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Sk Japan (7608) · InitiativeAdvancedLatest Earnings (2026-10-14): "Worsened"

Increasing the proportion of original products and developing new sales channels

First written in FY2016. 17 of 32 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-10-15.

32entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2021AdvancedFY2022 – FY20252016: 320162017: 420172018: 420182019: 220192020: 220202021: 320212022: 220222023: 220232024: 320242025: 220252026: 52026
Same theme, other companies
Expansion of the IP-Driven Product, Event and E-Commerce-Linked BusinessA theme 17 companies write about · 0 as a headwind · 20 as a tailwind

The whole theme swung hardest in 2021: 1 of 7 companies on the "Worse" side.

14 other companies' 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.
Showing 14 of the 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-15Advancedwww.atpress.ne.jp

    「The product will be rolled out at amusement facilities nationwide from late October 2026.」

    A specific plan was announced to roll out products featuring DAISO's official character as new products for amusement facilities.
  2. 2026-10-14WorsenedEarnings

    「E-commerce sales — 78,352 78,352」

    E-commerce sales in the Character and Fancy Goods business declined from ¥94.360 million in the same period of the previous year to ¥78.352 million.
  3. 2026-10-10Advanceddtimes.jp

    「The product will go on sale from mid-October 2026 at ¥858, including tax, through fancy-goods stores nationwide and the e-commerce site "Kyara Marche."」

    The launch of a new collaboration product and plans to sell it through fancy-goods stores and an e-commerce site were set out in specific terms.
  4. FY2026AdvancedAnnual report

    「E-commerce sales 263,389 285,998」

    E-commerce sales in the Character and Fancy Goods business increased from ¥263.389 million in the previous fiscal year to ¥285.998 million, with sales growth through new channels continuing throughout the fiscal year.
  5. 2026-04-14AdvancedRevision of earnings forecasts

    「E-commerce sales 263,389 285,998」

    E-commerce sales in the Character and Fancy Goods business increased from ¥263.389 million in the previous fiscal year to ¥285.998 million, recovering for the full year after declining in the interim period.
  6. FY2026-H1E-commerce sales declined year on yearAnnual report

    「E-commerce sales 149,356 94,360」

    E-commerce sales in the Character and Fancy Goods business declined from ¥149.356 million in the same period of the previous year to ¥94.360 million. Sales through the new channels, which had expanded previously, fell below the year-earlier level in the first half.
  7. FY2025AdvancedAnnual report

    「E-commerce sales 231,928 263,389」

    E-commerce sales in the Character and Fancy Goods business increased from ¥231.928 million in the previous year to ¥263.389 million, with sales growth through new channels continuing throughout the fiscal year.
  8. FY2025-H1AdvancedAnnual report

    「E-commerce sales 53,877 149,356」

    E-commerce sales in the Character and Fancy Goods business increased from ¥53.877 million in the same period of the previous year to ¥149.356 million, confirming the expansion of new sales channels in the first half.
  9. FY2025-Q1AdvancedAnnual report

    「E-commerce sales 37,581 80,740」

    E-commerce sales in the Character and Fancy Goods Business increased from ¥37,581 thousand in the prior-year period to ¥80,740 thousand, confirming higher sales through new channels in the first quarter.
  10. FY2024AdvancedAnnual report

    「E-commerce sales 117,044 231,928」

    E-commerce sales in the Character and Fancy Goods Business increased from ¥117,044 thousand in the prior year to ¥231,928 thousand, confirming higher sales through new channels for the full year.
  11. FY2024-Q1AdvancedAnnual report

    「E-commerce sales 6,046 37,581」

    E-commerce sales in the Character and Fancy Goods Business increased from ¥6,046 thousand in the prior-year period to ¥37,581 thousand, quantitatively demonstrating higher sales through new channels.
  12. FY2023RaisedAnnual report

    「To capture changes in consumer behavior and product demand resulting from changes in foot traffic following the easing of restrictions related to COVID-19, we will strengthen our product planning structure to further expand original products. In anticipation of a full recovery in inbound demand, we will also rebuild our distribution strategy and work to increase sales.」

    In addition to expanding original products and developing sales channels, the company presents the rebuilding of its distribution strategy in anticipation of a recovery in inbound demand as a new sales expansion measure.
  13. FY2022RaisedAnnual report

    「On the sales side, we will also work to expand sales by developing channels in industries that have no previous track record of handling character products, thereby broadening the base of our sales channels.」

    In addition to existing specialty stores, mass retailers and e-commerce, the company is expanding its target sales channels to industries with no previous track record of handling character products.
  14. FY2022-Q3RestatedAnnual report

    「However, as the sales mix of original products increased and the profit margin improved, operating profit was ¥95 million, up 70.8% year on year.」

    The company again confirms measures to improve the product mix and profitability through higher profit margins resulting from an increased sales mix of original products.
  15. FY2022-Q2AdvancedAnnual report

