Price history
¥185Latest-61.7%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview
A summary lands here once the filings have been read.
Recurring subjects
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Key numbersShowing 8 of 17
PBR
2.93How many times the company's net assets? Around 1x is generally considered a benchmark.ROE
-5.5%Earning power. A figure above 10% is generally considered good.Dividend yield
0.0%The annual dividend as a percentage of the share price.Market capitalization
¥2.1bnShare price × number of shares. The value of the entire company.Equity ratio
33.4%The proportion of assets funded by money that does not have to be repaid.Operating margin
-2.2%The percentage of revenue remaining from the company’s core business.Revenue growth (3 years)
-9.8%The average annual growth in sales over the past three years.Forward P/E
51.61Forward P/E based on estimated earnings for the next fiscal year.What to watch next
Whether continued insourcing, through lower outsourcing expenses and SG&A, gives the company a repeatable path to operating profitability
Next quarter through the full-year resultsImpact HighLikelihood Medium
Whether the volume indicators for recurring subscriptions on Tamago Repeat and Subscription Store, particularly account counts, begin to bottom out and improve
Quarter-on-quarter comparisons in the next results releaseImpact MediumLikelihood Medium
Whether the shift toward comprehensive e-commerce support, including advertising, call centers, logistics, and outsourced operations, improves the revenue mix
Changes in segment and revenue composition over the coming quartersImpact MediumLikelihood Medium
Whether the revenue scale and profitability of emerging fintech services such as Subscription Credit, including fees and royalties, become clearer
From fiscal 2026 onward, including expanded disclosureImpact HighLikelihood Low
Whether the effectiveness of strengthened security measures, including the response framework for unauthorized third-party access, is sustained and repeat incidents are contained
Ongoing monitoring, as neededImpact MediumLikelihood Medium
What to watch next
Who owns itTop holders total 68.3%
Listed holders 68.3%Everyone else 31.7%
株式会社gatz35.05%
Sagawa Hayato (佐川隼人)23.01%
株式会社日本カストディ銀行 (Trust Account)6.46%
J.P. Morgan Securities Co., Ltd.0.85%
株式会社ファインドスター0.64%
楽天証券株式会社0.55%
NOMURA INTERNATIONAL PLC A/C JAPAN FLOW0.46%
JP JPMSE LUX RE UBS AG LONDON BRANCH EQ CO0.45%
2 other listed holders0.86%
| Holder | Ownership (%) |
|---|---|
| 株式会社gatz | 35.05 |
| Sagawa Hayato (佐川隼人) | 23.01 |
| 株式会社日本カストディ銀行 (Trust Account) | 6.46 |
| J.P. Morgan Securities Co., Ltd. | 0.85 |
| 株式会社ファインドスター | 0.64 |
| 楽天証券株式会社 | 0.55 |
| NOMURA INTERNATIONAL PLC A/C JAPAN FLOW | 0.46 |
| JP JPMSE LUX RE UBS AG LONDON BRANCH EQ CO | 0.45 |
| 2 other listed holders | 0.86 |
This company's documents
Filings
Timely disclosures
- 2026-10-13Notice Regarding a Company Split by Means of a Simplified Absorption-Type Company Split with a Consolidated Subsidiary
- 2026-10-13Statutory Pre-Disclosure Documents (Absorption-Type Company Split) (AIS)
- 2026-08-10Fact Sheet for the Third Quarter of the Fiscal Year Ending September 2026
- 2026-08-10Summary of Financial Results for the Third Quarter of the Fiscal Year Ending September 2026 (Japanese GAAP, Consolidated)
- 2026-06-25テモナ's subscription system for brick-and-mortar businesses, 「サブスクアット」, introduced at 70 directly operated stores of OMGホールディングス' GENKIDO and EXPAND companies
- 2026-06-18Notice Regarding Recognition of Extraordinary Gain (Insurance Proceeds)
- 2026-06-01Interim Financial Results Presentation for the Fiscal Year Ending September 2026 (FY26)
- 2026-05-14Notice Regarding Differences Between Forecast and Actual Results
5 more
- 2026-05-14Notice Regarding the Recognition of Extraordinary Loss
- 2026-05-14Fact Sheet for the Second Quarter (Interim Period) of the Fiscal Year Ending September 2026
