FY2024-Q3AdvancedAnnual report

    「In the Toy Business, sales and profit both substantially exceeded the same period of the previous fiscal year, driven by continued strong performance of lottery products sold mainly through convenience stores, including BANDAI SPIRITS' Ichiban Kuji, and trading cards such as Pokémon Trading Card Game and ONE PIECE Card Game. As a result, sales were ¥114,697 million, up 14.3% year on year, and segment profit was ¥5,355 million, up 34.1%.」

    Strong performance by lottery products and trading cards resulted in a 14.3% increase in Toy Business sales and a 34.1% increase in segment profit.
  7. FY2024-Q2AdvancedAnnual report

    「In the Toy Business, sales and profit both substantially exceeded the same period of the previous fiscal year as lottery products, including BANDAI SPIRITS' Ichiban Kuji, and trading cards such as Pokémon Trading Card Game continued to perform well. As a result, sales were ¥68,698 million, up 15.0% year on year, and segment profit was ¥3,288 million, up 52.5%.」

    Strong performance by lottery products and trading cards drove a 15.0% increase in Toy Business sales and a 52.5% increase in segment profit.
  8. FY2023RaisedAnnual report

    「The Company will also seek to expand the development of its own products in new categories, including live events and sports merchandise.」

    The Company is expanding the scope of its own-product offerings into new categories, including live events and sports merchandise, in addition to improving services and efficiency in the model-toy wholesale division.
  9. FY2023-Q3AdvancedAnnual report

    「In the Toy Business, sales exceeded the same period of the previous fiscal year as convenience-store products, including BANDAI SPIRITS' Ichiban Kuji, Pokémon Trading Card Game, ONE PIECE Card Game and other trading cards, continued to perform well. Profit also exceeded the same period of the previous fiscal year because the Company worked to maintain appropriate inventory levels during the Christmas selling season, its peak sales period, resulting in lower inventory valuation losses. As a result, sales were ¥100,352 million, up 19.8% year on year, and segment profit was ¥3,993 million, up 24.9%.」

    The Toy Business benefited from convenience-store products such as Ichiban Kuji, Pokémon Trading Card Game and ONE PIECE Card Game, as well as the maintenance of appropriate inventory levels during the Christmas selling season, resulting in a 19.8% increase in sales and a 24.9% increase in segment profit.
  10. FY2023-Q2AdvancedAnnual report

    「In the Toy Business, sales and profit both substantially exceeded the same period of the previous fiscal year, supported by continued strong performance of lottery-related products, including BANDAI SPIRITS' Ichiban Kuji, hit trading-card products such as Pokémon Trading Card Game and ONE PIECE Card Game, and a decrease in inventory valuation losses resulting from the maintenance of appropriate inventory levels. As a result, sales were ¥59,760 million, up 24.4% year on year, and segment profit was ¥2,155 million, up 40.6%.」

    Lottery-related products, hit trading-card products and the maintenance of appropriate inventory levels contributed to a 24.4% increase in Toy Business sales and a 40.6% increase in segment profit.
  11. FY2023-Q1AdvancedAnnual report

    「In the Toy Business, sales exceeded the same period of the previous fiscal year as products for convenience stores, including BANDAI SPIRITS' Ichiban Kuji-related products and Pokémon Trading Card Game products, continued to perform well. Profit was below the same period of the previous fiscal year due mainly to higher selling, general and administrative expenses resulting from the relocation of a logistics center. As a result, sales were ¥25,415 million, up 10.8% year on year, and segment profit was ¥655 million, down 13.0%.」

    Strong sales of convenience-store products, including Ichiban Kuji and Pokémon Trading Card Game products, drove a 10.8% increase in Toy Business sales. However, segment profit declined 13.0% due to higher selling, general and administrative expenses resulting from the relocation of a logistics center.
  12. FY2022RaisedAnnual report

    「In the toy business, amid the declining birth rate, the Company aims to expand its distribution share by improving service levels and operating efficiency in the model-toy wholesale division, which handles products for high-target customers. It will also promote the development of proprietary products in new categories.」

    Measures for the model-toy wholesale division have expanded from increasing and integrating the products handled to improving service levels, enhancing operating efficiency, expanding distribution share, and developing proprietary products in new categories.
  13. FY2022-Q3AdvancedAnnual report