    「However, as the sales mix of original products increased and the profit margin improved, operating profit was ¥50 million, up 79.7% year on year.」

    The higher sales mix of original products improved the profit margin, resulting in a 79.7% year-on-year increase in operating profit in the Character and Fancy Goods Business.
  16. FY2022-Q1AdvancedAnnual report

    「In the Character and Fancy Goods Business, sales of the newly launched Tabekko Doubutsu confectionery character products and bath bombs containing figures performed well amid stronger stay-at-home demand. ... As the sales mix of original products increased, the profit margin improved, resulting in operating profit of ¥25 million, compared with an operating loss of ¥5 million in the same quarter of the prior year.」

    The rollout of Tabekko Doubutsu products, bath bombs and original products increased the sales mix of original products, improving profit margins and bringing the Character and Fancy Goods Business into the black.
  17. FY2021RestatedAnnual report

    「We will also pursue new content, work to increase the sales mix of original products and expand new sales channels. We will continue to strengthen the planning and development of the Mochimochi Mascot series, actively rebuild the Anikya Heroes series and link these efforts to higher sales in the division.」

    The company again confirms measures to increase the sales mix of original products, expand new sales channels, strengthen planning and development of Mochimochi Mascot, and rebuild Anikya Heroes.
  18. FY2020RestatedAnnual report

    「In the Character and Fancy Goods Business, we believe that strengthening our product planning capabilities and differentiating ourselves from competitors will enable us to secure contracts for popular characters. We will work to further increase the sales mix of original products and stabilize earnings further by strengthening our sales capabilities to develop new channels.」

    The company reaffirms its policy of stabilizing earnings by strengthening product planning, increasing the sales mix of original products and developing new sales channels.
  19. FY2020-Q3RestatedAnnual report

    「Strong sales of game-related character products such as Pokémon, together with relatively firm sales of the Mochimochi Mascot series through its dedicated e-commerce site, the company’s original character Chuken Mochishiba and bath bombs containing figures, resulted in revenue of ¥1,511 million, down 1.6% year on year, and operating profit of ¥44 million, down 62.2%.」

    The company continues to develop products featuring game-related characters, Mochimochi Mascot through its dedicated e-commerce site, original characters and bath bombs.
  20. FY2019RestatedAnnual report

    「In the Character and Fancy Goods Business, we will further strengthen our product development capabilities, expand the product range featuring our original character Chuken Mochishiba, establish the Mochimochi Mascot series as a brand, increase the sales mix of original products and improve the gross profit margin. In addition, drawing on the expertise we have developed, we will proactively pursue licensing rights for outstanding new characters.」

    The company again confirms its full-year policy of improving the product mix and gross profit margin through original products, dedicated series and the acquisition of licensing rights.
  21. FY2019-Q3AdvancedAnnual report

    「In the Character and Fancy Goods Business, sales of some established character products struggled somewhat, but sales of the company’s original character Chuken Mochishiba and game-related character products such as Kirby and Pokémon performed well. Sales of the Mochimochi Mascot series through its dedicated e-commerce site also increased, improving profitability. As a result, revenue rose 5.2% year on year to ¥1,535 million, and operating profit rose 50.5% to ¥117 million.」

    Higher sales of Mochimochi Mascot through its dedicated e-commerce site led to improved profitability and higher revenue and profit in the Character and Fancy Goods Business.
  22. FY2019-Q2RestatedAnnual report

    「Strong sales of the company’s original character Chuken Mochishiba, game-related character products such as Kirby and Pokémon, and original bath bombs resulted in revenue of ¥973 million, up 3.4% year on year, and operating profit of ¥66 million, up 53.4%.」

    The company continues to develop products featuring original characters, game-related characters and bath bombs, driving higher revenue and profit in the Character and Fancy Goods Business.
  23. FY2019-Q1RestatedAnnual report

    「In the Character and Fancy Goods Business, sales of some established characters struggled somewhat, but sales of the company’s original character Chuken Mochishiba, fancy characters such as Kirby and Shaun the Sheep, and original bath bombs containing figures were strong. Revenue rose 2.9% year on year to ¥432 million, and operating profit rose 237.1% to ¥22 million.」

    The company continues to report strong sales of character products such as Chuken Mochishiba and original bath bombs.
  24. FY2018RaisedAnnual report

    「We will continue strengthening the branding of the Mochimochi Mascot series and sales through its dedicated e-commerce site and specialty anime-character stores. To broaden our distribution base and achieve more stable growth, we will again strengthen sales through character and fancy-goods distribution channels, while also working to increase sales of original products through overseas e-commerce sites.」

    In addition to expanding sales of existing original products and through dedicated e-commerce and specialty-store channels, the company is extending its sales expansion efforts to character and fancy-goods distribution and overseas e-commerce sites.
  25. FY2018-Q3AdvancedAnnual report

    「The launch of a dedicated e-commerce site for Mochimochi Mascot also contributed to a further improvement in the gross profit margin. As a result, revenue rose 15.2% year on year to ¥1,460 million, and operating profit improved significantly to ¥77 million, compared with an operating loss of ¥15 million in the prior-year period.」

