Komori
Tsukuruba (2978) · InitiativeAdvancedLatest Management planning (2026-10-30): "Restated"

Leveraging cowcamo Business Assets Across Multiple Applications

First written in FY2019. 10 of 17 entries say "Advanced", first in FY2021-Q3. Latest entry: 2026-10-30.

17entries
8years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019 – FY2020AdvancedFY2022-Q1 – FY2022-Q3RestatedFY2023 – FY2024AdvancedFY2025-H1 – 2026-03-162019: 12020: 120202021: 320212022: 220222023: 120232024: 120242025: 120252026: 72026
Same theme, other companies
Expansion and monetization of cowcamo assetsA 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. 2026-10-30RestatedManagement planning

    「自社企画商品のビジネスは、「仕入」「開発」「販売」の3フェーズで構成されています。カウカモの顧客基盤や取引データとのシナジーにより、業界水準より秀でた資本効率性(回転率×粗利率)を目指します。」

    顧客基盤・取引データを活用した自社企画商品の仕入・開発・販売と、資本効率性の向上を継続して示している。
  2. FY2026AdvancedAnnual report

    「In-house designed products 8,029,430」

    Revenue from in-house designed products amounted to ¥8,029.430 million, up from ¥5,174.795 million in the previous consolidated fiscal year. Monetization of cowcamo’s design and product assets progressed.
  3. FY2026-H1AdvancedAnnual report

    「Internally planned products 3,750,399」

    Revenue from internally planned products was ¥3,750,399 thousand, up from ¥1,940,265 thousand in the same period of the previous year. Monetization of cowcamo's planning and product assets advanced further.
  4. FY2025-H1AdvancedAnnual report

    「Internally planned products 1,940,265」

    In the revenue breakdown, revenue from internally planned products was ¥1,940,265 thousand. This increased from ¥729,346 thousand in the same period of the previous year, indicating further progress in monetizing cowcamo's planning and product assets. However, the revenue breakdown categories were changed from the current interim consolidated accounting period.
  5. FY2024RestatedAnnual report

    「The Group's policy is to expand revenue opportunities and improve profitability by leveraging the data, design know-how, operating model, and brand that are business assets of the cowcamo business.」

    The policy of extending cowcamo's data, design, operations, and brand into services for sellers and businesses, internally planned properties, and a partner model continues.
  6. FY2023RestatedAnnual report

    「Our policy is to expand revenue opportunities and improve profitability by leveraging the data, design know-how, operating model, and brand that are business assets of the cowcamo business.」

    The policy of extending cowcamo's data, design, operations, and brand into services for sellers and businesses, internally planned properties, and a partner model continues.
  7. FY2022-Q3AdvancedAnnual report

    「As specific initiatives, in February 2022 we released "Urukamo," a matching platform for used properties before they are put on the market, and began strengthening and accumulating contacts with potential sellers. In April 2022, based on our partnership with Money Forward,Inc., we released "Money Forward Sumai" and worked to strengthen property supply by leveraging synergies with the company's user base of more than 12 million users as of April 2021.」

    The company moved to a concrete launch of services using cowcamo's customer base, data, brand, and other business assets in a matching service for prospective sellers and a partnership service with external user bases.
  8. FY2022-Q2AdvancedAnnual report

    「We also worked to promote the spread of “Pre-made Renovation,” our first fixed-price renovation product launched in September 2021, and the renovation service grew 73% year on year.」

    The company reported efforts to promote the spread of Pre-made Renovation, which uses cowcamo's planning and design know-how and brand, and 73% year-on-year service growth.
  9. FY2022-Q1AdvancedAnnual report

    「In October, we also launched the “Older Property Renovation Sale Package” service, offering sellers the value of easily upgrading older properties so they can be sold “quickly at an appropriate price.”」

    A new service for sellers using cowcamo's data, planning and design know-how, brand, and other business assets was launched in October 2021.
  10. FY2021RestatedAnnual report

    「Our policy is to expand revenue opportunities and improve profitability by leveraging the data, design know-how, operating model, and brand that are business assets of the cowcamo business.」

    The policy of extending data, design know-how, the operating model, and the brand into services for sellers and property resellers, internally planned properties, and a partner model continues.
  11. FY2021-Q3AdvancedAnnual report

    「As one such initiative, in April 2021 we launched a "resale-operator support service" and began trial testing a mechanism that uses user data accumulated through the cowcamo business to propose branded property concepts to operators that purchase and resell used condominiums, thereby building a base of brand "fans" on cowcamo.」

    A trial validation was launched for a new service that uses cowcamo's user data and brand in a support service for property resellers, expanding revenue opportunities.
  12. FY2020RestatedAnnual report

    「Our policy is to expand revenue opportunities and improve profitability by leveraging the data, design know-how, operating model, and brand that are business assets of the cowcamo business.」

    The policy of extending cowcamo's data, design, operations, and brand across adjacent businesses continues.
  13. FY2019First statedAnnual report

    「We aim to expand revenue opportunities and improve profitability by leveraging cowcamo’s business assets: data, design expertise, operating model and brand.」

    Examples include support for sellers and businesses, properties planned in-house and partner models.
Moved together

"Listing on the Tokyo Stock Exchange Mothers Market and Securing Growth Capital" moved the same way as this thread, in the same document, in 8 of its 17 moves.

854433★123456
  1. ★This thread
  2. 1Listing on the Tokyo Stock Exchange Mothers Market and Securing Growth Capital8×
  3. 2Accumulating Customers, Data and Operational Expertise5×
  4. 3Establishing and expanding an integrated housing-distribution platform4×
  5. 4Strengthening Business Development Through Collaboration with External Partners4×
  6. 5Integrating and Optimizing Data-Centered Business Processes3×
  7. 6Expanding cowcamo Membership, Transactions and GMV3×

★ 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 Management planning of 2026-10-30: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.