Komori
Almado (4932) · TargetAdvanced

Expanding direct-to-consumer channel revenue and profit

First written in FY2021. 22 of 23 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-11-13.

23entries
6years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – 2026-11-132021: 320212022: 420222023: 420232024: 220242025: 220252026: 82026
Same theme, other companies
Strengthening Direct Sales and EC for Healthcare Products and Improving Customer RetentionA theme 14 companies write about · 0 as a headwind · 17 as a tailwind

The whole theme swung hardest in 2017: 1 of 9 companies on the "Worse" side.

8 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

    「As a result of strong new customer acquisition through direct-to-consumer (EC), driven by strengthened advertising operations and other measures aimed at further increasing awareness of eggshell membrane products, and steady performance in external sales through general retail, revenue exceeded the prior fiscal year. Direct-to-consumer (EC) 5,255,567 62.0 7,417,812 73.3 2,162,245 141.1」

    Direct-to-consumer EC revenue was ¥7,417.812 million, or 141.1% of the prior-year period, and its share increased from 62.0% to 73.3%. The disclosure cites strengthened advertising operations, television advertising for men's skincare products and expanded EC marketplace sales.
  2. FY2026-H1AdvancedAnnual report

    「Following the airing of a television commercial for men's skincare products containing eggshell membrane, direct-to-consumer (EC) recorded all-time highs in new customer acquisition and recurring members, and revenue increased year on year. Direct-to-consumer (EC) 2,735,821 55.6 3,913,434 74.4 1,177,612 143.0」

    Direct-to-consumer EC revenue was ¥3,913.434 million, or 143.0% of the prior-year period, and its share increased from 55.6% to 74.4%. The disclosure describes new customer acquisition and growth in recurring members driven by television advertising.
  3. FY2025AdvancedAnnual report

    「Revenue exceeded the prior fiscal year as a result of strong new customer acquisition through direct-to-consumer (EC) and steady performance in external sales through general retail.」

    Direct-to-consumer EC revenue was ¥5,255.567 million, or 126.6% of the prior-year period, accounting for 62.0% of total revenue, up from 55.1% in the prior fiscal year.
  4. FY2025-H1AdvancedAnnual report

    「Direct-to-consumer (EC) reached a record high in new customer acquisition, and revenue increased year on year as the number of recurring members also rose substantially from the prior fiscal year. Direct-to-consumer (EC) 2,081,477 55.6 2,735,821 67.1 654,344 131.4」

    Against a backdrop of strengthened advertising operations and other measures, direct-to-consumer EC revenue was ¥2,735.821 million, or 131.4% of the prior-year period, and its share increased from 55.6% to 67.1%.
  5. FY2024-Q3AdvancedAnnual report

    「The expansion of the prior year's recurring customer base and higher recurring purchase retention rate paid off, and revenue increased year on year. Direct-to-consumer (EC) 2,546,861 52.6 3,124,805 54.1 577,943 122.7」

    Direct-to-consumer (EC) revenue was ¥3,124.805 million, or 122.7% of the prior-year period, and its share increased from 52.6% to 54.1%.
  6. FY2024-Q2AdvancedAnnual report

    「Direct-to-consumer (EC) 1,646,063 52.2 2,081,477 55.6 435,414 126.5」

    Direct-to-consumer (EC) revenue was ¥2,081.477 million, or 126.5% of the prior-year period, and its share increased from 52.2% to 55.6%.
  7. FY2024-Q1AdvancedAnnual report

    「The expansion of the prior year's recurring customer base and higher recurring purchase retention rate paid off, and revenue increased year on year. Direct-to-consumer (EC) 782,097 51.3 1,021,269 49.4 239,172 130.6」

    Direct-to-consumer (EC) revenue was ¥1,021.269 million, or 130.6% of the prior-year period. Its share declined from 51.3% to 49.4%, but revenue increased.
  8. FY2023AdvancedAnnual report

