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Applied (3020) · InitiativeSoftenedLatest Results (2026-11-13): "Advanced"

Strengthening Wholesale Sales in the Cosmetics and General Merchandise Business

First written in FY2020-Q2. 10 of 20 entries say "Advanced", first in FY2021-Q2. Latest entry: 2026-11-13.

20entries
8years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020-Q2AdvancedFY2021-Q2 – FY2022AdvancedFY2024 – FY20252019: 12020: 120202021: 420212022: 320222023: 420232024: 220242025: 220252026: 32026
Same theme, other companies
Expansion of Cosmetics Wholesale and Supply CapacityA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

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

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual 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 advancing store, membership and original-product initiatives, the company continues to operate in a weakened state, with wholesale sales declining from their previous expansion and solid performance.
  2. FY2026-H1SoftenedAnnual 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.」

    In the cosmetics and general merchandise business, while expanding its range of original goods and products, the company has shifted from previously expanding wholesale sales and maintaining solid performance to a situation in which wholesale sales are declining.
  3. FY2025AdvancedAnnual report

    「In addition, the company sought to increase revenue by expanding wholesale sales using its store procurement network.」

    In the cosmetics and general merchandise business, the company explicitly expanded wholesale sales using its store procurement network.
  4. FY2024AdvancedAnnual report

    「In addition, the company sought to increase revenue by expanding wholesale sales using its store procurement network.」

    In the cosmetics and general merchandise business, the company explicitly expanded wholesale sales using its store procurement network.
  5. FY2024-Q3RestatedAnnual 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 discoveries. It held original events, including a harvest festival at the Applied Group’s own farm, “ひーな農園,” cooking classes and workshops, and advanced differentiation through original products. In addition, wholesale sales remained solid, and revenue was ¥8.081 billion, up 49.0% year on year.」

    The company is advancing sales initiatives involving original events and original products while maintaining solid wholesale sales.
  6. FY2024-Q2RestatedAnnual 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.」

    The company continues to describe a shift from the strategic reduction of wholesale sales in the previous fiscal year to solid wholesale sales. Store-based and community-focused initiatives are mentioned alongside wholesale sales.
  7. FY2024-Q1ReframedAnnual 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.」

    The description has changed from “strategically reducing wholesale sales” in the previous fiscal year to “wholesale sales remained solid” in the current quarter. Store-based and membership initiatives are also mentioned.
  8. FY2023SoftenedAnnual 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.」

    In the cosmetics and general merchandise business, the policy has shifted from strengthening and expanding wholesale sales to strategically reducing wholesale sales.
  9. FY2023-Q3RestatedAnnual 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.」

    The company continues its policy of reducing wholesale sales and focusing its initiatives on events using SNS, proposal-based products and attracting customers to stores.
  10. FY2023-Q2SoftenedAnnual 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.」

    The company’s description has changed from strengthening and expanding wholesale sales to reducing wholesale sales in the current quarter. The focus of its initiatives has shifted to its app, community-based customer attraction and private-label products.
  11. FY2023-Q1SoftenedAnnual 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.」

    In the cosmetics and general merchandise business, the company’s policy has shifted from strengthening wholesale sales to reducing them in the current quarter. The focus of its initiatives has shifted to Web promotion, community-based classes and workshops, and private-label products.
  12. FY2022AdvancedAnnual 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.」

    The company stated that it combined stronger wholesale sales with lunch and café services, hands-on events, community-based customer attraction, and the development and sale of private-label products, resulting in higher revenue.
  13. FY2022-Q2AdvancedAnnual 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 discoveries. By offering lunch and café services in the ハウズキッチン corner, holding cooking classes and tasting events, and launching private-label products such as rice-flour pancake mix, it captured a broad range of customer needs. In addition, export sales remained solid, and revenue was ¥7.605 billion, compared with ¥6.120 billion in the same period of the previous year.」

    In the cosmetics and general merchandise business, the company added export sales to its existing wholesale and mail-order channels, advancing its business through multiple sales channels. Revenue exceeded the same period of the previous year.
  14. FY2022-Q1AdvancedAnnual 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.」

    The company has explicitly focused on export sales as a sales initiative in the cosmetics and general merchandise business, broadening its sales-channel strategy to include wholesale and mail-order sales.
  15. FY2021AdvancedAnnual 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.」

    Mail-order sales grew in addition to wholesale sales, and revenue in the cosmetics and general merchandise business increased by 78.1% year on year.
  16. FY2021-Q3AdvancedAnnual 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.」

    In the cosmetics and general merchandise business, mail-order sales grew solidly in addition to the existing wholesale sales, and revenue increased by 80.3% year on year.
  17. FY2021-Q2AdvancedAnnual 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.」

    The company expanded sales channels in the cosmetics and general merchandise business from wholesale sales to mail-order sales, reporting revenue growth of 66.6% year on year.
  18. FY2020-Q2First statedAnnual 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.」

    The company explicitly strengthened wholesale sales in the cosmetics and general merchandise business, combining private-label and differentiated products, and reported revenue growth of 93.1% year on year.
Moved together

"Decline in sales in the cosmetics and general merchandise business" moved the same way as this thread, in the same document, in 14 of its 20 moves.

141310988★123456
  1. ★This thread
  2. 1Decline in sales in the cosmetics and general merchandise business14×
  3. 2Segment loss in the Cosmetics and Sundries Business13×
  4. 3Sustainable Growth and Strengthening Profitability10×
  5. 4Sales combining hardware and services, customer retention, and expansion into the corporate market9×
  6. 5Strengthening the Financial Base8×
  7. 6Regional Information Outreach Aimed at Becoming the Prefecture’s Undisputed Leading Information Hub8×

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