Komori
Palemo Holdings (2778) · InitiativeAdvanced

Expanded Investment in the E-Commerce (Online Retail) Business

First written in FY2018. 24 of 30 entries say "Advanced", first in FY2019-Q1. Latest entry: FY2027-H1.

30entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2019-Q1 – FY2020-Q3AdvancedFY2021-Q2 – FY2022-Q2AdvancedFY2024-Q2 – FY2027-H12018: 320182019: 420192020: 320202021: 420212022: 520222023: 320232024: 320242025: 220252026: 32026
Same theme, other companies
Shift in Sales Mix Through Expansion of the E-Commerce and Retail BusinessA theme 12 companies write about · 0 as a headwind · 12 as a tailwind

The whole theme swung hardest in 2023: 1 of 7 companies on the "Worse" side.

5 other companies' latest entry also says "Advanced".

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. FY2027-H1AdvancedAnnual report

    「EC 361,604 430,760」

    EC revenue increased from ¥361.604 million in the prior-year period to ¥430.76 million. Growth in EC business revenue continued on an interim-period basis.
  2. 2026-09-17Advancedprtimes.jp

    「『mélumie』は「NOÉMIEが大好き!もう少し大人になっても着つづけたい!」というファンの熱い要望から誕生した新ブランドです。」

    新ブランドのEC先行販売を開始し、EC事業で新たな商品・ブランドの販売展開を実行したと報じられている。
  3. 2026-09-15AdvancedRevision of earnings forecasts

    「We will promote the expansion of e-commerce channels in Japan and overseas.」

    In addition to its previous expansion policy, the company has specifically identified the expansion of e-commerce channels in Japan and overseas as a second-half initiative.
  4. FY2026-H1AdvancedAnnual report

    「EC 290,763 361,604」

    E-commerce revenue increased from ¥290.763 million in the same period of the previous year to ¥361.604 million, with e-commerce business expansion continuing on an interim-period basis.
  5. FY2025AdvancedAnnual report

    「EC 569,945 661,072」

    E-commerce revenue increased from ¥569.945 million in the same period of the previous year to ¥661.072 million, with e-commerce business expansion continuing on a full-year basis.
  6. FY2025-H1AdvancedAnnual report

    「EC 275,205 290,763」

    E-commerce revenue increased from ¥275.205 million in the same period of the previous year to ¥290.763 million. E-commerce sales continued to expand on an interim-period basis.
  7. FY2025-Q1AdvancedAnnual report

    「EC 140,575 145,169」

    E-commerce revenue increased from ¥140.575 million in the same period of the previous year to ¥145.169 million. E-commerce sales continued to expand.
  8. FY2024AdvancedAnnual report

    「EC 497,035 569,945」

    E-commerce revenue increased from ¥497.035 million in the same period of the previous year to ¥569.945 million, with e-commerce business expansion continuing on a full-year basis.
  9. FY2024-Q3AdvancedAnnual report

    「EC 361,358 418,954」

    E-commerce revenue increased from ¥361.358 million in the same period of the previous year to ¥418.954 million. E-commerce sales continued to expand.
  10. FY2024-Q2AdvancedAnnual report

    「EC 236,794 275,205」

    E-commerce revenue increased from ¥236.794 million in the same period of the previous year to ¥275.205 million. E-commerce sales continued to expand, but cumulative operating profit for e-commerce in the current quarter is not presented in the revenue disaggregation information.
  11. FY2024-Q1E-commerce revenue up; profit not disclosedAnnual report

    「EC 122,470 140,575」

    E-commerce revenue increased from ¥122.470 million in the same period of the previous year to ¥140.575 million. However, operating profit for e-commerce in the current quarter is not presented in the revenue disaggregation information.
  12. FY2023-Q3E-commerce-related business continues to deliver higher revenue but lower profitAnnual report

