Komori
Ly (4689) · TargetAdvanced

Growth Through an E-Commerce Revolution

First written in FY2016. 34 of 38 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2026.

38entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2023AdvancedFY2024 – FY20262016: 320162017: 420172018: 420182019: 420192020: 420202021: 420212022: 320222023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Growth through Making E-commerce the Core Business and Expanding the Product RangeA theme 16 companies write about · 0 as a headwind · 17 as a tailwind

The whole theme swung hardest in 2017: 1 of 10 companies on the "Worse" side.

10 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.
Showing 14 of the 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「E-commerce transaction value (Note 1) increased to ¥4.6729 trillion, up 7.1% year on year, due to growth in domestic physical-goods transaction value centered on the shopping business, an increase in consolidated subsidiaries in the reuse and overseas e-commerce businesses, and growth in domestic service transaction value. Of this amount, domestic physical-goods transaction value was ¥3.3161 trillion, up 6.3% year on year.」

    E-commerce GMV reached ¥4.6729 trillion, up 7.1% year on year, while domestic merchandise GMV increased to ¥3.3161 trillion.
  3. FY2026-H1AdvancedAnnual report

    「E-commerce GMV increased 9.3% year on year to ¥2.2827 trillion, driven by growth in domestic merchandise GMV, centered on the Shopping business, an increase in consolidated subsidiaries in the Reuse and overseas e-commerce businesses, and growth in domestic services GMV, of which domestic merchandise GMV increased 8.7% year on year to ¥1.6112 trillion.」

    E-commerce GMV reached ¥2.2827 trillion for the first half, up 9.3% year on year, while domestic merchandise GMV also increased to ¥1.6112 trillion, up 8.7%.
  4. FY2025AdvancedAnnual report

    「E-commerce GMV increased 4.3% year on year to ¥4.3766 trillion, of which domestic merchandise GMV increased 2.7% year on year to ¥3.1206 trillion.」

    E-commerce GMV reached ¥4.3766 trillion and domestic merchandise GMV ¥3.1206 trillion, up 4.3% and 2.7% year on year, respectively.
  5. FY2025-H1AdvancedAnnual report

    「E-commerce GMV increased 4.2% year on year to ¥2.0964 trillion, driven by growth in domestic merchandise GMV, centered on the Shopping business, as well as steady performance in domestic services GMV, of which domestic merchandise GMV increased 2.4% year on year to ¥1.4821 trillion.」

    E-commerce GMV reached ¥2.0964 trillion and domestic merchandise GMV ¥1.4821 trillion, up 4.2% and 2.4% year on year, respectively.
  6. FY2024AdvancedAnnual report

    「Despite the impact of cost optimization and other factors, e-commerce GMV increased 2.0% year on year to ¥4.1954 trillion, of which domestic merchandise GMV increased 1.7% year on year to ¥3.0380 trillion.」

    E-commerce GMV, which had declined year on year through the previous quarter, reached ¥4.1954 trillion for the full year, up 2.0% year on year, marking a return to growth in transaction volume.
  7. FY2024-Q3WorsenedAnnual report

    「E-commerce GMV decreased 0.1% year on year to ¥3.1319 trillion due to the impact of cost optimization and other factors, of which domestic merchandise GMV decreased 0.2% year on year to ¥2.2703 trillion.」

    While advancing cost optimization and other measures, e-commerce GMV and domestic merchandise GMV continued to decline year on year.
  8. FY2024-Q2WorsenedAnnual report

    「E-commerce GMV decreased 0.2% year on year to ¥2.0124 trillion due to the impact of cost optimization and other factors, of which domestic merchandise GMV decreased 1.3% year on year to ¥1.4467 trillion.」

    While advancing cost optimization and other measures, e-commerce GMV and domestic merchandise GMV decreased year on year, indicating weakness in the growth theme.
  9. FY2024-Q1WorsenedAnnual report

    「E-commerce GMV decreased 0.7% year on year to ¥982.5 billion due to the impact of business cost optimization and other factors, of which domestic merchandise GMV decreased 1.9% year on year to ¥717.7 billion.」

    While advancing business cost optimization and other measures, e-commerce GMV and domestic merchandise GMV decreased year on year.
  10. FY2023AdvancedAnnual report

    「E-commerce GMV increased 7.4% year on year to ¥4.1143 trillion, driven by growth in domestic services e-commerce, centered on the Travel business, and steady growth in the Reuse business, of which domestic merchandise GMV increased 1.2% year on year to ¥2.9880 trillion.」

    E-commerce GMV reached ¥4.1143 trillion, up 7.4% year on year, while domestic merchandise GMV increased to ¥2.9880 trillion. The Travel and Reuse businesses were identified as growth drivers.
  11. FY2023-Q3AdvancedAnnual report

