Komori
itsumo. (7694) · FactAdvancedLatest Earnings (2026-08-14): "Restated"

Business environment leveraging the expansion of the e-commerce platform market as a growth opportunity

First written in FY2021-Q3. 8 of 17 entries say "Advanced", first in FY2021. Latest entry: 2026-08-14.

17entries
6years
1from disclosures
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ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2023-Q3AdvancedFY2024 – FY20252021: 420212022: 320222023: 320232024: 320242025: 220252026: 22026
Same theme, other companies
Expansion of the e-commerce platform marketA 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. 2026-08-14RestatedEarnings

    「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。このため、今後も各ブランド・メーカーが継続的にECビジネス展開に注力していくことが予測され、当社グループにとって事業拡大を見込める良好な環境であると捉えております。」

    EC物販市場の2026年15.8兆円、2027年16.2兆円という見通しと、ブランド・メーカーのEC展開を事業拡大機会とする認識を継続している。
  2. FY2026AdvancedAnnual report

    「According to the report “The Current State and Future Outlook of the Mail-Order and E-Commerce Business 2026” published by 株式会社富士経済, the e-commerce retail market was valued at ¥15.3 trillion in 2025 and is expected to grow steadily to ¥15.8 trillion in 2026 and ¥16.2 trillion in 2027.」

    Presents new market forecasts for the e-commerce retail market of ¥15.8 trillion in 2026 and ¥16.2 trillion in 2027.
  3. 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.」

    Continues the previous period’s outlook for growth in the e-commerce retail market, forecasting ¥15.1 trillion in 2025 and ¥15.4 trillion in 2026.
  4. 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, e-commerce platforms such as Amazon and Rakuten Ichiba account for approximately 80% of the ¥15.1 trillion e-commerce market forecast for 2025 and are driving market expansion.」

    Newly indicates the forecast 2025 e-commerce market size of ¥15.1 trillion and the e-commerce platform market’s approximately 80% share of the total.
  5. FY2025-H1AdvancedAnnual report

    「According to the report “The Current State and Future Outlook of the Mail-Order and E-Commerce Business 2024” published by 株式会社富士経済, the e-commerce retail market was valued at ¥14.1 trillion in 2023 and is expected to grow steadily to ¥14.7 trillion in 2024 and ¥15.3 trillion in 2025. As our group provides services compatible with multiple e-commerce platforms, we view this as a favorable environment in which business expansion can be expected.」

    Presents new market forecasts for the e-commerce retail market of ¥14.7 trillion in 2024 and ¥15.3 trillion in 2025, and positions compatibility with multiple e-commerce platforms as an opportunity for business expansion.
  6. FY2024AdvancedAnnual report

    「Of this, the e-commerce platform market is expected to reach ¥11.7 trillion in 2024, or 105.6% of the previous year, and ¥12.3 trillion in 2025, or 104.8% of the previous year. The e-commerce platform market is expected to continue driving expansion of the overall e-commerce market.」

    Presents new market forecasts for the e-commerce platform market of ¥11.7 trillion in 2024 and ¥12.3 trillion in 2025.
  7. 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.」

    Continues to present the 2023 and 2024 growth outlook for the e-commerce retail market as part of the business environment.
  8. FY2024-Q2RestatedAnnual 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.」

    Continues to present the 2023 and 2024 growth outlook for the e-commerce retail market as part of the business environment.
  9. FY2023AdvancedAnnual 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 platform market is expected to reach ¥13.8 trillion in 2023, or 104.5% of the previous year, and ¥14.4 trillion in 2024, or 103.8% of the previous year. The e-commerce platform market is expected to continue driving expansion of the overall e-commerce market.」

    Presents new market forecasts for the e-commerce platform market of ¥13.8 trillion in 2023 and ¥14.4 trillion in 2024.
  10. 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.」

    Continues to indicate the growth outlook for the e-commerce market and the e-commerce platform market.
  11. FY2023-Q1RestatedAnnual report

