Komori
Chuco (2139) · FactDecline in annual e-commerce sales

Increase in mail-order sales of furniture and household appliances

First written in FY2017-Q3. 5 of 12 entries say "Restated". Latest entry: FY2023.

12entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2017-Q3 – FY2017ReframedFY2018 – FY2019RestatedFY2020-Q1 – FY2022-Q32017: 220172018: 120182019: 220192020: 120202021: 120212022: 320222023: 22023
Same theme, other companies
Strong Sales of Apparel, Furniture, and Sundries in the Mail-Order BusinessA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

Chuco moved to the "Worse" side of this theme in 2018.

0 other companies' latest entry also says "Other".

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. FY2023Decline in annual e-commerce salesAnnual report

    「Revenue from Other (e-commerce) was ¥391.285 million, down 21.9% year on year, and the segment posted a loss of ¥5.220 million, compared with segment profit of ¥4.532 million in the same period of the previous year.」

    The mail-order business posted lower full-year revenue and a segment loss, due to the backlash from the previous year's stay-at-home demand and the impact of higher prices.
  2. FY2023-Q3RestatedAnnual report

    「In the mail-order business included in the Other divisions (e-commerce business), sales remained weak, particularly for products such as large furniture that saw substantial price increases, due to factors weighing on consumer sentiment, including higher utility costs and rising prices resulting from yen depreciation.」

    The disclosure continues to cite weak trends in e-commerce sales, particularly large furniture, and the impact of worsening consumer sentiment due to soaring utility costs, the weaker yen and higher prices.
  3. FY2023-Q2Weak performance of e-commerce salesAnnual report

    「In the mail-order business included in the Other divisions (e-commerce business), sales remained generally weak, particularly for large furniture in higher price ranges, due to factors weighing on consumer sentiment, including higher utility costs and rising prices resulting from yen depreciation.」

    The disclosure on mail-order sales has shifted from stay-at-home demand and supply constraints to weak performance, centered on large furniture, affected by higher utility costs, rising prices caused by yen depreciation and deteriorating consumer sentiment.
  4. FY2023-Q1ReframedAnnual report

    「In the mail-order business included in the Other divisions (e-commerce business), sales volume declined, mainly for large furniture, due to product shortages caused by supply-chain disruptions associated with the continued zero-COVID policy in China, where COVID-19 infections were rising again, as well as higher crude oil prices resulting from the Russia-Ukraine situation and revisions to product selling prices in response to the rapid depreciation of the yen.」

    The factors behind the decline in mail-order sales have been organized and specified as shifting from the reversal of stay-at-home special demand to supply shortages caused by China's zero-COVID policy, higher crude oil prices, yen depreciation and selling-price revisions.
  5. FY2022-Q3Decline in sales following the reversal of stay-at-home special demandAnnual report

    「In the mail-order business included in the company's e-commerce business, sales, mainly of household appliances, declined because of the reversal of the stay-at-home special demand generated by the spread of COVID-19 in the same period of the previous year.」

    The disclosure has shifted from strong sales of large furniture and household appliances to a decline in sales, mainly of household appliances, following the reversal of the previous year's stay-at-home special demand.
  6. FY2021RestatedAnnual report

    「In the mail-order business included in the e-commerce business, sales of large furniture, household appliances and apparel performed well as demand for stay-at-home consumption increased due to the impact of the COVID-19 pandemic.」

    The company continues to report strong mail-order sales of large furniture, household appliances and other products, supported by stay-at-home demand.
  7. FY2021-Q2RestatedAnnual report

    「In the mail-order business included in the company's e-commerce and IT businesses, sales of large furniture and household appliances performed well, supported by increased demand for stay-at-home consumption.」

    The company continues to report strong sales of large furniture and household appliances in the mail-order business.
  8. FY2020-Q1RestatedAnnual report

    「In the mail-order business included in the e-commerce business, furniture sales increased substantially and household-appliance sales remained firm, but music CD sales declined as the special demand recorded in Q1 of the previous fiscal year normalized.」

    The company continues to report increased furniture sales and firm household-appliance sales in the e-commerce business. Meanwhile, music CD sales declined because of the reversal of the previous year's special demand.
  9. FY2019ReframedAnnual report

    「The Mail-Order Division will be separated from the media business and operated as the E-commerce Division to expand earnings.」

    The disclosure has broadened from sales performance for household appliances, furniture and other products to an organizational and business policy under which the Mail-Order Division will be separated from the media business and operated as the E-commerce Division to expand earnings.
  10. FY2018ReframedAnnual report

    「The Mail-Order Division will focus on sales of household appliances and furniture suited to everyday living, as well as care-related products.」

    The disclosure has broadened from sales performance for household appliances to a sales policy for lifestyle-related products including furniture and care-related products.
  11. FY2017RestatedAnnual report

    「Next, in the Mail-Order Division, sales of household appliances increased substantially, resulting in sales of ¥449,133 thousand.」

    The company reiterates that household-appliance sales increased substantially in the Mail-Order Division. Furniture is not mentioned in this filing; the disclosure concerns household appliances.
  12. FY2017-Q3First statedAnnual report

    「Within the Other divisions, the Mail-Order Division performed well, with sales of furniture and household appliances increasing.」

    The company states that sales of furniture and household appliances increased in the Mail-Order Division.
Moved together

"Growth in Digital Advertising and Declining Advertising Spending on Print Media and Free Magazines" moved the same way as this thread, in the same document, in 2 of its 12 moves.

22★12
  1. ★This thread
  2. 1Growth in Digital Advertising and Declining Advertising Spending on Print Media and Free Magazines2×
  3. 2Risk of Impairment of Fixed Assets2×

★ 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
Chuco's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.