Komori
TOKAI Holdings (3167) · InitiativeAdvanced

Expansion of Home-Delivered Water Customers, Mainly at Large Commercial Facilities

First written in FY2017-Q1. 18 of 24 entries say "Advanced", first in FY2017-Q2. Latest entry: FY2026.

24entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2018-Q1 – FY2020AdvancedFY2021-Q3 – FY2022-Q3AdvancedFY2024-Q2 – FY20262016: 220162017: 320172018: 420182019: 220192020: 420202021: 220212022: 120222023: 220232024: 120242025: 020252026: 32026
Same theme, other companies
Expansion of the customer contract and shipment base for natural water deliveryA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

1 other company's 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. FY2026AdvancedAnnual report

    「The Company offers 3 services: the Oishii Mizu no Takuhai-bin bottled water delivery service with returnable bottles, the Urunon bottled water delivery service with one-way bottles, and the Shizukuria refillable water-purification server service. At the end of July of the same year, the combined number of customers for these services exceeded 200 thousand.」

    The combined customer count for the 3 services, comprising 2 bottled water delivery brands and a refillable water-purification server, exceeded 200 thousand at the end of July 2025.
  2. FY2025-H1AdvancedAnnual report

    「In the Aqua business, the Company worked to further expand its customer base through event-based sales at large commercial facilities and other locations, web-based customer acquisition, telemarketing and other activities. As a result, the number of customers increased by 13 thousand from the end of the previous consolidated fiscal year to 180 thousand.」

    Through event-based sales, web-based customer acquisition and telemarketing, the number of Aqua customers increased to 180 thousand.
  3. FY2024-Q2AdvancedAnnual report

    「In the Aqua business, the Company began offering water-purification servers and worked to further expand its customer base. Through event-based sales at large commercial facilities and other locations, web-based customer acquisition, telemarketing and other non-face-to-face sales activities, the number of customers increased by 1 thousand from the end of the previous consolidated fiscal year to 166 thousand.」

    The Company began offering water-purification servers, and increased bottled water delivery customers to 166 thousand through event-based sales, web-based customer acquisition and telemarketing.
  4. FY2023Flat customer count and controlled expensesAnnual report

    「In the Aqua business, the Company conducted non-face-to-face sales activities, including web-based customer acquisition and telemarketing, in addition to event-based sales at large commercial facilities and other locations. The number of customers was 165 thousand, roughly unchanged from the end of the previous consolidated fiscal year. Meanwhile, segment revenue was ¥7,529 million, down 1.3% year on year, due mainly to lower household consumption, but operating expenses were controlled and operating income increased to ¥262 million, up 462.6%.」

    The customer count was roughly unchanged from the end of the previous fiscal year at 165 thousand, but profit increased to ¥262 million due to non-face-to-face sales activities and controlled operating expenses.
  5. FY2022-Q3AdvancedAnnual report

    「In the Aqua business, event-based sales at large commercial facilities and other locations performed steadily, while the Company also conducted non-face-to-face sales activities, including telemarketing. The number of customers increased by 3 thousand from the end of the previous consolidated fiscal year to 166 thousand.」

    In addition to event-based sales, the Company conducted non-face-to-face sales activities, including telemarketing, and bottled water delivery customers increased to 166 thousand.
  6. FY2022-Q2AdvancedAnnual report

    「In the Aqua business, event-based sales at large commercial facilities and other locations performed steadily, while the Company also conducted non-face-to-face sales activities, including telemarketing. The number of customers increased by 3 thousand from the end of the previous consolidated fiscal year to 165 thousand.」

    In addition to event-based sales, the Company conducted non-face-to-face sales activities, including telemarketing, and bottled water delivery customers increased to 165 thousand.
  7. FY2021-Q3AdvancedAnnual report

    「In the Aqua business, despite the impact of voluntarily suspended operations at shopping malls and other locations, the number of customers increased by 1 thousand from the end of the previous consolidated fiscal year to 162 thousand. In addition, the number of bottles sold per customer increased due to stay-at-home demand.」

