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Demae-Can (2484) · TargetWorsened

Expansion of the Number of Active Users

First written in FY2018. 16 of 21 entries say "Advanced", first in FY2019-Q1. Latest entry: FY2025.

21entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2019-Q1 – FY2023-Q1WorsenedFY2023-Q2 – FY20252018: 12019: 420192020: 420202021: 320212022: 420222023: 320232024: 120242025: 12025
Same theme, other companies
A management metric focused on increasing the site's monthly user countA theme 6 companies write about · 0 as a headwind · 6 as a tailwind

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

1 other company's 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

    「Active users currently account for less than 10% of the population. Compared with global levels of around 30% in delivery-leading countries such as China and South Korea, the user base remains considerably smaller.」

    Active users declined from 5.42 million in the previous fiscal year to 4.55 million, with the user base also remaining below 10% of the population.
  2. FY2024WorsenedAnnual report

    「Active users currently account for less than 10% of the population. We will invest to increase the number of active users and achieve continued growth in order volume.」

    Active users declined from 6.57 million in the fiscal year ended August 2023 to 5.42 million in the fiscal year ended August 2024, indicating recognition of the challenge that the user base remains small relative to the population.
  3. FY2023-Q3WorsenedAnnual report

    「Active users at the end of the third quarter of the consolidated fiscal year were 7.12 million, down 19% year on year.」

    Active users were 7.12 million, turning to a 19% year-on-year decline, with the rate of decline widening from the 10% year-on-year decrease in the previous quarter.
  4. FY2023-Q2WorsenedAnnual report

    「Active users at the end of the second quarter of the consolidated fiscal year were 7.69 million, down 10% year on year.」

    Against the stated direction of expanding the active user base, the result at the end of the quarter was down 10% year on year.
  5. FY2023-Q1AdvancedAnnual report

    「Active users were 8.46 million, up 9% year on year.」

    Active users reached 8.46 million, representing a 9% year-on-year increase.
  6. FY2022AdvancedAnnual report

    「Active users at the end of the fiscal year were 8.73 million, up 19% year on year」

    Active users increased from 7.34 million in the previous fiscal year to 8.73 million, indicating full-year progress toward the user growth target.
  7. FY2022-Q3AdvancedAnnual report

    「In addition, the number of active users was 8.78 million, up 35% year on year, while the number of delivery personnel was 306% of the level in the same period of the previous year.」

    Active users increased from 8.53 million in the previous quarter to 8.78 million, up 35% year on year.
  8. FY2022-Q2AdvancedAnnual report

    「Active users: 8.53 million, up 47% year on year」

    Active users increased from 7.73 million in the previous quarter to 8.53 million, up 47% year on year.
  9. FY2022-Q1AdvancedAnnual report

    「The number of active users was 7.73 million, up 64% year on year.」

    Active users reached 7.73 million, up 64% year on year, demonstrating continued user growth.
  10. FY2021AdvancedAnnual report

    「The number of active users was 7.34 million, up 87% from the previous fiscal year.」

    Active users increased from approximately 3.92 million in the previous fiscal year to 7.34 million, indicating progress in the actual results related to the target.
  11. FY2021-Q3AdvancedAnnual report

    「The number of active users was 6.52 million, up 76% year on year.」

    Active users totaled 6.52 million, up from 5.82 million in the previous quarter.
  12. FY2021-Q1AdvancedAnnual report

    「The number of active users was 4.71 million, up 52% year on year.」

    Active users totaled 4.71 million, up 52% year on year, providing a new actual figure related to the user expansion target.
  13. FY2020AdvancedAnnual report

    「The number of active users as of the end of the current consolidated fiscal year was approximately 3.92 million, up 31% year on year.」

    Active users totaled approximately 3.92 million, up 31% year on year, providing a full-year actual figure related to the expansion target.
  14. FY2020-Q3AdvancedAnnual report

    「The number of active users was approximately 3.70 million, up 28% year on year.」

    Active users totaled approximately 3.70 million, up 28% year on year, providing a new actual figure related to the expansion target.
  15. FY2020-Q2AdvancedAnnual report

    「The number of active users was approximately 3.20 million, up 13.4% year on year.」

    Active users totaled approximately 3.20 million, up 13.4% year on year, providing a new actual figure related to the expansion target.
  16. FY2020-Q1AdvancedAnnual report

    「The number of active users as of the end of the first quarter of the current consolidated fiscal year was approximately 3.10 million, up 13.4% year on year.」

    Active users totaled approximately 3.10 million, up 13.4% year on year, providing a new actual figure related to the expansion target.
  17. FY2019AdvancedAnnual report

    「Expansion of the Number of Active Users」

    Active users totaled approximately 3.00 million at the end of the full fiscal year, up 11.6% year on year, providing an actual figure related to the expansion target.
  18. FY2019-Q3AdvancedAnnual report

    「In the Delivery Services segment, the number of active users as of the end of the third quarter of the current consolidated fiscal year was approximately 2.90 million, up 10.7% year on year.」

    Active users totaled approximately 2.90 million, up 10.7% year on year, providing a new actual figure related to the expansion target.
  19. FY2019-Q2AdvancedAnnual report

    「The number of active users as of the end of the second quarter of the current consolidated fiscal year was approximately 2.82 million, up 10.8% year on year.」

    Active users totaled approximately 2.82 million, up 10.8% year on year, providing a new actual figure related to the expansion target.
  20. FY2019-Q1AdvancedAnnual report

    「In the Delivery Services segment, the number of active members as of the end of the first quarter of the current consolidated fiscal year was approximately 2.74 million, up 11.6% year on year.」

    Active members totaled approximately 2.74 million, up 11.6% year on year, providing a new actual figure related to the target of increasing active users.
  21. FY2018First statedAnnual report

    「Over the medium term, the Company will make aggressive investments because increasing the number of active users alongside the expansion of Sharing Delivery® will lead to sustained growth in order volume.」

    The Company expressly identified increasing the number of active users as a medium-term growth priority and stated its policy of investing in it alongside Sharing Delivery.
Moved together

"Expansion of Demae-can’s user base, participating restaurants and order volume" moved the same way as this thread, in the same document, in 20 of its 21 moves.

201813121111★123456
  1. ★This thread
  2. 1Expansion of Demae-can’s user base, participating restaurants and order volume20×
  3. 2Sales growth in the Demae-can business18×
  4. 3Expansion of Delivery Onboarding Support and Outsourced Delivery Services13×
  5. 4Selecting regions with strong food-delivery demand and acquiring merchant partners12×
  6. 5Expansion of GMV11×
  7. 6Opening Up New Markets Nationwide Through the Delivery Agency Business11×

★ 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
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of the Number of Active Users | DEMAE-CAN CO.,LTD (2484) | Komori