    「Online sales increased through the strong performance of a new regular-size brand in addition to the core plus-size women’s apparel offered on the company’s own website. However, delivery-agent services at the consolidated subsidiary ビックス struggled. During the first nine months of the current consolidated fiscal year, revenue increased 2.6% year on year to ¥530 million, while operating profit declined 7.9% to ¥25 million.」

    Strong performance by the new regular-size brand increased e-commerce-related revenue by 2.6% year on year, but operating profit declined 7.9% year on year because delivery-agent services at ビックス struggled.
  13. FY2023-Q2E-commerce-related business delivers higher revenue but lower profitAnnual report

    「Online sales increased through the strengthening of a new regular-size brand in addition to the core plus-size women’s apparel offered on the company’s own website. However, delivery-agent services at the consolidated subsidiary ビックス struggled. During the first half of the current consolidated cumulative period, revenue increased 6.7% year on year to ¥352 million, while operating profit declined 19.2% to ¥17 million, resulting in higher revenue but lower profit.」

    Strengthening the new regular-size brand increased e-commerce-related revenue by 6.7% year on year, but operating profit declined 19.2% year on year because delivery-agent services at ビックス struggled.
  14. FY2023-Q1AdvancedAnnual report

    「Improvements in promotional operations for the core large-size apparel format brought online sales revenue to ¥183 million, up 18.0% year on year, and operating profit to ¥12 million, up 47.5%.」

    Improvements in promotional operations for the large-size apparel format brought e-commerce and related revenue to ¥183 million, up 18.0% year on year, and operating profit to ¥12 million, up 47.5%.
  15. FY2022AdvancedAnnual report

    「Online sales increased as sales through the company’s own website, which primarily offers plus-size women’s apparel, benefited from promotional methods using influencers on social media. Delivery-agent services at the consolidated subsidiary ビックス also remained steady, bringing revenue to ¥694 million, up 23.1% year on year.」

    Social-media promotions using influencers and delivery-agent services at ビックス brought e-commerce and related revenue to ¥694 million, up 23.1% year on year.
  16. FY2022-Q3E-commerce revenue up, operating profit downAnnual report

    「Online sales increased as sales through the company’s own website, which primarily offers plus-size women’s apparel, benefited from proactive initiatives, including promotional methods using influencers on social media. Delivery-agent services at the consolidated subsidiary ビックス also remained steady. During the first nine months of the current consolidated fiscal year, revenue increased 26.6% year on year to ¥516 million, while operating profit was ¥28 million, down 15.0% year on year.」

    E-commerce-related revenue increased 26.6% year on year through social-media promotions using influencers, while operating profit declined 15.0% year on year.
  17. FY2022-Q2AdvancedAnnual report

    「Online sales increased as sales through the company’s own website, which primarily offers plus-size women’s apparel, benefited from a review of promotional methods using social media. Delivery-agent services at the consolidated subsidiary ビックス also remained steady. During the first half of the current consolidated cumulative period, revenue increased 40.0% year on year to ¥330 million and operating profit rose to ¥21 million from ¥6 million, resulting in higher revenue and profit.」

    A review of social-media promotional methods and delivery-agent services at ビックス drove a 40.0% year-on-year increase in e-commerce-related revenue, while operating profit rose from ¥6 million to ¥21 million.
  18. FY2022-Q1AdvancedAnnual report

    「Online sales increased, supported by demand for products used at home, bringing revenue to ¥155 million, up 62.5% year on year. In addition to further efficiency improvements in online sales, including a review of sales methods, delivery-agent services, the main earnings driver at the consolidated subsidiary ビックス, remained steady. Operating profit was ¥8 million, compared with an operating loss of ¥6 million in the same quarter of the previous year.」

    E-commerce-related revenue increased 62.5% year on year to ¥155 million, supported by demand for products used at home. Efficiency improvements, including a review of sales methods, and delivery-agent services at ビックス resulted in operating profit of ¥8 million.
  19. FY2021AdvancedAnnual report

