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Demae-Can (2484) · FactWorsened

Expansion of Demae-can’s user base, participating restaurants and order volume

First written in FY2016-Q3. 25 of 30 entries say "Advanced", first in FY2016. Latest entry: FY2025.

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ProgressHeldSoftenedWorseAdvancedFY2016 – FY2023-Q1WorsenedFY2023-Q2 – FY20252016: 220162017: 320172018: 420182019: 420192020: 420202021: 420212022: 420222023: 320232024: 120242025: 12025
Same theme, other companies
Expansion of the paying member restaurant and user basesA theme 2 companies write about · 0 as a headwind · 1 as a tailwind

Demae-Can moved to the "Worse" side of this theme in 2024.

0 other companies' latest entry also says "Worsened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「The number of active users of Demae-can at the end of August 2025, defined as users who placed at least 1 order in the past year, was approximately 4.55 million.」

    Active users declined from approximately 5.42 million in the previous period to approximately 4.55 million.
  2. FY2024WorsenedAnnual report

    「The number of active users of Demae-can at the end of August 2024, defined as users who placed at least 1 order in the past year, was approximately 5.42 million.」

    Active users, an indicator of platform scale, declined from 6.57 million in the previous period to approximately 5.42 million.
  3. FY2023-Q3WorsenedAnnual report

    「As a result, GMV for the third quarter of the current consolidated fiscal year was ¥50.5 billion (down 7% year on year), and active users at the end of the third quarter totaled 7.12 million (down 19%).」

    GMV fell 7% year on year and active users fell 19%, indicating a contraction of the platform for the second consecutive quarter.
  4. FY2023-Q2WorsenedAnnual report

    「As a result, GMV for the second quarter of the current consolidated fiscal year was ¥54.2 billion (down 11% year on year), and active users at the end of the second quarter totaled 7.69 million (down 10%).」

    GMV and active users both turned to year-on-year declines, indicating a change in the platform's expansion trend.
  5. FY2023-Q1AdvancedAnnual report

    「By steadily improving the service experience, including expanding the merchant lineup, improving the accuracy of wait-time estimates and shortening delivery times, we maintained positive GMV growth in the quarter. GMV at the end of the first quarter of the current consolidated fiscal year was ¥50.8 billion (up 4% year on year), while active users totaled 8.46 million (up 9%).」

    The expansion of the Demae-can platform was demonstrated by GMV of ¥50.8 billion and 8.46 million active users.
  6. FY2022AdvancedAnnual report

    「Active users increased to approximately 8.73 million (up 19% year on year), registered merchants to approximately 100,000 (up 20%), and orders to approximately 86.03 million (up 42%).」

    The active user, merchant and order metrics all expanded, with specific year-on-year increases.
  7. FY2022-Q3AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the third quarter of the current consolidated fiscal year, GMV was ¥164.0 billion, up 44% year on year. Active users totaled 8.78 million, up 35%, and the number of delivery personnel was 306% year on year.」

    Specific expansion results were reported for GMV, active users and delivery riders.
  8. FY2022-Q2AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the second quarter of the current consolidated fiscal year, GMV was ¥110.0 billion, up 55% year on year. Active users totaled 8.53 million, up 47%, and the number of delivery personnel increased 299% year on year, indicating steady expansion in line with the management plan.」

    The filing reports platform expansion to GMV of ¥110.0 billion, 8.53 million active users and a 299% year-on-year increase in delivery personnel.
  9. FY2022-Q1AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the first quarter of the current consolidated fiscal year, GMV was ¥48.8 billion, up 59% year on year. Active users totaled 7.73 million, up 64%, and the number of delivery personnel increased 447% year on year, indicating steady expansion in line with the management plan.」

    The filing reports year-on-year expansion in GMV, active users and delivery personnel, describing progress as being in line with the management plan.
  10. FY2021AdvancedAnnual report

    「As of the end of the current consolidated fiscal year, GMV was ¥162.7 billion, up 58% year on year. Active users totaled 7.34 million, up 87%, participating stores totaled 84,000, up 156%, and the household coverage rate of Sharing Delivery® was 56%, indicating steady expansion in line with the medium-term management plan.」

    The platform expanded to GMV of ¥162.7 billion, 7.34 million active users, 84,000 participating stores and 56% household coverage.
  11. FY2021-Q3AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the third quarter of the current consolidated fiscal year, GMV was ¥113.9 billion, up 58% year on year. Active users totaled 6.52 million, up 76%, participating stores totaled 74,000, up 208%, and the household coverage rate of Sharing Delivery® was 49%, indicating expansion at a pace exceeding the initial forecast.」

