Komori
Pharma Foods International (2929) · InitiativeAdvanced

Acquiring Recurring Customers and Expanding Sales of the Shibora Night GOLD Supplement

First written in FY2022-Q3. 3 of 5 entries say "Advanced", first in FY2022. Latest entry: FY2023.

5entries
2years
0from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2022-Q3OtherFY2023-Q1AdvancedFY2023-Q2 – FY20232022: 320222023: 22023
Same theme, other companies
Developing the Supplement Direct-to-Consumer Business into a Core PillarA theme 3 companies write about · 0 as a headwind · 4 as a tailwind

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

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Full recordFilings, disclosures and news, newest first
  1. FY2023AdvancedAnnual report

    「As a successor product, sales have begun of “シボラナイト 2,” a food with a claim derived from black ginger.」

    Sales of “シボラナイト 2,” derived from black ginger, began as the successor product to シボラナイト GOLD.
  2. FY2023-Q2AdvancedAnnual report

    「The number of subscription customers for 明治薬品㈱’s “シボラナイト GOLD” reached 102,280, compared with 10,247 in the same period of the previous year. Although the pace of new customer acquisition slowed following a partial review of advertising claims, the retention rate was higher than initially expected, and revenue was ¥4,230 million.」

    While the pace of new customer acquisition slowed following a partial review of advertising claims, the number of subscription customers increased from 10,247 in the same period of the previous year to 102,280, generating revenue of ¥4,230 million.
  3. FY2023-Q1Review of advertising claims and slowdown in new customer acquisitionAnnual report

    「The number of subscription customers for 明治薬品株式会社’s “シボラナイト® GOLD” reached 144,660. Although the pace of new customer acquisition slowed following a partial review of advertising claims, the retention rate was higher than initially expected, and revenue remained at ¥2,390 million, in line with the fourth quarter consolidated accounting period of the previous fiscal year.」

    Although new customer acquisition slowed following a partial review of advertising claims, the retention rate was high and revenue remained at the same level as in the fourth quarter accounting period of the previous fiscal year.
  4. FY2022AdvancedAnnual report

    「The number of subscription customers for 明治薬品株式会社’s “シボラナイト® GOLD” reached 209,379. As a functional food with a claim manufactured by 明治薬品株式会社, which has a 74-year history, the product experienced a sharp increase in users, primarily through internet media, resulting in revenue of ¥3,194 million. Advance sales are continuing due to capacity constraints on the production line amid strong orders.」

    シボラナイト GOLD expanded to 209,379 subscription customers and revenue of ¥3,194 million, while production-line constraints and advance sales continue.
  5. FY2022-Q3First statedAnnual report

    「In particular, the number of subscription customers for 明治薬品株式会社’s “シボラナイト® GOLD” reached 195,248. As a functional food with a claim manufactured by 明治薬品株式会社, which has a 74-year history, the product experienced a sharp increase in users, primarily through internet media, resulting in revenue of ¥660 million for the cumulative third quarter. Advance sales are continuing due to capacity constraints on the production line amid strong orders.」

    As a newly prominent product theme following the consolidation of 明治薬品, the disclosure for the first time specifically described the acquisition of subscription customers for シボラナイト GOLD, sales expansion through internet media, revenue recognition and advance sales due to production-line constraints.
Moved together

"Development of antibody therapeutics using proprietary chicken antibody technology" moved the same way as this thread, in the same document, in 3 of its 5 moves.

333333★123456
  1. ★This thread
  2. 1Development of antibody therapeutics using proprietary chicken antibody technology3×
  3. 2Research and Development Expenditure3×
  4. 3Raising Working Capital through Borrowings3×
  5. 4Expanding sales of WMOA eyelash serum3×
  6. 5Policy of proactively considering dividends while prioritizing retained earnings3×
  7. 6Operating and ordinary profit turn positive in the third-quarter accounting period3×

★ 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.

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