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Kufu Company Holdings (4376) · InitiativeRestatedLatest Earnings (2026-08-14): "Advanced"

Creating more opportunities to use Tokubai and integrating its services with Yomuno

First written in FY2022-Q1. 7 of 15 entries say "Advanced", first in FY2022-Q2. Latest entry: 2026-08-14.

15entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q2 – FY2023-Q1WorsenedFY2024-Q2 – FY2024AdvancedFY2025-H12022: 420222023: 320232024: 320242025: 120252026: 42026
Same theme, other companies
Diversified Monetization and Store Expansion for Regional Information ServicesA theme 6 companies write about · 0 as a headwind · 7 as a tailwind

3 other companies' latest entry also says "Advanced".

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. FY2026-H1RestatedAnnual report

    「Kufu Tokubai, the core business, steadily generated profit as structural reforms implemented in the previous fiscal year, including business consolidation and cost reductions, took effect. We also promoted an increase in the number of fixed-fee subscription stores in the main sectors and strengthened initiatives aimed at renewed revenue growth.」

    Kufu Tokubai continued to generate stable profit following structural reforms, while efforts to increase fixed-fee subscription stores and restore revenue growth continued.
  2. FY2025-H1AdvancedAnnual report

    「During the six months ended 30 September, in developing stores that adopt Tokubai, the number of paid listed stores increased as a result of stronger sales efforts and diversification of service-delivery methods, while network advertising and other revenue declined.」

    Stronger sales efforts and more varied service-delivery methods increased paid listed stores, although network advertising and other revenue declined.
  3. FY2024WorsenedAnnual report

    「In developing stores that adopt Tokubai, the number of paid listed stores was sluggish, but we focused on expanding the retail sectors covered and improving information coverage, which increased the number of stores registered for the service.」

    Coverage of retail sectors, information coverage, and registered stores progressed, while growth in paid listed stores remained sluggish for the full year.
  4. FY2024-Q2WorsenedAnnual report

    「During the six months ended 31 March, the number of paid listed stores declined and user numbers were sluggish in developing stores that adopt Tokubai. However, information coverage improved in the three main sectors—supermarkets, drugstores, and home-improvement stores—and the number of stores registered for the service increased.」

    Information coverage and registered stores improved in the three main sectors, while paid listed stores and user numbers were sluggish.
  5. FY2024-Q1ReframedAnnual report

    「With the strategic shift from emphasizing “media” to emphasizing “tools useful in everyday life,” aimed at providing value linked to concrete daily actions such as users’ purchasing behavior, we transferred the business of Kufu Live!, a comprehensive lifestyle information media service.」

    The strategy shifted from improving media capabilities through integration between Tokubai and Kufu Live! to prioritizing tools that support everyday activities, and Kufu Live! was transferred.
  6. FY2023WorsenedAnnual report

    「In developing stores that adopt Tokubai, we promoted trial adoption in new areas and made progress in adopting service options, but price revisions and new adoption were difficult.」

    Trial adoption in new areas and service-option adoption progressed, while price revisions and new adoption remained difficult.
  7. FY2023-Q3WorsenedAnnual report

    「During the nine months ended 30 June, in developing stores that adopt Tokubai, we promoted trial adoption in new areas and made progress in adopting service options, but difficulties with price revisions caused results to fall below plan.」

    Trial adoption in new areas and service-option adoption progressed, but store acquisition fell below plan because price revisions were difficult.
  8. FY2023-Q1AdvancedAnnual report

    「To create more opportunities to use Tokubai and expand the user base, we focused on measures for users. In developing stores that adopt Tokubai, we promoted trial adoption in new areas such as restaurants, and fixed-fee subscription contracts remained firm as service options were adopted.」

    Trial adoption in new areas and the adoption of service options progressed, and fixed-fee subscription contracts remained firm.
  9. FY2022AdvancedAnnual report

    「During the fiscal year, to create more opportunities to use Tokubai, we redesigned the Tokubai app and worked to strengthen services and improve convenience by developing coupon and recipe functions and enhancing search functionality to meet users’ growing needs to save on food expenses and avoid repetitive meal choices amid the COVID-19 pandemic and rising prices. We also focused on improving our media capabilities by acquiring new user touchpoints, including launching service integration between Tokubai and Yomuno. In developing stores that adopt Tokubai, fixed-fee subscription contracts progressed and the number of paid-contract stores increased. We also promoted adoption in new areas, including consumer-electronics retailers and restaurants.」

    The disclosure covers the app redesign, enhanced coupon, recipe, and search functions, integration with Yomuno, more paid-contract stores, and adoption by consumer-electronics retailers and restaurants.
  10. FY2022-Q3AdvancedAnnual report

    「We also focused on improving our media capabilities by acquiring new user touchpoints, including launching service integration between Tokubai and Yomuno. In developing stores that adopt Tokubai, fixed-fee subscription contracts progressed, the number of paid-contract stores increased, and trial adoption in new areas, including restaurants, advanced, increasing the number of listed stores.」

    In addition to strengthening app functions and integrating services, trial adoption in new areas such as restaurants progressed and the number of listed stores increased.
  11. FY2022-Q2AdvancedAnnual report

    「During the six months ended 31 March, in the everyday-life area, we redesigned the Tokubai app and developed coupon and recipe functions to meet users’ growing needs to save on food expenses and avoid cooking monotony amid the COVID-19 pandemic and rising prices, while strengthening search functions. We also focused on improving media capabilities by acquiring new user touchpoints, including starting service integration between Tokubai and Yomuno. In developing Tokubai’s customer base, orders for fixed-fee contracts progressed as planned in sectors offering sales opportunities, increasing the number of paying contracted stores.」

    The update records the app redesign, stronger coupon, recipe and search functions, the launch of Tokubai-Yomuno integration and an increase in paying contracted stores.
  12. FY2022-Q1First statedAnnual report

    「To create more opportunities to use Tokubai, we focused on strengthening the development of new shopping-support content and improving media capabilities by acquiring new user touchpoints, including launching service integration with Yomuno.」

    Describes efforts to increase user touchpoints through new content development and the launch of integration with Yomuno.
Moved together

"Business Restructuring through Selective Concentration of Products in the Housing Business" moved the same way as this thread, in the same document, in 5 of its 15 moves.

544433★123456
  1. ★This thread
  2. 1Business Restructuring through Selective Concentration of Products in the Housing Business5×
  3. 2Strengthening Shared Platforms Supporting Group-Wide Business Operations4×
  4. 3Expanding Wedding-Related Services to Increase Users’ Choices4×
  5. 4Evolution into a Comprehensive Lifestyle Media and Services Platform4×
  6. 5Enhancing the Value-Added of SaaS Services for Business Partners3×
  7. 6Paid Stock Acquisition Rights Subject to EBITDA and Other Conditions Exceeding ¥10 Billion in the Fiscal Year Ending September 20263×

★ 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
No upcoming earnings preview for Kufu Company Holdings yet. It last moved in the Earnings of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Creating more opportunities to use Tokubai and integrating its services with Yomuno | Kufu Company Holdings Inc. (4376) | Komori