Increase in the Number of Brands Handled

「In the Collaborative Brand Partner Service, several brands launched during the period grew substantially, and the expansion of the brand portfolio resulted in higher year-on-year sales. Net sales were ¥13,091.033 million.」

「今期新規参入ブランド (注2) の早期立ち上げ成功により、前年同期比 +41% 成長を達成」

「Specifically, the company rapidly established a structure capable of providing all 3 official TikTok Shop partner services, covering advertising operations, store development, fulfillment and live-commerce support from end to end. It is also focusing on creator support and strengthening its collaboration framework with top-tier creators in Japan.」

「The company will promote the start of business with new brands and manufacturers, while deepening relationships with existing customers that operate multiple brands by pursuing new contracts for additional brands, thereby improving customer satisfaction. It will work to expand the number of contracted brands and operating platforms. It will also actively support store launches on new e-commerce platforms, including TikTok Shop.」

「In the Collaborative Brand Partner Service, existing brands performed steadily, while several brands launched in the previous period also grew steadily, resulting in higher year-on-year sales. Net sales were ¥4,676.887 million.」

「In the Collaborative Brand Partner Service, steady growth in existing brands, together with higher sales from the live-commerce and wholesale businesses, contributed to net sales of ¥3,789.592 million.」

「In the cooperative brand partner service, the number of newly handled brands increased and existing brands grew steadily, resulting in revenue of ¥1,856,586 thousand. The company will continue to focus on further growth of existing brands.」

「In the e-commerce marketplace service, existing brands performed steadily, resulting in higher revenue than in the same quarter of the previous year. New brands added relatively recently also continued to grow steadily, with sales gradually increasing. In brand value enhancement, consisting of acquiring and developing its own brands, strong sales of products in high demand during winter contributed to higher revenue.」

「In the e-commerce marketplace service, brands handled by the company continued to grow steadily, but sales slowed for some brands against a backdrop of eased restrictions on activity related to COVID-19 and disruptions in product procurement caused by changes in global conditions. Revenue from the brands handled by the Group increased from the cumulative period of the same quarter of the previous fiscal year, partly due to the contribution of new brands acquired in the previous fiscal year. However, the result was below the initial plan due to the effects of a deteriorating external environment, including China’s zero-COVID policy and the weaker yen.」

「In the EC Marketplace Service, the brands we handle continue to grow steadily, but new brands made only a limited contribution to profit during the quarter because of the nature of the business.」

「The number of brands handled increased through brand value enhancement, consisting of acquiring and developing its own brands, contributing to higher revenue from the e-commerce marketplace service. The company will continue to focus on further growth of existing brands and the acquisition of new brands.」

「In its e-commerce marketplace service, existing brands continued to grow steadily, and newly added brands also performed well. Sales from PayPay Mall and au PAY Market, where there had been no transactions in the same quarter of the previous year, also progressed steadily. The company will continue to focus on further growth of existing brands and the acquisition of new brands.」

「In addition, the company launched a strategy to acquire new brands in the previous fiscal year and sought to increase the number of sites, including by opening existing brands on other platforms. Sales from newly acquired brands have also begun to contribute gradually.」

「The company will continue to improve customer satisfaction and expand its sales structure for brands and manufacturers, promoting support for existing brand-manufacturer clients in contracting for additional brands and opening stores on additional platforms. It also plans to increase the number of brands it handles by acquiring brands through M&A from small and medium-sized companies with strong product-development capabilities and owning those brands itself.」