Increase ARPU (average revenue per store)
First written in FY2020. 10 of 17 entries say "Advanced", first in FY2021-Q2. Latest entry: 2026-11-13.
The whole theme swung hardest in 2020: 1 of 7 companies on the "Worse" side.
7 other companies' latest entry also says "Advanced".
- FY2026-H1Added a factor behind the shift to lower-priced plansAnnual report
「Regarding ARPU, defined as the per-store amount of revenue recorded by the Company from Shop Members subject to a fixed monthly payment, ARPU for newly participating stores increased year on year. However, the temporary increase in lower-priced corporate plans and the migration of some paid subscriber stores to lower-priced plans upon renewal at the end of their terms have restrained ARPU growth.」
While ARPU for newly participating stores increased year on year, the Company additionally explained that the increase in lower-priced corporate plans and migration to lower-priced plans upon renewal at the end of the term were factors restraining ARPU growth. - FY2025The increase in lower-priced corporate plans restrained ARPU growthAnnual report
「Regarding ARPU, defined as the per-store amount of revenue recorded by the Company from Shop Members subject to a fixed monthly payment, the temporary increase in lower-priced corporate plans has restrained growth. On the other hand, revenue from usage-based charges has increased as the number of online reservations has risen, and revenue from restaurant support services increased year on year in the fiscal year under review.」
The Company said it would continue its policy of increasing the sales mix of high-LTV products and raising ARPU, while the temporary increase in lower-priced corporate plans was restraining ARPU growth. - FY2025-H1AdvancedAnnual report
「In addition, as a result of the change in the product sales strategy pursued since the fiscal year ending September 2023 and product renewals, the sales mix of products with high LTV has increased, and initiatives contributing to higher revenue over the medium to long term are steadily progressing. ARPU, defined as the average amount paid by Shop Members subject to a fixed monthly payment, has continued to trend upward.」
The sales mix of high-LTV products increased through changes to the product sales strategy and product renewals, while ARPU continued to trend upward. - FY2024-Q2AdvancedAnnual report
「On the other hand, as a result of the change in the product sales strategy pursued since the previous fiscal year and product renewals, the sales mix of products with high LTV has increased, and initiatives contributing to higher revenue over the medium to long term are steadily progressing. ARPU, defined as the average amount paid by Shop Members subject to a fixed monthly payment, has continued to show a clear upward trend.」
The sales mix of high-LTV products increased through changes to the product sales strategy and product renewals, while ARPU continued to show a clear upward trend. - FY2024-Q1AdvancedAnnual report
「On the other hand, as a result of the change in the product sales strategy pursued since the previous fiscal year and product renewals, the sales mix of products with high LTV has increased, and initiatives contributing to higher revenue over the medium to long term are steadily progressing. ARPU, defined as the average amount paid by Shop Members subject to a fixed monthly payment, has continued to show a clear upward trend. In addition, revenue from usage-based charges has increased as the number of online reservations has risen, and revenue from restaurant support services has turned upward quarter on quarter both excluding specific agencies and for the restaurant support services business as a whole, including those agencies.」
Product renewals and an increase in the sales mix of high-LTV products progressed, and ARPU continued to trend upward. The disclosure also noted an increase in usage-based revenue accompanying the rise in online reservations. - FY2023AdvancedAnnual report
「Since the previous fiscal year, the Company has reduced the sales mix of products with low LTV, such as the Takeout Plan, while increasing the sales mix of the Regular Plan, which has higher LTV. The establishment of a sales structure contributing to higher revenue over the medium to long term is progressing.」
The Company explained that progress has been made in establishing a sales structure to increase the sales mix of high-LTV products, building on its previous ARPU-focused explanation. - FY2023-Q3AdvancedAnnual report
「Since the previous fiscal year, the Company has reduced the sales mix of products with low LTV, such as the Takeout Plan, while increasing the sales mix of the Regular Plan, which has higher LTV. The establishment of a sales structure contributing to higher revenue over the medium to long term is progressing.」
The Company explained that it is progressing with the establishment of a sales structure as it changes the product mix by reducing the sales mix of low-LTV products and increasing that of the Regular Plan, which has high LTV. - FY2023-Q1AdvancedAnnual report
