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itsumo. (7694) · FactRestatedLatest Revision to earnings forecast (2026-05-14): "Advanced"

Expansion of Japan's B2C-EC Market and Rise in E-Commerce Penetration Rate

First written in FY2021. 8 of 12 entries say "Advanced", first in FY2022. Latest entry: 2026-05-14.

12entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021AdvancedFY2024 – FY20252021: 120212022: 220222023: 320232024: 320242025: 220252026: 12026
Same theme, other companies
Expansion of Japan’s B2C E-Commerce MarketA theme 18 companies write about · 0 as a headwind · 18 as a tailwind

5 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.
Showing 14 of the 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-14AdvancedRevision to earnings forecast

    「当社グループの事業を取り巻く環境は、株式会社富士経済が公表した「通販・e-コマースビジネスの実態と今後2026」によれば、2025年のEC(物販)市場規模が15.3兆円であったことに対し、2026年の見込みは15.8兆円、2027年は16.2兆円と、着実に成長を続けていくことが予想されております。」

    国内EC物販市場について、2026年15.8兆円、2027年16.2兆円という新たな市場見通しを示している。
  2. FY2026-H1RestatedAnnual report

    「According to the report “The Current State and Future Outlook of the Mail-Order and E-Commerce Business 2025” published by 株式会社富士経済, the e-commerce retail market was valued at ¥14.6 trillion in 2024 and is expected to grow steadily to ¥15.1 trillion in 2025 and ¥15.4 trillion in 2026.」

    The growth outlook for Japan’s domestic e-commerce retail market continues to use the same market-size forecasts as the previous fiscal year.
  3. FY2025AdvancedAnnual report

    「According to the report “The Current State and Future Outlook of the Mail-Order and E-Commerce Business 2025” published by 株式会社富士経済, the e-commerce retail market was valued at ¥14.6 trillion in 2024 and is expected to grow steadily to ¥15.1 trillion in 2025 and ¥15.4 trillion in 2026.」

    New market forecasts are provided for Japan’s domestic e-commerce retail market: ¥15.1 trillion in 2025 and ¥15.4 trillion in 2026.
  4. FY2025-H1AdvancedAnnual report

    「According to 株式会社富士経済’s “The Current State and Future of the Mail-Order and E-Commerce Business 2024,” the e-commerce retail market was ¥14.1 trillion in 2023 and is expected to grow steadily to ¥14.7 trillion in 2024 and ¥15.3 trillion in 2025.」

    New growth forecasts are provided for Japan’s domestic e-commerce retail market: ¥14.7 trillion in 2024 and ¥15.3 trillion in 2025.
  5. FY2024AdvancedAnnual report

    「According to the Ministry of Economy, Trade and Industry’s “FY2022 E-Commerce Market Survey,” released in August 2022, the B2C e-commerce penetration rate increased from 8.08% in 2020 to 9.13% in 2022, indicating continued progress in the digitalization of commerce.」

    A new actual figure of 9.13% for 2022 is provided for the B2C e-commerce penetration rate.
  6. FY2024-Q3RestatedAnnual report

    「According to the report “The Current State and Future Outlook of the Mail-Order and E-Commerce Business 2023” published by 株式会社富士経済, the e-commerce retail market was valued at ¥13.2 trillion in 2022 and is expected to grow steadily to ¥13.8 trillion in 2023 and ¥14.4 trillion in 2024.」

    The Group continues to present the growth outlook for Japan’s domestic e-commerce retail market using the actual figure for 2022, the estimate for 2023, and the forecast for 2024.
  7. FY2024-Q2AdvancedAnnual report

    「According to the report “The Current State and Future Outlook of the Mail-Order and E-Commerce Business 2023” published by 株式会社富士経済, the e-commerce retail market was valued at ¥13.2 trillion in 2022 and is expected to grow steadily to ¥13.8 trillion in 2023 and ¥14.4 trillion in 2024.」

