Worth reading
40Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
514765
¥ thousandWording
Avoiding a definitive answer
How definitive the wording is.Sales for this month
July 2026Fiscal year ending September 2026514,765¥ thousand
Net Sales
+16.0%
Year-on-year change by componentThe bars use a logarithmic scale. This allows the relative sizes of the other items to be read even when one item is much larger than the others.
Commerce AI Business
+23.3%
Marketing AI Business
+9.8%
Monthly Commentary
Preliminary monthly sales for July 2026 were disclosed. Figures from July 2026 onward are preliminary figures that have not been audited by the accounting auditor and may be revised in the future.
Factors Affecting the Change
Sales of アタラ株式会社, which became a consolidated subsidiary from July 2026, were included in the Marketing AI Business.
Scope of aggregation: Consolidated
| Item | Details |
|---|---|
| Month Covered | July 2026 |
| Fiscal Year Covered | Fiscal year ending September 2026 |
| Scope of aggregation | Consolidated |
| Net sales for the month | ¥514,765 thousand |
| Year-on-year change in monthly net sales | 116 |
| Year-on-year change by category | Name Marketing AI Business / Year on year 109.8, Name Commerce AI Business / Year on year 123.3 |
| Sales by category | Marketing AI Business ¥263,545 thousand, Commerce AI Business ¥251,219 thousand |
| Monthly Commentary | Preliminary monthly sales for July 2026 were disclosed. Figures from July 2026 onward are preliminary figures that have not been audited by the accounting auditor and may be revised in the future. |
| Factors Affecting the Change | Sales of アタラ株式会社, which became a consolidated subsidiary from July 2026, were included in the Marketing AI Business. |
Items this document does not state (13)
Total-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodKey KPIsNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthMeasures from the following month onwardMonthly trend for the same period last yearNext Scheduled Disclosure
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.Sales of アタラ株式会社, which became a consolidated subsidiary from July 2026, are included in the Marketing AI Business. In addition, sales of シルバーエッグ・テクノロジー株式会社 have been included in the Commerce AI Business since January 2026.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.