    「In the toy business, although general toys for younger customers struggled, convenience-store products, including BANDAI SPIRITS' Ichiban Kuji-related products and trading cards such as Pokémon Trading Card Game, remained strong, resulting in net sales and earnings exceeding the year-earlier period. Net sales were ¥8,374.9 million (up 15.3% year on year), while segment profit was ¥3,196 million (up 13.4%).」

    Strong performance in convenience-store products and trading cards resulted in a 15.3% increase in toy-business net sales and a 13.4% increase in segment profit.
  14. FY2022-Q2AdvancedAnnual report

    「In the toy business, sales of convenience-store products increased, BANDAI SPIRITS' Ichiban Kuji-related products remained strong, and hits in trading cards, including Pokémon Trading Card Game and Duel Masters, contributed to net sales and earnings substantially exceeding the year-earlier period. Net sales were ¥4,803.5 million (up 20.6% year on year), while segment profit was ¥1,532 million (up 30.6%).」

    Strong performance in convenience-store products, Ichiban Kuji, Pokémon Trading Card Game and Duel Masters resulted in a 20.6% increase in toy-business net sales and a 30.6% increase in segment profit.
  15. FY2022-Q1AdvancedAnnual report

    「In the toy business, the recovery from the impact of commercial-facility closures and shorter operating hours in the year-earlier period, together with strong performance in convenience-store products such as BANDAI SPIRITS' Ichiban Kuji-related products and Pokémon Trading Card Game products, as well as Demon Slayer-related and Jujutsu Kaisen-related products, resulted in net sales and earnings substantially exceeding the year-earlier period. Net sales were ¥2,293.2 million (up 31.1% year on year), while segment profit was ¥753 million (up 65.0%).」

    Strong performance in convenience-store products and various character-related products resulted in a 31.1% increase in toy-business net sales and a 65.0% increase in segment profit.
  16. FY2021AdvancedAnnual report

    「In the toy business, amid the declining birth rate, the Company integrated its model-toy sales divisions on 1 April 2021 to strengthen the wholesale business for model toys, which are products for high-target customers. Going forward, it will integrate sales operations and consolidate logistics functions to improve efficiency, while establishing a structure that can respond more promptly to customer demand by sharing its industry-leading sales support and information systems, with the aim of expanding its distribution share.」

    The Company has integrated its model-toy sales divisions and developed concrete measures to expand distribution share through integrated sales operations, consolidated logistics, and shared use of sales support and information systems.
  17. FY2021-Q2AdvancedAnnual report

    「In the toy business, convenience-store products, including BANDAI SPIRITS' Ichiban Kuji-related products and Demon Slayer-related products, performed well. The acquisition of shares in 株式会社イリサワ and its conversion into a subsidiary on 1 November 2019 also contributed to net sales exceeding the year-earlier period. Earnings likewise exceeded the year-earlier period, partly because efforts to maintain appropriate inventory levels reduced inventory valuation losses. Net sales were ¥3,981.8 million (up 8.2% year on year), while segment profit was ¥1,174 million (up 65.5%).」

    The toy business recorded an 8.2% increase in net sales and a 65.5% increase in segment profit, supported by convenience-store products, the conversion of イリサワ into a subsidiary, and maintenance of appropriate inventory levels.
  18. FY2021-Q1AdvancedAnnual report

    「In the toy business, although the Company was affected by closures and shorter operating hours at commercial facilities operated by its business partners, net sales and earnings exceeded the year-earlier period. This was due to entering the model-toy wholesale business by acquiring shares in 株式会社イリサワ and making it a subsidiary on 1 November 2019, strong performance in convenience-store products, and lower selling, general and administrative expenses, including advertising costs. Net sales were ¥1,749.3 million (up 6.9% year on year), while segment profit was ¥456 million (up 79.5%).」

    The toy business recorded higher sales and earnings, driven by its entry into the model-toy wholesale business, strong performance in convenience-store products, and lower selling, general and administrative expenses.
  19. FY2020-Q3AdvancedAnnual report

    「In the toy business, convenience-store products, including BANDAI SPIRITS' Ichiban Kuji-related products and Pokémon Trading Card Game-related products, performed well and net sales exceeded the year-earlier period. However, core character toys performed poorly during the year-end selling season, the peak sales period, and inventory valuation losses were recorded, causing earnings to fall below the year-earlier period. Net sales were ¥6,404.8 million (up 3.9% year on year), while segment profit was ¥1,544 million (down 38.1%).」

    Ichiban Kuji and Pokémon Trading Card Game-related products for convenience stores performed well, resulting in a 3.9% increase in toy-business net sales. Segment profit, however, declined 38.1% due to weak sales of core character toys and inventory valuation losses.
  20. FY2020-Q2AdvancedAnnual report

