Komori
Cube (7112) · PolicyAdvanced

Building an asset-light, profitable business through selective openings and pop-up stores

First written in FY2022. 9 of 12 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-08-21.

12entries
4years
8from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY2024AdvancedFY2025-H1Advanced2026-03-17 – 2026-08-212023: 120232024: 020242025: 220252026: 92026
Same theme, other companies
Asset-Light Operations Through Selective Store Openings and Pop-UpsA 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

    「Improving the sell-through ratio of full-price products by creating a sense of scarcity through supply-and-demand forecasting based on analysis of historical data」

    In addition to selective stores, pop-ups, and D2C inventory sell-through, the medium- to long-term strategy specifies data analysis and supply-and-demand forecasting to improve the full-price sales ratio and inventory efficiency.
  2. FY2025-H1AdvancedAnnual report

    「Buildings and structures increased by ¥13.185 million, or 3.5%, due to the opening of the MARK&LONA Gotemba Outlet store in June 2025.」

    In addition to selective store expansion, the company has made progress in opening outlet stores, specifically the Gotemba Outlet store.
  3. FY2024Limited store openings coexisting with active outlet expansionAnnual report

    「We deliberately avoid excessive store openings and limit openings to commercial facilities, department stores, and street-front stores in major cities in Japan and certain parts of Asia where we can express the distinctive character of our high-end luxury brand, thereby reducing inventory risk. We operate two e-commerce sites, the MARK&LONA official online store for Japan and MARK&LONA World Market for global markets, and aim to further improve inventory sell-through through our D2C business, thereby mitigating the impact of economic conditions, personal consumption, and trends in the golf market.」

    While maintaining the existing policy of selective openings in major cities and using pop-ups, the company states in its analysis of results that it actively opened outlets and other stores to acquire new customers.
  4. FY2022First statedAnnual report

    「By deliberately avoiding excessive store openings and opening stores mainly in commercial facilities and department stores in major cities, together with operating limited-time pop-up stores, we have reduced risk.」

    The company seeks to limit inventory and fixed-asset burdens by avoiding excessive store openings, concentrating stores in major cities, and using limited-time pop-ups.
Moved together

"Strengthening domestic and overseas sales, centered on the online business" moved the same way as this thread, in the same document, in 5 of its 12 moves.

555443★123456
  1. ★This thread
  2. 1Strengthening domestic and overseas sales, centered on the online business5×
  3. 2New physical store openings and development and operation of new stores5×
  4. 3Joint venture for manufacturing and selling MARK&LONA products in China5×
  5. 4Dependence on the exclusive Korean distributor4×
  6. 5Reducing the cost-of-sales ratio by setting cost targets4×
  7. 6Net sales, operating income, ordinary income and net income reported3×

★ 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 Cube yet. It last moved in the Other Disclosures of 2026-08-21: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Building an asset-light, profitable business through selective openings and pop-up stores | CUBE CO.,LTD. (7112) | Komori