    Each platform metric, including GMV, active users, participating stores and household coverage, expanded with specific increases.
  12. FY2021-Q2AdvancedAnnual report

    「As of the end of the second quarter of the current consolidated fiscal year, GMV was ¥71.0 billion, up 68% year on year. Active users totaled 5.82 million, up 82%, participating stores totaled 59,000, up 179%, and the household coverage rate of Sharing Delivery® was 39%, indicating steady expansion in line with the medium-term management plan.」

    GMV was ¥71.0 billion, active users totaled 5.82 million, participating stores totaled 59,000, and household coverage was 39%, indicating expansion across the platform metrics.
  13. FY2021-Q1AdvancedAnnual report

    「As of the end of the first quarter of the current consolidated fiscal year, GMV was ¥30.7 billion, up 58% year on year. Active users totaled 4.71 million, up 52%, participating stores totaled 45,000, up 116%, and the population coverage rate of Sharing Delivery® was 34%, up 4 percentage points from the end of the previous fiscal year, indicating steady expansion in line with the medium-term management plan.」

    Specific expansion results were reported for GMV, active users, participating stores and the population coverage rate of Sharing Delivery.
  14. FY2020AdvancedAnnual report

    「As of the end of the current consolidated fiscal year, the number of active users was approximately 3.92 million, up 31% year on year, the number of participating stores was approximately 33,000, up 65%, the number of orders was approximately 37.07 million, up 31%, and the number of Sharing Delivery® locations was 384, up 79%.」

    In addition to active users, participating stores and orders, the number of Sharing Delivery locations also expanded year on year.
  15. FY2020-Q3AdvancedAnnual report

    「As of the end of the third quarter of the current consolidated fiscal year, the number of active users was approximately 3.70 million, up 28% year on year, the number of participating stores was approximately 24,000, up 25%, the number of orders was approximately 26.05 million, up 25%, and the number of Sharing Delivery® locations was 336, up 109%.」

    The filing reports approximately 3.70 million active users, approximately 24,000 participating stores, approximately 26.05 million orders and 336 Sharing Delivery locations, with each metric increasing year on year.
  16. FY2020-Q2AdvancedAnnual report

    「The number of active users was approximately 3.20 million, up 13.4% year on year, the number of participating stores was 21,450, up 15.5%, the number of orders was approximately 15.36 million, up 11.6%, and the number of Sharing Delivery® locations was 275, up 164.4%.」

    The scale of active users, participating stores, orders and Sharing Delivery locations all expanded year on year.
  17. FY2020-Q1AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the first quarter of the current consolidated fiscal year, the number of active users was approximately 3.10 million, up 13.4% year on year, the number of participating stores was 20,720, up 16.2%, the number of orders was approximately 7.15 million, up 13.7%, and the number of Sharing Delivery® locations was 239, up 206.4%.」

    In addition to active users, participating stores and orders, the number of Sharing Delivery locations also increased year on year.
  18. FY2019AdvancedAnnual report

    「As of the end of the current consolidated fiscal year, the number of active users was approximately 3.00 million, up 11.6% year on year. The number of participating stores was 19,911, up 15.7%, and the number of orders was approximately 28.45 million, up 22.0%.」

    The number of active users was approximately 3.00 million, the number of participating stores was 19,911, and the number of orders was approximately 28.45 million, indicating that the platform expanded.
  19. FY2019-Q3AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the third quarter of the current consolidated fiscal year, the number of active users was approximately 2.90 million, up 10.7% year on year, the number of participating stores was 19,452, up 18.3%, and the number of orders was approximately 20.90 million, up 23.0%.」

    The number of active users was approximately 2.90 million, the number of participating stores was 19,452, and the number of orders was approximately 20.90 million, with year-on-year increases reported for each metric.
  20. FY2019-Q2AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the second quarter of the current consolidated fiscal year, the number of active users was approximately 2.82 million, up 10.8% year on year, the number of participating stores was 18,572, up 15.5%, and the number of orders was approximately 13.76 million, up 24.9%.」

    The number of active users was approximately 2.82 million, the number of participating stores was 18,572, and the number of orders was approximately 13.76 million, with year-on-year increases reported for each metric.
  21. FY2019-Q1AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the first quarter of the current consolidated fiscal year, the number of active members was approximately 2.74 million, up 11.6% year on year, the number of participating stores was 17,834, up 13.5%, and the number of orders was approximately 6.28 million, up 23.6%.」

