Komori
Oisix (3182) · InitiativeRestatedLatest Financial results presentation (2026-11-12): "Advanced"

Retaining existing customers and improving loss-making orders

First written in FY2020-Q1. 7 of 9 entries say "Advanced", first in FY2020-Q2. Latest entry: 2026-11-12.

9entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2020-Q2 – FY2022RestatedFY2023-Q22019: 220192020: 220202021: 220212022: 220222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Improving LTV and Profitability by Developing Loyal ClientsA theme 19 companies write about · 0 as a headwind · 19 as a tailwind

The whole theme swung hardest in 2025: 1 of 11 companies on the "Worse" side.

6 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.
Showing 14 of the 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. 2026-11-12AdvancedFinancial results presentation

    「商品アロケーションの最適化(不採算商品の終売)、赤字受注の抑制などにより構造的な収益性改善を図る」

    既存顧客基盤や商品運営の改善手段が、不採算商品の終売と赤字受注抑制という具体策に進んでいる。
  2. FY2023-Q2RestatedAnnual report

    「As in the previous year, we worked to acquire new customers using “まるごはん,” a course that enables seniors to easily experience the benefits of healthy eating. The number of members declined from 45,534 at the end of the previous consolidated fiscal year (March 2022) to 44,092 at the end of the second quarter of the current consolidated fiscal year (September 2022).」

    大地を守る会 continued its new-member acquisition initiatives using “まるごはん,” but membership declined from the end of the previous fiscal year.
  3. FY2022AdvancedAnnual report

    「During the current consolidated fiscal year, we worked to acquire new customers using “まるごはん,” a course delivering sets of ingredients and recipes that enable seniors to easily experience the benefits of healthy eating. The number of members increased slightly from 45,307 at the end of the previous consolidated fiscal year (March 2021) to 45,534 at the end of the current consolidated fiscal year (March 2022).」

    大地を守る会 acquired new members using “まるごはん,” and its membership increased from 45,307 to 45,534. らでぃっしゅぼーや continued developing products and services such as “ふぞろいRadish,” bringing its membership to 65,093.
  4. FY2022-Q2AdvancedAnnual report

    「The recent rapid increase in demand for home delivery is beginning to ease, and we are working to acquire new customers by leveraging the new service “まるごはん.” The number of members increased slightly from 45,307 at the end of the previous consolidated fiscal year (March 2021) to 45,394 at the end of the second quarter of the current consolidated fiscal year (September 2021). New-member acquisition using the new service “ふぞろいRadish,” launched in March 2021, performed well, and the number of members increased from 62,751 at the end of the previous consolidated fiscal year (March 2021) to 66,464 at the end of the second quarter of the current consolidated fiscal year (September 2021).」

    大地を守る会 pursued new-member acquisition using “まるごはん,” while new-member acquisition through “ふぞろいRadish” performed well at らでぃっしゅぼーや.
  5. FY2021AdvancedAnnual report

    「Based on the management strategy described above, our group has pursued (1) growth and stronger profitability in the domestic home-delivery business and (2) expansion into business areas aimed at non-continuous growth.」

    Across our 3 domestic brands, we expanded the customer base and improved purchase frequency and average spend, while also bringing product processing in-house, improving the manufacturing efficiency of Kit Oisix, and consolidating collection centers.
  6. FY2021-Q2AdvancedAnnual report

    「Under the concept of a “proper diet,” we moved into the phase of rebuilding our membership base in the current fiscal year. Although the recent surge in demand is beginning to ease, new-member acquisition continues to progress steadily, and the number of members increased substantially from 37,127 at the end of the previous consolidated fiscal year (March 2020) to 44,878 at the end of the second quarter of the current consolidated fiscal year (September 2020).」

    大地を守る会 explained that, from the current fiscal year, it had moved from a phase of curbing customer acquisition to encourage customer retention into a phase of rebuilding its membership base. New-member acquisition progressed, and the number of members increased from 37,127 to 44,878.
  7. FY2020-Q3AdvancedAnnual report

    「In the home-delivery business, which mainly sells food and ingredients directly to consumers through catalogs and the internet (らでぃっしゅぼーや), efforts to reduce low-priced, loss-making orders have been completed, and we continue to develop services that enable acquired customers to continue making purchases. Under the concept of a “grocery store that makes cooking fun,” we are focusing on service improvements, including the launch of a new ぱれっと lineup and the development of Kits that parents and children can enjoy preparing together on weekends.」

    らでぃっしゅぼーや explained that it had completed efforts to reduce low-priced, loss-making orders. It continues to improve its services for customer retention, including a new ぱれっと lineup and the development of Kits for parents and children.
  8. FY2020-Q2AdvancedAnnual report

    「Because our services have not been sufficiently developed to enable acquired customers to continue making purchases, we are curbing customer acquisition through inefficient channels and focusing on evolving products and services in line with user needs under the concept of a “proper diet.” As a result, both purchase frequency and average spend have increased, but the number of members declined from 40,210 at the end of the previous consolidated fiscal year (March 2019) to 37,587 at the end of the second quarter of the current consolidated fiscal year (September 2019), while both revenue and segment profit declined.」

    大地を守る会 explained that purchase frequency and average spend increased as a result of curbing customer acquisition through inefficient channels and improving its products and services. At the same time, the number of members, revenue and segment profit declined, so the effects of the initiatives coexisted with a contraction of the customer base.
  9. FY2020-Q1First statedAnnual report

    「Because our services have not been sufficiently developed to enable acquired customers to continue making purchases, we are curbing customer acquisition through inefficient channels and focusing on evolving products and services in line with user needs under the concept of a “proper diet.” We are also working to improve our profit structure by reducing low-priced, loss-making orders and developing services that enable acquired customers to continue making purchases. To this end, we are curbing promotional expenses for acquiring new members and focusing on service improvements, including the launch of a new ぱれっと lineup, under the concept of a “grocery store that makes cooking fun.”」

    大地を守る会 has disclosed for the first time, in specific terms, its policy of curbing inefficient customer acquisition to encourage continued customer use, while らでぃっしゅぼーや reduces low-priced, loss-making orders and works to improve its new products and services.
Moved together

"Customer acquisition through digital marketing and in-person promotions" moved the same way as this thread, in the same document, in 5 of its 9 moves.

544443★123456
  1. ★This thread
  2. 1Customer acquisition through digital marketing and in-person promotions5×
  3. 2Higher-value-added foods and higher average purchase value4×
  4. 3Expanding subscription delivery membership and strengthening the customer base4×
  5. 4Developing the Senior and Overseas Markets4×
  6. 5Investment in Manufacturing Plants and Logistics Centers and Expansion of Business Infrastructure4×
  7. 6Investment in food-sector startups and ecosystem development3×

★ 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
Oisix's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Financial results presentation of 2026-11-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.