    「Despite progress in business cost optimization, e-commerce GMV increased 11.3% year on year to ¥3.1340 trillion, driven by strong performance in the Travel business and growth in domestic merchandise and overseas e-commerce, of which domestic merchandise GMV increased 4.4% year on year to ¥2.2757 trillion.」

    Growth in the Travel business, domestic merchandise and overseas e-commerce expanded e-commerce GMV to ¥3.1340 trillion and domestic merchandise GMV to ¥2.2757 trillion.
  12. FY2023-Q2AdvancedAnnual report

    「E-commerce GMV increased 14.2% year on year to ¥2.0157 trillion, driven by strong performance in the Travel business and growth in domestic merchandise and overseas e-commerce, of which domestic merchandise GMV increased 6.5% year on year to ¥1.4657 trillion.」

    The recovery of the Travel business and growth in domestic merchandise and overseas e-commerce expanded e-commerce GMV to ¥2.0157 trillion and domestic merchandise GMV to ¥1.4657 trillion.
  13. FY2022AdvancedAnnual report

    「E-commerce GMV increased 10.9% year on year to ¥3.5788 trillion, of which merchandise GMV increased 10.5% year on year to ¥2.9525 trillion.」

    E-commerce GMV reached ¥3.5788 trillion and merchandise GMV ¥2.9525 trillion, up 10.9% and 10.5% year on year, respectively.
  14. FY2022-Q3AdvancedAnnual report

    「E-commerce GMV increased 9.5% year on year to ¥2.6389 trillion, of which merchandise GMV increased 11.7% year on year to ¥2.1797 trillion.」

    E-commerce GMV reached ¥2.6389 trillion and merchandise GMV ¥2.1797 trillion, up 9.5% and 11.7% year on year, respectively.
  15. FY2022-Q2AdvancedAnnual report

    「E-commerce GMV increased 11.3% year on year to ¥1.6614 trillion, of which merchandise GMV increased 9.8% year on year to ¥1.3768 trillion.」

    Cumulative e-commerce GMV for the first 2 quarters reached ¥1.6614 trillion, while merchandise GMV reached ¥1.3768 trillion, both increasing year on year.
  16. FY2022-Q1AdvancedAnnual report

    「E-commerce GMV increased 15.5% year on year to ¥817.2 billion, of which merchandise GMV increased 5.7% year on year to ¥690.8 billion.」

    E-commerce GMV reached ¥817.2 billion, up 15.5% year on year, while merchandise GMV also increased to ¥690.8 billion.
  17. FY2021AdvancedAnnual report

    「E-commerce GMV increased 24.4% year on year to ¥3.22 trillion.」

    E-commerce GMV reached ¥3.22 trillion, up 24.4% year on year, with the scale of operations continuing to expand.
  18. FY2021-Q3AdvancedAnnual report

    「Merchandise GMV increased 27.0% year on year to ¥1.9513 trillion.」

    Merchandise GMV increased 27.0% year on year to ¥1.9513 trillion, expanding the scale of e-commerce operations.
  19. FY2021-Q2AdvancedAnnual report

    「Merchandise GMV increased 30.8% year on year to ¥1.2535 trillion.」

    Merchandise GMV increased 30.8% year on year to ¥1.2535 trillion, driving further expansion in e-commerce transaction volume.
  20. FY2021-Q1AdvancedAnnual report

    「Merchandise GMV increased 37.4% year on year to ¥653.6 billion.」

    Merchandise GMV increased 37.4% year on year to ¥653.6 billion, indicating further progress in e-commerce growth.
  21. FY2020AdvancedAnnual report

    「Merchandise e-commerce GMV increased 14.4% year on year to ¥2.1473 trillion.」

    Merchandise e-commerce GMV increased 14.4% year on year to ¥2.1473 trillion, with growth continuing throughout the full year.
  22. FY2020-Q3AdvancedAnnual report

    「Merchandise e-commerce GMV increased 9.9% year on year to ¥1.5362 trillion.」

    Merchandise e-commerce GMV increased 9.9% year on year to ¥1.5362 trillion, with the scale of operations continuing to expand.
  23. FY2020-Q2AdvancedAnnual report

    「Merchandise e-commerce GMV increased 7.1% year on year to ¥958.0 billion.」

    Merchandise e-commerce GMV increased 7.1% year on year to ¥958.0 billion, with the scale of operations continuing to expand.
  24. FY2020-Q1AdvancedAnnual report

    「Merchandise e-commerce GMV increased 5.4% year on year to ¥475.6 billion.」

    Merchandise e-commerce GMV increased 5.4% year on year to ¥475.6 billion, and growth continued.
  25. FY2019AdvancedAnnual report

