Expansion of nationwide home-delivery membership and sales to mail-order companies
First written in FY2017-Q1. 15 of 39 entries say "Advanced", first in FY2020. Latest entry: 2026-11-13.
No other company in this theme has enough history to compare yet.
- FY2026WorsenedAnnual report
「Revenue declined due to a decrease in new members and a lower order rate, against a backdrop of consumers' increasingly frugal spending patterns, among other factors.」
Although price revisions had an effect, direct sales revenue was ¥1,660 million, down 1.8% year on year due to a decrease in new members and a lower order rate. - FY2026-H1AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Revenue increased as the number of members continued to grow and price increases took effect. In terms of profit, despite cost increases such as higher freight charges, profit increased due to higher sales, the effects of price increases and improved operating efficiency, including picking. As a result, direct sales revenue was ¥832 million, up 2.0% year on year, and operating profit was ¥13 million, compared with an operating loss of ¥11 million in the same period of the previous year.」
Growth in the number of members, price increases and improved operating efficiency lifted direct sales revenue 2.0% and turned an operating loss into operating profit of ¥13 million. - FY2025AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Sales continued to exceed the previous year's level from August onward due to an increase in the number of members and an improvement in the order rate, and revenue increased. As a result, direct sales revenue was ¥1,691 million, up 2.1% year on year, and operating profit was ¥29 million, down 59.3%.」
Due to the increase in the number of members and the improvement in the order rate, sales exceeded the previous year's level from August onward, and direct sales revenue rose 2.1%. Meanwhile, operating profit declined 59.3%. - FY2025-H1ReframedAnnual report
「Although price increases had an effect, revenue declined year on year due to the decline from the delivery-demand surge as the COVID-19 pandemic subsided. In terms of profit, profit declined due to cost increases, including higher depreciation expenses for the new logistics center constructed in November of the previous year, higher labor costs and the proactive investment in member recruitment expenses, in addition to the factors behind the decline in revenue. Since August, sales have continued to exceed the previous year's level. From October, the company will seek to improve profitability while implementing further price increases. As a result, direct sales revenue was ¥816 million, down 2.4% year on year, and the operating loss was ¥11 million, compared with operating profit of ¥58 million in the same period of the previous year.」
While direct sales revenue fell 2.4% due to the decline from the delivery-demand surge, the company describes a recovery in sales from August and profitability improvements from additional price increases starting in October. - FY2024-Q3WorsenedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Although price increases had an effect, revenue declined year on year due to the decline from the delivery-demand surge associated with the reclassification of COVID-19, among other factors.」
Although the direct sales business benefited from price increases, revenue fell 1.5% year on year due to the decline from the delivery-demand surge after the reclassification of COVID-19, among other factors. - FY2024-Q2ReframedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Although price increases had an effect, revenue was broadly flat due to the decline from the surge in delivery demand associated with the reclassification of COVID-19, among other factors. In terms of profit, despite cost increases such as higher labor costs, profit increased because the efficient investment in member recruitment expenses reduced selling, general and administrative expenses as a percentage of revenue. As a result, direct sales revenue was ¥836 million, up 0.2% year on year, and operating profit was ¥58 million, up 50.0%.」
While direct sales revenue was flat due to the decline from the delivery-demand surge, the business is shifting toward a structure in which price increases and the efficient investment in member recruitment expenses drive profit growth. - FY2024-Q1AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Revenue increased as the number of members continued to grow and price increases took effect. In terms of profit, profit increased because, in addition to the revenue-related factors, the efficient investment in member recruitment expenses reduced selling, general and administrative expenses as a percentage of revenue. As a result, direct sales revenue was ¥425 million, up 2.8% year on year, and operating profit was ¥29 million, up 67.0%.」
The number of members continued to grow, while the effects of price increases and the efficient investment in member recruitment expenses contributed to a 2.8% increase in direct sales revenue and a 67.0% increase in operating profit. - FY2023-Q3AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Revenue increased as the number of members continued to grow due to the proactive investment in member recruitment expenses.」
The number of members continued to grow due to the proactive investment in member recruitment expenses, and direct sales revenue was ¥1,295 million, up 4.8% year on year. - FY2023-Q2AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Revenue increased as the number of members grew steadily due to the proactive investment in member recruitment expenses, among other factors. As a result, direct sales revenue was ¥834 million, up 5.0% year on year, and operating profit was ¥38 million, up 869.8%.」
