Maintaining the base of paying restaurants through non-face-to-face sales and pricing measures
First written in FY2021-Q1. 7 of 11 entries say "Advanced", first in FY2021-Q3. Latest entry: 2026-11-13.
20 other companies' latest entry also says "Advanced".
- 2026-11-13AdvancedEarnings presentation
「The number of paid restaurant members turned to net growth from July onward as we shifted to a direct-sales-centered acquisition structure and migrated customers from usage-based to fixed-fee plans.」
The direct-sales-centered acquisition structure and migration to fixed-fee plans resulted in net growth in the number of paid restaurants. - 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.」
Product renewals were added to the product sales strategy centered on limiting sales of low-LTV products and increasing the proportion of high-LTV products, and the increasing sales mix of high-LTV products and upward trend in ARPU continued. - 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 product sales strategy centered on limiting sales of low-LTV products and increasing the proportion of high-LTV products was supplemented by product renewals, confirming an increasing sales mix of high-LTV products and an upward trend in ARPU. - 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 to limiting sales of low-LTV products and increasing the proportion of high-LTV products, the Company renewed its products and described an increasing sales mix of high-LTV products and an upward trend in ARPU. - FY2023AdvancedAnnual report
「Excluding the agency in question, the Company has continued to see a clear net increase in sales through its priority agency channels and direct sales channel since the current fiscal year.」
The Company described results showing a net increase in sales from measures to eliminate high-cancellation-rate agencies and concentrate resources on priority agency channels and direct sales. - 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.」
Regarding the shift from the previous restaurant-base maintenance measures to a product sales strategy focused on increasing the sales mix of high-LTV products, the Company described progress in the form of a lower sales 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 Company shifted its focus from measures to maintain the restaurant base through non-face-to-face sales, fee waivers and other measures to improving sales efficiency and profitability by limiting sales of low-LTV products and increasing the proportion of high-LTV products. - FY2021Containing the decline in standard contractsAnnual report
「Of the 1,380-restaurant decline, 1,172 were trial contracts, while the decline in standard contracts, primarily with individually operated restaurants, on which the Company had focused since before the impact of COVID-19, was limited to 208. The Company believes it was able to contain the decline in participating restaurants despite the external environment, in which states of emergency and priority preventive measures were declared intermittently. In addition, it waived monthly usage fees totaling ¥52 million for some restaurants that were forced to suspend operations during periods covered by the state of emergency and priority preventive measures.」
The Company explained that continued non-face-to-face sales, waivers of the first month's fee and waivers of monthly usage fees limited the decline in standard contracts to 208. Waivers totaled ¥52 million. - FY2021-Q3AdvancedAnnual report
「Specifically, the Company has continued measures to maintain the number of newly participating restaurants, including strengthening non-face-to-face sales to restaurants outside the Tokyo metropolitan area, which were heavily affected by COVID-19, and waiving the initial month's usage fee. It has also continued measures to prevent an increase in the cancellation rate among paying restaurants, including waiving monthly usage fees during periods covered by the state of emergency. As a result, the number of individually operated restaurants participating under standard contracts increased from 7,964 at the end of the previous fiscal year to 7,994 at the end of the third quarter accounting period, and monthly usage fee waivers totaled ¥38 million.」
The Company continued non-face-to-face sales, waivers of the first month's fee and waivers of monthly usage fees, maintaining or increasing the number of restaurants participating under standard contracts from 7,964 to 7,994. Waivers totaled ¥38 million. - FY2021-Q2RestatedAnnual report
「The Company has continued measures to maintain the number of newly participating restaurants, including strengthening non-face-to-face sales to restaurants outside the Tokyo metropolitan area, which were heavily affected by COVID-19, and waiving the initial month's usage fee. It has also continued measures to prevent an increase in the cancellation rate among paying restaurants, including waiving monthly usage fees during periods covered by the state of emergency.」
The Company continued measures to maintain its restaurant base by combining non-face-to-face sales, waivers of the first month's fee and waivers of monthly usage fees. - FY2021-Q1First statedAnnual report
「Specifically, the Company has continued measures to maintain the number of restaurants acquired, including strengthening non-face-to-face sales to restaurants outside the Tokyo metropolitan area, which were more heavily affected by COVID-19 than in the previous fiscal year, and waiving the initial month's usage fee. It has also continued measures to prevent an increase in the cancellation rate among paying restaurants, including waiving monthly usage fees during periods covered by the state of emergency.」
Amid COVID-19, the Company specified measures combining non-face-to-face sales, waivers of the first month's usage fee and waivers of monthly usage fees to maintain the number of restaurants acquired and prevent an increase in the cancellation rate.