    Despite the impact of voluntarily suspended operations, the number of customers increased by 1 thousand from the end of the previous consolidated fiscal year to 162 thousand. The number of bottles sold per customer also increased due to stay-at-home demand.
  8. FY2021-Q2Flat customer count and stay-at-home demandAnnual report

    「In the Aqua business, event-based sales stagnated due to the voluntary suspension of operations at shopping malls and other locations, leaving the number of customers at 161 thousand, roughly unchanged from the end of the previous consolidated fiscal year. Meanwhile, the number of bottles sold per customer increased due to stay-at-home demand.」

    Event-based sales remained stagnant, but the customer count was roughly unchanged from the end of the previous fiscal year at 161 thousand, while stay-at-home demand increased the number of bottles sold per customer.
  9. FY2021-Q1Stagnant event-based sales and a decline in customersAnnual report

    「In the Aqua business, event-based sales stagnated because operations at shopping malls and other locations were voluntarily suspended. The number of customers decreased by 2 thousand from the end of the previous consolidated fiscal year to 159 thousand, but the number of bottles sold per customer increased due to stay-at-home demand.」

    Event-based sales stagnated because operations at shopping malls and other locations were voluntarily suspended, reducing bottled water delivery customers by 2 thousand to 159 thousand. In contrast, stay-at-home demand increased the number of bottles sold per customer.
  10. FY2020AdvancedAnnual report

    「In the Aqua business, the Company actively pursued customer acquisition for its Urunon bottled water delivery service at large commercial facilities and other locations. The number of customers increased by 5 thousand from the end of the previous consolidated fiscal year to 161 thousand.」

    Customer acquisition activities at large commercial facilities and other locations continued, and the number of bottled water delivery customers increased to 161 thousand.
  11. FY2020-Q3AdvancedAnnual report

    「In the Aqua business, the Company actively pursued customer acquisition for its Urunon bottled water delivery service at large commercial facilities and other locations. The number of customers increased by 4 thousand from the end of the previous consolidated fiscal year to 160 thousand.」

    Customer acquisition activities at large commercial facilities and other locations continued, and the number of bottled water delivery customers increased to 160 thousand.
  12. FY2020-Q2AdvancedAnnual report

    「In the Aqua business, the Company actively pursued customer acquisition for its Urunon bottled water delivery service at large commercial facilities and other locations. The number of customers increased by 3 thousand from the end of the previous consolidated fiscal year to 159 thousand.」

    Customer acquisition activities at large commercial facilities and other locations continued, and bottled water delivery customers increased to 159 thousand.
  13. FY2019-Q3AdvancedAnnual report

    「In the Aqua business, the Company actively pursued customer acquisition for its Urunon bottled water delivery service at large commercial facilities and other locations. The number of customers increased by 11 thousand from the end of the previous consolidated fiscal year to 157 thousand. The Company also worked to contain logistics costs through its business alliance with Toell Co.,Ltd.」

    Customer acquisition at large commercial facilities and other locations continued, and bottled water delivery customers increased to 157 thousand. In addition, the Company worked to contain logistics costs through its business alliance with Toell Co.,Ltd.
  14. FY2019-Q2AdvancedAnnual report

    「In the Aqua business, the Company actively pursued customer acquisition for its Urunon bottled water delivery service at large commercial facilities and other locations. The number of customers increased by 9 thousand from the end of the previous consolidated fiscal year to 156 thousand.」

    Customer acquisition activities at large commercial facilities and other locations continued, and the number of bottled water delivery customers increased to 156 thousand.
  15. FY2019-Q1AdvancedAnnual report

    「In the Aqua business, the Company actively pursued customer acquisition for its Urunon bottled water delivery service at large commercial facilities and other locations. The number of customers increased by 5 thousand from the end of the previous consolidated fiscal year to 151 thousand.」