The company proactively invested in member recruitment expenses, contributing to growth in the number of members, a 5.0% increase in direct sales revenue and an 869.8% increase in operating profit. - FY2023-Q1AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Revenue increased as the number of members grew steadily due to the proactive investment in member recruitment expenses, among other factors.」
The number of members continued to grow due to the proactive investment in member recruitment expenses, and direct sales revenue was ¥414 million, up 5.7% year on year. - FY2022AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Revenue increased as the number of members grew steadily due to the impact of COVID-19 and the proactive investment in member recruitment expenses, among other factors. As a result, direct sales revenue was ¥1,642 million, up 14.6% year on year, and operating profit was ¥52 million, up 15.7%.」
The number of members grew due to the proactive investment in member recruitment expenses, with direct sales revenue up 14.6% and operating profit up 15.7%. - FY2022-Q3AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Revenue increased as the number of members grew steadily, particularly in the Tokyo metropolitan area, due to the impact of COVID-19 and the proactive investment in member recruitment expenses, among other factors.」
The company proactively invested in member recruitment expenses, and the number of members continued to grow, particularly in the Tokyo metropolitan area. Direct sales revenue was ¥1,236 million, up 14.2% year on year. - FY2022-Q2AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Revenue increased as the number of members grew steadily, particularly in the Tokyo metropolitan area, due to the impact of COVID-19 and the proactive investment in member recruitment expenses, among other factors. As a result, direct sales revenue was ¥794 million, up 12.6% year on year.」
The company proactively invested in member recruitment expenses, and the number of members continued to grow, particularly in the Tokyo metropolitan area. Direct sales revenue rose 12.6% year on year. - FY2022-Q1AdvancedAnnual report
「Revenue increased as the number of members grew steadily, particularly in the Tokyo metropolitan area, due to the impact of COVID-19 and the proactive investment in member recruitment expenses, among other factors.」
Following the proactive investment in member recruitment expenses, the number of members grew, particularly in the Tokyo metropolitan area, and direct sales revenue rose 7.2% year on year. - FY2021AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Due to the impact of COVID-19, sales increased through both company-operated deliveries and parcel delivery. As a result, direct sales revenue was ¥1,433 million, up 35.3% year on year.」
Sales increased through both company-operated deliveries and parcel delivery, and direct sales revenue rose 35.3% year on year. - FY2021-Q3AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Due to the impact of COVID-19, sales increased through both company-operated deliveries and parcel delivery. In terms of profit, profit increased due to the rise in revenue and a reduction in the ratio of selling, general and administrative expenses, including picking costs, to revenue. As a result, direct sales revenue was ¥1,082 million (up 37.2% year on year), and operating profit was ¥44 million (up 181.5% year on year).」
Revenue increased through both company-operated deliveries and parcel delivery, with direct sales revenue up 37.2% year on year and operating profit up 181.5%. - FY2021-Q2AdvancedAnnual report
「The direct sales business delivers safe, reliable food, primarily food products, directly to individual consumers nationwide. Due to the impact of COVID-19, sales increased through both company-operated deliveries and parcel delivery. As a result, direct sales revenue was ¥705 million, up 42.1% year on year, and operating profit was ¥29 million, compared with an operating loss of ¥0 million in the same period of the previous year.」
Revenue from both company-operated deliveries and parcel delivery increased, and direct sales revenue rose 42.1% year on year. - FY2021-Q1AdvancedAnnual report
「In the direct-sales business, which delivers the company's safe and reliable food, centered on food products, directly to individual consumers nationwide, revenue increased due to the impact of COVID-19, with both the company's own deliveries and courier deliveries contributing. As a result, revenue in the direct-sales business was ¥365 million (up 46.2% year on year), while operating profit was ¥20 million (up 717.1% year on year).」
Sales increased through both company-operated deliveries and parcel delivery, with direct sales revenue up 46.2% year on year and operating profit up 717.1%. - FY2020AdvancedAnnual report
「In the direct-sales business, which delivers the company's safe and reliable food, centered on food products, directly to individual consumers, revenue increased as nationwide sales delivered by courier continued to grow.」
Nationwide home-delivery sales continued to increase, resulting in revenue of ¥1,059 million in the direct-sales business, up 2.8% year on year. Compared with the previous year, when lower sales to mail-order companies were the main factor, the business has progressed to a position where growth in nationwide sales is driving overall revenue growth in the direct-sales business. - FY2020-Q3RestatedAnnual report
「Nationwide sales delivered by courier continued to increase, but revenue declined slightly because sales to companies operating mail-order businesses decreased.」
The direct-sales business continues to show a combination of rising nationwide home-delivery sales and declining sales to mail-order companies, resulting in a slight decrease in revenue. - FY2020-Q2RestatedAnnual report
「In the direct-sales business, which delivers the company's safe and reliable food, centered on food products, directly to individual consumers, nationwide sales delivered by courier continued to increase, but revenue declined because sales to companies operating mail-order businesses decreased.」