    「Online sales increased slightly, partly supported by stay-at-home demand, but revenue from trade-related operations at ビックス declined. Revenue was ¥564 million, up 14.5% year on year. Meanwhile, in addition to improving efficiency in online sales by reviewing sales methods, the company benefited from strong delivery-agent services, the main earnings driver at ビックス. Operating profit was ¥22 million, compared with an operating loss of ¥3 million in the same period of the previous year.」

    E-commerce and related businesses generated revenue of ¥564 million, up 14.5% year on year, while efficiency improvements and strong delivery-agent services at ビックス improved operating profit to ¥22 million.
  20. FY2021-Q3AdvancedAnnual report

    「Online sales increased slightly, partly supported by stay-at-home demand, bringing revenue during the first nine months of the current consolidated fiscal year to ¥408 million, up 12.3% year on year. In addition to efficiency improvements in online sales, including a review of sales methods, delivery-agent services, the main earnings driver at ビックス, performed well. As a result, operating profit was ¥33 million, compared with an operating loss of ¥0 million in the same period of the previous year.」

    E-commerce-related revenue was ¥408 million, up 12.3% year on year. Efficiency improvements, including a review of sales methods, and strong delivery-agent services at ビックス improved operating profit to ¥33 million.
  21. FY2021-Q2AdvancedAnnual report

    「Online sales increased slightly, partly supported by stay-at-home demand, but the decline in delivery-agent services at ビックス was substantial. During the first half of the current consolidated cumulative period, revenue was ¥235 million, up 4.3% year on year. Meanwhile, the company improved efficiency in online sales, including by reviewing its website, resulting in operating profit of ¥6 million, compared with an operating loss of ¥0 million in the same period of the previous year.」

    E-commerce-related revenue increased 4.3% year on year, supported by stay-at-home demand, while efficiency improvements, including a website review, resulted in operating profit of ¥6 million.
  22. FY2021-Q1Sales decline and a shift to losses amid the pandemicAnnual report

    「In online sales, demand for fashion declined markedly as people refrained from going out and teleworking was introduced. During the first quarter of the current consolidated cumulative period, revenue was ¥132 million, down 23.9% year on year. The operating loss was ¥6 million, compared with operating profit of ¥2 million in the same quarter of the previous year.」

    The e-commerce business shifted from year-on-year revenue and profit growth through the previous period to revenue of ¥132 million, down 23.9% year on year, and an operating loss of ¥6 million in the current quarter. The disclosure cites lower fashion demand resulting from restrictions on going out and other factors.
  23. FY2020-Q3AdvancedAnnual report

    「Online sales increased substantially through the company’s own website, which primarily offers plus-size women’s apparel, and were supplemented by sales from its subsidiary ビックス. Revenue was ¥565 million, up 349.3% year on year. During the first nine months of the current consolidated fiscal year, the company invested proactively in opening a new online store for regular-size women’s apparel and in promotional activities to strengthen online sales. As a result, it recorded an operating loss of ¥0 million, compared with operating profit of ¥16 million in the same period of the previous year.」

    Growth in sales through the company’s own website, the inclusion of sales from ビックス, and the opening of a new online store for regular-size apparel brought online sales to ¥565 million, up 349.3% year on year. Investments to strengthen sales also resulted in an operating loss.
  24. FY2020-Q2AdvancedAnnual report

    「Online sales increased substantially through the company’s own website, which primarily offers plus-size women’s apparel, and were supplemented by sales from its subsidiary ビックス. Revenue was ¥347 million, up 336.0% year on year. During the first half of the current consolidated cumulative period, the company made upfront investments, including aggressive promotions and increased staffing, to strengthen online sales. As a result, it recorded an operating loss of ¥0 million, compared with operating profit of ¥14 million in the same period of the previous year.」

    Growth in sales through the company’s own website and the inclusion of sales from ビックス brought online sales to ¥347 million, up 336.0% year on year. Upfront investments in promotions and increased staffing also resulted in an operating loss.
  25. FY2020-Q1AdvancedAnnual report

