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Ly (4689) · FactAdvanced

Expansion of E-Commerce Gross Merchandise Value and User Base

First written in FY2016. 33 of 37 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2026.

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ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2023AdvancedFY2024 – FY20262016: 320162017: 420172018: 420182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 12026
Same theme, other companies
E-commerce business sales, profit and traffic growthA theme 5 companies write about · 0 as a headwind · 5 as a tailwind

2 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.
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 transaction value was ¥4.6729 trillion, while domestic merchandise transaction value was ¥3.3161 trillion, with the growth rate accelerating from the previous fiscal year.
  2. 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.」

    Following temporary weakness in the previous fiscal year, e-commerce GMV and domestic merchandise GMV returned to year-on-year growth in the interim period.
  3. 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 was ¥4,376.6 billion and domestic merchandise GMV was ¥3,120.6 billion, confirming full-year growth following the temporary weakness in the previous fiscal year and the increase that continued through the first half.
  4. 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 and domestic merchandise GMV increased year on year, and transaction scale expanded in the first half despite temporary weakness in the previous full fiscal year.
  5. 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 was ¥4,195.4 billion and domestic merchandise GMV was ¥3,038.0 billion. After temporarily weakening from the expansion through the previous fiscal year, both increased on a full-year basis.
  6. 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.」

    E-commerce GMV and domestic merchandise GMV declined year on year, confirming weakness in transaction scale that had continued from the previous fiscal year.
  7. 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.」

    E-commerce GMV and domestic merchandise GMV declined year on year, indicating weakness in the expansion of transaction scale that had continued through the previous fiscal year.
  8. 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.」

    E-commerce GMV and domestic merchandise GMV declined year on year, indicating weakness in the trend of expanding transaction scale.
  9. 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 exceeded ¥4 trillion, reaching ¥4,114.3 billion, while domestic merchandise GMV expanded to ¥2,988.0 billion.
  10. 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.」

    E-commerce GMV was ¥3,134.0 billion and domestic merchandise GMV was ¥2,275.7 billion, indicating growth in the user and transaction base driven by travel, domestic merchandise and overseas e-commerce.
  11. 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.」

    E-commerce GMV and domestic merchandise GMV increased year on year, supported by growth in the travel business, domestic merchandise and overseas e-commerce.
  12. FY2023-Q1AdvancedAnnual report

    「E-commerce GMV was ¥989.5 billion, up 15.1% year on year, driven by the recovery in the travel business and strong growth in overseas e-commerce. Domestic merchandise GMV was ¥731.6 billion, up 5.9%.」

    Growth in the travel business and overseas e-commerce drove e-commerce GMV to ¥989.5 billion and domestic merchandise GMV to ¥731.6 billion.
  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.」

    For the full year, e-commerce transaction scale expanded to ¥3,578.8 billion, while merchandise GMV expanded to ¥2,952.5 billion.
  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 transaction scale expanded to ¥2,638.9 billion, while merchandise GMV expanded to ¥2,179.7 billion, and growth in the user base continued.
  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.」

    E-commerce transaction scale expanded to ¥1,661.4 billion, while merchandise GMV expanded to ¥1,376.8 billion.
  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 increased 15.5% year on year to ¥817.2 billion, while merchandise GMV was ¥690.8 billion, and growth in transaction scale continued.
  17. FY2021AdvancedAnnual report

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

    E-commerce GMV was ¥3.22 trillion, up 24.4% year on year, indicating growth in the transaction base, including ZOZO and PayPay Mall.
  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 ¥1,951.3 billion, and growth continued in the e-commerce user base and transaction scale.
  19. FY2021-Q2AdvancedAnnual report

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

    Merchandise GMV expanded to ¥1,253.5 billion, up 30.8% year on year.
  20. FY2021-Q1AdvancedAnnual report

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

    Merchandise GMV expanded to ¥653.6 billion, up 37.4% year on year. E-commerce transaction scale expanded against a backdrop of the consolidation of ZOZO and higher revenue from shopping advertising, among other factors.
  21. FY2020AdvancedAnnual report