    Customer acquisition activities at large commercial facilities and other locations continued, and the number of bottled water delivery customers increased to 151 thousand.
  16. FY2018AdvancedAnnual report

    「The Company actively pursued customer acquisition for its Urunon bottled water delivery service at large commercial facilities and other locations. The number of customers increased by 11 thousand from the end of the previous consolidated fiscal year to 146 thousand.」

    Customer acquisition activities at large commercial facilities and other locations continued, and bottled water delivery customers increased to 146 thousand.
  17. FY2018-Q3AdvancedAnnual report

    「The Company actively pursued customer acquisition for its Urunon bottled water delivery service at large commercial facilities and other locations. The number of customers increased by 8 thousand from the end of the previous consolidated fiscal year to 143 thousand.」

    Customer acquisition activities at large commercial facilities and other locations continued, and bottled water delivery customers increased to 143 thousand.
  18. FY2018-Q1AdvancedAnnual report

    「In the Aqua business, the Company actively pursued customer acquisition for its Urunon bottled water delivery service at large commercial facilities and other locations in urban areas of Japan. As a result, the number of Aqua customers increased by 3 thousand from the end of the previous consolidated fiscal year to 138 thousand.」

    Customer acquisition activities at large commercial facilities and other locations in urban areas of Japan continued, and the number of customers increased to 138 thousand.
  19. FY2017RestatedAnnual report

    「In the Aqua business, the Company actively pursued customer acquisition for its Urunon bottled water delivery service at large commercial facilities and other locations across Japan. As a result, the number of Aqua customers increased by 2 thousand from the end of the previous consolidated fiscal year to 135 thousand.」

    Customer acquisition activities at large commercial facilities and other locations and the customer count of 135 thousand were reconfirmed.
  20. FY2017-Q3RestatedAnnual report

    「In the Aqua business, the Company conducted sales activities mainly at large commercial facilities for its Urunon bottled water delivery service. The number of customers increased by 2 thousand from the end of the previous consolidated fiscal year to 135 thousand, resulting in an increase in the number of bottles sold year on year.」

    Sales activities centered on large commercial facilities and the customer count of 135 thousand are reiterated. No change in the customer count from the end of the second quarter is stated.
  21. FY2017-Q2AdvancedAnnual report

    「In the Aqua business, the Company conducted sales activities mainly at large commercial facilities for its Urunon bottled water delivery service. The number of customers increased by 2 thousand from the end of the previous consolidated fiscal year to 135 thousand, and the number of bottles sold also increased year on year.」

    Sales activities centered on large commercial facilities continued, and the number of customers increased from 134 thousand to 135 thousand.
  22. FY2017-Q1First statedAnnual report

    「In the Aqua business, the Company conducted sales activities mainly at large commercial facilities for its Urunon bottled water delivery service. The number of customers increased by 1 thousand from the end of the previous consolidated fiscal year to 134 thousand, and the number of bottles sold also increased year on year.」

    The disclosure describes sales activities centered on large commercial facilities and an increase in the number of customers.
Moved together

"Customer acquisition and churn prevention through CATV bundles and partnerships" moved the same way as this thread, in the same document, in 18 of its 24 moves.

181717161413★123456
  1. ★This thread
  2. 1Customer acquisition and churn prevention through CATV bundles and partnerships18×
  3. 2Strengthening Customer Engagement and Benefits Through the TLC Membership Service17×
  4. 3Integrated Solutions Combining Fiber-Optic Networks, Data Centers and System Development17×
  5. 4Expanding the Revenue Base Through Multiple Transactions16×
  6. 5Launch of the low-cost SIM service "LIBMO" and bundled sales with fixed-line services14×
  7. 6Expansion of Sales Areas and Customer Base in the Liquefied Petroleum Gas Business through M&A13×

★ 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
TOKAI Holdings's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings presentation of 2026-05-08: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Home-Delivered Water Customers, Mainly at Large Commercial Facilities | TOKAI Holdings Corporation (3167) | Komori