    The company launched a dedicated e-commerce site for Mochimochi Mascot, leading to an improved gross profit margin and higher revenue and a return to profitability in the Character and Fancy Goods Business.
  26. FY2018-Q2AdvancedAnnual report

    「In the Character and Fancy Goods Business, sales of some established characters struggled, but sales of game-related characters such as Pokémon and Kirby remained strong, while the original Mochimochi Mascot series continued to perform well and sales to specialty anime-character stores and other outlets increased significantly. In addition to increased sales of Mochimochi Mascot, the full-scale launch of merchandise featuring the company’s original character Chuken Mochishiba improved product profitability. Revenue rose 16.0% year on year to ¥941 million, and operating profit improved significantly to ¥43 million, compared with an operating loss of ¥23 million in the prior-year period.」

    In addition to increased sales of Mochimochi Mascot and higher sales to specialty anime-character stores, the full-scale rollout of Chuken Mochishiba merchandise improved product profitability and the performance of the business.
  27. FY2018-Q1AdvancedAnnual report

    「Sales of the original Mochimochi Mascot series, which had performed well since the prior fiscal year, remained strong, and sales to specialty anime-character stores increased significantly. Pokémon and Kirby also continued to perform well, offsetting declines in Osomatsu-san, which had performed well in the prior fiscal year, and certain established characters. Sales of the company’s original character Chuken Mochishiba also remained relatively firm. Together with strong sales of bath bombs containing figures, for which we had expanded the product range since the prior fiscal year, this contributed to a higher sales ratio of original products and improved the gross profit margin.」

    The company discloses improvements in the sales ratio of original products and the gross profit margin driven by expanded sales of Mochimochi Mascot and bath bombs and higher sales to specialty anime-character stores.
  28. FY2017AdvancedAnnual report

    「Sales of the original Mochimochi Mascot series, which we had been branding since the prior fiscal year, performed well, resulting in a significant increase in sales to specialty anime-character stores. In addition to strong performance by game characters such as Pokémon and Kirby, sales of bath bombs containing figures, for which we expanded the product range, also performed well, increasing sales through major chain-store distribution.」

    In addition to strong sales of Mochimochi Mascot and higher sales to specialty anime stores, the company specifically describes the rollout of bath bombs and distribution through major chain stores.
  29. FY2017-Q3RestatedAnnual report

    「Among original products, the Mochimochi Mascot series and established characters also performed relatively well.」

    The company continues to develop original products, particularly the Mochimochi Mascot series.
  30. FY2017-Q2RestatedAnnual report

    「In addition to strong performance by game-related characters such as Dragon Quest, Pokémon and Kirby, product rollouts for established characters such as Snoopy and Anpanman and the original Mochimochi Mascot also continued to perform relatively well, driving higher sales to specialty anime-character stores and other outlets.」

    The company continues to develop and sell game-related and established characters, as well as Mochimochi Mascot, through specialty anime-character stores and other outlets.
  31. FY2017-Q1AdvancedAnnual report

    「Under these circumstances, from the current fiscal year the Group absorbed its domestic subsidiary and now consists of SK JAPAN CO.,LTD. and SKJ USA, INC. We worked to improve performance by streamlining operations, increasing the ratio of original products at both companies and reducing fixed costs. In addition to Osomatsu-san, which had been performing well since the end of the prior fiscal year, game-character products such as Dragon Quest and Pokémon performed well, while the rollout of the new Mochimochi Mascot brand also progressed smoothly, driving higher sales to specialty anime-character stores and other outlets.」

    In addition to increasing the ratio of original products, the company describes the rollout of the new Mochimochi Mascot brand and higher sales at specialty anime-character stores and other outlets.
  32. FY2016First statedAnnual report

    「In this business, we will seek to increase the sales ratio of original products and improve revenue and profit margins. We will also establish limited-time promotional events and other events as new sales methods, while positioning specialty anime-character stores as a new sales channel and seeking to increase sales volume.」

    The company sets out a sales expansion strategy combining improvements to the product mix, promotional events and anime specialty stores.
Moved together

"Building an earnings platform for revenue and profit growth" moved the same way as this thread, in the same document, in 15 of its 32 moves.

1515151386★123456
  1. ★This thread
  2. 1Building an earnings platform for revenue and profit growth15×
  3. 2Achieving Operating Profitability15×
  4. 3Decline in revenue from the Character and Fancy business15×
  5. 4Strong sales of game and established-character products and OEM wins from major chains13×
  6. 5Stable and continuous shareholder returns8×
  7. 6Introduction of a Restricted Stock Compensation Plan6×

★ 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
Sk Japan's next results are scheduled for 2026-10-14. Read the earnings preview It last moved in the Earnings of 2026-10-14: "Worsened".
Increasing the proportion of original products and developing new sales channels | SK JAPAN CO.,LTD. (7608) | Komori