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Axxzia (4936) · FactSlight decline in China e-commerce sales, growth in Japan e-commerce and other regions

Track Record of Using Domestic and Cross-Border E-Commerce in China as Growth Platforms

First written in FY2021-Q2. 12 of 18 entries say "Advanced", first in FY2021. Latest entry: FY2026.

18entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021 – FY2024OtherFY2025-H1 – FY20252021: 420212022: 320222023: 320232024: 320242025: 220252026: 32026
Same theme, other companies
Sales Growth through Domestic Chinese and Cross-Border ECA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026Slight decline in China e-commerce sales, growth in Japan e-commerce and other regionsAnnual report

    「E-commerce (Douyin, Tmall Global, RED flagship store, Taobao, other e-commerce platforms, Tmall wholesale) 8,709,903 8,634,288」

    China e-commerce sales declined slightly to 99.1% of the previous fiscal year’s level, while Japan e-commerce sales increased from ¥2,456.237 million to ¥2,582.843 million and sales in other regions rose from ¥325.377 million to ¥376.571 million.
  2. 2026-06-12WorsenedInvestor presentation

    「China revenue* ¥7.1 billion (share of total: 71.5% → 72.2%) Year on year: -0.9%」

    China revenue declined 0.9% year on year, while China e-commerce sales edged down from ¥6,416 million to ¥6,401 million.
  3. FY2026-H1AdvancedAnnual report

    「Revenue for the six-month interim consolidated accounting period was ¥6,774.883 million, up 7.8% from the same period of the previous year, as China e-commerce sales grew steadily despite a challenging business environment, including tensions in Japan-China relations.」

    China e-commerce sales increased from ¥3,850.008 million to ¥4,423.434 million, and consolidated revenue rose 7.8% from the same period of the previous year. Japan sales, meanwhile, declined from ¥1,792.534 million to ¥1,668.837 million.
  4. FY2025Full-year results: slight decline in China sales and sharp growth in Japan e-commerce salesAnnual report

    「By region, sales in China amounted to ¥9,728.894 million, while sales in Japan amounted to ¥3,423.816 million.」

    Full-year China sales declined from ¥10,039.054 million in the previous fiscal year to ¥9,728.894 million, while Japan sales increased from ¥1,754.282 million to ¥3,423.816 million. Japan e-commerce sales also reached ¥2,456.237 million, indicating a growing contribution from Japan compared with the previous China-centered sales mix.
  5. FY2025-H1Decline in China e-commerce sales and sharp growth in Japan e-commerce salesAnnual report

    「China sales: E-commerce (Douyin, Tmall Global, RED flagship store, Taobao, other e-commerce platforms, and Tmall wholesale) ¥3,850.008 million; Japan sales: E-commerce (Amazon, Yahoo, Rakuten, and the company's own e-commerce site) ¥1,295.408 million」

    China e-commerce sales declined from ¥4,101.306 million in the same period of the previous year to ¥3,850.008 million, while Japan e-commerce sales increased from ¥56.636 million to ¥1,295.408 million, indicating a shift from sales centered on China e-commerce to a mix that includes the expansion of Japan e-commerce.
  6. FY2024AdvancedAnnual report

    「Sales in China amounted to ¥10,039.054 million, while sales in Japan amounted to ¥1,754.282 million.」

    China sales were ¥10,039.054 million, up 100.3% from the previous fiscal year, while China e-commerce sales were ¥8,847.692 million. Japan sales also increased to ¥1,754.282 million, up 148.8% from the previous fiscal year.
  7. FY2024-Q3AdvancedAnnual report

    「E-commerce (Tmall Global, RED flagship store, TikTok, Taobao, other e-commerce platforms, and Tmall wholesale) 6,997.807」

    China e-commerce sales increased from ¥5,746.338 million in the same period of the previous year to ¥6,997.807 million, while total China sales expanded from ¥6,941.145 million to ¥7,883.178 million.
  8. FY2024-Q2AdvancedAnnual report

    「E-commerce (Tmall Global, RED flagship store, TikTok, Taobao, other e-commerce platforms, and Tmall wholesale) 4,101.306」

    China e-commerce sales increased from ¥3,636.997 million in the same period of the previous year to ¥4,101.306 million. Although the overall Chinese market is described as challenging, e-commerce sales are expanding.
  9. FY2024-Q1AdvancedAnnual report

    「E-commerce (Tmall Global & RED flagship store, TikTok, Taobao, other e-commerce platforms, and Tmall wholesale) 2,047.781」

    China e-commerce sales increased from ¥1,817.033 million in the same period of the previous year to ¥2,047.781 million. While avoidance of Japanese products in China is noted, the sales base including China e-commerce is expanding revenue.
  10. FY2023-Q3AdvancedAnnual report

