Decision and Details
Frequently Asked Questions and Answers (March 2026)
To strengthen information dissemination to investors and ensure fair disclosure. Dividend payments will begin to expand the investor base. The strong domestic business is attributable to limited-edition prizes, M&A, DX and other factors. The issues in the North American business were caused by decision-making errors during PMI and disruption at operating sites resulting from instructions to make bank deposits every day.
The domestic business is performing strongly. The North American business is in the process of recovering in the first half of the current fiscal year, and earnings are expected to recover in earnest from the second half. EBITDA for the 11-month period before and after the foreign-currency exchange machine business joined the Group was 1.5 times higher.
| Item | Details |
|---|---|
| Matter Covered | Frequently Asked Questions and Answers (March 2026) |
| Decision Date | 31 March 2026 (disclosure date) |
| Implementation Date | Dividend payments to begin from the fiscal year ending January 2027 (planned). Installation at AMC locations in North America is scheduled to be completed by April. |
| Period Covered | Policies and business conditions as of March 2026. Dividends from the fiscal year ending January 2027 onward; improvements in the North American business from the first half through the second half of the current fiscal year. |
| Quantity / scale | More than 200 types of GiGO limited-edition prizes, additional investment of approximately ¥25 billion, approximately 12,000 locations in North America, approximately 110 staffed locations, approximately 10,000 unmanned mini amusement locations, approximately 200 field operators, 170 AMC locations, and 85 Applebee's restaurants. |
| Impact on Business Performance | The domestic business is performing strongly. The North American business is in the process of recovering in the first half of the current fiscal year, and earnings are expected to recover in earnest from the second half. EBITDA for the 11-month period before and after the foreign-currency exchange machine business joined the Group was 1.5 times higher. |
| Reason | To strengthen information dissemination to investors and ensure fair disclosure. Dividend payments will begin to expand the investor base. The strong domestic business is attributable to limited-edition prizes, M&A, DX and other factors. The issues in the North American business were caused by decision-making errors during PMI and disruption at operating sites resulting from instructions to make bank deposits every day. |
| Related previous disclosures | Previous “Frequently Asked Questions and Answers” disclosures (dates and detailed titles not disclosed) |
| Future plans | The policy is to begin dividend payments from the fiscal year ending January 2027 and continue disciplined annual dividend increases as cash flow generation improves. The effects of improvement measures in the North American business are expected to become fully apparent from the second half of the current fiscal year. Installation at 170 AMC locations is scheduled to be completed by April. |
Items this document does not state (3)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The purpose is to strengthen information dissemination to investors and ensure fair disclosure. Regarding the individual matters, the company explained that it determined the launch of dividend payments to have strategic significance in expanding its investor base through dialogue with the capital markets; that the strong domestic business was driven by limited-edition prizes, expansion in business scale and negotiating power through M&A, and the promotion of DX; and that the deterioration in the North American business was caused by operational decision-making errors during PMI.