Komori
Mercari (4385) · TargetRestatedLatest Earnings presentation (2026-08-05): "Reframed"

Bringing in approximately 36 million potential sellers

First written in FY2019. 1 of 3 entries say "Restated". Latest entry: 2026-08-05.

3entries
8years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2019 – FY20212019: 120192020: 020202021: 120212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Bringing in approximately 36 million potential sellersA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-08-05ReframedEarnings presentation

    「The cumulative number of customers has exceeded 60 million, leaving substantial room to expand MAU by activating customers with low usage frequency.」

    The explanation expanded from the previous estimate of approximately 36 million potential listing customers to a customer activation framework comprising more than 60 million cumulative customers, approximately 35 million active customers over the past year and approximately 24 million MAUs.
  2. FY2021RestatedAnnual report

    「Against MAUs of 19.5 million in the fourth quarter of the fiscal year ended June 2021, it is estimated that approximately 36 million users were aware of Mercari and intended to list items but had not yet done so.」

    The target population of approximately 36 million potential sellers was reaffirmed based on MAUs of 19.5 million.
  3. FY2019First statedAnnual report

    「Against registered MAUs of 13.5 million in the fourth quarter of the fiscal year ended June 2019, an analysis based on a survey conducted by Dentsu Macromill Insight, Inc. in April 2019 estimated that approximately 36 million customers were aware of Mercari and intended to list items but had not yet done so. To drive further growth in Mercari, we will implement initiatives to increase the number of sellers by appealing to these potential sellers.」

    A new specific target was established to increase sellers by targeting approximately 36 million potential customers who are aware of Mercari and intend to list items but have not yet done so, using AI and real-world touchpoints.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Mercari yet. It last moved in the Earnings presentation of 2026-08-05: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Bringing in approximately 36 million potential sellers | Mercari,Inc. (4385) | Komori