    「In the toy business, products for high-target customers, including BANDAI SPIRITS' plastic models and collectors' figures, Bandai's Ryusoulger-related products, and Ichiban Kuji-related products performed well, resulting in net sales exceeding the year-earlier period. Net sales were ¥3,678.5 million (up 15.9% year on year), while segment profit was ¥709 million (down 12.2%).」

    Products for high-target customers and Ichiban Kuji-related products performed well, driving a 15.9% increase in toy-business net sales. Segment profit, however, declined 12.2% due to inventory valuation losses.
  21. FY2020-Q1RestatedAnnual report

    「There were no significant changes in the issues that our group must address during the cumulative first quarter of the fiscal year.」

    The Company has reconfirmed that there have been no material changes in building the toy earnings base through demand forecasting, in-store proposals and expansion of new products.
  22. FY2019AdvancedAnnual report

    「In the toy business, the Company aims to expand its distribution share by increasing its range of products for high-target customers and exclusively distributed products. It also seeks to improve profitability by further increasing demand forecast accuracy and optimizing inventory held across the distribution network.」

    The Company has specified concrete measures for the toy business: expanding products for high-target customers and exclusively distributed products, improving demand forecast accuracy, and optimizing inventory held across the distribution network.
  23. FY2019-Q3AdvancedAnnual report

    「Net sales exceeded the year-earlier period as Bandai's HUG!っとプリキュア-related products and BANDAI SPIRITS' Ichiban Kuji-related products performed well and the range of hobby products handled was expanded.」

    The toy business expanded its range of hobby products, and net sales exceeded the year-earlier period alongside strong performance in related products.
  24. FY2019-Q2RestatedAnnual report

    「There have been no material changes to the issues to be addressed by our Group during the six-month period ended 30 September.」

    The Company has reconfirmed that there have been no material changes in building the toy earnings base through demand forecasting, in-store proposals and expansion of new products.
  25. FY2019-Q1RestatedAnnual report

    「There were no significant changes in the issues that our group must address during the cumulative first quarter of the fiscal year.」

    The Company has reconfirmed that there have been no material changes in building the toy earnings base through demand forecasting, in-store proposals and expansion of new products.
  26. FY2018-Q3RestatedAnnual report

    「There were no material changes during the nine-month period to the issues that the Group needs to address.」

    The Company has reconfirmed that there have been no material changes in building the toy earnings base through demand forecasting, in-store proposals and expansion of new products.
  27. FY2018-Q2RestatedAnnual report

    「There have been no material changes to the issues to be addressed by our Group during the six-month period ended 30 September.」

    The Company has reconfirmed that there have been no material changes in building the toy earnings base through demand forecasting, in-store proposals and expansion of new products.
  28. FY2018-Q1RestatedAnnual report

    「There were no significant changes in the issues that our group must address during the cumulative first quarter of the fiscal year.」

    The Company states that there have been no material changes in building the toy earnings base through demand forecasting, in-store proposals and expansion of new products.
  29. FY2017First statedAnnual report

    「The Company will focus on improving demand forecast accuracy, strengthening its ability to make in-store proposals and expanding the range of new products it handles, with the aim of building a stable earnings base.」

    For the toy business, the Company identifies demand forecasting, in-store proposals and new products as specific means of improvement.
Moved together

"Growth and expansion of the distribution business, improved profitability, and increased distribution market share" moved the same way as this thread, in the same document, in 24 of its 35 moves.

2421202099★123456
  1. ★This thread
  2. 1Growth and expansion of the distribution business, improved profitability, and increased distribution market share24×
  3. 2Improving profit margins by securing exclusive-distribution manufacturers and expanding new product offerings21×
  4. 3Expanding Business Scale and Improving Profitability and Efficiency20×
  5. 4Enhancing Productivity and Profitability Through the Review of New and Existing Locations and Product Development20×
  6. 5Event-Based Sales at High-Traffic Facilities and Retail-Space Improvements9×
  7. 6Improving the Profitability of the Video and Music Business through New Sales Channels and Company-Led Works9×

★ 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 Happinet yet. It last moved in the Revision of earnings forecasts of 2026-09-28: "Advanced".
Building the Toy Business’s Earnings Base Through Demand Forecasting, In-Store Merchandising Proposals and New Product Expansion | HAPPINET CORPORATION (7552) | Komori