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Demae-Can (2484) · InitiativeAdvancedLatest Earnings (2026-10-15): "Restated"

Improving the user experience and unit economics and building new revenue models

First written in FY2022. 6 of 13 entries say "Advanced", first in FY2023-Q1. Latest entry: 2026-10-15.

13entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q3 – FY2024RestatedFY2025-H1AdvancedFY2025 – FY2026-H12022: 12023: 320232024: 420242025: 220252026: 32026
Same theme, other companies
Enhancing service value through improvements to the user experience and revenue modelA 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. FY2026-H1AdvancedAnnual report

    「Specifically, we have worked to improve satisfaction and retention among users, delivery partners, and participating merchants by steadily promoting strategic initiatives such as “Demae-can at store prices” and “integration with LYP Premium member benefits,” improving the accuracy of estimated delivery times, improving the quality of delivery and customer service, and expanding the lineup of participating merchants.」

    The existing policy for improving the service experience and unit economics has been expanded to include the specific strategic initiatives “Demae-can at store prices” and “integration with LYP Premium member benefits.”
  2. FY2025AdvancedAnnual report

    「Specifically, we have steadily implemented measures including the introduction of variable delivery-fee pricing (dynamic pricing), improving the accuracy of estimated delivery times, improving the quality of delivery and customer service, and expanding the lineup of participating merchants.」

    Specific measures to improve the service experience and unit economics include dynamic pricing, improving the accuracy of estimated delivery times, quality improvements, and expanding the participating-merchant lineup.
  3. FY2025-H1RestatedAnnual report

    「To achieve our mission, “Enhancing the value of time through technology,” and our vision, “A lifeline connecting the happiness of people in local communities,” we have worked to improve satisfaction and retention among users, delivery partners, and participating merchants by steadily enhancing the service experience, including expanding the lineup of participating merchants in the food and non-food categories, improving the accuracy of delivery-time estimates, and improving the quality of delivery and customer service.」

    We continue to improve the service experience and unit economics by expanding participating merchants in the food and non-food categories, improving the accuracy of delivery-time estimates, and improving the quality of delivery and customer service.
  4. FY2024AdvancedAnnual report

    「We have worked to improve satisfaction and retention among users, delivery partners, and participating merchants by steadily enhancing the service experience, including expanding the lineup of participating merchants in the food and non-food categories, improving the accuracy of delivery-time estimates, and improving the quality of delivery and customer service.」

    The document explains that service-experience improvements continued and the gross profit margin improved from 20.4% in the previous period to 23.0%.
  5. FY2024-Q3AdvancedAnnual report

    「During the cumulative consolidated period for the third quarter, our Group worked to improve satisfaction and retention among users, delivery partners, and participating merchants by steadily enhancing the service experience, including expanding the lineup of participating merchants in the food and non-food categories, improving the accuracy of delivery-time estimates, and improving the quality of delivery and customer service. Going forward, we will improve the user experience to become the “platform of choice” for more users, delivery partners, and participating merchants, and realise the normalisation of delivery in daily life. In terms of costs, the adjustment of cost of sales progressed smoothly, and the gross profit margin improved from the previous quarter to 27%.」

    The document states that continued improvements to the participating-merchant lineup, delivery times, delivery, and customer service, together with progress in optimising cost of sales, resulted in the gross profit margin improving from the previous quarter to 27%.
  6. FY2024-Q2RestatedAnnual report

    「During the cumulative consolidated period for the second quarter, our Group worked to improve satisfaction and retention among users, delivery partners, and participating merchants by steadily enhancing the service experience, including expanding the lineup of participating merchants in the food and non-food categories, improving the accuracy of delivery-time estimates, and improving customer-service quality.」

    We continue to operate with a focus on the service experience, retention of users, delivery partners, and participating merchants, and the investment efficiency of cost of sales and advertising expenses.
  7. FY2024-Q1RestatedAnnual report

    「Our Group has worked to improve satisfaction and retention among users, delivery partners, and participating merchants by steadily enhancing the service experience, including expanding the lineup of participating merchants in the food and non-food categories, improving the accuracy of delivery-time estimates, and improving customer-service quality. Going forward, we will improve the user experience every day to become the “platform of choice” for more users, delivery partners, and participating merchants, and realise the normalisation of delivery in daily life. In terms of costs, the adjustment of cost of sales is progressing smoothly, while for advertising expenses we are implementing measures focused on return on investment while monitoring market trends.」

    We continue to improve the service experience, retain users, delivery partners, and participating merchants, optimise cost of sales, and focus on the investment efficiency of advertising expenses.
  8. FY2023-Q3AdvancedAnnual report

    「Against this macroeconomic backdrop, we have worked to improve satisfaction and retention among users, delivery partners, and participating merchants by steadily enhancing the service experience, including expanding the lineup of participating merchants in the food and non-food categories, improving the accuracy of delivery-time estimates, and improving customer-service quality. From May, we also ran campaigns in the Keihanshin area in partnership with local sports teams to further expand usage in the area, while nationwide free-delivery campaigns for participating stores helped promote delivery usage. In terms of costs, the adjustment of cost of sales progressed smoothly, and the gross profit margin improved from the previous quarter to 22%.」

    The document states that, in addition to improvements to the participating-merchant lineup, delivery-time information, and customer service, campaigns were conducted and the gross profit margin improved from the previous quarter to 22%.
  9. FY2023-Q2RestatedAnnual report

    「Against this macroeconomic backdrop, we have worked to improve satisfaction and retention among users, delivery partners, and participating merchants by steadily enhancing the service experience, including expanding the lineup of participating merchants in the food and non-food categories, improving the accuracy of delivery-time estimates, and improving customer-service quality. In terms of costs, the adjustment of delivery compensation per order has progressed smoothly through securing a stable delivery-partner base and continuously improving delivery efficiency, and unit economics continue to improve.」

    We continue to improve the service experience, including the participating-merchant lineup, delivery-time information, and customer service, as well as delivery efficiency and unit economics.
  10. FY2023-Q1AdvancedAnnual report

    「By steadily improving the service experience, including expanding the lineup of participating merchants in the food and non-food categories, improving the accuracy of delivery-time estimates, and shortening delivery times, GMV continued to grow during the quarter. At the end of the first quarter, GMV was ¥50.8 billion, up 4% year on year, and the number of active users was 8.46 million, up 9% year on year.」

    Specific service-experience improvements were implemented, maintaining positive growth in GMV and active users. The gross profit margin also improved substantially from the previous quarter to 18%, and improvement in unit economics was reported.
  11. FY2022First statedAnnual report

    「We will operate the business with “maximising user experience and satisfaction,” “improving unit economics,” and “building new revenue models” as our strategic priorities for the next fiscal year.」

    The three areas of user experience, unit economics, and new revenue models were presented together for the first time as strategic priorities for FY2023.
Moved together

"Delivery business synergies through a capital and business alliance with LINE" moved the same way as this thread, in the same document, in 2 of its 13 moves.

22222★12345
  1. ★This thread
  2. 1Delivery business synergies through a capital and business alliance with LINE2×
  3. 2Reducing Delivery Costs by Improving Delivery Efficiency2×
  4. 3Considering the Introduction of Performance-Based Compensation2×
  5. 4Service Usage Fees and Delivery Agency Fees in the Revenue Composition of the Demae-can Business2×
  6. 5Shareholder Returns Through Share Repurchases2×

★ 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
Demae-Can's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Earnings of 2026-10-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Improving the user experience and unit economics and building new revenue models | DEMAE-CAN CO.,LTD (2484) | Komori