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Kyoto Kimono Yuzen Holdings (7615) · TargetAdvanced

Recovery in furisode customer traffic and improvement in profit margins

First written in FY2016. 21 of 40 entries say "Worsened", first in FY2018-Q1. Latest entry: 2026-11-09.

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ProgressHeldSoftenedWorseWorsenedFY2018-Q1 – FY2019-Q32016: 320162017: 420172018: 420182019: 320192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies
Expansion of sales and profitability at apparel and traditional-wear storesA theme 2 companies write about · 0 as a headwind · 3 as a tailwind

Kyoto Kimono Yuzen Holdings moved to the "Worse" side of this theme in 2021.

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「In furisode sales and rentals, store visitors increased significantly both year on year and against plan as a result of stronger coordination with the review of customer-acquisition initiatives, a key measure for the period. Stronger coordination with store sales initiatives also contributed, and furisode order intake remained strong throughout the period, rising 27.9% year on year.」

    The review of customer-acquisition initiatives and stronger coordination with store sales initiatives drove increases in furisode store visitors both year on year and against plan, while order intake rose 27.9% year on year.
  2. FY2026-H1AdvancedAnnual report

    「In furisode sales and rentals, the results of the shift to digital advertising, a key initiative, are steadily emerging, and store visitors increased significantly both year on year and against plan. A new strategy linking store sales initiatives also began operating. As a result, order intake related to furisode increased 22.1% year on year.」

    The shift to digital advertising for furisode and the launch of a new strategy linking store sales initiatives drove increases in store visitors both year on year and against plan, while order intake rose 22.1% year on year.
  3. FY2025WorsenedAnnual report

    「We are shifting from conventional furisode advertising centered on direct mail to more efficient and effective advertising initiatives, but the effects of these measures are expected to take some time to emerge. As a result, order intake related to furisode declined 12.1% year on year in the consolidated fiscal year.」

    Although the shift in advertising initiatives is under way, furisode-related order intake fell 12.1% year on year, and the recovery of customer traffic and improvement in profit margins remain challenges.
  4. FY2025-H1WorsenedAnnual report

    「We are undertaking a fundamental review of our conventional furisode advertising initiatives, including reducing print direct mail and shifting to digital marketing through the web and social media. However, as the effects of the advertising initiatives require some time to emerge, visitor numbers have not yet recovered, and order intake fell 16.1% year on year.」

    Although a fundamental review of advertising initiatives is under way, visitor numbers have not recovered, and order intake from furisode sales and rentals fell 16.1% year on year.
  5. FY2024WorsenedAnnual report

    「In furisode sales and rentals, we appointed a new image model in July 2023 and launched advertising initiatives focused on the web and social media. While customers’ preference for renting continued to strengthen and the number of customers using their mothers’ or older sisters’ furisode continued to increase, we worked to introduce and enhance products and service plans tailored to customer needs. However, as customer traffic remained sluggish, order intake fell 3.4% year on year.」

    Despite introducing a new image model, web and social media advertising, and enhanced products and service plans, order intake from furisode sales and rentals fell 3.4% year on year, continuing the decline seen in the previous period.
  6. FY2024-Q3AdvancedAnnual report

    「In furisode sales and rentals, customers’ preference for renting continued to strengthen, while the number of customers using their mothers’ or older sisters’ furisode continued to increase. We worked to introduce and enhance products and service plans tailored to customer needs. Although store visitors temporarily declined from October through November, both store traffic and the conversion rate have recently been recovering, and order intake declined only 1.9% year on year in the third quarter.」

    Although store visitors temporarily declined in October and November, store traffic and the conversion rate have recently been recovering, and order intake from furisode sales and rentals declined only 1.9% year on year. The introduction and enhancement of products and service plans tailored to customer needs also continued.
  7. FY2024-Q2AdvancedAnnual report

    「In furisode sales and rentals, customers’ preference for renting continued to strengthen, while the number of customers using their mothers’ or older sisters’ furisode continued to increase. The introduction and enhancement of products and service plans tailored to customer needs gradually began to produce results, and order intake increased 1.4% year on year.」

    As preference for rentals continued to grow and the use of mothers’ and older sisters’ furisode increased, the introduction and enhancement of products and service plans tailored to customer needs proved effective, with order intake from furisode sales and rentals rising 1.4% year on year.
  8. FY2024-Q1WorsenedAnnual report

    「In furisode sales and rentals, average selling prices declined as more customers opted to rent amid changing consumer preferences and the number of customers using their mothers’ furisode continued to increase, as in the previous period. Although order intake has exceeded the previous year since June, this was insufficient to offset the decline in store visitors in April and May, and first-quarter order intake fell 5.9% year on year.」

