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HitoMile (7686) · TargetAdvanced

Evolution into a Delivery Platform Company

First written in FY2020. 19 of 22 entries say "Advanced", first in FY2021-Q3. Latest entry: 2026-10-14.

22entries
7years
11from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q3 – FY2022-Q2AdvancedFY2023-Q1 – 2026-10-142020: 120202021: 320212022: 220222023: 120232024: 220242025: 120252026: 122026
Same theme, other companies
Transition to a delivery platform business leveraging existing logistics infrastructureA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

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

    「The Kakuyasu model developed by the Group has established a logistics network extending throughout Tokyo's 23 wards like a capillary network, enabling scheduled deliveries to restaurants and general consumers as soon as 1 hour after an order, with delivery times specified in 1-hour increments. This provides a level of detailed delivery service that other companies cannot replicate.」

    The delivery-platform concept is taking shape as a medium-term strategy encompassing delivery in as little as 1 hour, expansion of product categories, delivery of third-party products, and geographic expansion.
  2. FY2026-H1AdvancedAnnual report

    「During the interim consolidated accounting period, the company newly accepted outsourced delivery operations for a fee-delivery service involving third-party products, and began initiatives including a capital and business alliance with 株式会社ミクリード.」

    In addition to delivering its own products, the company newly accepted outsourced delivery operations for third-party products, beginning to provide logistics services externally as part of its transition into a delivery platform.
  3. FY2025-H1AdvancedAnnual report

    「The purpose is to expand the earnings base of the Group and enhance corporate value by leveraging the company's delivery capacity to strengthen the Group's logistics capabilities and product offerings beyond alcoholic beverages and soft drinks.」

    The company made 大和急送 a subsidiary to use its delivery capacity to strengthen the Group's logistics capabilities and product offerings, thereby expanding the infrastructure supporting its transition into a delivery platform.
  4. FY2024AdvancedAnnual report

    「Products are delivered from delivery hubs attached to stores such as Kakuyasu EXPRESS and なんでも酒やカクヤス, using external quick-commerce services. In addition to its traditional range of alcoholic beverages, the company also offers a wide selection of non-alcoholic products.」

    The company operates Kakuyasu EXPRESS using external quick-commerce services and is developing a specific delivery-platform offering that includes non-alcoholic products.
  5. FY2023AdvancedAnnual report

    「Products are delivered from delivery hubs attached to stores such as Kakuyasu EXPRESS and なんでも酒やカクヤス, using external quick-commerce services.」

    The company is operating Kakuyasu EXPRESS as a service using external quick-commerce providers, advancing its transition into a specific order-taking and delivery platform service.
  6. FY2023-Q1AdvancedAnnual report

    「Across the Group, the company has pursued measures to restore performance, including partnerships with external instant delivery services, or quick commerce, to broaden the range of orders it can accept, as well as its first entry into Kyushu under the "Nandemo Sake Kakuyasu" brand to further increase awareness and encourage use.」

    To develop its delivery and sales-promotion platform, the company is advancing partnerships with external instant-delivery services, or quick-commerce services, and is implementing specific measures to broaden the channels through which orders are received.
  7. FY2022RestatedAnnual report

    「With a home-delivery sales network centered on alcoholic beverages, its area of strength, and direct customer touchpoints through its own order-taking and delivery operations, the Group will work to further expand its range of frequently delivered products and build an e-commerce marketplace as a new sales channel, with the aim of transforming itself into a delivery and sales-promotion platform company.」

    The company continues to develop a delivery and sales-promotion platform by expanding non-alcoholic products and building an e-commerce marketplace on the basis of its own order-taking and delivery operations.
  8. FY2022-Q2AdvancedAnnual report

    「Opening of Kakubetsu, a specialist marketplace-style online shopping site focused on alcoholic beverages and snacks, as a new sales channel」

    As part of its transition into a delivery and sales-promotion platform, the company newly opened Kakubetsu, a specialist marketplace-style online shopping site focused on alcoholic beverages and snacks.
  9. FY2021RaisedAnnual report

    「With a home-delivery sales network centered on alcoholic beverages, its area of strength, and direct customer touchpoints through its own order-taking and delivery operations, the company will work to expand its range of frequently delivered products, including food and daily necessities other than alcoholic beverages, and to build an e-commerce marketplace as a new sales channel, with the aim of transforming itself into a delivery and sales-promotion platform company.」

    The company has presented a broader vision extending beyond its previous delivery-platform concept to include sales-promotion functions, food and daily necessities other than alcoholic beverages, and an e-commerce marketplace.
  10. FY2021-Q3AdvancedAnnual report

    「As a medium-term growth strategy, the Group has sought to evolve its business into a "delivery platform company" with stronger last-mile services by leveraging the logistics infrastructure it has built, establishing delivery hubs closer to end users and expanding the range of products other than alcoholic beverages available for delivery.」

    The company has reaffirmed its vision of becoming a delivery platform by bringing delivery hubs closer to end users and expanding the range of delivered products beyond alcoholic beverages, positioning the acquisition of 明和物産 as a foundation for this initiative.
  11. FY2020First statedAnnual report

    「Evolution into a "delivery platform company" by leveraging the logistics infrastructure built to date」

    The company has adopted a growth strategy of evolving from an alcoholic beverage retailer into a delivery platform company by leveraging its existing logistics infrastructure.
Moved together

"Expansion of Food and Household Goods Offerings Beyond Alcoholic Beverages and Drinks" moved the same way as this thread, in the same document, in 11 of its 22 moves.

1110101098★123456
  1. ★This thread
  2. 1Expansion of Food and Household Goods Offerings Beyond Alcoholic Beverages and Drinks11×
  3. 2Top-Line Growth10×
  4. 3Developing New Customers and Strengthening Relationships with Existing Sales Outlets10×
  5. 4Strengthening Sales to Commercial Customers10×
  6. 5Business Reorganization and Transformation of the Earnings Structure Based on the Group’s Medium-Term Management Plan “TRANSFORMATION PLAN 2028”9×
  7. 6Optimization of Logistics Hubs, Delivery Areas and Store Locations8×

★ 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 HitoMile yet. It last moved in the Monthly of 2026-10-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Evolution into a Delivery Platform Company | HitoMile Co.,Ltd. (7686) | Komori