Growth in the Number of Paying Member Stores and the User Base

「As a result, the number of stock-based paying member restaurants at the end of the fiscal year was 33,881, up 1.2% from the end of the previous fiscal year, while the number of restaurants supporting online reservations was 36,000, up 4.2%. Both shifted to an increasing trend.」

「With regard to strengthening Rakuten Gurunavi, to encourage more active use of our website by members linked to Rakuten IDs and thereby improve our medium- to long-term ability to generate reservations, we began working with Rakuten Card Co., Ltd. in October to link its Rakuten Card Premium Program, which offers Rakuten Card members a range of benefits, with the Ganji Rank System, a loyalty program for Rakuten Gurunavi users. We also conducted a points campaign to commemorate the integration.」

「These new initiatives also contributed, and the number of members linked to Rakuten IDs increased to 10.07 million as of the end of March 2025, compared with 8.74 million as of the end of March 2024.」

「First, under the initiative to strengthen Rakuten Gurunavi, we launched the Ganji Ganbare Project to encourage repeat reservations by members linked to Rakuten IDs, our user base, and stimulate demand for banquets sought by many restaurants serving alcohol. Specifically, we are building a loyalty program for Rakuten members that determines a host rank based on the cumulative number of diners over a specified period and awards bonus points according to each rank. During the second quarter, based on the results of the pilot campaign conducted from June to July and users’ usage trends, we promoted improvements to the overall framework ahead of its full-scale launch in November of this year.」

「Partly reflecting the effect of the website name change described above, the number of members linked to Rakuten IDs, our user base, increased to 8.74 million as of the end of March 2024, up 1.67 million from the end of the previous fiscal year.」

「Following the name change, the number of members linked to Rakuten IDs, our user base, expanded steadily to 8.33 million as of the end of December, up 1.66 million year on year, partly because new ID linkages increased among members in the Diamond rank, the Rakuten member category that uses Rakuten Points most actively.」

「Through these initiatives, the number of members linked to Rakuten IDs, which forms our user base, increased to 5.54 million as of the end of March 2022.」

「As of the end of September 2021, the total number of paid member restaurants, including restaurants using the delivery and takeaway services described above, had increased by 6,765 from the end of the previous quarter to 61,107.」

「During the first quarter, against the backdrop of the business environment described above, new acquisitions of member restaurants and increases in contract amounts remained at low levels. Accordingly, as of the end of June 2021, the total number of paid member restaurants had decreased by 1,421 from the end of March 2021 to 54,342.」

「Revenue from subscription-based services fell to 43.8% of the previous fiscal year's level because, in addition to the impact of fee reductions implemented in the first quarter, withdrawals by participating restaurants and reductions in contract amounts remained high throughout the year against the backdrop of worsening cash flows and other factors. The number of paid participating locations also decreased by 10,973 from the end of the previous fiscal year to 44,532. …The number of members linked to Rakuten IDs, which form the user base, increased by 79.3% from the end of the previous fiscal year to 4.55 million.」

「At the end of the third quarter, the total number of paid participating locations increased by a net 7,336 from the end of the second quarter to 56,805, while the number of members linked to Rakuten IDs, which form the user base, increased 99% from the end of the same period of the previous year to 4.34 million.」

「Through these measures, withdrawals by participating restaurants and reductions in contract amounts bottomed out. In addition, the number of members linked to Rakuten IDs, which form the user base, increased by approximately 80% from the end of the same period of the previous year, and signs of recovery were seen in usage of the company's services by both restaurants and consumers.」

「Sales showed signs of recovery as online reservations increased, helped by participating restaurants beginning to return from suspended status in June, the resumption of growth in the number of members linked to Rakuten IDs, and an improved conversion rate through website enhancements, among other factors.」

「Specifically, for online reservations, whose use by consumers has been increasing year after year, the company is working to improve the user interface (UI) for ease of use and expand the inventory of seats available for online reservations, while also promoting the use of its services by Rakuten members through its collaboration with Rakuten. Rakuten has more than 100 million members in Japan.」

「The company ran campaigns and special features to promote online reservations using Rakuten Super Points as an incentive. As a result, the growth rate of online reservations remained in the 140% range year on year, and the increase in online reservation fee revenue drove growth in spot-based sales.」

「As measures to strengthen its proprietary media platform, ぐるなび, the company began in October, in collaboration with 楽天株式会社, with which it entered into a capital and business alliance agreement in July, linking member IDs and awarding Rakuten Super Points for online reservations, and conducted campaigns to promote the use of online reservations. As a result of these initiatives, growth in ぐるなび members and online reservations accelerated from the third quarter onward.」

「Through collaboration with 楽天株式会社, with which the company entered into a capital and business alliance agreement in July, the company began linking member IDs and awarding Rakuten Super Points in October, and its year-end and New Year party campaign to promote online reservations has been successful, resulting in increases in the number of ぐるなび members and online reservations.」

「The group aims to increase revenue primarily by enhancing the value of ぐるなび as a promotional tool for restaurants by making its content more attractive and increasing the number of users, and by increasing the number of participating restaurants.」

「In the restaurant promotional services business, the number of paid participating locations increased in both metropolitan and regional areas where the company has sales offices, helped by the successful expansion of sales offices since 2013 and support for restaurants preparing to accommodate visitors to Japan through the “ぐるなび Foreign-Language Edition.” The number reached 60,886 as of the end of the fiscal year, up 6.9% from the end of the previous fiscal year.」

「The number of paid participating locations increased in both metropolitan and regional areas where the company has sales offices, reaching 60,816 as of the end of December, up 8.8% from the end of the same month of the previous year, helped by the successful expansion of sales offices since fiscal 2013 and support for restaurants preparing to accommodate visitors to Japan through the “ぐるなび Foreign-Language Edition.”」

「The number of paid participating locations increased in both metropolitan and regional areas where the company has sales offices, reaching 59,612 as of the end of September, up 9.5% from the end of the same month of the previous year, helped by the successful expansion of sales offices since fiscal 2013 and support for restaurants preparing to accommodate visitors to Japan through the “ぐるなび Foreign-Language Edition.”」

「Revenue was ¥8,763 million, up 8.5% year on year, driven by strong growth in sales of restaurant promotional services. This reflected the increase in paid participating locations in both metropolitan and regional areas where the company has sales offices, reaching 58,226 as of the end of June, up 8.6% from the end of the same month of the previous year, following the successful expansion of sales offices since fiscal 2014 and support for restaurants preparing to accommodate visitors to Japan through the “ぐるなび Foreign-Language Edition,” as well as the further enhancement of the media value of the company's ぐるなび website through increased use of its web reservation system.」

「The company aims to increase revenue by enhancing the value of ぐるなび as a promotional tool for restaurants by making its content more attractive and increasing the number of users, and by increasing the number of participating restaurants.」