    Although order intake exceeded the previous year from June onward, it did not offset the decline in store visitors in April and May, and quarterly order intake from furisode sales and rentals fell 5.9% year on year. Average selling prices also declined as more customers opted to rent or use their mothers’ furisode.
  9. FY2023WorsenedAnnual report

    「Meanwhile, in furisode sales and rental, the average selling price declined as customers' preference for rental and the increasingly popular style of wearing a mother's furisode, with the obi and accessories modernized, strengthened further. Customer visits also declined as rising prices weakened consumer sentiment. Although order intake showed signs of recovery during the fourth quarter, order intake for the fiscal year declined 28.3% year on year.」

    The decline in the average selling price due to the growing preference for rental and increased use of mother's furisode, together with fewer customer visits due to rising prices, continued, and full-year furisode sales and rental order intake declined 28.3% year on year. The fourth quarter was also described as showing signs of recovery.
  10. FY2023-Q3WorsenedAnnual report

    「For furisode sales and rental, the average selling price declined as customers' preference for rental and the increasingly popular style of wearing a mother's furisode, with the obi and accessories modernized, strengthened further. Customer visits also declined as rising prices weakened consumer sentiment, resulting in a 35.0% year-on-year decrease in order intake.」

    The decline in the average selling price due to customers' preference for rental and the increased use of mother's furisode coincided with weaker consumer sentiment and fewer customer visits due to rising prices, causing furisode sales and rental order intake to decline 35.0% year on year.
  11. FY2023-Q2WorsenedAnnual report

    「For furisode sales and rental, customers' preference for rental and the increasingly popular style of wearing a mother's furisode, with the obi and accessories modernized, as well as a tendency to refrain from high-value spending during the summer campaign period, the peak season, resulted in a 33.0% year-on-year decrease in order intake.」

    In furisode sales and rental, order intake declined 33.0% year on year due to customers' preference for rental, the increased use of mother's furisode and restraint in high-value spending.
  12. FY2023-Q1WorsenedAnnual report

    「For furisode sales and rental, with the spread of COVID-19 difficult to predict and demand for furisode purchases in a seasonal downturn, advertising expenses were restrained, resulting in sluggish customer visits from May onward and a 29.6% year-on-year decrease in order intake.」

    Restraining advertising expenses caused customer visits to remain sluggish from May onward, and furisode sales and rental order intake declined 29.6% year on year. This represents a deterioration from the increase in the previous year.
  13. FY2022WorsenedAnnual report

    「For furisode sales and rental, although the third quarter saw an increase in customer visits as a result of promotional campaigns, customer acquisition was difficult during the period when demand for furisode purchases typically rises, mainly because of the impact of the prolonged state of emergency and the insufficient effect of the shift in advertising activities to digital channels during the first half, and the impact of the spread of COVID-19 and the declaration of quasi-emergency measures in the fourth quarter. As a result, order intake declined 8.5% year on year.」

    Although promotional campaigns led to a recovery in the third quarter, difficulties in attracting customers during the first half and fourth quarter caused furisode order intake to decline 8.5% year on year for the full fiscal year.
  14. FY2022-Q3AdvancedAnnual report

    「For furisode sales and rental, although it was difficult to attract customers during the busy summer season due in part to the prolonged state of emergency and the insufficient impact of the digital shift in customer acquisition, customer visits increased through promotional campaigns from October onward, resulting in a 3.2% year-on-year increase in order intake.」

    Although customer acquisition was difficult during the busy summer season and the digital shift had an insufficient impact, promotional campaigns from October onward increased customer visits, resulting in a 3.2% year-on-year increase in furisode sales and rental order intake.
  15. FY2022-Q2WorsenedAnnual report

    「For furisode sales and rental, although all stores had been temporarily closed from early April to late May in the previous fiscal year, the prolonged state of emergency and the insufficient impact of the digital shift in customer acquisition made it difficult to attract customers during the busy summer season, resulting in a 5.3% year-on-year decrease in order intake.」

    Despite comparison with the low base caused by the temporary closure of all stores in the previous fiscal year, furisode order intake declined 5.3% year on year due to the prolonged state of emergency and insufficient benefits from the digital shift, worsening conditions for recovering customer traffic.
  16. FY2022-Q1AdvancedAnnual report

    「For furisode sales and rental, customer traffic was negatively affected by the declaration of a state of emergency, but order intake increased 52.1% year on year against the low base created by the temporary closure of all stores from early April to late May of the previous fiscal year.」

