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Applied (3020) · FactWorsenedLatest Results (2026-11-13): "Mitigated"

Decline in sales in the cosmetics and general merchandise business

First written in FY2017. 24 of 33 entries say "Mitigated", first in FY2018-Q3. Latest entry: 2026-11-13.

33entries
10years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2018-Q3 – FY2022MitigatedFY2024-Q1 – FY20242017: 220172018: 420182019: 420192020: 420202021: 320212022: 420222023: 420232024: 220242025: 220252026: 42026
Same theme, other companies
Decline in sales in the cosmetics and general merchandise businessA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In the cosmetics and general merchandise business, the Company aims to create “small moments of happiness” through a general merchandise store filled with small delights. It pursued differentiation from competitors through original promotions using アプライドグループ’s own farm, “ひーな農園,” an expanded lineup of original goods featuring ハウズ’s official character “むにゃむ,” and member-only benefit sales for ハウズプレミアムメンバーズ. Wholesale sales declined, resulting in revenue of ¥10,263 million, down 16.6% year on year.」

    While pursuing measures including original promotions and original goods, revenue in the cosmetics and general merchandise business fell 16.6% year on year due to the decline in wholesale sales.
  2. 2026-05-14MitigatedResults

    「In the cosmetics and general merchandise business, the Company aims to create “small moments of happiness” through a general merchandise store filled with small delights. It pursued differentiation from competitors through original promotions using アプライドグループ’s own farm, “ひーな農園,” an expanded lineup of original goods featuring ハウズ’s official character “むにゃむ,” and member-only benefit sales for ハウズプレミアムメンバーズ. Wholesale sales declined, resulting in revenue of ¥10,263 million, down 16.6% year on year.」

    化粧品・雑貨事業の売上減少率は前年同期の20.6%減から16.6%減へ縮小したが、減収は継続した。
  3. FY2026-H1WorsenedAnnual report

    「② In the cosmetics and general merchandise business, the Company aims to create “small moments of happiness” through a general merchandise store filled with small delights. It pursued differentiation through the development of products featuring ハウズ’s official character むにゃむ and expanded its product lineup. Wholesale sales declined, resulting in revenue of ¥3,807 million, down 20.6% year on year.」

    While pursuing measures including original goods and an expanded product lineup, revenue in the cosmetics and general merchandise business fell 20.6% year on year due to the decline in wholesale sales.
  4. FY2025MitigatedAnnual report

    「In the cosmetics and general merchandise business, the Company aims to create “small moments of happiness” through a general merchandise store filled with small delights. It enhanced customer traffic through collaboration with the harvest festival at アプライドグループ’s own farm, “ひーな農園,” and pursued differentiation through gift fairs and other initiatives. In addition, wholesale sales remained firm, resulting in revenue of ¥12,302 million, up 14.7% year on year.」

    Revenue in the cosmetics and general merchandise business increased 14.7% year on year, continuing its recovery from the decline in the previous fiscal year.
  5. FY2025-H1WorsenedAnnual report

    「② In the cosmetics and general merchandise business, the Company aims to create “small moments of happiness” through a general merchandise store filled with small delights. It increased customer visit frequency by introducing new events on an ongoing basis, including harvest experiences at ひーな農園 (the Company’s own farm), cooking classes, art classes and 1-day workshops, while further pursuing differentiation from competitors. As a result, revenue was ¥4,796 million, down 1.5% year on year.」

    While pursuing new events and differentiation measures, revenue in the cosmetics and general merchandise business fell 1.5% year on year, turning down after increasing in the previous full fiscal year.
  6. FY2024MitigatedAnnual report

    「In the cosmetics and general merchandise business, the Company aims to create “small moments of happiness” through a general merchandise store filled with small delights. It enhanced customer traffic by holding locally focused original events using アプライドグループ’s own farm, “ひーな農園,” and pursued differentiation through the development of original gift products. In addition, wholesale sales remained firm, resulting in revenue of ¥10,724 million, up 36.6% year on year.」

    Revenue in the cosmetics and general merchandise business increased 36.6% year on year, improving from the substantial revenue decline in the previous fiscal year.
  7. FY2024-Q2MitigatedAnnual report

    「② In the cosmetics and general merchandise business, the Company aims to create “small moments of happiness” through a general merchandise store filled with small delights. It increased the number of premium members through locally focused promotions using ひーな農園 (the Company’s own farm), ハウズスクール and ハウズキッチン. In addition, wholesale sales remained firm, resulting in revenue of ¥4,871 million, up 64.6% year on year.」