The direct-sales business continues to show a combination of rising nationwide home-delivery sales and declining sales to mail-order companies, resulting in lower revenue. - FY2020-Q1ReframedAnnual report
「Nationwide sales delivered by courier continued to increase, but revenue declined because sales delivered by the company's own delivery services in Yamaguchi and Osaka decreased.」
Nationwide home-delivery sales continue to increase, but total revenue in the direct-sales business is declining due to lower sales delivered by the company's own services in Yamaguchi and Osaka. - FY2019WorsenedAnnual report
「In the direct-sales business, which delivers safe and reliable food, centered on the company's food products, directly to individual consumers, revenue declined because sales to companies operating mail-order businesses fell substantially, despite an increase in nationwide home-delivery sales, particularly in the Tokyo metropolitan area.」
Nationwide home-delivery sales increased, but the substantial decline in sales to mail-order companies resulted in revenue of ¥1,030 million in the direct-sales business, down 10.9% year on year, and the business also recorded an operating loss. - FY2019-Q3RestatedAnnual report
「In the direct-sales business, which delivers mainly the company's food products to members' homes, revenue declined because sales to companies operating mail-order businesses fell substantially, despite an increase in nationwide home-delivery sales, particularly in the Tokyo metropolitan area. As a result, revenue in the direct-sales business was ¥794 million, down 11.8% year on year, and the business recorded an operating loss of ¥6 million, compared with operating profit of ¥8 million in the previous year.」
Nationwide home-delivery sales increased, but the substantial decline in sales to mail-order companies resulted in an 11.8% year-on-year decline in revenue in the direct-sales business. - FY2019-Q2WorsenedAnnual report
「In the direct-sales business, which delivers mainly the company's food products to members' homes, revenue declined because sales to companies operating mail-order businesses fell substantially, despite an increase in nationwide home-delivery sales, particularly in the Tokyo metropolitan area.」
Nationwide home-delivery sales increased, but sales to mail-order companies fell substantially, resulting in a 11.9% year-on-year decline in revenue in the direct-sales business. - FY2019-Q1WorsenedAnnual report
「In the direct-sales business, which delivers mainly the company's food products to members' homes, revenue declined because sales to companies operating mail-order businesses decreased, despite growth in nationwide home-delivery membership, particularly in the Tokyo metropolitan area.」
Nationwide home-delivery membership grew, but revenue in the direct-sales business declined due to lower sales to mail-order companies. - FY2018-Q3RestatedAnnual report
「Revenue increased as nationwide home-delivery sales grew, particularly in the Tokyo metropolitan area, among other factors.」
The company continues to cite growth in nationwide home-delivery sales, particularly in the Tokyo metropolitan area, as a means of increasing revenue. - FY2018-Q2RestatedAnnual report
「Revenue increased as nationwide home-delivery sales grew, particularly in the Tokyo metropolitan area, and sales to companies operating mail-order businesses contributed.」
The company continues to position growth in nationwide home-delivery sales, particularly in the Tokyo metropolitan area, and sales to mail-order companies as means of increasing revenue. - FY2018-Q1RestatedAnnual report
「Revenue increased due to the contribution from sales to companies operating mail-order businesses and growth in nationwide home-delivery membership, particularly in the Tokyo metropolitan area.」
Sales to mail-order companies and growth in nationwide home-delivery membership continue to be cited as factors behind revenue growth in the direct-sales business. - FY2017RaisedAnnual report
「Sales in the home-delivery business continue to increase, and the company intends to accelerate this growth and develop the business into a major source of earnings in the future.」
For the home-delivery business, the positioning has progressed from describing growth in membership and sales to stating that the business will be developed into a major source of earnings in the future. - FY2017-Q3RestatedAnnual report
「Revenue increased as the number of nationwide home-delivery members grew, particularly in the Tokyo metropolitan area, and sales to companies operating mail-order businesses, which began in earnest in December of the year before last, contributed.」
The company continues to cite growth in nationwide home-delivery membership, particularly in the Tokyo metropolitan area, and sales to mail-order companies as factors behind revenue growth. - FY2017-Q2RestatedAnnual report
「Revenue increased as the number of nationwide home-delivery members grew, particularly in the Tokyo metropolitan area, and sales to companies operating mail-order businesses, which began in earnest in December of the previous year, contributed.」
The company continues to cite growth in nationwide home-delivery membership, particularly in the Tokyo metropolitan area, and sales to mail-order companies, which began in earnest in December of the previous year, as factors behind revenue growth. - FY2017-Q1First statedAnnual report
「Revenue increased as the number of nationwide home-delivery members grew, particularly in the Tokyo metropolitan area, and sales to companies operating mail-order businesses, which began in earnest in December of the previous year, contributed.」
The company cites expansion of nationwide home-delivery membership, particularly in the Tokyo metropolitan area, and sales to mail-order companies, which began in earnest in December of the previous year, as growth drivers.