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Mercari (4385) · InitiativeAdvanced

Building an online and offline ecosystem centered on Mercari IDs

First written in FY2018. 23 of 29 entries say "Advanced", first in FY2019-Q2. Latest entry: 2026-10-16.

29entries
9years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2019-Q2 – FY2021-Q2AdvancedFY2021 – FY2024-Q12018: 12019: 320192020: 220202021: 420212022: 320222023: 320232024: 320242025: 220252026: 82026
Same theme, other companies
Online and offline service ecosystem centered on a common IDA 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. 2026-10-16Advancedwww.nikkei.com

    「メルカリは自社のサービスを通じて査定の申し込みにつながる接点を、2027年春以降に順次提供していく。」

    メルカリIDを軸とするエコシステムの連携先が、中古車買い取りオークション会社と査定サービスへ具体的に広がると報じられた。
  2. 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.」

    Ecosystem partners expanded to include the capital and business alliance with 駿河屋 and the global app, supporting growth in available inventory and cross-border transactions.
  3. FY2026-H1AdvancedAnnual report

    「As payments within and outside Mercari expanded with the acquisition of Merpay Card members, receivables (Note 2) grew steadily to ¥300.7 billion, up 41.0% year on year.」

    Starting with the acquisition of Merpay Card members, payments within and outside Mercari expanded, along with usage of the group's internal ecosystem.
  4. FY2025AdvancedAnnual report

    「In addition to contributions to top-line growth from cross-border transactions and B2C, the impact of unauthorized use during the period, which affected customer sentiment, was minimized through a swift response. As a result, Marketplace GMV (Note 1) for the full year was ¥1,120.9 billion, up 4% year on year.」

    In addition to collaboration between Marketplace and Fintech within the group, cross-border transactions and B2C contributed to top-line growth.
  5. FY2025-H1RestatedAnnual report

    「For the current consolidated fiscal year, we expect consolidated revenue of ¥200.0 billion to ¥210.0 billion and core operating profit of ¥22.0 billion to ¥25.0 billion, under a policy of generally pursuing top-line growth accompanied by higher profit, through business expansion focused on creating group synergies.」

    The company has reaffirmed its policy of achieving growth through business expansion focused on group synergies.
  6. FY2024AdvancedAnnual report

    「Growth in priority areas such as cross-border transactions and B2C, as well as the loyalty program (Note 1), contributed to top-line growth.」

    Initiatives within the group ecosystem were described as contributing to group synergies through the loyalty program and to growth in cross-border transactions and B2C.
  7. FY2024-Q3RestatedAnnual report

    「Growth in priority areas and group synergy creation through the loyalty program (Note 1) continued.」

    The company continued to create synergies within the group through the loyalty program.
  8. 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 continued to create group synergies through a loyalty program spanning Marketplace and Fintech, while also pursuing cross-border transactions, category expansion and B2C.
  9. FY2024-Q1AdvancedAnnual report

    「In Marketplace, we are focusing on top-line growth as this fiscal year's business policy while continuing disciplined investment. Group synergies through the loyalty program (Note 1) continued to be created, and progress was also made in priority areas such as cross-border transactions and category expansion.」

    Ecosystem collaboration has continued through the creation of group synergies from Merpay's loyalty program. Cross-border transactions and category expansion were also identified as areas of collaboration.
  10. FY2023AdvancedAnnual report

    「By focusing on acquiring Merpay Card members and encouraging usage, we will strengthen group synergies while also working to enhance the user experience, including enabling Bitcoin payments within Mercari, thereby promoting more active transactions.」

    Collaboration between Marketplace and Fintech was made concrete through Merpay Card member acquisition, increased usage and more active transactions enabled by Bitcoin payments.
  11. FY2023-Q3AdvancedAnnual report

    「We also aim to achieve further growth by creating synergies between C2C and B2C, as well as between Marketplace and Fintech.」

    The company has explicitly identified C2C and B2C, and Marketplace and Fintech, as the pillars of inter-business collaboration and continues to pursue growth through synergy creation.
  12. FY2023-Q1AdvancedAnnual report

    「We also aim to drive further growth by creating synergies through stronger collaboration between C2C and B2C, as well as between Marketplace and Fintech.」

    The collaboration framework was organized around both C2C and B2C, and Marketplace and Fintech, with growth driven by business synergies explicitly stated as this fiscal year's policy.
  13. FY2022AdvancedAnnual report

    「By grouping the individual companies in the Japan Region under Marketplace and Fintech and strengthening horizontal collaboration across the businesses, we will pursue synergies, greater business efficiency and higher productivity.」

    The explanation of collaboration across businesses centered on Mercari ID has become more concrete, focusing on collaboration and synergy creation across Marketplace and Fintech in the Japan Region.
  14. FY2022-Q3AdvancedAnnual report

