Komori
Tabaya Holdings (7606) · TargetFailed to meet plan; transitioned to a new plan

Advancing Four Strategic Challenges under the UA Group Mid-Term VISION

First written in FY2017. 3 of 7 entries say "Advanced", first in FY2018. Latest entry: FY2020.

7entries
4years
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ProgressHeldSoftenedWorseFirst statedFY2017ReframedFY2019-Q1AdvancedFY2019 – FY2020-Q2RestatedFY2020-Q3 – FY20202017: 120172018: 220182019: 220192020: 22020
Same theme, other companies
Capital Efficiency, Financial Strength and Shareholder Return Targets Based on Multiple Financial MetricsA theme 146 companies write about · 2 as a headwind · 164 as a tailwind

22 other companies' latest entry also says "Other".

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 146 companies compared. The sentences above are computed from all 146.
Full recordFilings, disclosures and news, newest first
  1. FY2020Failed to meet plan; transitioned to a new planAnnual report

    「Consolidated ordinary profit year-on-year growth Average annual growth target of 8% △22.2% Consolidated ordinary profit margin Target of at least 7% in the final year 5.6% ROE (return on equity) At least 16% 9.2% Payout ratio At least 35% 66.9% DOE (dividend on equity) At least 5.5% 6.1%」

    The results for the final year of the UA Group Medium-Term VISION show that the ordinary profit growth rate, ordinary profit margin and ROE fell short of plan, while the payout ratio and DOE exceeded their targets. The Group transitioned to a new medium-term management plan for the fiscal year ending March 2023, its final year.
  2. FY2020-Q3RestatedAnnual report

    「Under these circumstances, we adopted “achieving the final-year medium-term plan centered on the new management philosophy” as our single-year management policy for the fiscal year ending March 2020 and will implement various initiatives to improve the structure and profitability of the Group and establish a foundation for growth. To achieve this, we established 4 key priorities: “establishing a strong management foundation,” “expanding e-commerce by leveraging the strengths of physical stores,” “responding to market changes in existing businesses,” and “implementing initiatives for future growth.”」

    The annual policy for the fiscal year ending March 2020 and the 4 priority initiatives remain in place.
  3. FY2020-Q2AdvancedAnnual report

    「As a result, sales for the cumulative second quarter of the current consolidated fiscal year increased 3.9% year on year to ¥74,576 million, due to higher sales from new store openings and growth in online sales. At UNITED ARROWS LTD., same-store retail and online sales were 103.5% of the previous fiscal year.」

    Under the single-year policy for the final year of the medium-term VISION, sales for the cumulative second quarter increased 3.9% year on year, and same-store retail and online sales were 103.5% of the previous fiscal year.
  4. FY2019AdvancedAnnual report

    「Consolidated ordinary profit: 8% average annual growth; 5.0% increase Consolidated ordinary profit margin: final-year target of at least 7%; 7.1% ROE (return on equity): at least 16%; 18.0% Dividend payout ratio: at least 35%; 35.4% DOE (dividend on equity): at least 5.5%; 6.0%」

    In the second year of the medium-term VISION, ordinary profit growth was 5.0%, below the planned average annual rate of 8%, while the ordinary profit margin of 7.1%, ROE of 18.0%, dividend payout ratio of 35.4%, and DOE of 6.0% all exceeded their respective benchmarks.
  5. FY2019-Q1ReframedAnnual report

    「For the fiscal year ending March 2019, we adopted “thoroughly advancing the medium-term strategy” as our single-year management policy and implemented various initiatives to improve the structure and profitability of the Group and establish a foundation for growth. To achieve this, we established 4 key priorities: “establishing a strong management foundation,” “expanding e-commerce by leveraging the strengths of physical stores,” “responding to market changes in existing businesses,” and “implementing initiatives for future growth.”」

    The 4 priorities of the previous medium-term VISION were reorganized as the single-year policy for the fiscal year ending March 2019, “thoroughly advancing the medium-term strategy.” The fourth key priority changed from “expanding points of contact with customers” to “implementing initiatives for future growth.”
  6. FY2018AdvancedAnnual report

    「The following describes the achievement and progress made in the fiscal year ended March 2018, the first year of the medium-term management plan, the UA Group Medium-Term VISION.」

    In the first year of the medium-term VISION, consolidated ordinary profit increased 14.4% year on year, the consolidated ordinary profit margin was 7.0%, ROE was 16.3%, the dividend payout ratio was 42.1%, and DOE was 6.6%, disclosing actual results against the plan indicators.
  7. FY2017First statedAnnual report

    「Under the UA Group Medium-Term VISION, we will leverage “trusting relationships with customers,” one of our long-cultivated strengths, to pursue 4 strategic priorities: “establishing a strong management foundation,” “expanding e-commerce by leveraging the strengths of physical stores,” “responding to market changes,” and “expanding points of contact with customers.”」

    We announced a medium-term vision with the fiscal year ending March 2020 as its final year and established 4 strategic priorities. We also set targets including an 8% average annual growth rate in consolidated ordinary profit over the medium-term period, ROE of at least 16%, a dividend payout ratio of at least 35%, DOE of at least 5.5%, and a long-term e-commerce sales mix of 25–30%.
Moved together

"Convenient, easy-to-use e-commerce and omnichannel sales" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333322★123456
  1. ★This thread
  2. 1Convenient, easy-to-use e-commerce and omnichannel sales3×
  3. 2Strengthening international capabilities through overseas expansion3×
  4. 3Stable Dividends Linked to Business Performance3×
  5. 4Merchandising Optimization through Brand Portfolio Restructuring3×
  6. 5Growing and Expanding Existing Businesses Through Adaptation to the Times and Self-Reform2×
  7. 6Keeping inventory growth below sales growth2×

★ 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
Tabaya Holdings's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.