Expansion of Wholesale Channels for Drugstores and Variety Stores
First written in FY2020. 10 of 23 entries say "Advanced", first in FY2021-Q1. Latest entry: FY2026.
Premier Anti-Aging moved to the "Worse" side of this theme in 2023.
The whole theme swung hardest in 2023: 1 of 6 companies on the "Worse" side.
3 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「Sales from wholesale operations, where sales of the renewed “DUO” brand have remained solid, increased.」
Wholesale sales rose to ¥2,512 million from ¥2,218 million in the previous fiscal year. The full renewal of DUO and in-store promotions carried out in cooperation with wholesale partners progressed. - FY2026-H1In-store and EC sales improved, but wholesale sales remained at the previous year’s level.Annual report
「Following the relaunch, POS in the wholesale business has remained above the previous year’s level, and sales on EC marketplaces have also exceeded the previous year’s level.」
Following the DUO relaunch, POS and EC marketplace sales exceeded the previous year’s levels, while total wholesale sales remained at approximately the same level as the previous year’s period. - FY2025WorsenedAnnual report
「Wholesale sales has promoted tie-up initiatives with PR promotions aimed at establishing awareness of new value for existing brands, and strengthened efforts to maximize value for customers shopping in stores and on EC marketplaces. Promotions conducted in collaboration with wholesale customers, following the launch of a new brand dedicated to wholesale sales and The Cleansing Balm Black Repair’s recognition as a Best Cosme Award 2025 first-half new-product winner on @cosme, have produced results. However, sales fell below the previous fiscal year’s level due in part to the impact of returns of existing products following the full relaunch of 5 products in the DUO The Cleansing Balm series.」
Although we advanced a new brand, PR tie-ups and collaboration with wholesale customers, wholesale sales fell below the previous fiscal year’s level due to returns and other factors associated with the DUO relaunch. - FY2025-H1WorsenedAnnual report
「Wholesale sales aims to acquire growth momentum by promoting tie-up initiatives with PR promotions and new communications designed to convey the value of existing brands, and by deepening collaboration with wholesale customers. During the six-month period, we worked to strengthen in-store promotion in conjunction with the relaunch of the DUO brand, initiatives linked to the new CANADEL television commercial, and the launch of new shades of the Clayence color treatment. However, sales declined due to intensifying competition in stores.」
Although we advanced collaboration with wholesale customers, tie-up initiatives and brand-specific measures, wholesale sales declined due to intensifying in-store competition. - FY2024-Q3WorsenedAnnual report
「Revenue from the anti-aging business was ¥14,102 million, down 30.5% year on year.」
The anti-aging business, which had been expanding its sales channels, recorded a 30.5% decline in sales for the nine months ended the third quarter, with sales continuing to decline in both mail-order and wholesale channels. - FY2024-Q2WorsenedAnnual report
「The initiatives have not yet produced their full effect. Although the pace of decline has begun to moderate, sales declined in both mail-order and wholesale channels.」
Although initiatives to expand and strengthen sales channels are being implemented, DUO continues to report lower sales in both mail-order and wholesale channels. It was also explained that the pace of decline has begun to moderate. - FY2023ReframedAnnual report
「We will shift retail from the previous sell-in model, based on expanding the number of stores carrying our products, to a sell-out model focused on strengthening POS (point-of-sale information management) and sales per store.」
Although distribution expanded to approximately 18,000 retail stores, the strategy has shifted from simply expanding the number of stores to a sell-out model focused on POS and sales per store. - FY2023-Q3WorsenedAnnual report
「Sales declined in both mail-order and wholesale channels, as competition in the cleansing market and the balm product category continued to intensify, while initiatives to acquire new customers aimed at further improving LTV failed to produce the expected results and new customer acquisition remained low.」
Sales declined across channels, including wholesale, as intensifying competition in the cleansing market and sluggish new customer acquisition constrained progress in expanding the channels. - FY2023-Q2WorsenedAnnual report
