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Excite Holdings (5571) · InitiativeAdvancedLatest Financial Results Presentation (2026-08-14): "Softened"

Fostering a D2C business by leveraging a female customer base

First written in FY2023. 6 of 9 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-08-14.

9entries
4years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023 – FY2024AdvancedFY2025-H1 – 2026-08-142023: 120232024: 220242025: 120252026: 52026
Same theme, other companies
Development of Healthcare and Beauty D2C Businesses Leveraging a Customer Base of WomenA 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. FY2026AdvancedAnnual report

    「During the fiscal year, ONE MEDICAL Co., Ltd. expanded its medical specialties and conducted proactive promotion because substantial growth was expected. Revenue was ¥2,874,314 thousand, up 200.1% year on year, and operating income was a loss of ¥155,884 thousand.」

    Expansion of ONE MEDICAL’s medical specialties drove medical-business revenue growth of 200.1% year on year. Proactive promotion and other factors resulted in an operating loss.
  2. FY2026-H1AdvancedAnnual report

    「During the six months ended September 30, ONE MEDICAL Co., Ltd. expanded its medical specialties and conducted proactive promotion because substantial growth was expected. Revenue was ¥1,189,667 thousand, compared with ¥92,537 thousand in the same period of the previous year, and operating income was a loss of ¥124,809 thousand, compared with a loss of ¥7,222 thousand in the same period of the previous year.」

    The medical business, including online medical consultations, expanded its medical specialties, increasing revenue from ¥92,537 thousand to ¥1,189,667 thousand year on year. Proactive promotion resulted in an operating loss of ¥124,809 thousand.
  3. FY2025-H1AdvancedAnnual report

    「ONE MEDICAL Co., Ltd.’s online medical consultation support business, launched in 2022, has grown rapidly to approximately ¥100 million in monthly revenue. Both companies operate services in the same field, centered on online medical consultations, and have similar business models. In addition, we expect substantial synergies from reciprocal customer referrals to ONE MEDICAL’s online medical consultation support business using the user bases of our businesses.」

    While operating the online medical consultation support service EMININAL, the Group made ONE MEDICAL, with monthly revenue of approximately ¥100 million, a subsidiary on 1 November 2024 and indicated that reciprocal referrals using the user bases would accelerate growth.
  4. FY2024RestatedAnnual report

    「We will continue to expand high-quality content and use our customer base, supported by many female users, to develop new businesses targeting women, such as EMININAL and Cenovas+, with the aim of diversifying and expanding revenue.」

    The Group continues to extend its female-oriented customer base into D2C services such as EMININAL and Cenovas+.
  5. FY2023First statedAnnual report

    「We will continue to expand high-quality content and use our customer base, supported by many female users, to develop new businesses targeting women, such as Cenovas+ and EMININAL, with the aim of diversifying and expanding revenue.」

    The policy is to extend the customer base of women-oriented media into healthcare and beauty-related D2C services.
Moved together

"Developing the SaaS and DX business into a new core business" moved the same way as this thread, in the same document, in 6 of its 9 moves.

644433★123456
  1. ★This thread
  2. 1Developing the SaaS and DX business into a new core business6×
  3. 2Expanding Sales and Enhancing the Functions of KUROTEN and FanGrowth4×
  4. 3Growth centered on the medical business under the mid-term management plan “EXCITE300”4×
  5. 4Disciplined Customer-Acquisition Investment Based on LTV, ROAS, and ROI4×
  6. 5Risk of New Businesses Falling Short of Plan and Burden of Upfront Investment3×
  7. 6Shareholder Returns through Share Buybacks and Cancellation3×

★ 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 Excite Holdings yet. It last moved in the Financial Results Presentation of 2026-08-14: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Fostering a D2C business by leveraging a female customer base | Excite Holdings Co.,Ltd. (5571) | Komori