    Revenue in the cosmetics and general merchandise business increased 64.6% year on year, improving from the decline in revenue through the previous fiscal year. The cited factors were locally focused promotions and firm wholesale sales.
  8. FY2024-Q1MitigatedAnnual report

    「② In the cosmetics and general merchandise business, the Company aims to create “small moments of happiness” through a general merchandise store filled with small delights. It enhanced the appeal of its stores by offering salad buffets using freshly harvested vegetables from ひーな農園 (the Company’s own farm), holding workshops, cooking classes and flower-arranging classes, among other initiatives, and promoted revenue growth through premium member-only sales and other measures. In addition, wholesale sales remained firm, resulting in revenue of ¥2,434 million, up 77.9% year on year.」

    Revenue in the cosmetics and general merchandise business increased 77.9% year on year, improving from the revenue decline that had continued through FY2023. The measures cited include the Company’s own farm, buffets, classes, member-only sales and wholesale sales.
  9. FY2023WorsenedAnnual report

    「In the cosmetics and general merchandise business, the Company aims to create “small moments of happiness” through a general merchandise store filled with small delights. It pursued new customer acquisition by holding various classes and distributing video advertisements, while strategically reducing wholesale sales. As a result, revenue was ¥7,853 million, down 53.3% year on year.」

    While pursuing new customer acquisition through various classes and video advertising, revenue fell 53.3% year on year due to the strategic reduction in wholesale sales, resulting in a substantial decline in revenue.
  10. FY2023-Q3WorsenedAnnual report

    「② The cosmetics and general merchandise business aims to operate general merchandise stores filled with small moments of delight under the theme of "creating modest happiness." It worked to attract more customers through original events promoted via social media, promoted differentiation through the introduction of products offering proposals to customers, and recorded sales of ¥5,423 million, down 54.4% year on year, due to a reduction in wholesale sales.」

    While working to leverage social media events and launch proposal-based products, revenue fell 54.4% year on year due to the reduction in wholesale sales.
  11. FY2023-Q2WorsenedAnnual report

    「② The cosmetics and general merchandise business aims to operate general merchandise stores filled with small moments of delight under the theme of "creating modest happiness." It worked to attract customers by distributing event information and discount coupons through the official Howz app and offering lunch and café items using seasonal ingredients, promoted differentiation through private-label products, and recorded sales of ¥2,959 million, down 61.1% year on year, due to a reduction in wholesale sales.」

    While pursuing customer attraction and differentiation through its app, lunch and café offerings, and private-label products, sales declined 61.1% year on year due to the reduction in wholesale sales.
  12. FY2023-Q1WorsenedAnnual report

    「② The cosmetics and general merchandise business aims to operate general merchandise stores filled with small moments of delight under the theme of "creating modest happiness." It worked to attract more customers through promotions on the Howz Online website and locally focused promotions through workshops and cooking and flower-arrangement classes, promoted differentiation through the development and sale of private-label products, and recorded sales of ¥1,368 million, down 55.2% year on year, due to a reduction in wholesale sales.」

    While working on web promotions, workshops and classes, and the development and sale of private-label products, the cosmetics and general merchandise business recorded sales down 55.2% year on year due to the reduction in wholesale sales.
  13. FY2022MitigatedAnnual report

    「The cosmetics and general merchandise business aims to operate general merchandise stores filled with small moments of delight under the theme of "creating modest happiness." It worked to attract customers locally by introducing new menu items at its lunch and café business and holding experience-based events such as cooking classes, promoted differentiation through the development and sale of private-label products, and benefited from steady growth in wholesale sales, resulting in sales of ¥16,814 million, compared with ¥13,328 million in the same period of the previous year.」

    Sales in the cosmetics and general merchandise business increased from ¥13,328 million in the same period of the previous year to ¥16,814 million, and the previous declining-sales trend continued to improve.
  14. FY2022-Q3MitigatedAnnual report

    「② The cosmetics and general merchandise business aims to operate general merchandise stores filled with small moments of delight under the theme of "creating modest happiness." It worked to attract more customers by building a community through cooking classes, flower-arrangement classes and collaborative events, promoted differentiation through the launch of private-label products, and benefited from steady wholesale sales, resulting in sales of ¥11,882 million, compared with ¥10,330 million in the same period of the previous year.」

