Komori
Tsukuruba (2978) · FactFewer transactions, higher revenue per transaction and an increase in sales staff

Expanding cowcamo Membership, Transactions and GMV

First written in FY2019. 9 of 13 entries say "Advanced", first in FY2020. Latest entry: FY2026.

13entries
8years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019AdvancedFY2021 – 2026-09-142019: 12020: 220202021: 320212022: 020222023: 120232024: 120242025: 020252026: 52026
Same theme, other companies
Expansion of the cowcamo member base, transaction volume and GMVA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026Fewer transactions, higher revenue per transaction and an increase in sales staffAnnual report

    「Fiscal year ending July 2026 3,174 720 1,077 3.1 77 1.2」

    In the KPI table, gross profit from brokerage and ancillary services was ¥3,174 million, in-house designed products were ¥720 million, the number of transactions was 1,077, revenue per transaction was ¥3.1 million, sales staff numbered 77, and sales productivity was 1.2 transactions. The number of transactions declined from 1,096 in the previous year, while revenue per transaction increased from ¥2.7 million and sales staff increased from 72.
  2. FY2024AdvancedAnnual report

    「Fiscal year ended July 2024 56,003 5.0% 486,460 1,092」

    For the fiscal year ended July 2024, GMV was ¥56,003 million, the take rate was 5.0%, the number of members was 486,460 and the number of transactions was 1,092. All were updated as key KPIs and reference indicators for cowcamo.
  3. FY2023AdvancedAnnual report

    「Fiscal year ended July 2023 440,480 55,827 986 52,673」

    For the fiscal year ended July 2023, the number of members was 440,480, member MAU was 55,827, the number of transactions was 986 and GMV was ¥52,673 million.
  4. FY2022-Q1AdvancedAnnual report

    「In September, the number of registered cowcamo members surpassed 300,000, growing steadily to 1.5 times the previous year's level in one year.」

    The number of registered members exceeded 300,000, increasing 1.5-fold in 1 year. Specific updated figures for cowcamo’s member base were provided.
  5. FY2021AdvancedAnnual report

    「Fiscal year ended July 2021 288,593 59,059 573 28,618」

    For the fiscal year ended July 2021, the number of members was 288,593, member MAU was 59,059, the number of transactions was 573 and GMV was ¥28,618 million, all of which increased from the previous fiscal year.
  6. FY2021-Q2RestatedAnnual report

    「In this segment, we primarily provide brokerage services for used and renovated homes through the operation of cowcamo, an online distribution platform for used and renovated homes.」

    As the current quarterly report does not include updated figures for members, MAU, transactions or GMV, no material change in the existing key-indicator theme can be confirmed.
  7. FY2021-Q1RestatedAnnual report

    「During the cumulative first quarter, revenue from the cowcamo business was ¥276.089 million and segment profit was ¥52.142 million.」

    As the current quarterly report does not include updated figures for members, transactions or GMV, no material change in the status of the existing key-indicator theme can be confirmed.
  8. FY2020AdvancedAnnual report

    「Fiscal year ended July 2020 190,450 66,844 432 19,582」

    cowcamo had 190,450 members, member MAU of 66,844, 432 transactions and GMV of ¥19,582 million, all of which increased from the previous fiscal year.
  9. FY2019First statedAnnual report

    「For the fiscal year ended July 2019, the number of members was 102,740, member MAU was 39,071, transaction volume was 381 and GMV was ¥17,858 million.」

    Trends in members, MAU, transaction volume and GMV from the fiscal year ended July 2017 through the fiscal year ended July 2019 were disclosed as important management indicators.
Moved together

"Accumulating Customers, Data and Operational Expertise" moved the same way as this thread, in the same document, in 8 of its 13 moves.

874433★123456
  1. ★This thread
  2. 1Accumulating Customers, Data and Operational Expertise8×
  3. 2Listing on the Tokyo Stock Exchange Mothers Market and Securing Growth Capital7×
  4. 3Integrating and Optimizing Data-Centered Business Processes4×
  5. 4Recruiting and Developing Specialized Talent and Embedding the Corporate Philosophy4×
  6. 5Leveraging cowcamo Business Assets Across Multiple Applications3×
  7. 6Enhancing Corporate Value Through Gross Profit Growth and Improved Operating Margins3×

★ 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 Tsukuruba yet. It last moved in the Earnings presentation of 2026-09-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.