Komori
Monthly7043Alue Co.,Ltd.Information and Communications, Services and Others

Notice of Preliminary Monthly KPIs for August 2026 — etudes

etudes' MRR was ¥26.342 million in August, down 8.0% year on year. The number of client companies was 241, up 2.6% year on year, while ARPU declined to ¥109,000.

Worth reading
32Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-8
% (year-on-year change in MRR)
Wording
Avoiding a definitive answer
How definitive the wording is.

Sales for this month

August 2026
26,342¥ thousand (MRR)
Net Sales
-108.0%
The center line represents the same level as the same month of the previous year (100). The distance from the line represents the year-on-year change.
Monthly Commentary

Provides preliminary monthly KPI figures for etudes for August 2026, including monthly trends in MRR, the number of client companies and ARPU.

Monthly trend for the same period last year

Month July 2025 / MRR ¥29,238 thousand, Month August 2025 / MRR ¥28,618 thousand, Month September 2025 / MRR ¥29,941 thousand, Month October 2025 / MRR ¥29,036 thousand, Month November 2025 / MRR ¥29,342 thousand, Month December 2025 / MRR ¥28,438 thousand

Scope of aggregation: etudes business

Sales for this month
ItemDetails
Month CoveredAugust 2026
Scope of aggregationetudes business
Net sales for the month¥26,342 thousand (MRR)
Year-on-year change in monthly net sales-8
Year-on-year change by categoryName Internal use / Year on year Not disclosed, Name Business use and other / Year on year Not disclosed
Sales by categoryInternal use ¥13,286 thousand (MRR), Business use and other ¥13,056 thousand (MRR)
Key KPIsMRR ¥26,342 thousand, Number of customer companies 241 companies, ARPU ¥109 thousand
Monthly CommentaryProvides preliminary monthly KPI figures for etudes for August 2026, including monthly trends in MRR, the number of client companies and ARPU.
Monthly trend for the same period last yearMonth July 2025 / MRR ¥29,238 thousand, Month August 2025 / MRR ¥28,618 thousand, Month September 2025 / MRR ¥29,941 thousand, Month October 2025 / MRR ¥29,036 thousand, Month November 2025 / MRR ¥29,342 thousand, Month December 2025 / MRR ¥28,438 thousand
Items this document does not state (13)
Fiscal Year CoveredTotal-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 PeriodNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthFactors Affecting the ChangeMeasures from the following month onwardNext Scheduled Disclosure

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 has not explained the specific factors behind the increase or decrease. However, it explained that ASP contracts use a billing structure based on monthly usage, resulting in month-to-month fluctuations in revenue.

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.
Notice of Preliminary Monthly KPIs for August 2026 — etudes | Alue Co.,Ltd. (7043) timely disclosure | Komori