    Although the negative impact of the state of emergency on customer traffic remained, furisode sales and rental order intake increased 52.1% year on year against the low base created by the temporary closure of all stores in the previous year.
  17. FY2021WorsenedAnnual report

    「For furisode sales and rental, order intake declined 38.0% year on year due to the impact of temporary closures at the beginning of the fiscal year to prevent the spread of COVID-19, requests to refrain from going out, particularly in urban areas during the busy summer season, and the reissuance of a state of emergency in winter.」

    Furisode sales and rental order intake declined 38.0% year on year, and conditions for recovering customer traffic worsened due to the impact of COVID-19 and states of emergency.
  18. FY2021-Q3WorsenedAnnual report

    「For furisode sales and rental, customer visits gradually improved from October, but the impact of temporary closures at the beginning of the fiscal year to prevent the spread of COVID-19 and requests to refrain from going out, particularly in urban areas during the busy summer season, was significant, resulting in a 42.6% year-on-year decrease in order intake.」

    Although customer visits gradually improved from October, the impact of temporary closures at the beginning of the fiscal year and requests to refrain from going out during the summer was significant, and furisode sales and rental order intake declined 42.6% year on year.
  19. FY2021-Q2WorsenedAnnual report

    「For furisode sales and rental, operations resumed in late May following temporary closures to prevent the spread of COVID-19, but the impact of requests to refrain from going out remained, particularly in urban areas during the busy summer season, resulting in a 49.2% year-on-year decrease in order intake.」

    The impact of requests to refrain from going out persisted after operations resumed, and furisode sales and rental order intake declined 49.2% year on year. Conditions for recovering customer traffic and improving profit margins worsened due to the impact of COVID-19.
  20. FY2021-Q1WorsenedAnnual report

    「For furisode sales and rental, order intake declined 60.1% year on year due to temporary store closures to prevent the spread of COVID-19.」

    Temporary store closures caused furisode sales and rental order intake to fall 60.1% year on year, significantly worsening conditions for recovering customer traffic and improving profit margins.
  21. FY2020AdvancedAnnual report

    「For furisode sales and rental, although the spread of COVID-19 had a negative impact on customer traffic from February, stronger advertising promotions increased customer visits, particularly during the busy summer season, and raised the average selling price, resulting in a 7.0% year-on-year increase in order intake.」

    Stronger advertising promotions improved customer visits and the average selling price for the full fiscal year, including from February onward when the spread of COVID-19 had an impact, resulting in a 7.0% year-on-year increase in furisode order intake.
  22. FY2020-Q3AdvancedAnnual report

    「For furisode sales and rental, although there was some negative impact from the reactionary decline following the consumption tax increase, stronger advertising promotions restored customer visits, particularly during the busy summer season, and raised the average selling price, resulting in an 18.2% year-on-year increase in order intake.」

    Despite the impact of the reactionary decline following the consumption tax increase, stronger advertising promotions raised customer visits and the average selling price, resulting in an 18.2% year-on-year increase in furisode sales and rental order intake.
  23. FY2020-Q2AdvancedAnnual report

    「For furisode sales and rental, stronger advertising promotions led to a recovery in customer visits, particularly during the busy summer season, and also contributed to higher closing rates and average selling prices, resulting in a 27.6% year-on-year increase in order intake.」

    Stronger advertising promotions restored customer visits and raised the closing rate and average selling price, resulting in a 27.6% year-on-year increase in furisode sales and rental order intake.
  24. FY2020-Q1AdvancedAnnual report

    「For furisode sales and rental, we improved advertising promotions to recover customer visits, which raised the closing rate and average selling price, but customer visits remained sluggish, resulting in a 0.5% year-on-year decrease in order intake.」

    Improved advertising promotions raised the closing rate and average selling price, narrowing the decline in furisode order intake to 0.5% year on year. However, customer visits remained sluggish, and the overall target was not achieved.
  25. FY2019-Q3WorsenedAnnual report

    「For furisode sales and rental, we strengthened advertising promotions to recover customer visits, but customer visits declined and the closing rate and average selling price also fell, resulting in a 17.1% year-on-year decrease in order intake.」

    Although advertising promotions were strengthened, customer visits, the closing rate and the average selling price all declined, and furisode sales and rental order intake fell 17.1% year on year. The decline widened from 11.1% year on year in the previous quarter.
  26. FY2019-Q2WorsenedAnnual report

    「For furisode sales and rental, we strengthened advertising promotions to recover customer visits, but customer visits remained at roughly the same level as in the previous year, while the closing rate and average selling price also declined, resulting in an 11.1% year-on-year decrease in order intake.」