- 2026-05-14Summary of Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending September 2026 [Japanese GAAP] (Consolidated)
- 2026-05-11Limited-Time Campaign Supporting New Launches and Switching to the “Subscription Store” and “Tamago Repeat Soul” Recurring-Order Platforms
- 2026-04-23Transaction volume for the corporate subscription payment schemes "Ashiba Subscription" and "Subscription Credit" exceeds ¥600 million, with more than 120 contracts signed
Threads
- 2026-10-13Reorganization of the Business Operating Structure through the Absorption-Type Company Split of the Subscat Business by AIS
- 2026-08-10Addressing E-Commerce Operators' Challenges through Service Improvements and a Stronger Support Structure
- 2026-08-10Developing New Markets for Food Products, Including Eggs, Through a Subscription Service
- 2026-08-10Stabilizing the Financial Position and Management Foundation
- 2026-08-10Sales and profit recorded for the six months ended the second quarter
- 2026-08-10Growth in Paid Service Accounts
- 2026-08-10Expansion of the customer base for the たまごリピート repeat-purchase e-commerce platform and gross merchandise value
- 2026-08-10Management Targets for Sales per Employee and Operating Profit Margin
76 more
- 2026-08-10Risk of system failures caused by unauthorized access, overload, natural disasters and other events
- 2026-08-10Expansion of engineering capabilities and development solutions through サックル’s participation
- 2026-08-10Establishment of a Fintech Business Through Subscription-Based Finance
- 2026-06-01Removal of Sales Territory Restrictions and Transition to a Sales Partner System
- 2026-06-01Revenue growth in the e-commerce support business and continued segment losses
- 2026-05-14Global Economic Uncertainty Due to the Transition of the U.S. Administration and Political Instability in Europe
- 2026-05-14Risk of Personal and Confidential Information Leakage
- 2026-05-14Expansion of Target Areas and the Value Chain, and Growth in ARR and GMV Under the Medium-Term Management Plan FY22-FY24
- 2026-05-14Productivity improvements through insourcing and a review of the cost structure
- 2026-05-11Establishing a Leading Position as an E-Commerce Support Company Specializing in Recurring-Commerce Businesses
- 2025-12-22Ongoing Growth Opportunities in the BtoC-EC Market
- 2025-12-22Head office relocation and office expansion in response to workforce growth
- 2025-12-22Securing Talented Personnel and Investing in Recruitment Activities
- 2025-12-22Research and Development Expenditure
- 2025-12-22Status of Non-Payment of Dividends
- 2025-12-22Single-segment structure of the e-commerce support business
- 2025-12-22Strengthening the Information Management Framework
- 2025-12-22Issuance of Stock Options for Employees
- 2025-12-22Risk of Recovering Upfront Investment in New Businesses
- 2025-12-22Risk of Dependence on Specific Executives
- 2025-12-22Risk of Dilution in Share Value from the Issuance of Stock Acquisition Rights and Other Instruments
- 2025-12-22Standalone Structure Without Subsidiaries
- 2025-12-22Ongoing Growth Opportunities in the BtoB-EC Market
- 2025-12-22Cash Flow from Operating Activities Turns Negative
- 2025-12-22Long-Term Performance Targets Linked to Performance-Based Compensation
- 2025-12-22Strategic Shareholdings Held for Business Alliances and Trading Relationships
- 2025-12-22Goodwill impairment risk following the acquisitions
- 2025-12-22Software capitalization dependent on Subscription Store account numbers and revenue per customer
- 2025-12-22Deliberation on Sustainability Issues by Management Meetings, Management Retreats and the Board of Directors
- 2025-12-22Organizational Vitalization through the Temoism Forum, Group Discussions and Unity Activities
- 2025-12-22Management of Targets and Actual Results for the Proportion of Female New Graduates Hired and the Annual Paid Leave Utilization Rate