    The number of active members was approximately 2.74 million, the number of participating stores was 17,834, and the number of orders was approximately 6.28 million, with each metric increasing year on year.
  22. FY2018AdvancedAnnual report

    「As of the end of the current consolidated fiscal year, the number of active users was approximately 2.69 million, up 14.1% year on year. The number of participating stores was 17,207, up 12.3%, and the number of orders was approximately 23.32 million, up 35.0%.」

    The number of active users was approximately 2.69 million, the number of participating stores was 17,207, and the number of orders was approximately 23.32 million, with all expanding alongside year-on-year growth.
  23. FY2018-Q3AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the third quarter of the current consolidated fiscal year, the number of active members was approximately 2.62 million, up 17.0% year on year, the number of participating stores was 16,439, up 9.9%, and the number of orders was approximately 16.99 million, up 35.1%.」

    The number of active members was approximately 2.62 million, the number of participating stores was 16,439, and the number of orders was approximately 16.99 million, all increasing year on year.
  24. FY2018-Q2AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the second quarter of the current consolidated fiscal year, the number of active members was approximately 2.55 million, up 20.0% year on year, the number of participating stores was 16,081, up 10.5%, and the number of orders was approximately 11.02 million, up 34.4%.」

    The number of active members was approximately 2.55 million, the number of participating stores was 16,081, and the number of orders was approximately 11.02 million, all increasing year on year.
  25. FY2018-Q1AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the first quarter of the current consolidated fiscal year, the number of active members was approximately 2.45 million, up 23.7% year on year, the number of participating stores was 15,712, up 10.6%, and the number of orders was approximately 5.08 million, up 34.1%.」

    The number of active members was approximately 2.45 million, the number of participating stores was 15,712, and the number of orders was approximately 5.08 million, with each metric increasing year on year.
  26. FY2017-Q3AdvancedAnnual report

    「In the Demae-can business segment, as of the end of the third quarter of the current consolidated fiscal year, the number of active members was approximately 1.83 million, the number of participating stores was 14,953, and the number of orders was approximately 12.58 million.」

    The number of participating stores was 14,953 and the number of orders was approximately 12.58 million. The member metric was reported as approximately 1.83 million active members rather than the previous member count, and no simple comparison was made because the definition may differ from the historical member count.
  27. FY2017-Q2AdvancedAnnual report

    「As of the end of the second quarter of the current consolidated fiscal year, the number of members had exceeded approximately 8.81 million. The number of participating stores was 14,559, and the number of orders was approximately 8.20 million.」

    The filing reports approximately 8.81 million members, 14,559 participating stores and approximately 8.20 million cumulative orders. In addition, the number of orders on the final day of the half-price sale was 90,304, the highest since the company's founding.
  28. FY2017-Q1AdvancedAnnual report

    「As of the end of the first quarter of the current consolidated fiscal year, the number of members had exceeded approximately 8.56 million. The number of participating stores was 14,206, and the number of orders was approximately 3.79 million.」

    The filing reports approximately 8.56 million members, 14,206 participating stores and approximately 3.79 million orders, indicating that the platform expanded from the end of the previous fiscal year.
  29. FY2016AdvancedAnnual report

    「As of the end of the current consolidated fiscal year, the number of members had exceeded approximately 8.30 million. The number of participating stores was 13,656, and the number of orders was approximately 13.52 million.」

    The number of members was approximately 8.30 million, the number of participating stores was 13,656, and the number of orders was approximately 13.52 million, indicating that the platform expanded from the quarter-end figures in the previous filing.
  30. FY2016-Q3First statedAnnual report

    「As of the end of the third quarter of the current consolidated fiscal year, the number of members had exceeded approximately 7.98 million. The number of participating stores was 13,018, and the number of orders was approximately 9.88 million.」

    Data at the end of the current quarter indicating the scale of the Demae-can platform.
Moved together

"Sales growth in the Demae-can business" moved the same way as this thread, in the same document, in 26 of its 30 moves.

262019181812★123456
  1. ★This thread
  2. 1Sales growth in the Demae-can business26×
  3. 2Expansion of the Number of Active Users20×
  4. 3Selecting regions with strong food-delivery demand and acquiring merchant partners19×
  5. 4Opening Up New Markets Nationwide Through the Delivery Agency Business18×
  6. 5Expansion of Delivery Onboarding Support and Outsourced Delivery Services18×
  7. 6Expansion of GMV12×

★ 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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Expansion of Demae-can’s user base, participating restaurants and order volume | DEMAE-CAN CO.,LTD (2484) | Komori