Komori
Ai ROBOTICS (247A) · TargetReframed

Expanding Yunth’s subscription membership base and improving retention rates

First written in FY2025. 1 of 4 entries say "Softened", first in 2026-05-13. Latest entry: FY2026.

4entries
2years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY20252025: 120252026: 32026
Same theme, other companies
Expansion of Yunth's recurring-membership base and improvement in retentionA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「The Company has managed its business with a focus on the number of Yunth subscribers (Figure 2) as a key performance indicator. However, for the fiscal year ending March 2027, it has decided to change its key performance indicators to revenue and gross profit by brand. This is because diversification of the brand portfolio reduced Yunth's share of revenue from approximately 65% in the fiscal year ended March 2025 to approximately 44% in the fiscal year ending March 2026 (Figure 1). In addition, the expansion of the Company's sales channels has reduced the importance of recurring sales through the Yunth website.」

    For the fiscal year ending March 2027, the management metrics have been changed from KPIs centered on the number of Yunth subscription members to revenue and gross profit by brand. This is a restructuring of the KPIs in line with brand diversification and the expansion of sales channels.
  2. FY2025First statedAnnual report

    「The Company manages its business with a focus on the number of subscribers as a key performance indicator. It has designated the number of subscribers who have chosen recurring purchases as a key performance indicator for stable, sustained corporate growth (Figure 2), and plans to increase this figure by acquiring new customers and maintaining and improving retention rates.」

    States the policy of increasing the number of Yunth subscribers, a key performance indicator, by acquiring new customers and maintaining and improving retention rates.
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When this could move next
No upcoming earnings preview for Ai ROBOTICS yet. It last moved in the Earnings presentation materials of 2026-05-21: "Dropped".
News
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