    Sales in the cosmetics and general merchandise business increased from ¥10,330 million in the same period of the previous year to ¥11,882 million, with the improvement from the previous declining sales trend continuing.
  15. FY2022-Q1MitigatedAnnual report

    「② In its cosmetics and general merchandise business, the company sought to become a general merchandise store creating “small moments of happiness” and filled with small discoveries, encouraged visits from a broad range of customers by serving carefully selected seasonal ingredients at ハウズ Kitchen, enhanced its product range centered on differentiated products, focused on export sales, and recorded sales of ¥3.058 billion, compared with ¥2.349 billion in the previous year.」

    Sales in the cosmetics and general merchandise business increased from ¥2,349 million in the previous period to ¥3,058 million, and the declining-sales trend continued to improve.
  16. FY2021MitigatedAnnual report

    「In its cosmetics and general merchandise business, the company sought to become a general merchandise store creating “small moments of happiness” and filled with small discoveries. It expanded its customer base by selling private-label products and serving lunch and sweets at ハウズ Kitchen using carefully selected seasonal ingredients based on specific themes, while wholesale and mail-order sales grew steadily against the backdrop of stay-at-home consumption, resulting in sales of ¥13.328 billion, up 78.1% year on year.」

    Sales in the cosmetics and general merchandise business increased 78.1% year on year, continuing the improvement from the previous declining sales trend.
  17. FY2021-Q3MitigatedAnnual report

    「② The cosmetics and general merchandise business aims to operate general merchandise stores filled with small moments of delight under the theme of "creating modest happiness." By launching private-label products and expanding its range centered on differentiated products, wholesale and mail-order sales grew steadily against a backdrop of stay-at-home consumption, resulting in sales of ¥10,330 million, up 80.3% year on year.」

    Sales in the cosmetics and general merchandise business increased 80.3% year on year, continuing the improvement from the previous declining sales trend. Growth in wholesale and mail-order sales is identified as a contributing factor.
  18. FY2021-Q2MitigatedAnnual report

    「The cosmetics and general merchandise business aims to operate general merchandise stores filled with small moments of delight under the theme of "creating modest happiness." By launching private-label products, expanding its range centered on differentiated products, and strengthening wholesale and mail-order sales, it recorded sales of ¥6,120 million, up 66.6% year on year.」

    Sales in the cosmetics and general merchandise business increased 66.6% year on year, continuing the improvement from the previous declining sales trend. The report also describes efforts to strengthen mail-order sales in addition to wholesale sales.
  19. FY2021-Q1MitigatedAnnual report

    「② In its cosmetics and general merchandise business, the company sought to become a general merchandise store creating “small moments of happiness” and filled with small discoveries, introduced new products responding to changes in the business environment, enhanced its product range centered on differentiated products, and recorded sales of ¥2.349 billion, up 92.1% year on year.」

    Sales in the cosmetics and general merchandise business increased 92.1% year on year, with the improvement from the previous declining sales trend continuing.
  20. FY2020MitigatedAnnual report

    「In the cosmetics and general merchandise business, the Company aims to operate general merchandise stores filled with "small moments of delight" under the theme of "being close to everyday life." By launching private-label products, expanding its range centered on differentiated products and strengthening wholesale sales, it recorded sales of ¥7,483 million, up 61.3% year on year.」

    Sales in the cosmetics and general merchandise business increased 61.3% year on year, confirming an improvement from the previous declining sales trend.
  21. FY2020-Q3MitigatedAnnual report

    「② In the cosmetics and general merchandise business, the Company aims to operate general merchandise stores filled with "small moments of delight" under the theme of "being close to everyday life." By launching private-label products, expanding its range centered on differentiated products and strengthening wholesale sales, it recorded sales of ¥5,728 million, up 69.8% year on year.」

    Sales in the cosmetics and general merchandise business increased 69.8% year on year, continuing the improvement from the previous declining sales trend.
  22. FY2020-Q2MitigatedAnnual report

    「In the cosmetics and general merchandise business, the Company strengthened wholesale sales, expanded its product range centered on private-label and differentiated products, and recorded sales of ¥3,672 million, up 93.1% year on year.」

    Sales in the cosmetics and general merchandise business increased 93.1% year on year, with the improvement from the previous declining sales trend continuing.
  23. FY2020-Q1MitigatedAnnual report

