Komori
Foodison (7114) · FactAdvancedLatest Earnings presentation (2026-11-13): "Cited as achieved"

BtoB commerce revenue supported by existing cohorts

First written in FY2024. 2 of 7 entries say "Cited as achieved", first in 2026-05-15. Latest entry: 2026-11-13.

7entries
3years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – 2026-05-152024: 120242025: 120252026: 52026
Same theme, other companies
Stable Growth Base Built on Repeat Orders from Existing CustomersA theme 19 companies write about · 0 as a headwind · 21 as a tailwind

2 other companies' latest entry also says "Cited as achieved".

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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  2. FY2026AdvancedAnnual report

    「The share of revenue from existing cohorts, defined as users registered in the previous fiscal year or earlier, in BtoB commerce service revenue was 92% for the fiscal year ended March 2026.」

    The existing-cohort ratio rose from 91% to 92%, and the structure in which existing user cohorts account for the majority of BtoB revenue continues.
  3. 2026-05-15Cited as achievedEarnings presentation

    「既存コホート売上比率 FY26/3実績 92%」

    2026年3月期実績として、既存コホート売上比率92％が示されている。
  4. FY2025Decline in existing-cohort ratioAnnual report

    「The share of revenue from existing cohorts, defined as users registered in the previous fiscal year or earlier, in BtoB commerce service revenue was 91% for the fiscal year ended March 2025.」

    The revenue share of existing cohorts declined from 92% in the previous disclosure to 91%, but they continue to account for the majority of BtoB revenue.
  5. FY2024First statedAnnual report

    「The share of revenue from existing cohorts, defined as users registered in the previous fiscal year or earlier, in BtoB commerce service revenue was 92% for the fiscal year ended March 2024.」

    For the first time, the company disclosed business-structure data showing that existing user cohorts accounted for 92% of BtoB commerce revenue.
Moved together

"Growth in the transaction volume and number of shipments of “Uo Pochi,” a fish procurement platform" moved the same way as this thread, in the same document, in 2 of its 7 moves.

22222★12345
  1. ★This thread
  2. 1Growth in the transaction volume and number of shipments of “Uo Pochi,” a fish procurement platform2×
  3. 2Expansion of the product platform for B2B commerce2×
  4. 3Expanding Service Functionality Through AI, Machine Learning and IoT2×
  5. 4Managing growth through financial and business KPIs2×
  6. 5Product Development and Synergies Across Services2×

★ 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 Foodison yet. It last moved in the Earnings presentation of 2026-11-13: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
BtoB commerce revenue supported by existing cohorts | Foodison,Inc. (7114) | Komori