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

    E-commerce merchandise GMV reached ¥2,147.3 billion, up 14.4% from the previous fiscal year.
  22. FY2020-Q3AdvancedAnnual report

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

    E-commerce merchandise GMV expanded to ¥1,536.2 billion, and growth continued in the user base and transaction scale.
  23. FY2020-Q2AdvancedAnnual report

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

    E-commerce merchandise GMV reached ¥958.0 billion, and growth continued in the user base and transaction scale.
  24. FY2020-Q1AdvancedAnnual report

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

    E-commerce merchandise GMV increased 5.4% year on year to ¥475.6 billion, and growth in the user base continued.
  25. FY2019AdvancedAnnual report

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

    E-commerce merchandise GMV expanded to ¥1,951.5 billion, and growth in the user base continued throughout the fiscal year.
  26. FY2019-Q3AdvancedAnnual report

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

    E-commerce merchandise GMV increased 8.6% year on year to ¥1,453.5 billion, and growth in the user base continued.
  27. FY2019-Q2AdvancedAnnual report

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

    E-commerce merchandise GMV increased 10.7% year on year to ¥931.8 billion, and growth in the user base continued.
  28. FY2019-Q1AdvancedAnnual report

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

    E-commerce merchandise GMV increased 10% year on year to ¥469.9 billion. Combined GMV for Yahoo! Shopping, LOHACO and Charm also increased 25% year on year, indicating growth in the user base.
  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 GMV expanded to ¥2.1 trillion. Yahoo! Premium member IDs also reached 19.79 million at the end of March 2018, while the number of valid credit-card members reached 4.68 million.
  30. FY2018-Q3AdvancedAnnual report

    「As of the end of December 2017, monthly paid-member IDs totaled 25.11 million, including 18.69 million Yahoo! Premium members, a substantial year-on-year increase due to initiatives undertaken in cooperation with SoftBank Corp. and others.」

    Monthly paid-member IDs increased to 25.11 million and Yahoo! Premium membership increased to 18.69 million, indicating growth in the user base. Domestic e-commerce GMV was also ¥1,569.2 billion.
  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 GMV increased 15.3% year on year to ¥994.4 billion. In addition, monthly paid-member IDs increased to 24.70 million and Yahoo! Premium membership increased to 17.93 million.
  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 GMV expanded to ¥498.1 billion, and growth continued in the user base, including Shopping, Auctions and ASKUL.
  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 GMV expanded to ¥1,852.9 billion, indicating full-year growth in the user base, including Shopping, Auctions and ASKUL.
  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 GMV increased 27.3% year on year to ¥1,366.5 billion.
  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 GMV was ¥862.5 billion, while combined GMV for Yahoo! Shopping and LOHACO increased 32.6% year on year. Monthly paid-member IDs also increased to 17.37 million at the end of September 2016.
  36. FY2017-Q1AdvancedAnnual report

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

    Domestic e-commerce GMV increased 38.2% year on year, and ASKUL Corporation disclosed ¥54.1 billion in internet-based B2B revenue on a standalone basis.
  37. FY2016First statedAnnual report

    「Domestic e-commerce GMV increased 26.5% from the previous fiscal year to ¥1,505.9 billion.」

    Combined GMV for Yahoo! Shopping and LOHACO increased 42.1% year on year. Yahoo! Shopping had 390,000 store IDs, 200 million products and 16.73 million monthly paid-member IDs.
Moved together

"Growth Through an E-Commerce Revolution" moved the same way as this thread, in the same document, in 35 of its 37 moves.

353121181817★123456
  1. ★This thread
  2. 1Growth Through an E-Commerce Revolution35×
  3. 2Making payments and financial services a new core business31×
  4. 3Expansion of the consumer business's share of sales21×
  5. 4Continuous Service Improvement and Enhanced User Experience18×
  6. 5Continued Investment in Networks and Data Centers18×
  7. 6Consistent Revenue and Profit Growth Since Service Launch17×

★ 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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Expansion of E-Commerce Gross Merchandise Value and User Base | LY Corporation (4689) | Komori