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Ly (4689) · InitiativeQuick commerce service discontinued and transitioned

New Commerce Strategy Through Strengthening Logistics and Delivery

First written in FY2020. 4 of 7 entries say "Advanced", first in FY2021-Q3. Latest entry: FY2026-H1.

7entries
6years
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ProgressHeldSoftenedWorseAdvancedFY2021-Q3 – FY2022RestatedFY2023AdvancedFY2025-H12020: 120202021: 220212022: 120222023: 120232024: 120242025: 12025
Same theme, other companies
Development of a Digital Delivery Service Connecting E-Commerce Operators and Delivery ProvidersA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

0 other companies' latest entry also says "Other".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Quick commerce service discontinued and transitionedAnnual report

    「The Yahoo! QuickMart service was discontinued on 31 August 2025.」

    Under its quick commerce initiatives, Yahoo! QuickMart was discontinued on 31 August 2025. Together with Yahoo! Mart by ASKUL, which was discontinued the previous year, the company is proceeding with the consolidation and transition of its services.
  2. FY2025-H1AdvancedAnnual report

    「The Yahoo! QuickMart service was launched on 13 August 2024.」

    As part of its quick commerce initiatives, the company launched the Yahoo! QuickMart service. It also disclosed that Yahoo! Mart by ASKUL was discontinued on 31 August 2024.
  3. FY2023RestatedAnnual report

    「As medium- to long-term initiatives, the company will develop social commerce using LINE's communication functions and quick commerce, which enables customers to receive products in as little as 15 minutes.」

    The company has reaffirmed social commerce using LINE and quick commerce offering delivery in as little as 15 minutes as medium- to long-term initiatives.
  4. FY2022AdvancedAnnual report

    「In the quick commerce business, the company began the full-scale rollout of Yahoo! Mart by ASKUL, under which delivery personnel from group company DEMAE-CAN CO.,LTD. deliver food and daily necessities sold by ASKUL Corporation. The company is developing the business with the goal of covering all areas of Tokyo during fiscal 2022.」

    The company began the full-scale rollout of Yahoo! Mart by ASKUL using delivery personnel from DEMAE-CAN CO.,LTD., setting a time-bound target of covering all of Tokyo during fiscal 2022.
  5. FY2021AdvancedAnnual report

    「Commitments for the purchase of property, plant and equipment and intangible assets at the end of the consolidated fiscal year totaled ¥19,680 million, compared with ¥10,592 million at the end of the previous consolidated fiscal year. They mainly consisted of outstanding commitments under contracts for the purchase of data center assets and capital investment in logistics centers.」

    Outstanding commitments for capital investment in logistics centers and other facilities increased from ¥10.592 billion to ¥19.680 billion, marking progress in strengthening logistics and delivery infrastructure.
  6. FY2021-Q3AdvancedAnnual report

    「Commitments newly contracted during the third quarter for the purchase of significant property, plant and equipment and intangible assets totaled ¥7,503 million. They mainly consisted of outstanding commitments under contracts for capital investment in logistics centers.」

    The company newly entered into purchase commitments totaling ¥7.503 billion, mainly for capital investment in logistics centers, marking progress in strengthening logistics and delivery infrastructure.
  7. FY2020First statedAnnual report

    「Announced a new commerce strategy focused on strengthening logistics and delivery, and signed a basic agreement with YAMATO HOLDINGS CO.,LTD. toward a business alliance.」

    The company positioned logistics and delivery as key initiatives under its new commerce strategy and signed a basic agreement toward a business alliance with YAMATO HOLDINGS CO.,LTD.
Moved together

"Making payments and financial services a new core business" moved the same way as this thread, in the same document, in 4 of its 7 moves.

444443★123456
  1. ★This thread
  2. 1Making payments and financial services a new core business4×
  3. 2Consistent Revenue and Profit Growth Since Service Launch4×
  4. 3Growth Through an E-Commerce Revolution4×
  5. 4Continuous Service Improvement and Enhanced User Experience4×
  6. 5Expansion of E-Commerce Gross Merchandise Value and User Base4×
  7. 6Continued Investment in Networks and Data Centers3×

★ 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
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New Commerce Strategy Through Strengthening Logistics and Delivery | LY Corporation (4689) | Komori