Komori
itsumo. (7694) · InitiativeAdvanced

Entry into the Live Commerce Business and Expansion of the Sales Partnership Model

First written in FY2023. 10 of 13 entries say "Advanced", first in FY2024-Q1. Latest entry: 2026-08-14.

13entries
4years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q1 – FY2024SoftenedFY2025-H1AdvancedFY2025 – 2026-08-142023: 320232024: 320242025: 220252026: 52026
Same theme, other companies
Launch of an influencer-enabled live commerce serviceA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

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 the One Commerce Services, revenue increased year on year, partly because of the use of accumulated e-commerce expertise and gross merchandise value from live commerce alone exceeding ¥10,000 million, resulting in revenue of ¥3,165.614 million.」

    Gross merchandise value from live commerce alone exceeded ¥10 billion, and is cited as a driver of increased revenue for One Commerce. Revenue from Peace you LIVE also increased to ¥199.390 million.
  2. FY2026-H1AdvancedAnnual report

    「In the EC Platform Services, commission income from “Peace you LIVE,” the live commerce platform, increased year on year, resulting in revenue of ¥98.573 million.」

    Commission income from Peace you LIVE increased year on year, resulting in interim revenue of ¥98.573 million for the EC Platform Services.
  3. FY2025AdvancedAnnual report

    「In the EC Platform Services, commission income from “Peace you LIVE,” the live commerce platform, increased year on year, resulting in revenue of ¥159.344 million.」

    Commission income from Peace you LIVE increased, resulting in full-year revenue of ¥159.344 million for the EC Platform Services.
  4. FY2025-H1SoftenedAnnual report

    「In the EC Platform Services, revenue totaled ¥63.966 million from commission income and streaming fees based on streaming hours on “Peace you LIVE,” the live commerce platform.」

    Live commerce continued to be monetized, but interim revenue from the EC Platform Services declined from ¥79.495 million in the same period of the previous year to ¥63.966 million.
  5. FY2024AdvancedAnnual report

    「In the EC Platform Services, “Peace you LIVE,” the live commerce platform that joined the Group through an M&A transaction in February 2023, contributed to revenue throughout the year, resulting in revenue of ¥140.503 million.」

    The live commerce business contributed to revenue for a full year for the first time, resulting in revenue of ¥140.503 million for the EC Platform Services.
  6. FY2024-Q3AdvancedAnnual report

    「In the Collaborative Brand Partner Service, steady growth in existing brands, together with higher sales from the wholesale business, contributed to net sales of ¥5,976.850 million.」

    Increased revenue from the live commerce and wholesale businesses contributed to revenue from the Collaborative Brand Partner Services, which totaled ¥5,976.850 million.
  7. FY2024-Q2AdvancedAnnual report

    「In the Co-creation and Self-created Value-Up Services, transactions based on the license agreement obtained in the previous fiscal year increased, resulting in revenue of ¥954.638 million.」

    Increased transactions under the license agreement obtained in the previous fiscal year contributed to revenue of ¥954.638 million in the Co-creation and Self-created Value-Up Services.
  8. FY2024-Q1AdvancedAnnual report

    「In the Co-creation and Self-created Value-Up Services, transactions based on the license agreement obtained in the previous fiscal year (co-creation and sales partner model) increased, resulting in revenue of ¥456.443 million.」

    It discloses that increased transactions under the license agreement for the co-creation and sales partner model obtained in the previous fiscal year contributed to revenue of ¥456.443 million.
  9. FY2023First statedAnnual report

    「The “live commerce (sales partnership model)” began in the current fiscal year, and the Company provides the live commerce platform “Peace you LIVE.”」

    Beginning in the current fiscal year, the Company launched live commerce as a new service category and developed a sales partnership model connecting streamers with companies.
Moved together

"Sales expansion centered on the e-commerce marketplace service" moved the same way as this thread, in the same document, in 9 of its 13 moves.

977765★123456
  1. ★This thread
  2. 1Sales expansion centered on the e-commerce marketplace service9×
  3. 2Increase in the Number of Brands Handled7×
  4. 3Growth of the Brands They Carry and Expansion of the Earnings Base7×
  5. 4Increasing Average Contract Value Through Multi-Service and Performance-Based Contracts7×
  6. 5Full-scale entry into comprehensive social commerce support6×
  7. 6One-Platform E-Commerce Vision for One-Stop Support5×

★ 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 Earnings presentation of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.