Developing New Markets, Including Food, through Tamago Subscription

「The number of accounts, measured by the number of contracted companies, for “サブスクアット,” the service for physical stores, declined to 172, down 15.7% year on year, and the number of accounts for “サブスクストアB2B,” the service for B2B businesses, declined to 19, down 24.0% year on year. However, the number of accounts for other SaaS products, including “ECield,” increased to 53, up 65.6% year on year, bringing recurring revenue to ¥46.508 million, down 1.2% year on year.」

「c. The number of accounts, measured by the number of contracted companies, for “サブスクアット,” the service for physical stores, reached 204, up 21.4% year on year, while the number of accounts for “サブスクストアB2B,” the service for B2B businesses, remained at 25, up 31.6% year on year. As a result, recurring revenue rose to ¥47.082 million, up 26.5% year on year. Revenue from contract development also rose to ¥74.972 million, up 30.6% year on year, due to an increase in the Web page production service accompanying “サブスクアット.” Consequently, revenue from other services rose to ¥142.719 million, up 12.9% year on year.」

「The number of accounts, measured by the number of contracted companies, for “サブスクアット,” the service for physical stores, reached 192, up 21.5% year on year, while the number of accounts for “サブスクストアB2B,” the service for B2B businesses, reached 25, up 38.9% year on year. As a result, recurring revenue rose to ¥23.502 million, up 22.6% year on year. Revenue from contract development also rose to ¥51.304 million, up 99.5% year on year, due to an increase in the Web page production service accompanying “サブスクアット.”」

「In the short term, the Company will focus on developing customer segments such as food and household goods, where growth is expected in repeat e-commerce, while in the medium to long term it will target the subscription business as a whole, including digital content, sharing services, and B2B subscriptions, and seek to expand.」

「c. The number of accounts, measured by the number of contracted companies, for “サブスクアット,” the service for physical stores, reached 173, up 24.5% year on year, while the number of accounts for “サブスクストアB2B,” the service for B2B businesses, reached 20, up 17.6% year on year. As a result, recurring revenue rose to ¥57.958 million, up 102.1% year on year. However, revenue from contract development fell to ¥92.254 million, down 31.1% year on year, due to a decline in the Web page production service accompanying “サブスクアット.”」

「The fiscal year ending September 2023 is the second year of the medium-term management plan. The Company is strengthening functional development to expand the Group’s target areas and broadening its support areas to contribute to customers’ business growth, with the aim of strengthening its business platform and making this a turning point toward further growth.」

「The fiscal year ending September 2023 is the second year of the medium-term management plan. The Company is strengthening functional development to expand the Group’s target areas and broadening its support areas to contribute to customers’ business growth, with the aim of strengthening its business platform and making this a turning point toward further growth.」

「The Company is also focusing on customers’ business scale by strengthening partnerships and alliances, expanding its sales network and customer support structure in the enterprise segment, and seeking growth among early-stage customers through measures to strengthen competitiveness and promotion aimed at that segment.」

「The number of accounts, measured by the number of contracted companies, for “サブスクアット,” the service for physical stores, reached 139, up 80.5% year on year. Recurring revenue also began to benefit from “テモロジ,” the product delivery outsourcing service, bringing recurring revenue to ¥28.684 million, up 52.4% year on year.」

「The fiscal year ending September 2022 is the first year of the medium-term management plan. The Company will advance investments in engineers to expand the Group’s target areas and in recruitment to broaden its support areas, thereby strengthening its business platform for further growth.」

「The fiscal year ending September 2022 is the first year of the medium-term management plan. The Company will advance investments in engineers to expand its target areas and in recruitment to broaden its support areas, thereby strengthening its business platform for further growth.」

「In addition to its major customer segments of cosmetics and health foods, the Company will focus in the short term on developing customer segments such as food and household goods, where growth is expected in repeat e-commerce, while in the medium to long term it will target the subscription business as a whole, including digital content, sharing services, and B2B subscriptions, and seek to expand.」

「To pursue selectivity and concentration across its service lineup, the Company is promoting monetization while expanding its target market by incorporating “サブスクビューティ’s” closed e-commerce functionality into “サブスクアット (サブスク＠)” and shifting its sales organization for physical stores to “サブスクアット.”」

「To pursue selectivity and concentration across its service lineup, the Company is promoting monetization while expanding its target market by incorporating “サブスクビューティ’s” closed e-commerce functionality into “サブスクアット” and shifting its sales organization for physical stores to “サブスクアット.”」

「In the fiscal year ended September 2020, the Company focused on providing free accounts to support store-based businesses facing difficult conditions due to the COVID-19 pandemic. In the fiscal year ending September 2021, the Company will seek to transition users to paid services.」

「The Company is expanding its target market by leveraging the expertise and functionality developed through “サブスクストア” and “たまごリピート,” including by selling “サブスクビューティ,” a subscription sales system for salon-exclusive products sold by hair and barbershops, and “サブスクアット (サブスク＠),” a subscription management system specializing in physical stores.」

「The Company is expanding its target market by leveraging the expertise and functionality developed through “サブスクストア” and “たまごリピート,” including by selling “サブスクビューティ,” a subscription sales system for salon-exclusive products sold by hair and barbershops, and “サブスクアット (サブスク＠),” a subscription management system specializing in physical stores.」

「The Company is also expanding its target market, including by launching sales of “サブスクビューティ,” a version of “サブスクストア” customized for retail sales by hair salons and other businesses.」

「The total number of service-use accounts for “たまごリピート,” “サブスクストア,” and “サブスクストアB2B,” which began sales in April 2019, was 970, up 10.6% year on year. Gross merchandise value generated through these services was ¥96.4 billion, up 9.2% year on year.」

「In April 2019, the Company changed the service names of Tamago Repeat Next to Subsclife Store for B2C businesses and Subsclife Store B2B for B2B businesses, respectively, and upgraded the functionality so that the services could be used for subscription businesses across a broad range of industries and business types.」

「We will expand our target customers from traditional e-commerce operators handling products such as health foods and cosmetics to a wide range of businesses operating subscription businesses, and focus on increasing the number of accounts.」

「In April 2018, we began selling "Tamago Repeat Next," the successor to "Tamago Repeat," and worked to expand the target market beyond the traditional market for consumable goods to include food products and other categories.」

「We began providing "Tamago Subscription" as a service that uses the Tamago Repeat system to operate subscription businesses, with the aim of expanding from daily necessities such as cosmetics and health foods into all types of merchandise, including books and apparel.」

「For "Tamago Repeat" and "Tamago Subscription (Note 2)," we went beyond holding seminars in major cities nationwide, holding seminars and conducting sales activities in regional cities to develop the food market, raise awareness of our services and acquire new customers.」

「Tamago Subscription: the name of our service, developed as a separate brand, targeting subscription commerce in new market areas such as food products, in addition to the repeat-order market for health foods, cosmetics and other products at which our Tamago Repeat service excels. Subscription commerce is a service in which customers pay a fixed amount each month to purchase products selected by the seller.」