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Yrglm (3690) · FactWorsened

Increase in Margin Income Driven by the E-Commerce Market Boom During the COVID-19 Pandemic

First written in FY2020-Q3. 2 of 7 entries say "Advanced", first in FY2020. Latest entry: FY2022-Q3.

7entries
3years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020-Q3AdvancedFY2020 – FY2021-Q1RestatedFY2021-Q2 – FY2021-Q3WorsenedFY2022-Q1 – FY2022-Q32020: 220202021: 320212022: 22022
Same theme, other companies
Changes in E-Commerce Consumption Behavior Driven by Stay-at-Home Consumption and Soaring PricesA theme 13 companies write about · 2 as a headwind · 8 as a tailwind

Yrglm moved to the "Worse" side of this theme in 2022.

The whole theme swung hardest in 2022: 2 of 11 companies on the "Worse" side.

1 other company's latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2022-Q3WorsenedAnnual report

    「Meanwhile, payment processing fee revenue, the principal source of revenue, declined year on year because the revenue boost from stay-at-home demand during the COVID-19 pandemic ran its course and payment processing fee rates fell amid intensifying competition in e-commerce.」

    The end of the boost from stay-at-home demand and continued declines in payment processing fee rates caused revenue in the commerce platform business to fall 8.4% year on year and segment profit to fall 29.9%.
  2. FY2022-Q1WorsenedAnnual report

    「Margin revenue, a major source of income, declined year on year due to the fading of the revenue boost from stay-at-home demand during the COVID-19 pandemic and the impact of lower payment margin rates amid intensifying competition in e-commerce.」

    The boost to e-commerce sales and margin revenue from stay-at-home demand during the COVID-19 pandemic ran its course, and margin revenue declined year on year.
  3. FY2021-Q3RestatedAnnual report

    「During the first three quarters of the fiscal year, margin revenue increased as the e-commerce market became active, and sales remained strong.」

    It reaffirms the increase in margin revenue from EC-CUBE integration services, against a backdrop of an active e-commerce market, and strong sales.
  4. FY2021-Q2RestatedAnnual report

    「Sales remained strong, supported by increased margin revenue as the e-commerce market became active.」

    It reaffirms the increase in margin revenue from EC-CUBE integration services, against a backdrop of an active e-commerce market, and strong sales.
  5. FY2021-Q1AdvancedAnnual report

    「During the first quarter of the fiscal year, margin revenue increased as e-commerce sales remained strong during the COVID-19 pandemic, and sales remained strong.」

    Increased margin revenue from EC-CUBE integration services continued in the first quarter, against a backdrop of strong e-commerce sales during the COVID-19 pandemic.
  6. FY2020AdvancedAnnual report

    「During the fiscal year, margin revenue increased as e-commerce sales remained strong during the COVID-19 pandemic, and sales remained strong.」

    It reports increased full-year margin revenue from EC-CUBE integration services, against a backdrop of strong e-commerce sales during the COVID-19 pandemic.
  7. FY2020-Q3First statedAnnual report

    「Sales remained strong, driven by increased margin revenue as the e-commerce market became active during the COVID-19 pandemic, among other factors.」

    It states that the e-commerce market's activity during the COVID-19 pandemic contributed to increased margin revenue from EC-CUBE integration service providers.
Moved together

"Higher revenue and a sharp decline in profit in the commercial transaction platform business" moved the same way as this thread, in the same document, in 4 of its 7 moves.

42222★12345
  1. ★This thread
  2. 1Higher revenue and a sharp decline in profit in the commercial transaction platform business4×
  3. 2Providing an Integrated Marketing Environment Combining Measurement and Data Utilization2×
  4. 3Revenue increased, while operating profit, ordinary profit and net income declined2×
  5. 4Higher revenue and lower profit in the marketing platform business2×
  6. 5Payment of a year-end dividend2×

★ 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
Yrglm's next results are scheduled for 2026-11-05. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Increase in Margin Income Driven by the E-Commerce Market Boom During the COVID-19 Pandemic | YRGLM Inc. (3690) | Komori