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Ame Kaze Taiyo (5616) · TargetAdvancedLatest Earnings presentation (2026-05-15): "Restated"

Establishing a core business to follow Pocket Marche

First written in FY2023. 5 of 9 entries say "Advanced", first in FY2024. Latest entry: 2026-05-15.

9entries
3years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2024-H1AdvancedFY2024 – 2026-03-272024: 320242025: 220252026: 42026
Same theme, other companies
Establishing New Business Pillars to Reduce Reliance on the ポケットマルシェ Food PlatformA 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. FY2025AdvancedAnnual report

    「We have developed our business around the direct-from-producer app Pocket Marche, but food business sales continue to account for a high proportion of total sales (66.7% in the fiscal year ended December 2023, 69.5% in the fiscal year ended December 2024 and 64.0% in the fiscal year ended December 2025). We believe it is important to establish a pillar following Pocket Marche in order to achieve long-term growth.」

    Food business sales accounted for 64.0% in the fiscal year ended December 2025. Although dependence on the food business remains high, related services such as STAY JAPAN have been put into operation, and establishing a pillar following Pocket Marche remains a priority.
  2. 2026-03-04AdvancedGeneral Meetings of Shareholders

    「To achieve long-term growth, we believe it is important to establish a second pillar following Pocket Marche.」

    While indicating that the business structure remains centered on Pocket Marche, the company continued to identify establishing a second business pillar as a challenge. In the travel business, it disclosed the acquisition and launch of STAY JAPAN.
  3. FY2025-H1AdvancedAnnual report

    「In our travel business, we acquired the accommodation booking site STAY JAPAN on 1 April and began operating it.」

    The company acquired and began operating STAY JAPAN, advancing travel services as a concrete business pillar following Pocket Marche.
  4. FY2024AdvancedAnnual report

    「To achieve long-term growth, we believe it is important to establish a second pillar following Pocket Marche.」

    The company added new service areas beyond Pocket Marche, including cooperation with the travel business, opening a marriage agency and business succession support. However, food-related services for individuals still accounted for 69.9% of sales in the fiscal year ended December 2024, so the business remains centered on Pocket Marche.
  5. FY2024-H1RestatedAnnual report

    「In addition to food-related services for individuals, we aim to maintain stable overall growth by accelerating growth in services for companies and local governments and travel-related services for individuals.」

    The company reaffirmed its policy of accelerating growth in its 3 service areas and maintaining stable overall growth. It also stated that there had been no material changes to its management policy or strategy.
  6. FY2024-Q1RestatedAnnual report

    「In addition to food-related services for individuals, we aim to maintain stable growth by accelerating growth in services for companies and local governments and travel-related services for individuals.」

    The company reaffirmed its policy of accelerating growth in services for companies and local governments and travel-related services for individuals, in addition to food-related services for individuals, to maintain stable growth.
  7. FY2023First statedAnnual report

    「To achieve long-term growth, we believe it is important to establish a second pillar following Pocket Marche.」

    The company plans to reduce its relative dependence on Pocket Marche and develop services for companies and local governments and travel-related services as its next earnings pillars.
Moved together

"Accumulated Producer and Consumer Network" moved the same way as this thread, in the same document, in 5 of its 9 moves.

555432★123456
  1. ★This thread
  2. 1Accumulated Producer and Consumer Network5×
  3. 2Expansion of services for local governments5×
  4. 3Return to net profit5×
  5. 4Growth in Social Impact Metrics4×
  6. 5Strengthening Management and Internal Management Systems3×
  7. 6Expansion of Pokemaru Parent-Child Regional Study Abroad2×

★ 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 Ame Kaze Taiyo yet. It last moved in the Earnings presentation of 2026-05-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Establishing a core business to follow Pocket Marche | Ame Kaze Taiyo,Inc. (5616) | Komori