Dependence on the Demae-can and Mail-Order Businesses
First written in FY2016. 8 of 17 entries say "Restated". Latest entry: 2026-10-15.
Demae-Can moved to the "Worse" side of this theme in 2018, 5 years before the typical company in this theme (2023).
The whole theme swung hardest in 2025: 22 of 57 companies on the "Worse" side.
47 other companies' latest entry also says "Restated".
- 2026-10-15RestatedEarnings
「なお、当社グループは「出前館事業」の単一セグメントであるため、セグメントの記載を省略しております。」
The business structure consisting of a single Demae-can business segment following the transfer of the mail-order business is reaffirmed. - FY2026-H1RestatedAnnual report
「The Group consists of a single Demae-can business segment, and segment information is therefore omitted.」
The business structure consisting of a single Demae-can business segment following the transfer of the mail-order business is reaffirmed. - FY2025RestatedAnnual report
「The Demae-can business accounts for the majority of the Group’s revenue.」
Even after the transfer of the mail-order business, the concentration of revenue in the Demae-can business remains identified as a risk. - FY2025-H1RestatedAnnual report
「The Group consists of a single Demae-can business segment, and segment information is therefore omitted.」
The business structure consisting of a single Demae-can business segment following the transfer of the mail-order business is reaffirmed. - FY2024RestatedAnnual report
「The Demae-can business accounts for the majority of the Group’s revenue.」
The concentration of revenue in the Demae-can business remains identified as a risk following the transfer of the mail-order business, and the Group states that it is working to reduce this dependence by developing new businesses. - FY2024-Q3RestatedAnnual report
「The Group consists of a single Demae-can business segment, and segment information is therefore omitted.」
The business structure consisting of a single Demae-can business segment following the transfer of the mail-order business is reaffirmed. - FY2024-Q2RestatedAnnual report
「The Group consists of a single Demae-can business segment, and segment information is therefore omitted.」
The business structure consisting of a single Demae-can business segment following the transfer of the mail-order business is reaffirmed. - FY2024-Q1RestatedAnnual report
「As the Group consists of a single Demae-can business segment, segment information is omitted.」
The business structure consisting of a single Demae-can business segment following the transfer of the mail-order business is reaffirmed. - FY2023-Q1Explicit disclosure of a single-business structureAnnual report
「Demae-can Communications Co., Ltd., a subsidiary that operated the mail-order business, transferred the mail-order business on 30 June 2022. Accordingly, the Group changed to the single Demae-can business segment from the first quarter of the current fiscal year.」
Following the transfer of the mail-order business, the reporting structure became a single Demae-can business segment, explicitly indicating that the Group’s business structure had been consolidated into the Demae-can business. - FY2022WorsenedAnnual report
「The Demae-can business accounted for 99% of the Group’s revenue for the fiscal year ended August 2022.」
The Demae-can business’s share of revenue rose from 98.1% in the previous period to 99%, further increasing dependence on a specific business. - FY2022-Q3WorsenedAnnual report
「Revenue from external customers 34,436,495 437,849 34,874,344」
For the cumulative third quarter, revenue from external customers was ¥34,436.495 million for the Demae-can business and ¥437.849 million for the mail-order business, further concentrating consolidated revenue in the Demae-can business. - FY2022-Q2WorsenedAnnual report
「Revenue from external customers 22,456,035 281,371 22,737,406」
For the cumulative second quarter, revenue from external customers was ¥22,456.035 million for the Demae-can business and ¥281.371 million for the mail-order business, further concentrating the revenue mix in the Demae-can business. - FY2021WorsenedAnnual report
「The Demae-can business accounted for 98.1% of the Group’s revenue for the fiscal year ended August 2021.」
The Demae-can business’s share of revenue rose from 91.0% in the previous period to 98.1%, further increasing dependence on a specific business. - FY2020WorsenedAnnual report
「The Demae-can business accounted for 91.0% of revenue for the fiscal year ended August 2020, while the mail-order business accounted for 9.0%.」
The Demae-can business’s share of revenue rose from 80.9% previously to 91.0%, further increasing dependence on a specific business. - FY2019WorsenedAnnual report
「The Demae-can business accounted for 80.9% of the Group’s revenue for the fiscal year ended August 2019, while the mail-order business accounted for 19.1%.」
The Demae-can business’s share of revenue rose from the previously stated 75.1% to 80.9%, increasing the concentration in a specific business. - FY2018WorsenedAnnual report
「The Demae-can business accounted for 75.1% of the Group’s revenue for the fiscal year ended August 2018, while the mail-order business accounted for 24.9%.」
The Demae-can business’s share of consolidated revenue rose to 75.1% from the previously stated 60.7%, increasing the concentration in a specific business. - FY2016First statedAnnual report
「The Demae-can business accounted for 60.7% of the Group’s revenue for the fiscal year ended August 2016, while the mail-order business accounted for 39.3%.」
The consolidated revenue is generated by two businesses, and the structure whereby order volume, number of member restaurants, raw-material prices, regulations, system failures and other factors affecting each business influence performance is described.