Komori
Arclands (9842) · InitiativeRaisedLatest Revision of earnings forecasts (2026-04-14): "Reframed"

Overseas Strategy and Network Building Centered on Asia

First written in FY2018. 10 of 15 entries say "Restated". Latest entry: 2026-04-14.

15entries
9years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2019RestatedFY2021-Q3 – FY2025-Q12018: 320182019: 120192020: 220202021: 220212022: 120222023: 220232024: 220242025: 120252026: 1
Same theme, other companies
Expansion of the overseas business strategyA theme 37 companies write about · 0 as a headwind · 37 as a tailwind

Arclands moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).

The whole theme swung hardest in 2023: 2 of 18 companies on the "Worse" side.

2 other companies' latest entry also says "Reframed".

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 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. 2026-04-14ReframedRevision of earnings forecasts

    「⑤ Rebuilding the overseas business model」

    The wording of the overseas strategy shifted from overseas expansion and network development to rebuilding the overseas business model.
  2. FY2025RaisedAnnual report

    「・Accelerating overseas expansion」

    The wording of the overseas strategy was strengthened, changing from strengthening overseas expansion and network development to "accelerating overseas expansion" in the food-service business.
  3. FY2025-Q1RestatedAnnual report

    「During the three-month period ended 30 June of the current fiscal year, there were no material changes to the management policies, management strategies or other matters established by the Group.」

    It is stated that there have been no material changes to the existing management strategy, including overseas expansion and network development.
  4. FY2024-Q3RestatedAnnual report

    「During the nine-month period ended 31 December of the current fiscal year, there were no material changes to the management policies, management strategies or other matters established by the Group.」

    It is stated that there have been no material changes to the existing management strategy, including overseas expansion and network development.
  5. FY2024-Q1RestatedAnnual report

    「During the three-month period ended 30 June of the current fiscal year, there were no material changes to the management policies, management strategies or other matters established by the Group.」

    It is stated that there have been no material changes to the existing management strategy, including overseas expansion and network development.
  6. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended 31 December of the current fiscal year, there were no material changes to the management policies, management strategies or other matters established by the Group.」

    It is stated that there have been no material changes to the existing management strategy, including overseas expansion and network development.
  7. FY2023-Q1RestatedAnnual report

    「During the three-month period ended 30 June of the current fiscal year, there were no material changes to the management policies, management strategies or other matters established by the Group.」

    It is stated that there have been no material changes to the existing management strategy, including overseas expansion and network development.
  8. FY2022-Q3RestatedAnnual report

    「During the nine-month period ended 31 December of the current fiscal year, there were no material changes to the management policies, management strategies or other matters established by the Group.」

    It is stated that there have been no material changes to the existing management strategy, including overseas expansion and network development.
  9. FY2022-Q2RestatedAnnual report

    「During the six-month period ended 30 September of the current fiscal year, there were no material changes to the management policies, management strategies or other matters established by the Group.」

    It is stated that there have been no material changes to the existing management strategy, including overseas expansion and network development.
  10. FY2021-Q3RestatedAnnual report

    「During the nine-month period ended 31 December of the current fiscal year, there were no material changes to the management policies, management strategies or other matters established by the Group.」

    It has been disclosed that there have been no material changes to the existing management strategy, including overseas expansion and network development.
  11. FY2021-Q1ReframedAnnual report

    「⑦ Strengthening overseas expansion」

    The Asia-centered overseas strategy, which had temporarily disappeared as a separate item in the previous fiscal year, was incorporated again into the partnership items with LIXIL VIVA as "strengthening overseas expansion." The wording changed from being centered on Asia to referring to the region without specifying a geographic focus.
  12. FY2019DroppedAnnual report

    「To achieve the above vision, we will pursue the following management strategies. ① Establishment of a revenue base: differentiation through the promotion of the specialty-store business, revitalization of existing home-improvement stores, and expansion of store openings in densely populated areas」

    The current medium- to long-term management strategy lists specialty stores, the revitalization of existing stores, store openings in densely populated areas, M&A, and employee development, but does not mention the overseas store expansion and network development centered on Asia that had been explicitly stated in the previous fiscal year.
  13. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended 31 December of the current fiscal year, there were no material changes to the management policies, management strategies or other matters established by the Group.」

    It has been disclosed that there have been no material changes to the strategy of overseas store expansion and network development centered on Asia.
  14. FY2019-Q1RestatedAnnual report

    「During the three-month period ended 30 June of the current fiscal year, there were no material changes to the management policies, management strategies or other matters established by the Group.」

    It has been disclosed that there have been no material changes to the strategy of overseas store expansion and network development centered on Asia.
  15. FY2018First statedAnnual report

    「② Overseas strategy and network development centered on Asia: actively open stores in new countries and regions, primarily in the tonkatsu market; and in the home-improvement store business, pursue multi-store expansion of home-improvement stores and professional shops, primarily in Taiwan」

    The overseas initiatives were explicitly stated as opening tonkatsu stores in new countries and regions and pursuing multi-store expansion centered on Taiwan in the home-improvement store business.
Moved together

"Fluctuations in Foreign Exchange Rates, Stock Prices and Other Markets Driven by Overseas Factors" moved the same way as this thread, in the same document, in 2 of its 15 moves.

222222★123456
  1. ★This thread
  2. 1Fluctuations in Foreign Exchange Rates, Stock Prices and Other Markets Driven by Overseas Factors2×
  3. 2Revenue and Profit Declines in the Real Estate Business2×
  4. 3Reduction in Borrowings and Use of Funds from Financing Activities2×
  5. 4Full-year revenue and profit growth2×
  6. 5Increase in Impairment Losses and Store Closure Losses2×
  7. 6Risks of Insufficient Recruitment and Training of Personnel and Rising Labor Costs2×

★ 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 Arclands yet. It last moved in the Revision of earnings forecasts of 2026-04-14: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Overseas Strategy and Network Building Centered on Asia | ARCLANDS CORPORATION (9842) | Komori