Expansion of the customer base for the たまごリピート repeat-purchase e-commerce platform and gross merchandise value
First written in FY2017. 17 of 27 entries say "Worsened", first in FY2022-Q1. Latest entry: 2026-08-10.
No other company in this theme has enough history to compare yet.
- FY2025WorsenedAnnual report
「GMV related to the services provided by the Group was ¥122.3 billion, down 1.4% from the previous period, partly because the total number of service accounts declined. GMV-linked revenue (*4) was ¥424.700 million, down 0.4% from the previous period.」
Service GMV was ¥122.3 billion and GMV-linked revenue was ¥424.700 million, with both declining from the previous period against a backdrop of fewer accounts for the core services. - FY2025-H1WorsenedAnnual report
「GMV related to the services provided by the Group was ¥62.8 billion, down 0.6% year on year, partly because the total number of service accounts for "サブスクストア" and "たまごリピート" declined. GMV-linked revenue (*4) was ¥215.555 million, down 1.9% year on year.」
Service GMV was ¥62.8 billion, down 0.6% year on year, and GMV-linked revenue was ¥215.555 million, down 1.9% year on year. The decline associated with the falling number of accounts for the core services is continuing. - FY2024-Q2WorsenedAnnual report
「b. GMV related to the services provided by the Group was ¥63.2 billion, down 2.0% year on year, partly because the total number of service accounts for "サブスクストア" and "たまごリピート" declined. GMV-linked revenue (*4) was ¥219.833 million, down 8.1% year on year.」
Service GMV was ¥63.2 billion, down 2.0% year on year, and GMV-linked revenue was ¥219.833 million, down 8.1% year on year. Declines in GMV and revenue associated with the falling number of accounts for the core services are continuing. - FY2024-Q1WorsenedAnnual report
「GMV related to the services provided by the Group was ¥32.1 billion, down 2.1% year on year, partly because the total number of service accounts for "サブスクストア" and "たまごリピート" declined. GMV-linked revenue (*4) was ¥118.431 million, down 3.2% year on year.」
Service GMV was ¥32.1 billion, down 2.1% year on year, and GMV-linked revenue also declined 3.2% year on year. Declines in GMV and revenue associated with the falling number of accounts for the core services are continuing. - FY2023WorsenedAnnual report
「GMV related to the services provided by the Group was ¥129.8 billion, down 11.7% from the previous period, partly because the total number of service accounts declined. GMV-linked revenue (*4) was ¥479.135 million, down 10.7% from the previous period.」
Both GMV and GMV-linked revenue declined, with GMV at ¥129.8 billion and GMV-linked revenue at ¥479.135 million. - FY2023-Q3WorsenedAnnual report
「b. GMV related to the services provided by the Group was ¥97.0 billion, down 11.4% year on year, partly because the total number of service accounts for "サブスクストア" and "たまごリピート" declined. GMV-linked revenue (*4) was ¥360.179 million, down 12.1% year on year.」
Service GMV was ¥97.0 billion, down 11.4% year on year, and GMV-linked revenue was ¥360.179 million, down 12.1% year on year. - FY2023-Q2WorsenedAnnual report
「b. GMV related to the services provided by the Group was ¥64.0 billion, down 14.4% year on year, partly because the total number of service accounts for "サブスクストア" and "たまごリピート" declined. GMV-linked revenue (*4) was ¥239.225 million, down 15.2% year on year.」
Service GMV was ¥64.0 billion, down 14.4% year on year, and GMV-linked revenue was ¥239.225 million, down 15.2% year on year. - FY2023-Q1WorsenedAnnual report
「GMV related to the services provided by the Group was ¥32.8 billion, down 11.0% year on year, partly because the total number of service accounts for "サブスクストア" and "たまごリピート" declined. GMV-linked revenue (*4) was ¥122.349 million, down 15.7% year on year.」
Service GMV was ¥32.8 billion, down 11.0% year on year, and GMV-linked revenue was ¥122.349 million, down 15.7% year on year. - FY2022WorsenedAnnual report
「GMV related to the services provided by the Group was ¥147.0 billion, down 5.6% from the previous period, as the total number of service accounts for "サブスクストア" and "たまごリピート" declined and customer attrition continued, mainly in cosmetics. GMV-linked revenue (*4) was ¥536.775 million, down 11.5% from the previous period, partly because the proportion of transactions conducted through lower-fee payment methods increased.」
Service GMV was ¥147.0 billion, down 5.6% from the previous period, and GMV-linked revenue was ¥536.775 million, down 11.5%. The factors included customer attrition in cosmetics and increased use of lower-fee payment methods. - FY2022-Q3WorsenedAnnual report
「GMV related to the services provided by the Group was ¥109.6 billion, down 5.7% year on year, partly because declining opportunities to go out during the COVID-19 pandemic continued to reduce GMV for cosmetics. GMV-linked revenue (*4) was ¥409.835 million, down 10.2% year on year, partly because the proportion of transactions conducted through lower-fee payment methods increased.」
Service GMV was ¥109.6 billion, down 5.7% year on year, and GMV-linked revenue was ¥409.835 million, down 10.2% year on year. - FY2022-Q2WorsenedAnnual report
