Intensifying Competition in Gaming and E-Commerce
First written in FY2016. 6 of 9 entries say "Restated". Latest entry: FY2025.
Crooz moved to the "Worse" side of this theme in 2025, 2 years after the typical company in this theme (2023).
The whole theme swung hardest in 2026: 31 of 90 companies on the "Worse" side.
10 other companies' latest entry also says "Reframed".
- FY2025ReframedAnnual report
「There are many operators in the SES industry, and competition for acquiring corporate customers and winning project contracts is intensifying.」
The focus has shifted from the traditional competitive risks in gaming and apparel e-commerce to competitive risks in the SES industry involving customer acquisition, project wins, quality, costs and responsiveness. - FY2024-Q3RestatedAnnual report
「One of the main factors behind the decline in visitor numbers was the decrease in visitors arriving through SEO and advertising. However, it is undeniable that the increase in competition in the apparel e-commerce market has made customer acquisition more difficult than before.」
The recognition of the risk that increased competition in the apparel e-commerce market is making customer acquisition for SHOPLIST more difficult is reconfirmed. - FY2024-Q1RestatedAnnual report
「One of the main factors behind the decline in visitor numbers was the decrease in visitors arriving through SEO and advertising. However, it is undeniable that the increase in competition in the apparel e-commerce market has made customer acquisition more difficult than before.」
The increase in competition and difficulty of customer acquisition in the apparel e-commerce market are reconfirmed as factors behind the decline in SHOPLIST’s visitor numbers. - FY2023WorsenedAnnual report
「The main reason SHOPLIST’s revenue and operating profit fell below the previous year’s levels was the continued decline in visitor numbers. The main factor behind the decline in visitors was the decrease in visitors arriving through SEO and advertising, while the increase in competition in apparel e-commerce has made customer acquisition more difficult than before.」
The increase in competition in apparel e-commerce has made customer acquisition more difficult than before, contributing to declines in SHOPLIST’s visitor numbers, revenue and operating profit. - FY2021RestatedAnnual report
「The rollout of similar services by competing companies could affect growth and the Group’s business performance. We believe that over the next several years, further differentiation will be necessary through greater expansion of product categories, brands and product selection than ever before.」
The risk that similar services could affect SHOPLIST’s growth and the need for differentiation through product categories, brands and product selection are reconfirmed. - FY2020RestatedAnnual report
「We believe that over the next several years, further differentiation will be necessary through greater expansion of product categories, brands and product selection than ever before.」
The impact of competing services on SHOPLIST is identified as a risk, and the need for differentiation through expansion of product categories, brands and product selection is reconfirmed. - FY2018RestatedAnnual report
「The rollout of similar services by competing companies could affect growth and, as a result, the Group’s business performance.」
The risk that competing companies’ rollout of similar services could affect SHOPLIST is reconfirmed. - FY2017RestatedAnnual report
「There are many competing companies in the internet industry, and it is not easy to continue providing services chosen by many users. SHOPLIST.com by CROOZ, the fast-fashion e-commerce service operated by the Company, achieved rapid growth by steadily expanding its user base, number of brands and number of products since the service was launched. However, the rollout of similar services by competing companies could affect its growth.」
The impact of similar services and competing companies on SHOPLIST’s growth is explicitly stated. - FY2016First statedAnnual report
「There are many competing companies in the internet industry, and it is not easy to continue providing services chosen by many users.」
The launch of new products and the rollout of similar services by competitors could affect the growth of game titles and SHOPLIST.