Changes in data supply conditions due to retail industry consolidation and loyalty program tie-ups
First written in FY2024. 1 of 2 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2018: 7 of 41 companies on the "Worse" side.
49 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「If business integrations or loyalty program tie-ups among the Company's retail customers result in the termination of transactions or changes to transaction terms in the future, this may affect the Company's performance.」
The Company continues to disclose the risk of transaction terminations and changes in terms resulting from business integrations and loyalty program tie-ups in the retail industry. - FY2024First statedAnnual report
「In the retail industry, including drugstores and supermarkets, which are the Company's primary target markets, industry consolidation through business integrations has been advancing in recent years. In addition, the use of ID-POS data has spread across all industries, and integrations and tie-ups among major loyalty program operators have accelerated. If business integrations or loyalty program tie-ups among the Company's retail customers result in the termination of transactions or changes to transaction terms in the future, this may affect the Company's performance.」
The Company identifies business integrations in the retail industry and integrations and tie-ups among loyalty program operators as changes in the market environment, and has newly disclosed the potential impact on performance from transaction terminations and changes.