Worth reading
23Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Definitive
How definitive the wording is.Sales for this month
September 2026Monthly Commentary
The company discloses major KPIs monthly to strengthen information dissemination and promote fair disclosure. It revised the LTV calculation method.
Factors Affecting the Change
The LTV calculation method changed from one based on actual months of use to one calculated by dividing ARPU by the monthly churn rate, in order to better reflect the average future customer lifetime.
Measures from the following month onward
The company will continue working to enhance ongoing information disclosure.
Next Scheduled Disclosure
Disclosure of major KPIs on a monthly basis
| Item | Details |
|---|---|
| Month Covered | September 2026 |
| Key KPIs | [{'Metric':'MRR (monthly recurring revenue)','Value':'Not disclosed','Unit':'Not disclosed','YoY':'Not disclosed'},{'Metric':'ARR (annual recurring revenue)','Value':'Not disclosed','Unit':'Not disclosed','YoY':'Not disclosed'},{'Metric':'YoY (revenue growth rate)','Value':'Not disclosed','Unit':'Not disclosed','YoY':'Not disclosed'},{'Metric':'LTV (customer lifetime value)','Value':'Not disclosed','Unit':'Not disclosed','YoY':'Not disclosed'},{'Metric':'Number of customers','Value':'Not disclosed','Unit':'Not disclosed','YoY':'Not disclosed'},{'Metric':'Churn rate','Value':'Not disclosed','Unit':'Not disclosed','YoY':'Not disclosed'}] |
| Monthly Commentary | The company discloses major KPIs monthly to strengthen information dissemination and promote fair disclosure. It revised the LTV calculation method. |
| Factors Affecting the Change | The LTV calculation method changed from one based on actual months of use to one calculated by dividing ARPU by the monthly churn rate, in order to better reflect the average future customer lifetime. |
| Measures from the following month onward | The company will continue working to enhance ongoing information disclosure. |
| Next Scheduled Disclosure | Disclosure of major KPIs on a monthly basis |
Items this document does not state (16)
Fiscal Year CoveredScope of aggregationNet sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodYear-on-year change by categorySales by categoryNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthMonthly trend for the same period last year
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The company stated that it changed the LTV calculation method to better reflect the average future customer lifetime.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.