Oisix (3182) · RiskDropped
Shortfall and churn risk in recurring-delivery memberships
First written in FY2016. 1 of 3 entries say "Restated". Latest entry: FY2021.
3entries
6years
0from disclosures
How it moved
Same theme, other companies
Revenue risks from customer acquisition, retention, churn and ARPU shortfallsA theme 70 companies write about · 69 as a headwind · 2 as a tailwind
The whole theme swung hardest in 2019: 2 of 13 companies on the "Worse" side.
1 other company's latest entry also says "Dropped".
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 70 companies compared. The sentences above are computed from all 70.Full recordFilings, disclosures and news, newest first
- FY2021DroppedAnnual reportThe risk disclosures in this filing do not identify shortfalls or cancellations in recurring-delivery memberships as a separate risk item.
- FY2018RestatedAnnual report
「Membership in the Oisix brand’s recurring-delivery service grew significantly, reaching 111,036 at the end of March 2016, 137,359 at the end of March 2017 and 169,664 at the end of March 2018. Membership in Daichi wo Mamoru Kai’s recurring-delivery service was 44,993 at the end of March 2018.」
Shows the actual membership figures for Oisix and Daichi wo Mamoru Kai in relation to the risk that changes in recurring-delivery memberships could significantly affect revenue. - FY2016First statedAnnual report
「If initiatives to expand the membership of “Oisix Club” do not progress as planned, or if the number of cancellations increases due to declining customer satisfaction, this could affect our business and results of operations.」
Membership grew from 75,829 at the end of March 2012 to 111,036 at the end of March 2016.