    「In Mercari JP, our core business, GMV continued to grow steadily and reached a record high, supported by the successful acquisition of new users, cross-use initiatives and listing campaigns, in addition to proactive customer acquisition.」

    The acquisition of new users, cross-use initiatives and listing campaigns proved effective, and Mercari JP's GMV reached a record high.
  15. FY2022-Q1AdvancedAnnual report

    「To improve retention among newly acquired users, we began cross-use initiatives in the first quarter, encouraging new users to list items, make purchases and use Merpay for payments.」

    Cross-use initiatives encouraging new Mercari users to list items, make purchases and use Merpay for payments began in the first quarter, giving concrete form to integrated use of Mercari and Merpay.
  16. FY2021AdvancedAnnual report

    「By linking product data held by primary-market businesses with our secondary-market data, we will make product searches, comparisons and information entry when listing easier, while providing smoother and more seamless buying and selling experiences, including by directing users to purchases in the primary market.」

    The company presented a concrete buying and selling experience for the Mercari ID-based ecosystem through the integration of primary-market product data and secondary-market data.
  17. FY2021-Q3RestatedAnnual report

    「We are also pursuing growth initiatives focused on the period following the containment of the novel coronavirus (hereinafter, COVID-19) by advancing collaboration with other companies.」

    The company reaffirmed its policy of pursuing growth initiatives for the post-COVID-19 period through collaboration with other companies.
  18. FY2021-Q2AdvancedAnnual report

    「Merpay, which provides smartphone payment services, is working to build a service that enables users to invest assets using their Merpay balance, in addition to its payments and credit businesses.」

    The Mercari-Merpay ecosystem is expanding into the development of an asset-management service using Merpay balances.
  19. FY2020AdvancedAnnual report

    「By linking product data held by primary-market businesses with our secondary-market data, we believe we can make product searches, comparisons and information entry when listing easier, while also creating smoother and more seamless buying and selling experiences, including by directing users to purchases in the primary market.」

    The company specified the Mercari ID-based ecosystem concept through a concrete buying and selling experience enabled by linking primary-market product data with secondary-market data.
  20. FY2020-Q3AdvancedAnnual report

    「Based on the technological capabilities and extensive customer and information infrastructure developed through Mercari, our group began providing the smartphone payment service Merpay in February 2019. Merpay aims to provide payments for everyday use, while acquiring customers and merchants and building a new credit-centered ecosystem. As a result, the number of Merpay users exceeded 6 million (Note 2) and continued to grow steadily.」

    The number of users of Merpay's ecosystem, which leverages Mercari's customer and information infrastructure, exceeded 6 million.
  21. FY2019AdvancedAnnual report

    「We will continue building an ecosystem in which Mercari and Merpay mutually reinforce each other.」

    The company presented an ecosystem strategy in which Mercari and Merpay mutually use sales proceeds, balances, deferred payments and credit.
  22. FY2019-Q3AdvancedAnnual report

    「On 14 March, we also added the Code Payment feature. Together with iD-accepting merchants, this will make Merpay available at 1.35 million participating stores nationwide, with support to be added progressively. Going forward, through our OPENNESS strategy of promoting neutral and open partnerships across industries and sectors, we will contribute to the adoption of cashless payments.」

    The company specified its open, cross-industry partnership policy by expanding connections to 1.35 million participating stores nationwide through code payments and iD-accepting merchants.
  23. FY2019-Q2AdvancedAnnual report

    「We are also pursuing a new initiative to link CARTUNE and Mercari, primarily for car parts. ID integration with Mercari began in the consolidated third quarter.」

    The Mercari ID-based collaboration initiative advanced to the specific stage of beginning ID integration with CARTUNE in the third quarter.
  24. FY2018First statedAnnual report

    「Our group aims to achieve further growth by leveraging Mercari's user base to build an ecosystem linking a range of online and offline services through users' Mercari IDs.」

    The concept is to connect C2C and B2C services, shopping, dining and payments through Mercari IDs, including services provided by partners as well as our own services.
Moved together

"Enhancing Corporate Value Through Growth in GMV and Revenue" moved the same way as this thread, in the same document, in 21 of its 27 moves.

212120191815★123456
  1. ★This thread
  2. 1Enhancing Corporate Value Through Growth in GMV and Revenue21×
  3. 2Localization for U.S. Users and Business Expansion21×
  4. 3Expansion of Payment and Financial Services through Merpay20×
  5. 4Expansion of Mercari’s User Base and GMV in Japan19×
  6. 5Expansion into overseas markets, including the US and UK18×
  7. 6Leveraging a Highly Engaged User Base and Transaction Data15×

★ 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 Mercari yet. It last moved in the General Meetings of Shareholders of 2026-08-21: "Advanced".
Building an online and offline ecosystem centered on Mercari IDs | Mercari,Inc. (4385) | Komori