「GMV related to the services provided by the Group was ¥74.8 billion, down 2.8% year on year, partly because declining opportunities to go out during the COVID-19 pandemic continued to reduce GMV for cosmetics. GMV-linked revenue (*4) was ¥282.037 million, down 7.7% year on year, partly because the proportion of transactions conducted through lower-fee payment methods increased.」
Service GMV was ¥74.8 billion, down 2.8% year on year, and GMV-linked revenue also declined 7.7% year on year. - FY2022-Q1WorsenedAnnual report
「GMV related to the services provided by the company was ¥36.9 billion, down 5.5% year on year, partly because declining opportunities to go out during the COVID-19 pandemic continued to reduce GMV for cosmetics. GMV-linked revenue (*4) was ¥145.219 million, down 6.7% year on year.」
Service GMV was ¥36.9 billion, down 5.5% year on year, and GMV-linked revenue also declined 6.7% year on year. - FY2021AdvancedAnnual report
「As of the end of September 2021, 490 accounts were using "サブスクストア". Combined with "たまごリピート", "サブスクストアB2B" and "サブスクアット", GMV for the fiscal year ended September 2021, defined as the total sales of e-commerce operators using the services, was ¥155.7 billion, up 2.2% year on year.」
The company disclosed 490 accounts using サブスクストア and GMV of ¥155.7 billion for the fiscal year ended September 2021, including related services, up 2.2% from the previous period. - FY2021-Q3AdvancedAnnual report
「GMV for the services provided by the company during the cumulative third quarter was ¥116.2 billion, up 4.9% year on year, although growth was somewhat sluggish. Revenue from payment processing fees was ¥598.670 million, up 47.7% year on year, driven by an increase in transaction volume for the company's proprietary payment service, "サブスク後払い".」
Service GMV was ¥116.2 billion, up 4.9% year on year. Revenue from payment processing fees was ¥598.670 million, up 47.7% year on year, driven by an increase in transaction volume for サブスク後払い. - FY2021-Q2AdvancedAnnual report
「GMV for the services provided by the company during the cumulative second quarter was ¥76.9 billion, up 5.4% year on year, although growth was somewhat sluggish. Revenue from payment processing fees was ¥439.410 million, up 60.9% year on year, driven by an increase in transaction volume for the company's proprietary payment service, "サブスク後払い".」
Service GMV was ¥76.9 billion, up 5.4% year on year. Meanwhile, revenue from payment processing fees was ¥439.410 million, up 60.9% year on year, driven by an increase in transaction volume for サブスク後払い. - FY2020AdvancedAnnual report
「As of the end of September 2020, "たまごリピート" was our core service, with 763 accounts using it. Combined with its successor systems, "サブスクストア" and "サブスクストアB2B", GMV for the fiscal year ended September 2020 increased steadily by 15.2% year on year to ¥152.3 billion.」
The company disclosed GMV of ¥152.3 billion, up 15.2% from the previous period, for the group of services comprising たまごリピート, サブスクストア and サブスクストアB2B. - FY2020-Q3AdvancedAnnual report
「GMV for the services provided by the Group during the cumulative third quarter was ¥110.8 billion, up 14.9% year on year and showing steady progress. However, revenue from payment processing fees was ¥405.323 million, up 8.3% year on year, partly because the credit card processing fee rate for small and midsize merchants using the company's services declined from 3.4% to 3.25% as part of the government's cashless-payment initiatives.」
Service GMV during the cumulative third quarter was ¥110.8 billion, up 14.9% year on year. - FY2020-Q2AdvancedAnnual report
「GMV for the services provided by the Group during the cumulative second quarter was ¥73.0 billion, up 13.1% year on year.」
Service GMV during the cumulative second quarter was ¥73.0 billion, up 13.1% year on year. - FY2019AdvancedAnnual report
「GMV generated through these services was ¥132.2 billion, up 10.8% from the previous period.」
GMV generated through たまごリピート, サブスクストア, サブスクストアB2B and other services was ¥132.2 billion, up 10.8% from the previous period. - FY2019-Q3AdvancedAnnual report
「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.」
The company disclosed 970 total accounts and GMV of ¥96.4 billion for the group of services comprising たまごリピート-related services and サブスクストアB2B. - FY2018AdvancedAnnual report
「As of the end of September 2018, "たまごリピート" was our core service, with 941 accounts using it. GMV for the fiscal year ended September 2018, defined as the total sales of e-commerce operators using the service, increased steadily by 23.2% year on year to ¥119.3 billion.」
The number of accounts using the core service was 941, while GMV was ¥119.3 billion, up 23.2% from the previous period. - FY2017First statedAnnual report
「As of the end of September 2017, "たまごリピート" was our core service, with 820 accounts using it. GMV for the fiscal year ended September 2017, defined as the total sales of e-commerce operators using the service, increased steadily by 16.3% year on year to ¥96.8 billion.」
The company disclosed 820 accounts using its core service and GMV of ¥96.8 billion, up 16.3% year on year.