「Mail-order sales through the company’s website ¥12,397.915 million ¥10,317.135 million Wholesale sales ¥4,923.517 million ¥3,102.092 million」
Revenue from both mail-order sales through the company’s website and wholesale sales declined year on year, and the decline in wholesale-channel sales continued. - FY2023-Q1Progress in new distribution, decline in wholesale salesAnnual report
「In line with the television commercials from October, we also expanded into retail stores, completing distribution to 8,000 retail stores by the end of October.」
Although distribution of Clayence to 8,000 retail stores was completed, wholesale sales in the first quarter declined from ¥3,431.301 million in the same period of the previous year to ¥1,929.162 million. - FY2022WorsenedAnnual report
「Sales for the current consolidated fiscal year were as follows. Our group operates in a single segment, the manufacture and sale of cosmetics. By sales channel: mail-order sales ¥12,397.915 million; wholesale sales ¥8,382.609 million (down 11.4% year on year); other ¥1,378.970 million; total ¥33,911.903 million (up 3.3% year on year).」
Although wholesale distribution expanded to approximately 17,000 retail stores, annual wholesale sales declined 11.4% year on year to ¥8,382.609 million. - FY2022-Q2Sales stagnationAnnual report
「In wholesale sales, shipments of cleansing balms contracted in the second quarter due partly to a reaction following the increase in shipments during the product changeover period in the first quarter, resulting in stagnant sales.」
In wholesale sales, shipments of cleansing balms contracted as a reaction to the increase in shipments during the product changeover period in the first quarter, resulting in stagnant sales. - FY2022-Q1AdvancedAnnual report
「Wholesale sales were 154% of the level in the previous fourth quarter. This was attributable to continued sales growth of The Cleansing Balm Black Repair, launched in March 2021, as well as the expansion of shelf space per store driven by the DUO facial-cleansing series, which had been identified as a growth driver for the current period.」
Wholesale sales reached 154% of the previous fourth quarter, while the shelf space per store also expanded due to Black Repair and the DUO facial cleanser series. - FY2021AdvancedAnnual report
「In wholesale sales, initiatives to raise awareness through TV commercials provided a tailwind. The number of stores carrying the products reached approximately 16,000 for DUO and approximately 12,000 for CANADEL, while sales surged to 217.7% of the previous fiscal year, strongly driving overall sales.」
In the wholesale channel, the number of stores carrying DUO and CANADEL and sales increased substantially. - FY2021-Q3AdvancedAnnual report
「For the CANADEL brand, the number of stores carrying the products continued to increase due to the effect of the TV commercials, and sales increased.」
The disclosure describes increases in the number of stores carrying CANADEL and sales triggered by the TV commercials, indicating progress in wholesale and in-store expansion. - FY2021-Q2AdvancedAnnual report
「We had considered two risk factors: that the increase in wholesale sales triggered by the TV commercials might be temporary immediately after airing, and that it would be difficult to predict the impact of the novel coronavirus infection on our group. However, as neither risk materialized, sales substantially exceeded expectations in the six-month period ended the second quarter of the current consolidated fiscal year.」
The disclosure states that although we had considered the risk that the increase in wholesale sales triggered by the TV commercials would be temporary, that risk did not materialize and sales exceeded expectations. - FY2021-Q1AdvancedAnnual report
「As a result, the number of stores carrying CANADEL increased approximately 13-fold, from approximately 600 stores as of the end of July 2020 to approximately 8,000 stores as of the end of October 2020.」
In connection with wholesale and in-store expansion, the disclosure states that the number of stores carrying CANADEL increased approximately 13-fold in 3 months. - FY2020First statedAnnual report
「To address this issue, we will strengthen our sales structure, including by increasing staff in the wholesale sales division, and work to expand sales in this channel through proactive sales efforts targeting distributors and others.」
Wholesale sales expanded from ¥419.562 million in the fiscal year ended July 2018 to ¥4,343.858 million in the fiscal year ended July 2020, with products carried by 13,435 stores.