Announced details
EC marketplaces, online footwear and fashion retail, and coupons for d Card GOLD members
d fashion GMV increased 60% year on year in July 2026, while the EC marketplace business as a whole increased 20% year on year
More than 10 million d Card GOLD members (as of March 2024)
Jointly operates d fashion. Discussed and agreed on changes to the coupon program for d Card GOLD members.
May 2027 is the deadline for issuing coupons
The specific trend from August onward is unclear, and full-year earnings forecasts will not be revised at this time. The document states that continued sales growth is expected through the coupon issuance deadline.
The company does not address Contract Value / Offering price.
| Item | Details |
|---|---|
| Names of Products / Services Covered | d fashion, EC marketplace business (LOCONDO.jp, d fashion, MAGASEEK, Fashion Walker, Brandeli, waja and LOCOMALL), Annual spending benefit coupon for d Card GOLD members |
| Counterparty | NTT DOCOMO, INC. |
| Relationship with the Company | Jointly operates d fashion. Discussed and agreed on changes to the coupon program for d Card GOLD members. |
| Launch date | July 2026 (the month the coupon program changes were implemented; actual results) |
| Applicable area | EC marketplaces, online footwear and fashion retail, and coupons for d Card GOLD members |
| Registration number and expiry date | May 2027 is the deadline for issuing coupons |
| Quantitative Effects | d fashion GMV increased 60% year on year in July 2026, while the EC marketplace business as a whole increased 20% year on year |
| Usage history | More than 10 million d Card GOLD members (as of March 2024) |
| Impact on Business Performance | The specific trend from August onward is unclear, and full-year earnings forecasts will not be revised at this time. The document states that continued sales growth is expected through the coupon issuance deadline. |
Items this document does not state (9)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Because changes were agreed to the annual spending benefit coupon program for d Card GOLD members for fiscal 2026, issued by NTT DOCOMO, INC.