Komori
Trenders (6069) · InitiativeReframedLatest Results (2026-11-13): "Restated"

Prioritising margins in existing services and making upfront investments in new services

First written in FY2016. 13 of 27 entries say "Restated". Latest entry: 2026-11-13.

27entries
11years
12from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020ReframedFY2021 – FY2024-Q1RestatedFY2024-Q2 – FY2025-H12016: 220162017: 120172018: 020182019: 220192020: 220202021: 120212022: 020222023: 220232024: 220242025: 220252026: 132026
Same theme, other companies
Deepening Existing Businesses and Exploring New Businesses through Ambidextrous ManagementA theme 55 companies write about · 0 as a headwind · 55 as a tailwind

Trenders moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).

The whole theme swung hardest in 2021: 5 of 36 companies on the "Worse" side.

21 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 55 companies compared. The sentences above are computed from all 55.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「By developing our business domain from the previous SNS marketing focus into SNS × retail marketing, we will provide higher-value-added services to customer companies across a broader range of categories, not only the beauty category.」

    The explanation of growth investment centred on SNS marketing has been reorganised as an expansion of the business domain into retail marketing and deployment across a broader range of categories.
  2. FY2026-H1RestatedAnnual report

    「Against this backdrop, while pursuing business selection and concentration and making business investments with further growth in mind, the Group focused on developing and providing SNS-based marketing solutions that meet the needs of customer companies and consumers.」

    The note reconfirms the focus on business selection and concentration, growth investment, and the development of SNS-based marketing solutions.
  3. FY2025ReframedAnnual report

    「In the beauty marketing area of the marketing business, we are pursuing continued growth by concentrating resources on growth areas such as influencer services and the beauty media platform Mimi Beauty. We are also aiming to achieve significant profit growth for the Group and enhance corporate value by actively investing revenue generated in this area and the investment business in new businesses such as medical marketing, and monetising and expanding those new businesses.」

    The previous investment policy covering existing and new areas has been reorganised around concentrating resources on the beauty marketing area and reinvesting revenue from that area and the investment business in medical marketing and other areas.
  4. FY2025-H1RestatedAnnual report

    「Against this backdrop, while pursuing business selection and concentration and making business investments with further growth in mind, the Group focused on developing and providing SNS-based marketing solutions that meet the needs of customer companies and consumers.」

    The note reconfirms the focus on business selection and concentration, growth investment, and the development of SNS-based marketing solutions.
  5. FY2024-Q3RestatedAnnual report

    「Against this backdrop, while pursuing business selection and concentration and making business investments with further growth in mind, the Group focused on developing and providing SNS-based digital marketing solutions that meet the needs of customer companies and consumers.」

    The note reconfirms the focus on business selection and concentration, growth investment, and the development of SNS-based solutions.
  6. FY2024-Q2RestatedAnnual report

    「Against this backdrop, while pursuing business selection and concentration and making business investments with further growth in mind, the Group focused on developing and providing SNS-based digital marketing solutions that meet the needs of customer companies and consumers.」

    The note reconfirms the focus on business selection and concentration, growth investment, and the development of SNS-based solutions.
  7. FY2024-Q1ReframedAnnual report

    「Against this backdrop, while pursuing business selection and concentration and making business investments with further growth in mind, the Group focused on developing and providing SNS-based digital marketing solutions that meet the needs of customer companies and consumers.」

    The positioning has shifted from the previous focus on profitability in existing areas and upfront investment in new services to growth investment and the development of SNS-based solutions while pursuing business selection and concentration.
  8. FY2021ReframedAnnual report

    「In the marketing solutions area of the marketing business, we are pursuing continued growth by concentrating resources on growth areas such as influencer services and the beauty media platform MimiTV. We also intend to achieve significant profit growth for the Group and enhance corporate value by actively investing the revenue generated in this area and the investment business in new businesses such as brand and media development, and monetising and expanding those businesses.」

    The focus has shifted from the previous theme of upfront investment centred on Anny and other services to a policy of concentrating resources on influencer services and MimiTV, and reinvesting revenue from existing areas and the investment business in brand and media development and other areas.
  9. FY2020DroppedAnnual report

    「As the shares of 株式会社BLT, which operates the gift e-commerce business, were transferred on 30 March 2020, the gift e-commerce business will no longer fall within the scope of the Group's consolidated financial statements.」

    The previous theme centred on upfront investment in the gift e-commerce business, including Anny, fell outside the scope of the Group's consolidation following the transfer of the BLT shares.
  10. FY2020-Q3RestatedAnnual report

    「In the gift e-commerce business, we continued to position the current fiscal year as an upfront investment phase and continued service development, including improvements to the UI and UX and enhancement of the gift concierge function.」

    The gift e-commerce business, including Anny, has been positioned as being in an upfront investment phase, with continued improvements to the UI and UX and enhancement of the gift concierge function.
  11. FY2020-Q2RestatedAnnual report

    「In the gift e-commerce business, we continued service development during the current fiscal year, positioning it as an upfront investment phase in order to develop Anny into a personalised gift service that proposes the ideal gift for each individual.」

    We continued upfront investment and service development during the current fiscal year to develop Anny into a personalised gift service.
  12. FY2020-Q1RestatedAnnual report

    「In the gift e-commerce business, we continued service development during the current fiscal year, positioning it as an upfront investment phase in order to develop Anny into a personalised gift service that proposes the ideal gift for each individual.」

    Anny continued to be positioned as being in an upfront investment phase during the current fiscal year, and service development continued.
  13. FY2017DroppedAnnual report
    The note states that the combination of prioritising margins in existing services and making upfront investments in new services cannot be confirmed in the management policies and strategies section of this annual securities report.
  14. FY2017-Q1RestatedAnnual report

    「We have continued to position Social Gift (Anny) as being in an upfront investment phase and have worked to strengthen the service, including by expanding its product lineup.」

    We continue to position Social Gift (Anny) as being in an upfront investment phase and strengthen the service, including by expanding its product lineup.
  15. FY2016First statedAnnual report

    「We have operated existing services with a focus on profitability while making proactive upfront investments to launch and expand new services.」

    A two-pronged operating policy: prioritising the profitability of existing businesses while making upfront investments to launch and expand new services.
Moved together

"Profit distribution policy of paying dividends while securing retained earnings" moved the same way as this thread, in the same document, in 6 of its 24 moves.

643333★123456
  1. ★This thread
  2. 1Profit distribution policy of paying dividends while securing retained earnings6×
  3. 2Monetisation in the medical marketing sector4×
  4. 3Marketing business revenue and profit performance3×
  5. 4Redemption risk for investment-purpose bonds and recovery risk for investments in private companies3×
  6. 5Medium-term management plan targeting ¥1 billion in operating profit for the fiscal year ending March 20243×
  7. 6Enhancement of marketing solutions combining live events through the acquisition of zenplus3×

★ 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
Trenders's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-11-13: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.