    「E-commerce transaction value (merchandise) (Note 3) increased 8.7% year on year to ¥1.9515 trillion.」

    Merchandise e-commerce GMV increased 8.7% year on year to ¥1.9515 trillion, with growth continuing throughout the full year.
  26. FY2019-Q3AdvancedAnnual report

    「E-commerce transaction value (merchandise) (Note 2) increased 8.6% year on year to ¥1.4535 trillion.」

    E-commerce transaction value (merchandise) increased 8.6% year on year to ¥1.4535 trillion, continuing to grow.
  27. FY2019-Q2AdvancedAnnual report

    「E-commerce transaction value (merchandise) (Note 2) increased 10.7% year on year to ¥931.8 billion.」

    E-commerce transaction value (merchandise) increased 10.7% year on year to ¥931.8 billion, continuing its expansion.
  28. FY2019-Q1AdvancedAnnual report

    「E-commerce transaction value (merchandise) (Note 2) increased 10% year on year to ¥469.9 billion.」

    E-commerce transaction value (merchandise) increased 10% year on year to ¥469.9 billion, continuing its growth.
  29. FY2018AdvancedAnnual report

    「Domestic e-commerce gross merchandise value (Note 2) increased 13.7% from the previous consolidated fiscal year to ¥2.1 trillion.」

    Domestic e-commerce gross merchandise value reached ¥2.1 trillion for the full year, up 13.7% year on year.
  30. FY2018-Q3AdvancedAnnual report

    「Domestic e-commerce gross merchandise value (Note 2) increased 14.8% year on year to ¥1.5692 trillion.」

    Domestic e-commerce gross merchandise value increased 14.8% year on year to ¥1.5692 trillion, continuing its expansion.
  31. FY2018-Q2AdvancedAnnual report

    「Domestic e-commerce gross merchandise value (Note 2) increased 15.3% year on year to ¥994.4 billion.」

    Domestic e-commerce gross merchandise value increased 15.3% year on year to ¥994.4 billion, continuing its expansion.
  32. FY2018-Q1AdvancedAnnual report

    「Domestic e-commerce gross merchandise value (Note 2) increased 15.8% year on year to ¥498.1 billion.」

    Domestic e-commerce gross merchandise value increased 15.8% year on year to ¥498.1 billion, continuing its expansion.
  33. FY2017AdvancedAnnual report

    「Domestic e-commerce gross merchandise value (Note 1) increased 23.0% from the previous consolidated fiscal year to ¥1.8529 trillion.」

    Domestic e-commerce gross merchandise value increased 23.0% year on year to ¥1.8529 trillion, confirming growth for the full year.
  34. FY2017-Q3AdvancedAnnual report

    「Domestic e-commerce gross merchandise value (Note 1) increased 27.3% year on year to ¥1.3665 trillion.」

    Domestic e-commerce gross merchandise value increased 27.3% year on year to ¥1.3665 trillion, adding to the Group's growth track record.
  35. FY2017-Q2AdvancedAnnual report

    「Domestic e-commerce gross merchandise value (Note 1) increased 33.8% year on year to ¥862.5 billion.」

    Domestic e-commerce gross merchandise value increased 33.8% year on year to ¥862.5 billion, adding to the Group's growth track record.
  36. FY2017-Q1AdvancedAnnual report

    「Domestic e-commerce gross merchandise value (Note 1) increased 38.2% year on year to ¥430 billion.」

    Domestic e-commerce gross merchandise value increased 38.2% year on year to ¥430 billion, demonstrating growth.
  37. FY2016First statedAnnual report

    「To further ensure growth through the e-commerce revolution, which occupies an important position in its strategy, the Company conducted a tender offer for shares and other interests in Ikyu Corporation, as resolved by the Board of Directors on 15 December 2015.」

    The Company positions e-commerce as strategically important and views acquisitions as a means of achieving growth.
Moved together

"Expansion of E-Commerce Gross Merchandise Value and User Base" moved the same way as this thread, in the same document, in 35 of its 38 moves.

353220191717★123456
  1. ★This thread
  2. 1Expansion of E-Commerce Gross Merchandise Value and User Base35×
  3. 2Making payments and financial services a new core business32×
  4. 3Expansion of the consumer business's share of sales20×
  5. 4Continuous Service Improvement and Enhanced User Experience19×
  6. 5Consistent Revenue and Profit Growth Since Service Launch17×
  7. 6Continued Investment in Networks and Data Centers17×

★ 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
Ly's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-28: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth Through an E-Commerce Revolution | LY Corporation (4689) | Komori