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Media Kobo (3815) · InitiativeSoftened

Focus on the Healthcare Sector and Sales of High-Quality Supplements

First written in FY2021-Q1. 5 of 12 entries say "Softened", first in FY2021-Q3. Latest entry: 2026-10-05.

12entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseSoftenedFY2021-Q3 – FY2024-Q1SoftenedFY2025 – 2026-10-052021: 420212022: 020222023: 020232024: 420242025: 220252026: 22026
Same theme, other companies
Entry into New Product Categories: Organic Supplements and Health and Beauty AppliancesA theme 4 companies write about · 0 as a headwind · 5 as a tailwind

Media Kobo moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Softened".

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. FY2025SoftenedAnnual report

    「For the new business Hada Navi, the timing of monetization has diverged from the original plan due to the postponement of its release. Taking into account our current financial position and resource allocation, we decided to temporarily slow the pace of development in pursuit of higher returns」

    Expansion into the women's beauty and healthcare sectors took the form of officially launching Hada Navi in July 2025, while the policy became to temporarily slow the pace of development due to the shift in the timing of monetization.
  2. FY2025-H1AdvancedAnnual report

    「During the six-month period ended 30 September, we promoted the operation of the Korean cosmetics e-commerce business CoréelleJAPAN and the development of the new beauty-related service Hada App (provisional name).」

    Expansion into the healthcare and beauty sectors progressed from operating the Korean cosmetics e-commerce business to promoting development of the new beauty-related service Hada App (provisional name).
  3. FY2024RestatedAnnual report

    「During the consolidated fiscal year, in addition to operating the Korean cosmetics e-commerce business Coréelle and the Korean food e-commerce business Aigoo, we promoted preliminary research into services in preparation for entering the medical and beauty sectors and also considered M&A opportunities.」

    The company continues to expand into the healthcare and beauty sectors through Korean e-commerce operations, preliminary research into medical and beauty services and consideration of M&A opportunities.
  4. FY2024-Q3AdvancedAnnual report

    「During the nine-month period ended 31 December, in addition to operating the Korean cosmetics e-commerce business Coréelle and the Korean food e-commerce business Aigoo, we considered M&A involving medical and beauty businesses and conducted preliminary market research and planning for new beauty-related services.」

    Initiatives in the healthcare and beauty sectors progressed to the stage of considering M&A involving medical and beauty businesses, as well as conducting market research and planning for new beauty-related services.
  5. FY2024-Q2RestatedAnnual report

    「During the six-month period ended 30 September, we continued to focus on operating e-commerce sites and considering M&A opportunities involving medical and beauty businesses primarily targeting women, following the first quarter.」

    The company continues to consider expanding through M&A into e-commerce operations and medical and beauty businesses primarily targeting women.
  6. FY2024-Q1ReframedAnnual report

    「Other businesses (healthcare/e-commerce, etc.)" "Entry into the healthcare sector (women's mental health business / women's beauty clinics)」

    The healthcare strategy has broadened from its previous focus on selling high-quality supplements to considering entry into women's mental health services and women's beauty clinics.
  7. FY2021SoftenedAnnual report

    「During the consolidated fiscal year, the new business mainly consisted of domestic supplement sales, as no signs of recovery had emerged in the inbound and outbound business environment amid the spread of COVID-19. Sales remained minimal.」

    The new business was narrowed to focus on domestic supplement sales, but sales remained minimal and the operating loss continued.
  8. FY2021-Q3SoftenedAnnual report

    「During the nine-month period ended 31 December, the new business mainly consisted of domestic supplement sales, as no signs of recovery had emerged in the inbound and outbound business environment amid the spread of COVID-19. Sales remained minimal, and although the business had contracted year on year following a review of the new business in the previous consolidated fiscal year, it recorded an operating loss.」

    The new business came to focus on domestic supplement sales, but sales remained minimal, the business contracted year on year and the operating loss continued.
  9. FY2021-Q2AdvancedAnnual report

    「During the current second-quarter cumulative consolidated period, our new businesses mainly consisted of domestic sales of supplements, as no signs of recovery were visible in the inbound and outbound business environment due to the spread of COVID-19. In addition to B2B sales, we also sell through cross-border e-commerce via partnerships, but as we are still in the process of acquiring sales channels, the businesses had not yet contributed to revenue.」

    Sales of high-quality supplements in the healthcare sector took concrete form through domestic sales, B2B sales and cross-border e-commerce sales through partnerships. However, sales channels were still being developed and the business had not yet contributed to earnings.
  10. FY2021-Q1First statedAnnual report

    「During the three-month period ended 30 June, we focused the new business on the healthcare sector and promoted the sale of high-quality supplements, including e-commerce sales through partnerships.」

    Following a detailed review of the new business, the company first set out a specific policy of focusing on the healthcare sector and pursuing sales of high-quality supplements, including e-commerce sales through partnerships.
Moved together

"Full-Scale Development of the Proprietary Media Business and Its Independence as a Segment" moved the same way as this thread, in the same document, in 4 of its 12 moves.

433333★123456
  1. ★This thread
  2. 1Full-Scale Development of the Proprietary Media Business and Its Independence as a Segment4×
  3. 2Addressing Diverse Needs for Fortune-Telling Services3×
  4. 3Revenue decline, sharp drop in operating profit, and shift to an ordinary loss3×
  5. 4Sustaining Hit Content and Improving the Quality of New Content3×
  6. 5Rebuilding the User Acquisition Structure and Revenue Framework for Fortune-Telling Content3×
  7. 6XR Business Classified as a Reporting Segment3×

★ 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
Media Kobo's next results are scheduled for 2026-10-09. Read the earnings preview It last moved in the Share Issuance and Disposal of 2026-10-05: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Focus on the Healthcare Sector and Sales of High-Quality Supplements | Media Kobo,Inc. (3815) | Komori