Komori
Tential (325A) · RiskFirst statedLatest Earnings presentation (2026-10-15): "Mitigated"

Risk of deteriorating advertising cost-effectiveness

First written in FY2025. 2 of 3 entries say "Mitigated", first in 2026-04-14. Latest entry: 2026-10-15.

3entries
2years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Mitigated2026-04-14 – 2026-10-152025: 120252026: 22026
Same theme, other companies
Uncertainty in the efficiency of user acquisition through advertisingA theme 61 companies write about · 62 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 5 of 18 companies on the "Worse" side.

12 other companies' latest entry also says "Mitigated".

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 61 companies compared. The sentences above are computed from all 61.
Full recordFilings, disclosures and news, newest first
  2. FY2025First statedAnnual report

    「If the cost-effectiveness of advertising expenses deteriorates for any reason and the results fall substantially below the company's expectations, its business and results of operations may be affected due to a decline in customer acquisitions and other factors.」

    Newly disclosed as a risk the possibility that dependence on advertising and worsening cost-effectiveness could reduce the number of customers acquired.
Moved together

"Rollout of conditioning products focused on rest and sleep" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222222★123456
  1. ★This thread
  2. 1Rollout of conditioning products focused on rest and sleep2×
  3. 2Continuous Expansion of the Product Lineup2×
  4. 3Omnichannel Strategy Across Online and Offline Channels2×
  5. 4Improving Customer Loyalty and Repeat Purchases2×
  6. 5Creating New Markets Through Conditioning Functions2×
  7. 6Expanding Customer Touchpoints Through Company-Operated and Retail Stores2×

★ 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
Tential's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Earnings presentation of 2026-10-15: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of deteriorating advertising cost-effectiveness | TENTIAL Inc. (325A) | Komori