Recurring purchases and stable demand under a subscription model
First written in FY2023. 13 of 17 entries say "Advanced", first in FY2024-Q1. Latest entry: 2026-10-15.
1 other company's latest entry also says "Advanced".
- FY2027-H1Membership growth alongside deterioration in LTVAnnual report
「On the company’s own e-commerce site, the increase in subscription membership during the first quarter drove revenue growth, while new customer acquisition also remained strong as the renewal effect took hold and advertising operations were brought in-house, keeping CPA (cost per acquisition) under control. However, as the proportion of light users temporarily increased following the sharp rise in subscription membership in the first quarter, the churn rate and LTV (customer lifetime value) deteriorated from the previous quarter, although both remained within the expected range.」
Membership expanded and new customer acquisition progressed with CPA under control, while the churn rate and LTV deteriorated from the previous quarter as the proportion of light users increased. - FY2026AdvancedAnnual report
「Approximately 99% of orders through the company's own EC in the fiscal year ended February 2026 were placed under a subscription model, in which customers make recurring purchases and receive deliveries once every 4 weeks.」
The recurring-purchase ratio was maintained at approximately 99%. At fiscal year-end, the number of subscription members was 235,000, the customer retention rate was 96.5% and the churn rate was 3.5%. - FY2026-H1WorsenedAnnual report
「In addition, the discontinuation of some products due to soaring raw-material costs and the skipping of recurring orders due to the extremely hot weather contributed to declines in the main KPIs.」
Under the recurring-purchase model, products were actually discontinued due to soaring raw-material costs and orders were skipped due to the extremely hot weather, resulting in declines in key KPIs such as the number of members. - FY2025AdvancedAnnual report
「Approximately 99% of orders through the company's own EC in the fiscal year ended February 2025 were placed under a subscription model, in which customers make recurring purchases and receive deliveries once every 4 weeks.」
The share of recurring purchases in orders through the company's own EC rose to approximately 99%, while operating metrics included a customer retention rate of 95.8%, a churn rate of 4.2% and an 86.8% year-on-year increase in LTV. - FY2025-H1AdvancedAnnual report
「The number of subscription members remained solid as a result of strengthening product appeal and promotions. The average purchase value and churn rate also improved quarter by quarter, and LTV reached a record high, demonstrating the strength of the brand during the half-year period.」
Strengthening product appeal and promotions improved the average purchase value and churn rate quarter by quarter, and LTV reached a record high. - FY2025-Q1AdvancedAnnual report
「As a result of strengthening product appeal, the churn rate and average purchase value improved, and sales through the company's own EC amounted to ¥2,301.080 million.」
Strengthening product appeal improved the churn rate and average purchase value associated with the subscription model. - FY2024-Q3AdvancedAnnual report
「In overseas sales, in addition to selling products through HKTV Mall in Hong Kong and Tmall Global in China, the company launched an official EC site in Hong Kong and began subscription sales in October 2023. As a result, sales more than doubled from the previous quarter to ¥86.465 million.」
The company launched an official EC site in Hong Kong and began subscription sales in October 2023. Overseas sales more than doubled from the previous quarter. - FY2024-Q2AdvancedAnnual report
「The company acquired more subscription members as more customers began making subscription purchases through its own EC. As a result, the number of subscription members grew to 204,000, compared with 137,000 in the same period of the previous year.」
The number of members grew to 204,000 as more customers began subscription purchases through the company's own EC. - FY2024-Q1AdvancedAnnual report
「In addition to the existing "Ichinen Point Pack," we launched the "Lite Plan" service and implemented other initiatives to improve retention, increasing subscription membership to 201,000, from 163,000 at the end of the previous fiscal year.」
To improve retention, the company began offering the "Light Plan" in addition to the existing "Ichinen Point Pack." - FY2023First statedAnnual report
「Approximately 98% of orders through the company's own EC in the fiscal year ended February 2023 were placed under a subscription model, in which customers make recurring purchases and receive deliveries once every 4 weeks. Adopting the subscription model enables accurate demand forecasting and helps ensure stability in production and sales.」
The company describes recurring purchases as a means of forecasting demand, stabilizing production and sales, and establishing customers' continuing eating habits.