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Mercari (4385) · InitiativeAdvanced

E-commerce platform business through Mercari Shops

First written in FY2021. 8 of 12 entries say "Advanced", first in FY2022-Q1. Latest entry: FY2026.

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ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – FY2022RestatedFY2023-Q1 – FY2023-Q2AdvancedFY2024 – FY20262021: 220212022: 420222023: 220232024: 220242025: 120252026: 12026
Same theme, other companies
E-commerce business expansion from escrow and flea-market appsA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

0 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.
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  1. FY2026AdvancedAnnual report

    「In addition to expanding the inventory we handle through our alliance with Surugaya, initiatives aimed at future growth are steadily moving forward, including the launch of a new global app.」

    Growth initiatives for Mercari Shops and Marketplace's B2C and cross-border businesses expanded to inventory enhancement through a partnership with Surugaya and a global app.
  2. FY2025AdvancedAnnual report

    「GMV from cross-border transactions exceeded ¥90 billion, while the number of Mercard cards issued surpassed 5 million, expanding group synergies through the use of Mercari's customer base.」

    Integration between Marketplace and B2C and cross-border transactions progressed, with cross-border transaction GMV exceeding ¥90 billion.
  3. FY2024AdvancedAnnual report

    「In the fiscal year ending June 2025, we will further accelerate growth by selecting target regions, expanding partners that serve as purchasing agents, and launching cross-border sales through Mercari Shops.」

    The expansion of Mercari Shops developed beyond C2C-B2C integration into cross-border sales and the expansion of purchasing-agent partners.
  4. FY2024-Q2RestatedAnnual report

    「In addition to continued group synergy creation through the loyalty program (Note 1), various initiatives were pursued in priority areas such as cross-border transactions, category expansion and B2C.」

    The company has continued pursuing its policy of increasing listings through initiatives in strengthened areas, including B2C, and integration between Mercari JP and Mercari Shops.
  5. FY2023AdvancedAnnual report

    「In the fiscal year ending June 2024, we will further accelerate growth by selecting target regions, expanding partners that serve as purchasing agents, and launching cross-border sales through Mercari Shops.」

    The company presented a plan to expand Mercari Shops beyond C2C-B2C integration into cross-border sales through the expansion of target regions and purchasing-agent partners.
  6. FY2023-Q2RestatedAnnual report

    「In Marketplace, we are pursuing an increase in listings through stronger C2C-B2C integration as our business policy for the current fiscal year.」

    The company has reaffirmed its policy of increasing listings through integration between Mercari JP's C2C marketplace and its B2C business.
  7. FY2023-Q1RestatedAnnual report

    「In B2C, we improved functionality to support shops.」

    Mercari Shops has continued to improve functionality supporting shops.
  8. FY2022AdvancedAnnual report

    「In Marketplace, we will pursue sustainable growth by promoting an increase in listings through stronger integration between the C2C marketplace of our core business, Mercari JP, and the B2C marketplace Mercari Shops operated by Souzoh.」

    Mercari Shops was positioned not as a standalone new business, but as a core part of the Marketplace strategy to increase listings through C2C and B2C integration with Mercari JP.
  9. FY2022-Q3AdvancedAnnual report

    「Souzoh began the full-scale rollout of Mercari Shops on 7 October 2021, and the number of participating shops and listings required for medium- to long-term growth steadily increased despite the limited functionality available. Alongside focusing on product updates, including the release of Cool Mercari Delivery to improve the user experience, Souzoh implemented disciplined marketing initiatives to attract new merchants. As a result, cumulative participating shops surpassed 200,000 within 6 months of the full-scale rollout, as of 19 April, and the service continued to perform well.」

    Within 6 months of the full-scale rollout, Mercari Shops surpassed 200,000 cumulative participating shops, while the number of shops and listings increased and product updates progressed.
  10. FY2022-Q2AdvancedAnnual report

    「Souzoh began the full-scale rollout of Mercari Shops on 7 October 2021. Although the functionality offered remained limited, the service performed well during the second quarter, with the number of participating shops and listings steadily increasing as a result of proactive marketing initiatives aimed at supporting future growth.」

    Mercari Shops moved to full-scale service on 7 October 2021, and the number of participating shops and listings increased through marketing initiatives.
  11. FY2022-Q1AdvancedAnnual report

    「Souzoh pre-launched Mercari Shops on 28 July. Although the rollout was limited in terms of participating merchants and functionality, the response exceeded expectations, with many businesses requesting to open shops.」

    Mercari Shops was pre-launched on 28 July, and many businesses requested to open shops during the limited rollout phase.
  12. FY2021First statedAnnual report

    「Souzoh, Inc. — Planning, development and operation of the e-commerce platform Mercari Shops」

    Souzoh, Inc. was established to oversee new businesses, and a business was launched to plan, develop and operate the e-commerce platform Mercari Shops.
Moved together

"Enhancing Corporate Value Through Growth in GMV and Revenue" moved the same way as this thread, in the same document, in 8 of its 12 moves.

888888★123456
  1. ★This thread
  2. 1Enhancing Corporate Value Through Growth in GMV and Revenue8×
  3. 2Expansion of Mercari’s User Base and GMV in Japan8×
  4. 3Expansion of Payment and Financial Services through Merpay8×
  5. 4Expansion into overseas markets, including the US and UK8×
  6. 5Localization for U.S. Users and Business Expansion8×
  7. 6Strengthening the Financial Base through the Securitization of Merpay Advance-Payment Receivables8×

★ 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.

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No upcoming earnings preview for Mercari yet.
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E-commerce platform business through Mercari Shops | Mercari,Inc. (4385) | Komori