    Although advertising promotions were strengthened, customer visits remained at roughly the previous year's level, while the closing rate and average selling price also declined, causing furisode sales and rental order intake to fall 11.1% year on year.
  27. FY2019-Q1WorsenedAnnual report

    「For furisode sales and rental, we strengthened advertising promotions to recover customer visits. Customer visits increased, but the closing rate and average selling price declined, resulting in an 8.6% year-on-year decrease in order intake.」

    Customer visits increased as a result of stronger advertising promotions, but the closing rate and average selling price declined, and furisode sales and rental order intake fell 8.6% year on year.
  28. FY2018WorsenedAnnual report

    「For furisode sales and rental, the closing rate increased, but customer visits declined, resulting in a 14.2% year-on-year decrease in order intake.」

    The closing rate increased, but customer visits declined, and furisode sales and rental order intake fell 14.2% year on year. The challenges of recovering customer traffic and improving profit margins worsened on a full-year basis.
  29. FY2018-Q3WorsenedAnnual report

    「For furisode sales and rental, the closing rate increased, but customer visits declined, resulting in a 12.1% year-on-year decrease in order intake.」

    While the closing rate increased, furisode sales and rental order intake declined 12.1% year on year due to fewer customer visits, and the challenge of recovering customer traffic continues.
  30. FY2018-Q2WorsenedAnnual report

    「For furisode sales and rental, the closing rate increased, but customer visits declined, resulting in an 18.3% year-on-year decrease in order intake.」

    While the closing rate increased, furisode sales and rental order intake declined 18.3% year on year due to fewer customer visits, remaining weak after the 20.9% decline in the previous quarter.
  31. FY2018-Q1WorsenedAnnual report

    「For furisode sales and rental, the closing rate increased, but customer visits declined, resulting in a 20.9% year-on-year decrease in order intake.」

    While the closing rate increased, furisode sales and rental order intake declined 20.9% year on year due to fewer customer visits, representing a setback from the recovery in customer traffic seen in the previous fiscal year.
  32. FY2017AdvancedAnnual report

    「For furisode sales and rental, the average selling price declined, but order intake increased 6.2% year on year due to an increase in customer visits.」

    Although the average selling price declined, furisode sales and rental order intake increased 6.2% year on year due to increased customer visits, indicating measurable progress in recovering customer traffic.
  33. FY2017-Q3AdvancedAnnual report

    「For furisode sales and rental, the closing rate and average selling price declined, but order intake increased 1.2% year on year due to an increase in customer visits.」

    While the closing rate and average selling price declined, furisode sales and rental order intake increased 1.2% year on year due to increased customer visits. Customer traffic has recovered, but the closing rate and average selling price remain challenges.
  34. FY2017-Q2AdvancedAnnual report

    「For furisode sales, order intake increased 1.4% year on year.」

    Furisode order intake increased 1.4% year on year, indicating measurable progress toward recovering customer traffic and improving profit margins. The ratio of selling, general and administrative expenses to sales also improved by 6.6 percentage points through cost reductions and efficiency gains, mainly in advertising and promotional expenses.
  35. FY2017-Q1AdvancedAnnual report

    「For furisode sales, customer visits have recovered since May, and order intake increased 11.9% year on year.」

    Customer visits for furisode recovered from May, and order intake increased 11.9% year on year, indicating tangible progress in recovering customer traffic.
  36. FY2016First statedAnnual report

    「Going forward, to recover customer traffic and improve profit margins in furisode sales, we will analyse customer traffic in each area in detail, reconsider the frequency and timing of direct-mail campaigns suited to each store, and improve the cost-effectiveness of advertising expenses.」

    For furisode sales, it has identified the recovery of customer traffic and improvement of profit margins as challenges.
Moved together

"Company-wide cost reductions and improving the cost-effectiveness of promotional spending" moved the same way as this thread, in the same document, in 30 of its 40 moves.

302622221816★123456
  1. ★This thread
  2. 1Company-wide cost reductions and improving the cost-effectiveness of promotional spending30×
  3. 2Decline in furisode visitors and operating loss in the kimono-related business26×
  4. 3Activating general kimono customers originating from the furisode customer base22×
  5. 4Increase in consolidated profit despite lower revenue22×
  6. 5Expanding the product and event lineup and increasing customer club enrollment18×
  7. 6Furisode promotion through more efficient direct mail and a media mix16×

★ 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
Kyoto Kimono Yuzen Holdings's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Results presentation of 2026-11-09: "Advanced".
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