Komori
Aigan (9854) · RiskMaterialised

Risk of changes to the store network resulting from developer and key tenant withdrawals

First written in FY2017. 9 of 11 entries say "Restated". Latest entry: FY2026.

11entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2026-H12017: 120172018: 120182019: 120192020: 220202021: 020212022: 020222023: 120232024: 320242025: 120252026: 12026
Same theme, other companies
Constraints on Store Expansion Due to Shopping Mall Foot Traffic and Operating PoliciesA theme 10 companies write about · 10 as a headwind · 0 as a tailwind

Aigan moved to the "Worse" side of this theme in 2026, 9 years after the typical company in this theme (2017).

The whole theme swung hardest in 2017: 2 of 7 companies on the "Worse" side.

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

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. FY2026MaterialisedAnnual report

    「In addition, 7 stores were closed due to the closure of shopping centers where the stores were located and changes to internal zoning, while renovations aimed at revitalizing existing stores were carried out at 10 stores.」

    States that 7 stores were closed due to shopping center closures and changes to internal zoning, indicating that the risk of store network changes caused by changes in the environment involving developers and anchor tenants materialized as actual closures.
  2. FY2026-H1RestatedAnnual report

    「During the current interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    States that there have been no significant changes in the risk of store renovations and closures due to changes in the business conditions of developers or anchor tenants.
  3. FY2025-H1RestatedAnnual report

    「During the current interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    States that there have been no significant changes in the risk of store renovations and closures due to changes in the business conditions of developers or anchor tenants.
  4. FY2024RestatedAnnual report

    「Because approximately 60% of all stores operate as tenants in shopping centers, changes in the business conditions of developers or anchor tenants may lead to changes in operating policies and store concepts, sometimes making unplanned renovations or closures of stores unavoidable.」

    Continued to disclose the risk of renovations and closures due to changes involving developers or anchor tenants, against a backdrop of approximately 60% of stores being located in shopping centers.
  5. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the previous fiscal year’s annual securities report.」

    States that there have been no significant changes in the risk of store renovations and closures due to changes in the business conditions of developers or anchor tenants.
  6. FY2023RestatedAnnual report

    「Because approximately 60% of all stores operate as tenants in shopping centers, changes in the business conditions of developers or anchor tenants may lead to changes in operating policies and store concepts, sometimes making unplanned renovations or closures of stores unavoidable.」

    Continues to disclose the risk of renovations and closures due to reliance on shopping centers and changes involving developers or anchor tenants.
  7. FY2020RestatedAnnual report

    「Because approximately 60% of all stores operate as tenants in shopping centers, changes in the business conditions of developers or anchor tenants may lead to changes in operating policies and store concepts, sometimes making unplanned renovations or closures of stores unavoidable.」

    Continues the policy of responding early to the risk of renovations and closures due to changes involving developers or anchor tenants, against a backdrop of approximately 60% of stores being located in shopping centers.
  8. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the previous fiscal year’s annual securities report.」

    States that there have been no new risks or significant changes to business and other risks.
  9. FY2019RestatedAnnual report

    「Because approximately 60% of all stores operate as tenants in shopping centers, changes in the business conditions of developers or anchor tenants may lead to changes in operating policies and store concepts, sometimes making unplanned renovations or closures of stores unavoidable.」

    Continues to disclose the risk of renovations and closures due to changes involving developers or anchor tenants, against a backdrop of approximately 60% of stores being located in shopping centers.
  10. FY2018RestatedAnnual report

    「Because approximately 60% of all stores operate as tenants in shopping centers, changes in the business conditions of developers or anchor tenants may lead to changes in operating policies and store concepts, sometimes making unplanned renovations or closures of stores unavoidable.」

    Continues to disclose the risk of renovations and closures due to changes involving developers or anchor tenants, against a backdrop of approximately 60% of stores being located in shopping centers. It also presents a policy of responding early through closures and rebuilds or relocations.
  11. FY2017First statedAnnual report

    「Because approximately 60% of all stores operate as tenants in shopping centers, changes in the business conditions of developers or anchor tenants may lead to changes in operating policies and store concepts, sometimes making unplanned renovations or closures of stores unavoidable.」

    Describes the risk of renovations and closures due to changes involving developers or anchor tenants, against a backdrop of approximately 60% of stores being located in shopping centers.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Aigan's next results are scheduled for 2026-11-10. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.