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Demae-Can (2484) · InitiativeRestated

Reducing Delivery Costs by Improving Delivery Efficiency

First written in FY2019. 6 of 12 entries say "Restated". Latest entry: FY2026-H1.

12entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q2 – FY2021RestatedFY2023-Q2RestatedFY2025-H1 – FY2026-H12019: 12020: 220202021: 120212022: 220222023: 220232024: 120242025: 220252026: 12026
Same theme, other companies
Improving Profitability through Better Logistics OperationsA theme 51 companies write about · 1 as a headwind · 52 as a tailwind

The whole theme swung hardest in 2018: 2 of 20 companies on the "Worse" side.

13 other companies' latest entry also says "Restated".

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.
Showing 14 of the 51 companies compared. The sentences above are computed from all 51.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「On the cost side, we continue to optimize fixed costs and invest in marketing with an emphasis on market trends and return on investment.」

    The Company continues to manage costs with an emphasis on optimizing fixed costs and return on investment.
  2. FY2025RestatedAnnual report

    「We will reduce delivery costs by improving delivery efficiency.」

    The Company continues to identify improved delivery efficiency and reduced delivery costs as challenges.
  3. FY2025-H1RestatedAnnual report

    「In terms of costs, we continue to improve unit economics, optimize fixed costs and invest in marketing with an emphasis on market trends and return on investment.」

    The Company continues to manage costs, including by improving unit economics and optimizing fixed costs.
  4. FY2024AdvancedAnnual report

    「Optimization of cost of sales proceeded smoothly, and the gross profit margin improved to 23.0% from 20.4% in the previous fiscal year.」

    The Company states that initiatives to optimize cost of sales and improve delivery efficiency raised the gross profit margin from 20.4% to 23.0%.
  5. FY2023-Q2RestatedAnnual report

    「In terms of costs, the Company is making steady progress in optimizing delivery compensation per order by securing a stable delivery driver base and continuously improving delivery efficiency, and unit economics continues to improve. As a result, the gross profit margin has remained stable at 18% compared with the previous quarter.」

    The Company continues to pursue measures and maintain its focus on securing a stable delivery driver base, improving delivery efficiency, optimizing delivery compensation per order and improving unit economics. The gross profit margin was reported to have remained stable at 18%.
  6. FY2023-Q1AdvancedAnnual report

    「In terms of costs, improved delivery efficiency resulting from shorter delivery times led to further improvements in unit economics as delivery compensation per order was brought into line.」

    The Company states that shorter delivery times and improved delivery efficiency led to the optimization of delivery compensation per order and improved unit economics.
  7. FY2022AdvancedAnnual report

    「From July through August, we also rolled out a nationwide renewal of the delivery system. The introduction of a demand heat map and improvements to the matching algorithm have helped optimize delivery compensation per order and shorten delivery times.」

    The Company implemented a nationwide renewal of its delivery system, introduced a demand heat map and improved its matching algorithm, reporting benefits in the optimization of delivery compensation and the reduction of delivery times.
  8. FY2022-Q3AdvancedAnnual report

    「As initiatives to recruit delivery drivers took effect, recruitment of new drivers proceeded smoothly, and we secured sufficient numbers to meet demand. This enabled us to achieve cost-efficient delivery on a per-order basis and reduce delivery times.」

    The Company states that it secured sufficient delivery drivers to meet demand by recruiting new drivers, achieving cost efficiencies in per-order delivery and reducing delivery times.
  9. FY2021RestatedAnnual report

    「We will reduce delivery costs by improving delivery efficiency.」

    The Company continues to identify improved delivery efficiency and reduced delivery costs as challenges.
  10. FY2020-Q2RestatedAnnual report

    「We have worked to improve the user experience by lowering minimum order amounts and reducing wait times.」

    The Company continues to improve the ordering and delivery experience by lowering minimum order amounts and reducing wait times.
  11. FY2020-Q1AdvancedAnnual report

    「We have also begun improving delivery efficiency, including through the introduction of a delivery dispatch allocation system.」

    The Company began introducing a delivery dispatch allocation system as a specific measure to improve delivery efficiency.
  12. FY2019First statedAnnual report

    「We will reduce delivery costs by improving delivery efficiency.」

    As specific measures accompanying the expansion of shared delivery, the Company has for the first time presented improved delivery efficiency and reduced delivery costs as separate initiatives.
Moved together

"Sales growth in the Demae-can business" moved the same way as this thread, in the same document, in 4 of its 12 moves.

444332★123456
  1. ★This thread
  2. 1Sales growth in the Demae-can business4×
  3. 2Expansion of Demae-can’s user base, participating restaurants and order volume4×
  4. 3Expansion of the Number of Active Users4×
  5. 4Expansion of GMV3×
  6. 5Service Usage Fees and Delivery Agency Fees in the Revenue Composition of the Demae-can Business3×
  7. 6Improving the user experience and unit economics and building new revenue models2×

★ 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.
Reducing Delivery Costs by Improving Delivery Efficiency | DEMAE-CAN CO.,LTD (2484) | Komori