Komori
halmek holdings (7119) · InitiativeAdvanced

Front-loading customer acquisition costs to drive sales growth in the second half

First written in FY2024-Q2. 4 of 11 entries say "Advanced", first in FY2024-Q3. Latest entry: 2026-08-12.

11entries
4years
5from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2024 – FY2025-H1AdvancedFY2026-H12023: 120232024: 320242025: 120252026: 62026
Same theme, other companies
New User Acquisition through Increased Service Awareness and MarketingA theme 101 companies write about · 1 as a headwind · 111 as a tailwind

44 other companies' latest entry also says "Advanced".

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 101 companies compared. The sentences above are computed from all 101.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「The company has resumed advertising investment to acquire new customers from the current fiscal year, and the number of customers has begun to recover. In addition, despite resuming advertising investment, the company achieved a return to profitability by pursuing initiatives that took profitability into account.」

    In the Kotose business, the company resumed advertising investment for new customer acquisition. While the number of customers began to recover, the segment turned from a ¥39 million loss to a ¥3 million profit by taking profitability into account.
  2. 2026-05-15RestatedFinancial results presentation

    「From the current fiscal year, the fiscal year ending March 2026, we will resume customer-acquisition investment while emphasizing profitability and aim to restore revenue.」

    The policy of resuming customer-acquisition investment in the Kotose business with an emphasis on profitability was reaffirmed.
  3. FY2026-H1AdvancedAnnual report

    「During the current interim consolidated accounting period, sales declined year on year because the company had reduced advertising investment for new customer acquisition in the second half of the previous fiscal year to improve profitability after many sales opportunities were lost when products sold out, temporarily reducing the number of catalog recipients. However, the company has resumed advertising investment to acquire new customers from the current fiscal year, and the number of customers has begun to recover. Although advertising investment was resumed, the company achieved higher profit year on year, with the loss narrowing, by taking profitability into account.」

    In the Kotose business, the company resumed advertising investment for new customer acquisition from the current fiscal year after reducing it in the second half of the previous fiscal year. While the number of customers began to recover, the loss narrowed as profitability was taken into account.
  4. FY2025-H1RestatedAnnual report

    「During the current interim consolidated accounting period, the company increased its attractive original products, primarily apparel, and made aggressive investments in newspaper advertising, resulting in steady new customer acquisition. However, segment profit declined substantially because many sales opportunities were lost when products sold out.」

    The company continued to acquire new customers by expanding original products and investing in newspaper advertising. Although customer acquisition progressed, lost sales due to products selling out constrained profit.
  5. FY2024RestatedAnnual report

    「During the consolidated fiscal year, the company increased its attractive original products, primarily apparel, and made aggressive investments in newspaper advertising. As a result, new customer acquisition progressed steadily and sales increased substantially. However, higher costs from aggressive advertising investment aimed at increasing the number of customers and sales caused segment profit to decline year on year.」

    For the full year, the company confirmed progress in acquiring new customers through original products and advertising investment, as well as a decline in profit due to higher investment costs.
  6. FY2024-Q3AdvancedAnnual report

    「During the 3rd quarter of the consolidated cumulative accounting period, the company increased its attractive original products, primarily apparel, and made aggressive investments in newspaper advertising. As a result, new customer acquisition progressed steadily and sales increased substantially. However, higher costs from aggressive advertising investment aimed at increasing the number of customers and sales kept segment profit roughly in line with the same period of the previous year.」

    Revenue from the nationwide mail-order business increased 11.8% year on year to ¥6,253 million, as progress in acquiring new customers through advertising investment and product expansion was reflected in sales, while investment costs also increased.
  7. FY2024-Q2First statedAnnual report

    「The company front-loaded promotional costs for acquiring new customers to drive sales growth from the second half onward, resulting in a year-on-year decline in segment profit.」

    For the first time, the company explicitly stated that it would front-load promotional spending to acquire new customers with the aim of driving sales growth from the second half onward.
Moved together

"Expansion of Original Products and Advertising Investment in Nationwide Mail-Order Sales" moved the same way as this thread, in the same document, in 3 of its 10 moves.

322222★123456
  1. ★This thread
  2. 1Expansion of Original Products and Advertising Investment in Nationwide Mail-Order Sales3×
  3. 2Incentivizing Officers and Employees to Increase Corporate Value Through Stock Options2×
  4. 3Expansion of store sales and record-high performance2×
  5. 4Controlling Selling, General and Administrative Expenses Amid Price Increases2×
  6. 5Improving Profitability by Revising the Advertising Strategy and Distributing Catalogs Efficiently2×
  7. 6Allocation of Dividends and Retained Earnings Prioritizing Growth Investment2×

★ 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 halmek holdings yet. It last moved in the Earnings of 2026-08-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Front-loading customer acquisition costs to drive sales growth in the second half | halmek holdings Co.,Ltd. (7119) | Komori