- 2025-12-22Scheduled Adoption of the Lease Accounting Standard for the Fiscal Year Ending September 2028
- 2025-05-14Building comprehensive solutions through synergies among services and the use of big data
- 2025-05-14Accounting standards related to tax-effect accounting and comprehensive income scheduled for application from the fiscal year ending September 2025
- 2024-05-14System investment to improve operational efficiency
- 2023-12-22Raising Growth Capital Through a Listing and Public Offering
- 2023-12-22Development of New Services to Expand the Service Line
- 2023-12-22Accelerating Growth through Partnerships and M&A with Other Companies
- 2023-12-22Responding to Technological Innovation and Incorporating the Latest Information into Services
- 2023-12-22Strengthening Internal Management and Corporate Governance
- 2023-12-22Risk of Hindrance to the Development of the Internet-Related Market
- 2023-12-22Risk of Tighter Regulation and Problems Arising in the E-Commerce Market
- 2023-12-22Risk of Increasing Competing Services and Intensifying Competition
- 2023-12-22Risk of difficulties in understanding customer needs and expanding service functionality
- 2023-12-22Risk of a decline in royalty income from partners such as payment service providers
- 2023-12-22Risk of contraction in the subscription e-commerce market for health foods, cosmetics and related products
- 2023-12-22Risk of Reliance on Outsourced Server and Data Center Providers
- 2023-12-22Risk of service interruption or suspension due to program defects
- 2023-12-22Risk of Big Data Loss
- 2023-12-22Risk of infringing third-party intellectual property rights
- 2023-12-22Risk of Recruiting and Retaining Top Talent
- 2023-12-22Risk That Internal Management Systems Cannot Keep Pace with Rapid Business Expansion
- 2023-12-22Risk of Amendments to the Act on Prohibition of Unauthorized Computer Access
- 2023-12-22Risk of tighter regulation under the Act on Specified Commercial Transactions
- 2023-12-22Risk of New Regulations Relating to the Internet and E-Commerce
- 2023-12-22Risk of stagnation in the e-commerce buyer base due to population decline
- 2023-12-22Establishment of a Specialized Organization to Handle Major Customers and Corporate Strategy
- 2023-12-22Transition to Working from Home in Principle in Response to COVID-19
- 2023-12-22Accounting Treatment of Share-Based Compensation Through a Trust
- 2023-12-22Future adoption of new accounting standards
- 2023-12-22Recognition of Valuation Losses on Investment Securities and Shares in Affiliated Companies
- 2023-12-22Change in Independent Auditor
- 2023-12-22Purpose: “Enriching society through subscriptions”
- 2023-12-22Talent development through embedding the Purpose and nine behavioral principles
- 2023-12-22Policy of Not Setting Sustainability Indicators or Targets Concerning Climate Change and Other Matters
- 2023-12-22Contribution to Demand Forecasting and Waste Reduction through a Subscription Model
- 2021-12-23Expansion of the Hikiage-ru rollout
- 2021-12-23Customer Acquisition and Operational Optimization through Subscription Services and AI Technology
- 2021-12-23Risk of Reduced Sales Opportunities and Stalled Business Activity Due to the Spread of COVID-19
- 2020-12-24Raising Awareness and Acquiring New Customers Through Seminars
- 2020-12-24Application of Accounting Treatment for Paid Stock Acquisition Rights with Vesting Conditions
- 2020-12-24Realizing a Subscription-Based Ecosystem
- 2019-08-09Application of the Revised Accounting Standard for Tax Effect Accounting
- 2018-12-26Expanding the Adoption of Hikiageール and Cross-Selling
- 2018-12-26Integration of Sales and Marketing Organizations to Strengthen Direct Sales Operations
- 2018-12-26Lowering the Investment Unit and Expanding Share Liquidity and the Investor Base Through a Stock Split