Komori
itsumo. (7694) · TargetSoftenedLatest Earnings presentation (2026-08-14): "Advanced"

Growth of the Brands They Carry and Expansion of the Earnings Base

First written in FY2021. 12 of 18 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-08-14.

18entries
6years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – FY2022-Q3AdvancedFY2024-Q1 – FY2025-H1SoftenedFY2025 – FY2026-H12021: 320212022: 320222023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Developing multiple brands in Japan and overseasA theme 21 companies write about · 0 as a headwind · 26 as a tailwind

11 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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1SoftenedAnnual report

    「In the Co-Creation and Self-Creation Value-Added Service, the cosmetics brand for which the company holds exclusive distribution rights progressed as planned. However, the consolidated subsidiary primarily selling snow apparel reported lower sales and profit due to competition, weather and other factors, with net sales of ¥331.629 million.」

    In the brand-related business, the cosmetics brand progressed as planned, while the consolidated subsidiary primarily selling snow apparel reported lower sales and profit due to competition and weather conditions.
  2. FY2025SoftenedAnnual report

    「In the Co-Creation and Self-Creation Value-Added Service, the company was able to pursue structural reform of the business model at Beelan, which primarily sells snow apparel. However, the disposal of stagnant inventory resulted in lower sales, with net sales of ¥1,729.939 million.」

    The brand-related business began structural reform, but sales declined due to the disposal of stagnant inventory at Beelan, indicating weakness in progress toward expanding the revenue base.
  3. FY2025-H1AdvancedAnnual report

    「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.」

    Growth in existing brands and several brands launched in the previous period resulted in higher year-on-year sales in the Collaborative Brand Partner Service.
  4. FY2024AdvancedAnnual 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 ¥7,970.440 million.」

    The disclosure reports full-year net sales of ¥7,970.440 million in the Collaborative Brand Partner Service, driven by growth in existing brands and higher sales from the wholesale business.
  5. 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.」

    In addition to growth in existing brands, higher sales from live commerce and wholesale contributed to net sales of ¥5,976.850 million in the Collaborative Brand Partner Service.
  6. FY2024-Q2AdvancedAnnual report

    「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 addition to growth in existing brands, higher sales from live commerce and wholesale contributed to net sales of ¥3,789.592 million in the Collaborative Brand Partner Service.
  7. FY2024-Q1AdvancedAnnual report

    「In the Collaborative Brand Partner Service, the increase in new brands handled and steady growth in existing brands resulted in net sales of ¥1,856.586 million.」

    The disclosure reports net sales of ¥1,856.586 million from brand-related services, driven by an increase in new brands and growth in existing brands.
  8. FY2023RestatedAnnual report

    「The company will continue to maintain strong relationships and pursue growth in the official e-commerce sites operated by its group. It will also use the track record and expertise developed by the group since its founding to drive further growth, expand its revenue base, accelerate its growth rate and increase corporate value over the longer term.」

    The company continues to pursue a policy of using its relationships with brand manufacturers and accumulated expertise to grow its official e-commerce sites, revenue base and corporate value.
  9. FY2023-Q3AdvancedAnnual report

    「Existing brands performed steadily, resulting in higher sales than in the same quarter of the previous year. New brands launched relatively recently have also continued to grow steadily, with their sales gradually increasing.」

    The disclosure states that, in addition to growth in existing brands, sales of new brands have gradually increased.
  10. FY2023-Q2SoftenedAnnual report

    「While the brands handled by the company continued to grow steadily, sales slowed for some brands amid the easing of restrictions on activities related to COVID-19 and disruptions to product procurement caused by changes in global conditions.」

    Although the brands as a whole continued to grow steadily, the disclosure notes a slowdown in sales for some brands, indicating weakness in progress toward brand growth and expansion of the revenue base.
  11. FY2023-Q1RestatedAnnual report

    「In the E-commerce Marketplace Service, each brand handled by the company continues to grow steadily.」

    The disclosure continues to state that the brands handled by the company are growing steadily.
  12. FY2022-Q3AdvancedAnnual report

    「Each brand handled through the e-commerce agency business, which operates official brand websites, is growing steadily.」

    The company continues to report that the brands it handles are growing steadily.
  13. FY2022-Q2AdvancedAnnual report

    「The EC Marketplace Service performed steadily, with both existing brands and newly added brands progressing well.」

    The disclosure states that, in addition to growth in existing brands, newly added brands are also performing steadily.
  14. FY2022-Q1AdvancedAnnual report

    「All brands handled by the company are growing steadily, while strong sales of high-priced products, for which demand is particularly high during the spring/summer season, are making a significant contribution to revenue.」

    The disclosure cites growth in the brands handled and the contribution to sales from strong sales of high-priced products.
  15. FY2021First statedAnnual report

    「The company will use the track record and expertise it has developed since its founding to drive further growth, expand its revenue base, accelerate its growth rate and increase corporate value over the longer term.」

    The company sets out a goal of growing its portfolio of brands and revenue base by maintaining relationships with brand manufacturers and leveraging its accumulated track record and expertise.
Moved together

"Sales expansion centered on the e-commerce marketplace service" moved the same way as this thread, in the same document, in 13 of its 18 moves.

1399755★123456
  1. ★This thread
  2. 1Sales expansion centered on the e-commerce marketplace service13×
  3. 2Increase in the Number of Brands Handled9×
  4. 3Increasing Average Contract Value Through Multi-Service and Performance-Based Contracts9×
  5. 4Entry into the Live Commerce Business and Expansion of the Sales Partnership Model7×
  6. 5Expansion of Contract-Based Recurring Revenue in EC Marketing Services5×
  7. 6Acquisition and Growth of Company-Owned Brands Through M&A5×

★ 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.
Growth of the Brands They Carry and Expansion of the Earnings Base | itsumo.inc. (7694) | Komori