「On the other hand, as a result of the change in the product sales strategy pursued since the previous fiscal year, the sales mix of products with low LTV, such as the Takeout Plan, has declined markedly, and initiatives contributing to higher revenue over the medium to long term are steadily progressing.」
The sales mix of products previously considered to have low LTV, such as the Takeout Plan, declined markedly, indicating progress in measures to improve LTV through the product mix. - FY2022ReframedAnnual report
「Since the fiscal year ending September 2023, the Company has been improving profitability by increasing the sales mix of products with high LTV (*) and reforming its cost structure. Specifically, because the Takeout Plan has a high churn rate and low pricing, resulting in historically low LTV, the Company is improving overall LTV in its FRM business by reducing the sales mix of the Takeout Plan.」
The focus shifted from the previous emphasis on increasing ARPU to improving the product mix by increasing the sales mix of products with high LTV. - FY2022-Q3AdvancedAnnual report
「On the other hand, in the third quarter under review, the Company experimentally increased its sales resources for the Shop Member (usage-based) plan. As a result, the number of newly participating stores under the plan increased month by month from May. The number of stores with paid subscriptions to the Shop Member (usage-based) plan increased by 363 during the same period, reaching 1,069.」
The disclosure describes increased sales resources for the usage-based plan tied to the number of referrals, and concrete progress in the form of a 363-store increase in paid subscriptions. No ARPU figure itself is provided. - FY2021Policy of adding usage-based charges to contracts made explicitAnnual report
「Going forward, the Company intends to increase the number of participating stores with contracts that add usage-based charges, under which it collects referral fees based on the number of referrals in addition to a fixed monthly fee. By increasing both the number of participating stores, its previous focus, and ARPU, it aims to further expand FRM revenue.」
The Company indicated a policy of increasing contracts that add usage-based charges based on the number of referrals to its primarily fixed-fee FRM offering, thereby increasing both the number of participating stores and ARPU. - FY2021-Q3ARPU declined furtherAnnual report
「ARPU (average revenue per store) declined from approximately ¥20,000 in the fiscal year ended September 2020 to approximately ¥18,000 at the end of the third quarter accounting period, as recent sales activities have focused mainly on regional areas offering relatively less expensive plans than the Tokyo metropolitan area. The Company plans to improve ARPU by raising prices as it increases the value of its products, including by increasing the number of referrals to paying stores, and by adding optional plans that increase exposure and enhance customer acquisition.」
ARPU declined from approximately ¥18,300 at the end of the second quarter to approximately ¥18,000. The policy of improving ARPU through price increases and optional plans remained unchanged. - FY2021-Q2AdvancedAnnual report
「ARPU (average revenue per store) declined from approximately ¥20,000 in the fiscal year ended September 2020 to approximately ¥18,300 at the end of the second quarter accounting period. The Company plans to improve ARPU by raising prices as it increases the value of its products, including by increasing the number of referrals to paying stores, and by adding optional plans that increase exposure and enhance customer acquisition.」
ARPU edged up from approximately ¥18,200 at the end of the first quarter to approximately ¥18,300, but remained below the previous actual level of ¥20,000. The policy of improving ARPU through price increases and optional plans remained unchanged. - FY2021-Q1Decline in actual ARPUAnnual report
「ARPU (average revenue per store) declined from approximately ¥20,000 in the fiscal year ended September 2020 to approximately ¥18,200 at the end of the first quarter accounting period, as recent sales activities have focused mainly on regional areas offering relatively less expensive plans than the Tokyo metropolitan area. The Company plans to improve ARPU by raising prices as it increases the value of its products, including by increasing the number of referrals to paying stores, and by adding optional plans that increase exposure and enhance customer acquisition.」
Actual ARPU declined from approximately ¥20,000 to approximately ¥18,200 as sales activities focused on regional areas, but the policy of improving ARPU through price increases and optional plans remained unchanged. - FY2020First statedAnnual report
「The Company plans to improve ARPU by raising prices as it increases the value of its products, including by increasing the number of referrals to paying stores, and by adding optional plans that increase exposure and enhance customer acquisition.」
The Company explained that ARPU declined from approximately ¥21,000 in the fiscal year ended September 2019 to an average of approximately ¥20,000 in the fiscal year ended September 2020.