    New figures are provided for the e-commerce retail market: an actual market size of ¥13.2 trillion in 2022, an estimate of ¥13.8 trillion in 2023, and a forecast of ¥14.4 trillion in 2024, updating the market growth outlook.
  8. FY2023AdvancedAnnual report

    「According to the Ministry of Economy, Trade and Industry’s “FY2021 E-Commerce Market Survey,” released in August 2022, the B2C e-commerce penetration rate increased from 8.08% in 2020 to 8.78% in 2021, indicating continued progress in the digitalization of commerce. According to Nomura Research Institute’s “IT Navigator 2021,” the market is expected to expand to ¥29.4 trillion by 2026, and the e-commerce market is expected to continue growing.」

    The 2021 actual B2C e-commerce penetration rate of 8.78% has been added, updating the market-expansion outlook alongside the ¥29.4 trillion market-size forecast for 2026.
  9. FY2023-Q3RestatedAnnual report

    「According to the report “The Current State and Future Outlook of the Mail-Order and E-Commerce Business 2022” published by 株式会社富士経済, the e-commerce market is expected to continue growing steadily, from ¥12.5 trillion in 2021 to a forecast ¥13.4 trillion in 2022 and ¥14.2 trillion in 2023.」

    The Group continues to present the growth outlook for Japan’s domestic e-commerce market using the actual figure for 2021, the estimate for 2022, and the forecast for 2023.
  10. FY2023-Q2AdvancedAnnual report

    「According to the report “The Current State and Future Outlook of the Mail-Order and E-Commerce Business 2022” published by 株式会社富士経済, the e-commerce market is expected to continue growing steadily, from ¥12.5 trillion in 2021 to a forecast ¥13.4 trillion in 2022 and ¥14.2 trillion in 2023.」

    In addition to the projected ¥13.4 trillion market size for 2022, a ¥14.2 trillion forecast for 2023 is provided, updating the growth outlook for Japan’s domestic e-commerce market.
  11. FY2022AdvancedAnnual report

    「According to the Ministry of Economy, Trade and Industry’s “FY2019 E-Commerce Market Survey,” released in July 2021, the B2C e-commerce penetration rate increased from 6.76% in 2019 to 8.08% in 2020, indicating continued progress in the digitalization of commerce. According to Nomura Research Institute’s “IT Navigator 2021,” the market is expected to expand to ¥29.4 trillion by 2026, and the e-commerce market is expected to continue growing.」

    New figures are provided for the B2C e-commerce penetration rate, which reached 8.08% in 2020, and the market-size forecast of ¥29.4 trillion for 2026.
  12. FY2021First statedAnnual report

    「The B2C e-commerce penetration rate increased from 6.22% in 2018 to 6.76% in 2019, indicating continued progress in the digitalization of commerce. In addition, Japan’s B2C e-commerce market reached ¥19.4 trillion in 2019, up 7.7% year on year. According to Nomura Research Institute’s “IT Navigator 2020,” the market is expected to expand to ¥27.8 trillion by 2025.」

    The expansion of Japan’s domestic B2C e-commerce market is explained using the e-commerce penetration rate, market size, and 2025 forecast.
Moved together

"Sales expansion centered on the e-commerce marketplace service" moved the same way as this thread, in the same document, in 7 of its 12 moves.

755444★123456
  1. ★This thread
  2. 1Sales expansion centered on the e-commerce marketplace service7×
  3. 2Business environment leveraging the expansion of the e-commerce platform market as a growth opportunity5×
  4. 3Introduction of Restricted Stock Compensation5×
  5. 4Growth of the Brands They Carry and Expansion of the Earnings Base4×
  6. 5Increasing Average Contract Value Through Multi-Service and Performance-Based Contracts4×
  7. 6Entry into the Live Commerce Business and Expansion of the Sales Partnership Model4×

★ 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 itsumo. yet. It last moved in the Revision to earnings forecast of 2026-05-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Japan's B2C-EC Market and Rise in E-Commerce Penetration Rate | itsumo.inc. (7694) | Komori