    「In its cosmetics and general merchandise business, the company strengthened in-store sales through large-format stores, introduced private-label products, enhanced its product range centered on differentiated products, and recorded sales of ¥1.222 billion, up 28.5% year on year.」

    Sales in the cosmetics and general merchandise business increased 28.5% year on year, with the improvement from the previous declining sales trend continuing.
  24. FY2019MitigatedAnnual report

    「In its cosmetics and general merchandise business, the company strengthened in-store sales through large-format stores, attracted customers through digital marketing and events, enhanced its product range centered on private-label and differentiated products, and recorded sales of ¥4.639 billion, up 29.4% year on year.」

    Sales in the cosmetics and general merchandise business increased 29.4% year on year, with the improvement from the previous declining sales trend continuing.
  25. FY2019-Q3MitigatedAnnual report

    「In its cosmetics and general merchandise business, the company opened the general merchandise specialty store ハウズ一宮店 on 3 November. It strengthened in-store sales through large-format stores, introduced private-label products, enhanced its product range centered on differentiated products, and recorded sales of ¥3.374 billion, up 26.3% year on year.」

    Sales in the cosmetics and general merchandise business increased 26.3% year on year, with the improvement from the previous declining sales trend continuing.
  26. FY2019-Q2MitigatedAnnual report

    「In its cosmetics and general merchandise business, the company opened the general merchandise specialty store ハウズひびきの店 on 22 September. It strengthened in-store sales through large-format stores, introduced private-label products, enhanced its product range centered on differentiated products, and recorded sales of ¥1.901 billion, up 23.4% year on year.」

    Sales in the cosmetics and general merchandise business increased 23.4% year on year, with the improvement from the previous declining sales trend continuing.
  27. FY2019-Q1MitigatedAnnual report

    「In its cosmetics and general merchandise business, the company strengthened in-store sales through large-format stores, introduced original-brand products, enhanced its product range centered on differentiated products, and recorded sales of ¥951 million, up 31.2% year on year.」

    Sales in the cosmetics and general merchandise business increased 31.2% year on year, improving from the declining sales trend through the previous fiscal year and quarter.
  28. FY2018MitigatedAnnual report

    「In its cosmetics and general merchandise business, the company strengthened its large-format store network, worked to attract more customers through digital marketing and events, and recorded sales of ¥3.585 billion, up 9.9% year on year.」

    Sales in the cosmetics and general merchandise business increased 9.9% year on year, reversing the declining sales trend from a 15.5% decline in the previous full fiscal year and a 26.6% decline in the first quarter.
  29. FY2018-Q3MitigatedAnnual report

    「In its cosmetics and general merchandise business, the company strengthened in-store sales through large-format stores, introduced original products, worked to attract more customers through digital marketing and events, and recorded sales of ¥2.672 billion, up 5.8% year on year.」

    Sales in the cosmetics and general merchandise business increased 5.8% year on year, temporarily reversing the declining sales trend from a 15.5% decline in FY2017 and a 26.6% decline in FY2018-Q1.
  30. FY2018-Q1WorsenedAnnual report

    「In its cosmetics and general merchandise business, the company strengthened in-store sales through large-format stores, enhanced its product range centered on events and differentiated products, and recorded sales of ¥725 million, down 26.6% year on year.」

    While strengthening in-store sales, holding events and expanding its range of differentiated products, sales declined 26.6% year on year, compared with a 15.5% decline in the previous full fiscal year, indicating a wider decline.
  31. FY2017First statedAnnual report

    「In the cosmetics and general merchandise business, the Company strengthened its rollout of large-format stores, worked to attract customers through digital promotions and increase its customer base by holding events, and recorded sales of ¥3,262 million, down 15.5% year on year.」

    While implementing customer-attraction measures through large-format stores, digital promotions and events, the cosmetics and general merchandise business recorded full-year sales down 15.5% year on year.
Moved together

"Sustainable Growth and Strengthening Profitability" moved the same way as this thread, in the same document, in 23 of its 33 moves.

232220171615★123456
  1. ★This thread
  2. 1Sustainable Growth and Strengthening Profitability23×
  3. 2Strengthening the Financial Base22×
  4. 3Dependence on Interest-Bearing Debt and Financial Risk from Rising Interest Rates20×
  5. 4Segment loss in the Cosmetics and Sundries Business17×
  6. 5Decline in sales in the PC and gaming business16×
  7. 6Segment loss in the Publishing and Advertising Business15×

★ 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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Applied's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-11-13: "Mitigated".
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