    「In 2020, the e-commerce market was valued at ¥11.8 trillion, of which the virtual shopping mall market, hereinafter referred to as the e-commerce platform market, accounted for ¥8.3 trillion, or 70.0% of the total e-commerce market. In 2021, the e-commerce market was valued at ¥12.5 trillion, of which the e-commerce platform market accounted for ¥9.2 trillion, or 73.8% of the total. In 2022, the e-commerce market is expected to reach ¥13.4 trillion, of which the e-commerce platform market is expected to account for ¥10.3 trillion, or 77.4% of the total. This indicates that the e-commerce market is continuing to grow steadily, driven by the expansion of the e-commerce platform market.」

    Continues to indicate the outlook for expansion of the e-commerce market and the e-commerce platform market. The 2022 e-commerce platform market is forecast at ¥10.3 trillion, with a 77.4% share.
  12. FY2022AdvancedAnnual report

    「In 2014, the e-commerce market was valued at ¥6.1 trillion, of which the virtual shopping mall market, hereinafter referred to as the e-commerce platform market, accounted for ¥3.1 trillion, or 51.1% of the total e-commerce market. In 2021, the e-commerce market was valued at ¥12.5 trillion, of which the e-commerce platform market accounted for ¥9.2 trillion, or 73.8% of the total. The e-commerce platform market is expected to reach ¥1.0381 trillion in 2022, representing 112.2% of the previous year, indicating steady expansion.」

    Newly indicates the actual 2021 e-commerce platform market value of ¥9.2 trillion and the 2022 forecast of ¥1.0381 trillion.
  13. FY2022-Q3RestatedAnnual report

    「The e-commerce platform market is further expected to reach ¥11.7 trillion in 2022 and is expected to continue expanding.」

    Continues to indicate the outlook for expansion of the e-commerce platform market.
  14. FY2022-Q2RestatedAnnual report

    「The e-commerce platform market is further expected to grow from ¥10.6 trillion in 2021 to ¥11.7 trillion in 2022, and is expected to continue expanding.」

    Continues to indicate that the e-commerce platform market is expected to expand in 2021 and 2022 and that market expansion will continue going forward.
  15. FY2022-Q1AdvancedAnnual report

    「The e-commerce platform market is further expected to grow from ¥10.6 trillion in 2021 to ¥11.7 trillion in 2022, and is expected to continue expanding.」

    Updates the market expansion forecast by adding the 2022 market-size forecast of ¥11.7 trillion to the 2021 forecast.
  16. FY2021AdvancedAnnual report

    「In 2014, the e-commerce market was valued at ¥6.1 trillion, of which virtual shopping malls, hereinafter referred to as the e-commerce platform market, accounted for ¥3.1 trillion, or 51.5% of the total e-commerce market. In 2020, the e-commerce market was valued at ¥11.9 trillion, of which the e-commerce platform market accounted for ¥8.7 trillion, or 73.6% of the total. The e-commerce platform market is also expected to reach ¥10.6 trillion in 2021, representing 121.3% of the previous year, and is expected to continue driving the expansion of the overall e-commerce market.」

    Newly indicates the expansion in the size and composition ratio of the e-commerce platform market from 2014 to 2020, as well as the 2021 forecast of ¥10.6 trillion.
  17. FY2021-Q3First statedAnnual report

    「The e-commerce platform market grew from ¥3.6 trillion in 2015 to ¥6.7 trillion in 2019, representing 185.1% growth over five years, while the company-operated e-commerce market was virtually flat, at 102.7%. This suggests that the e-commerce platform market will continue to drive the expansion of the overall e-commerce market.」

    Explains the expansion of the e-commerce platform market by comparing it with the company-operated e-commerce market.
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 17 moves.

755443★123456
  1. ★This thread
  2. 1Sales expansion centered on the e-commerce marketplace service7×
  3. 2Introduction of Restricted Stock Compensation5×
  4. 3Expansion of Japan's B2C-EC Market and Rise in E-Commerce Penetration Rate5×
  5. 4Increase in the Number of Brands Handled4×
  6. 5Increasing Average Contract Value Through Multi-Service and Performance-Based Contracts4×
  7. 6Expansion of Contract-Based Recurring Revenue in EC Marketing Services3×

★ 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 of 2026-08-14: "Restated".
News
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