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Demae-Can (2484) · InitiativeSoftened

Expansion of delivery services into non-food daily necessities and lifestyle services

First written in FY2021. 6 of 10 entries say "Restated". Latest entry: FY2025.

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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021RestatedFY2023-Q2 – FY2024-Q3RestatedFY2025-H12021: 12022: 120222023: 220232024: 420242025: 22025
Same theme, other companies
Expansion of delivery operations into non-food and quick commerceA 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. FY2025SoftenedAnnual report

    「Yahoo! QuickMart was a service launched jointly with LINE Yahoo Corporation in August 2024 that delivered fresh food, household goods, and other products in as little as 30 minutes, but the service was discontinued in August 2025.」

    The company’s expansion into non-food and quick commerce was narrowed in scope following the discontinuation of Yahoo! QuickMart.
  2. FY2025-H1RestatedAnnual report

    「We will steadily improve the service experience by expanding the lineup of partner stores in the food and non-food categories, improving delivery-time accuracy, and enhancing the quality of delivery and customer service.」

    The company continues to expand its partner-store base and improve the service experience in the food and non-food categories without limiting its offering to restaurants.
  3. FY2024AdvancedAnnual report

    「Furthermore, through Yahoo! QuickMart, which began providing services in August 2024, the company is moving beyond meal and food delivery into quick commerce, handling products including beverages, medicines, and household goods.」

    The company describes concrete progress in expanding beyond food into household goods and lifestyle services through the launch of Yahoo! QuickMart and entry into the quick commerce sector.
  4. FY2024-Q3RestatedAnnual report

    「The Group will steadily improve the service experience by expanding the lineup of partner stores in the food and non-food categories, improving delivery-time accuracy, and enhancing the quality of delivery and customer service.」

    The Group continues its policy of expanding its service offering by broadening the partner-store lineup in the food and non-food categories and improving the service experience.
  5. FY2024-Q2RestatedAnnual report

    「The Group has sought to improve retention and satisfaction among users, delivery personnel, and partner stores by steadily improving the service experience through measures including expansion of the partner-store lineup in the food and non-food categories, greater delivery-time accuracy, and improved customer service quality.」

    The Group continues its policy of improving satisfaction and retention among users, delivery personnel, and partner stores by expanding its partner-store base in the food and non-food categories and improving the service experience.
  6. FY2024-Q1RestatedAnnual report

    「The Group will steadily improve the service experience by expanding the lineup of partner stores in the food and non-food categories, improving delivery-time accuracy, and enhancing customer service quality.」

    The Group continues its policy of expanding its service offering, including by broadening the partner-store lineup in the food and non-food categories.
  7. FY2023-Q3RestatedAnnual report

    「We will steadily improve the service experience by expanding the lineup of partner stores in the food and non-food categories, improving delivery-time accuracy, and enhancing customer service quality.」

    The company continues its policy of expanding its service offering, including by broadening the partner-store lineup in the food and non-food categories, and improving the service experience.
  8. FY2023-Q2RestatedAnnual report

    「We will steadily improve the service experience by expanding the lineup of partner stores in the food and non-food categories, improving the accuracy of delivery-time estimates, and enhancing customer service quality.」

    The company continues to expand its partner-store lineup in the food and non-food categories, without limiting its offering to restaurants, as part of its initiatives related to expansion into quick commerce.
  9. FY2022ReframedAnnual report

    「In addition, by expanding initiatives with business formats other than restaurants, such as convenience stores and drugstores, the company is moving beyond meal and food delivery into quick commerce, handling products including beverages, medicines, and household goods.」

    Expansion beyond food has been defined as moving from handling convenience-store, drugstore, and household goods products into quick commerce, including beverages and medicines.
  10. FY2021First statedAnnual report

    「By expanding initiatives with business formats other than restaurants, such as convenience stores and drugstores, we aim to provide users with a more convenient service by increasing the range of products handled to include household goods, in addition to meal and food delivery.」

    The company has, for the first time, explicitly identified expansion beyond food delivery into convenience stores, drugstores, and household goods as a medium- to long-term strategy.
Moved together

"Growth in orders and net sales under the 3-year medium-term management plan" moved the same way as this thread, in the same document, in 2 of its 10 moves.

22222★12345
  1. ★This thread
  2. 1Growth in orders and net sales under the 3-year medium-term management plan2×
  3. 2Decline in operating cash flow associated with investment to expand the business2×
  4. 3Slowing Growth in the Food Delivery Market2×
  5. 4Failure to Achieve Medium-Term Management Plan Targets and Failure of Initiatives2×
  6. 5Recoverability of deferred tax assets related to tax loss carryforwards2×

★ 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
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No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of delivery services into non-food daily necessities and lifestyle services | DEMAE-CAN CO.,LTD (2484) | Komori