    「Direct-to-consumer (EC) 2,018,407 37.6 3,309,259 50.7 1,290,852 164.0」

    Direct-to-consumer (EC) revenue was ¥3,309.259 million, or 164.0% of the prior-year period, accounting for 50.7% of total revenue, an increase of ¥1,290.852 million from the prior-year period.
  9. FY2023-Q3AdvancedAnnual report

    「Direct-to-consumer (EC) 1,540,410 37.3 2,546,861 52.6 1,006,451 165.3」

    Direct-to-consumer (EC) revenue was ¥2,546.861 million, or 165.3% of the prior-year period, accounting for 52.6% of total revenue, an increase of ¥1,006.451 million from the prior-year period.
  10. FY2023-Q2AdvancedAnnual report

    「Direct-to-consumer (EC) 1,017,018 41.3 1,646,063 52.2 629,044 161.9」

    Direct-to-consumer (EC) revenue was ¥1,646.063 million, or 161.9% of the prior-year period, accounting for 52.2% of total revenue, an increase of ¥629.044 million from the prior-year period.
  11. FY2023-Q1AdvancedAnnual report

    「Revenue increased as the number of new direct-to-consumer customers acquired expanded following the airing of a television commercial aimed at further increasing awareness of eggshell membrane serum.」

    Direct-to-consumer (EC) revenue was ¥782.097 million, or 158.7% of the prior-year period, accounting for 51.3% of total revenue, driven by increased new customer acquisition through television advertising.
  12. FY2022AdvancedAnnual report

    「Direct-to-consumer (EC) 2,018,407 37.6」

    Direct-to-consumer (EC) revenue was ¥2,018.407 million, accounting for 37.6% of total revenue and 117.6% of the prior-year period. The company disclosed progress in expanding direct sales, accompanied by new customer acquisition and membership growth.
  13. FY2022-Q3AdvancedAnnual report

    「Direct-to-consumer (EC) 1,540,410 37.3」

    Direct-to-consumer (EC) revenue was ¥1,540.410 million, accounting for 37.3% of total revenue, an increase of 16.6% year on year. The company disclosed its progress in expanding direct sales through strengthened advertising operations.
  14. FY2022-Q2AdvancedAnnual report

    「Against this backdrop, we strengthened advertising operations and took other measures aimed at further increasing awareness of eggshell membrane products. New customer acquisition through direct sales was strong, while external sales remained steady, including an increase in shipments to OEM customers year on year. Direct-to-consumer (EC) 1,017,018 41.3」

    New customer acquisition through direct sales was strong as a result of strengthened advertising operations, and direct-to-consumer (EC) revenue was ¥1,017.018 million, accounting for 41.3% of total revenue.
  15. FY2022-Q1AdvancedAnnual report

    「Against this backdrop, we strengthened advertising operations and renewed our website to further increase awareness of eggshell membrane products. New customer acquisition through direct sales was strong, while TV shopping also progressed steadily, with sales of the full-body beauty supplement “TO-Ⅱ” exceeding plan.」

    New customer acquisition through direct sales was strong, and direct-to-consumer (EC) revenue was ¥492.961 million, accounting for 40.4% of total revenue.
  16. FY2021First statedAnnual report

    「Expanding revenue and profit through the direct-to-consumer channel」

    We aim to increase the scale and margin of direct sales through new customer acquisition via magazine advertising and other means, higher retention among recurring-purchase customers, and higher cross-sell average order values.
Moved together

"Expanding existing sales channels and establishing new growth drivers" moved the same way as this thread, in the same document, in 21 of its 23 moves.

211111998★123456
  1. ★This thread
  2. 1Expanding existing sales channels and establishing new growth drivers21×
  3. 2Expanding recurring-purchase customers and strengthening customer relationships11×
  4. 3Increasing awareness of Almado, eggshell membrane and type III collagen11×
  5. 4Expansion of Revenue, Gross Profit and Operating Profit9×
  6. 5Restricted stock compensation for employees and directors9×
  7. 6Risk of direct-sales expansion measures failing to deliver results8×

★ 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
Almado's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Earnings presentation of 2026-11-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expanding direct-to-consumer channel revenue and profit | ALMADO,INC. (4932) | Komori