    「Revenue for the nine-month period ended in the third quarter was ¥7,892.291 million, up 40.2% from the same period of the previous year, as strong sales in China, including cross-border e-commerce, offset sluggish domestic sales.」

    Cumulative revenue was ¥7,892.291 million, up 40.2% from the same period of the previous year. China sales were ¥6,941.145 million, of which e-commerce accounted for ¥5,746.338 million, indicating growth in the sales base including domestic China and cross-border e-commerce.
  11. FY2023-Q2AdvancedAnnual report

    「Revenue for the six-month period ended in the second quarter was ¥5,118.764 million, up 30.1% from the same period of the previous year, as sales in China, including cross-border e-commerce, remained strong.」

    China sales were ¥4,467.878 million, of which e-commerce accounted for ¥3,636.997 million. It states that the sales base including domestic China and cross-border e-commerce supported cumulative revenue of ¥5,118.764 million, up 30.1% from the same period of the previous year.
  12. FY2023-Q1AdvancedAnnual report

    「As a result, revenue for the three-month period ended in the first quarter was ¥2,619.664 million, up 46.4% from the same quarter of the previous year, as sales in China, including cross-border e-commerce, remained strong.」

    China sales were ¥2,305.546 million, of which e-commerce accounted for ¥1,817.033 million. It states that the sales base including domestic China and cross-border e-commerce supported cumulative revenue of ¥2,619.664 million, up 46.4% from the same quarter of the previous year.
  13. FY2022-Q3AdvancedAnnual report

    「Revenue for the nine-month period ended in the third quarter was ¥5,630.241 million, up 38.8% from the same period of the previous year, as strong sales in China, including cross-border e-commerce, offset sluggish domestic sales.」

    China sales were ¥5,215.855 million, of which e-commerce accounted for ¥4,253.725 million. It states that the sales base including domestic China and cross-border e-commerce supported cumulative revenue of ¥5,630.241 million.
  14. FY2022-Q2AdvancedAnnual report

    「Revenue for the six-month period ended in the second quarter was ¥3,934.303 million, up 49.7% from the same period of the previous year, as strong sales in China, including cross-border e-commerce, offset sluggish domestic sales.」

    Sales including domestic China and cross-border e-commerce supported overall performance, resulting in cumulative revenue of ¥3,934.303 million, up 49.7% from the same period of the previous year.
  15. FY2022-Q1AdvancedAnnual report

    「Revenue for the three-month period ended in the first quarter was ¥1,788.917 million, up 46.0% from the same quarter of the previous year, as strong sales in China, including cross-border e-commerce, offset sluggish domestic sales.」

    Sales including domestic China and cross-border e-commerce continued to support overall performance, with quarterly revenue of ¥1,788.917 million, up 46.0% year on year. By revenue breakdown, China sales were ¥1,655.980 million, of which e-commerce accounted for ¥1,304.873 million.
  16. FY2021AdvancedAnnual report

    「Sales in China amounted to ¥5,226.265 million. China sales were ¥5,226.265 million, accounting for 90.3% of total sales and representing 141.6% of the year-earlier level.」

    China sales were ¥5,226.265 million, accounting for 90.3% of total sales and representing 141.6% of the year-earlier level, showing the performance of the sales base including domestic China and cross-border e-commerce.
  17. FY2021-Q3RestatedAnnual report

    「Revenue for the nine-month period ended in the third quarter was ¥4,057.687 million, as strong sales in China, including cross-border e-commerce, offset sluggish domestic sales.」

    It continues to describe the pattern in which strong sales in China and cross-border e-commerce supported cumulative revenue of ¥4,057.687 million, while domestic sales remained sluggish.
  18. FY2021-Q2First statedAnnual report

    「Revenue for the six-month period ended in the second quarter was ¥2,628.573 million, as strong sales in China, including cross-border e-commerce, offset sluggish domestic sales.」

    It states that sales in China and cross-border e-commerce were strong while domestic sales were sluggish, supporting cumulative quarterly revenue.
Moved together

"New Openings of Company-Operated Stores" moved the same way as this thread, in the same document, in 4 of its 18 moves.

444443★123456
  1. ★This thread
  2. 1New Openings of Company-Operated Stores4×
  3. 2Expanding Brand Awareness4×
  4. 3A comprehensive beauty solutions company bringing Asian beauty to the world from Japan4×
  5. 4Share buybacks4×
  6. 5Issuance of New Shares Through Exercise of Share Acquisition Rights4×
  7. 6Creating Next-Generation Growth Products3×

★ 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
No upcoming earnings preview for Axxzia yet. It last moved in the Investor presentation of 2026-06-12: "Worsened".
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Track Record of Using Domestic and Cross-Border E-Commerce in China as Growth Platforms | AXXZIA Inc. (4936) | Komori