Revenue Composition Across Multiple Sales Channels
First written in FY2024-Q3. 6 of 9 entries say "Restated". Latest entry: 2026-08-13.
The whole theme swung hardest in 2026: 2 of 13 companies on the "Worse" side.
3 other companies' latest entry also says "Advanced".
- 2026-08-13AdvancedEarnings presentation
「As the cosmetics business grew, the share of wholesale sales to drugstores and other retailers increased. As directly operated stores expanded, the offline ratio increased, while the share of platforms such as ZOZOTOWN declined.」
Disclosed changes in the channel mix, with wholesale and offline sales rising and the platform share declining as the cosmetics business grew and stores were opened. - FY2026AdvancedAnnual report
「Direct sales ¥3,934,134 thousand, consignment sales (third-party e-commerce) ¥1,839,903 thousand, physical stores ¥6,841,834 thousand, wholesale ¥1,453,860 thousand, other ¥164,946 thousand」
Revenue from physical stores reached ¥6,841,834 thousand and wholesale revenue ¥1,453,860 thousand, among other increases in the scale of revenue across multiple sales channels. - FY2026-H1RestatedAnnual report
「Direct sales 1,946,881 Consignment sales (third-party e-commerce) 832,218 Physical stores 2,840,748 Wholesale 561,318 Other 79,279」
For revenue of ¥6,260 million in the interim consolidated accounting period, the company continues to disclose a breakdown by multiple sales channels, including direct sales, third-party e-commerce, physical stores and wholesale. - FY2025RestatedAnnual report
「Direct sales 2,672,135 Consignment sales (third-party e-commerce) 1,843,447 Physical stores 3,238,768 Wholesale 261,847 Other 289,911」
The company presents a breakdown of annual consolidated revenue across multiple channels, including direct sales, third-party e-commerce, physical stores and wholesale. - FY2025-H1RestatedAnnual report
「Direct sales 686,766 Consignment sales (third-party e-commerce) 628,493 Physical stores 878,502 Wholesale 112,441 Other 54,236」
For revenue of ¥2,360 million in the interim consolidated accounting period, the company presents a breakdown across multiple channels, including direct sales, consignment sales through third-party e-commerce, physical stores and wholesale. - FY2024RestatedAnnual report
「The respective shares of total revenue were proprietary e-commerce 39.5%, ZOZOTOWN 32.3%, physical stores 25.9%, wholesale 2.1% and other revenue 0.2% (Note 1) in the sixth fiscal year.」
The company adds the sixth fiscal year’s percentages to show that sales are distributed across proprietary e-commerce, ZOZOTOWN, physical stores, wholesale and other channels. - FY2024-Q3First statedAnnual report
「Direct sales 1,290,542 Consignment sales (third-party e-commerce) 1,010,617 Physical stores 732,867 Wholesale 69,973 Other 7,379」
For revenue of ¥3,111 million in the nine-month period, the company presents a breakdown by channel, including direct sales, consignment sales through third-party e-commerce, physical stores and wholesale.