    「Online sales increased substantially through the company’s own website, which primarily offers plus-size women’s apparel, and were supplemented by sales from its subsidiary ビックス. Revenue was ¥108 million, up 160.8% year on year. During the first quarter of the current consolidated cumulative period, the company made upfront investments, including aggressive promotions and increased staffing, to strengthen online sales. As a result, operating profit was ¥2 million, down 83.6% year on year.」

    In addition to growth in sales through its own website, the company incorporated sales from ビックス, bringing online sales to ¥108 million, up 160.8% year on year. Upfront investments in promotions and increased staffing resulted in operating profit of ¥2 million.
  26. FY2019AdvancedAnnual report

    「The Other segment comprises business segments not included in the reportable segments, including online sales of products. The company pursued selection and concentration among its websites and particularly strengthened its own e-commerce site, Palemoba. As a result, sales of plus-size women’s apparel performed well, and online product sales remained steady at ¥175 million.」

    The company pursued selection and concentration among its websites and strengthened its own e-commerce site, Palemoba, bringing online product sales to ¥175 million. This demonstrates the full-year results of e-commerce investment and organizational expansion.
  27. FY2019-Q3AdvancedAnnual report

    「The Other segment comprises business segments not included in the reportable segments, including online sales of products. Sales through the company’s own website, which primarily offers plus-size women’s apparel, benefited from the company’s app, magazine promotions and solid sales of online-exclusive products. Revenue increased 25.2% year on year to ¥125 million, while operating profit increased 48.0% to ¥16 million, resulting in higher revenue and profit.」

    The company’s app, magazine promotions and online-exclusive products contributed to online sales, which generated revenue of ¥125 million and operating profit of ¥16 million, representing year-on-year increases in both revenue and profit. The disclosure indicates specific progress toward e-commerce growth.
  28. FY2019-Q2AdvancedAnnual report

    「Sales through the company’s own website, which primarily offers plus-size women’s apparel, remained steady due to the effect of magazine promotions and solid sales of online-exclusive products. Revenue was ¥79 million and operating profit was ¥14 million.」

    Magazine promotions and online-exclusive products performed steadily on the company’s own website, generating revenue of ¥79 million and operating profit of ¥14 million from online sales.
  29. FY2019-Q1AdvancedAnnual report

    「The Other segment comprises business segments not included in the reportable segments, including online sales of products. Sales through the company’s own website, which primarily offers plus-size women’s apparel, remained steady due to the effect of promotional activities and solid sales of online-exclusive products. Revenue was ¥41 million and operating profit was ¥12 million.」

    Sales through the company’s own website and online-exclusive products remained steady, generating revenue of ¥41.514 million and operating profit of ¥12.905 million from online sales.
  30. FY2018First statedAnnual report

    「The company believes that the e-commerce business still has substantial room for growth compared with the e-commerce penetration rates of other companies in the industry, and will actively invest to expand growth.」

    The company has identified e-commerce as a growth business going forward and, for the first time, presented increased investment for growth expansion as a standalone issue.
Moved together

"Closure of Unprofitable Stores and Restructuring of the Store Network" moved the same way as this thread, in the same document, in 22 of its 30 moves.

22199996★123456
  1. ★This thread
  2. 1Closure of Unprofitable Stores and Restructuring of the Store Network22×
  3. 2Risk of Inability to Recover Security Deposits19×
  4. 3Improving Core Business Profitability and Product Efficiency9×
  5. 4Operating Profit and Net Income Turn Profitable9×
  6. 5Developing and expanding the lifestyle goods business through a multi-core brand strategy9×
  7. 6Restoring Profitability in the Core Business through Merchandising and Service Transformation6×

★ 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
No upcoming earnings preview for Palemo Holdings yet. It last moved in the Revision of earnings forecasts of 2026-09-15: "Advanced".