Komori
itsumo. (7694) · InitiativeWorsenedLatest Earnings presentation (2026-09-03): "Advanced"

Moving ビーラン Away from Its Winter-Heavy Product Mix and Achieving Profitability Early

First written in FY2025. 7 of 11 entries say "Advanced", first in 2026-05-14. Latest entry: 2026-09-03.

11entries
2years
8from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025WorsenedFY2026-H1Advanced2026-06-24 – 2026-09-032025: 220252026: 92026
Same theme, other companies
Improving Gross Margin and Reducing Slow-Moving Inventory through MD Process ReformA theme 16 companies write about · 0 as a headwind · 21 as a tailwind

The whole theme swung hardest in 2020: 2 of 11 companies on the "Worse" side.

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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「We recognise issues in the sale of some products, but going forward we will improve the accuracy of data-based demand forecasts, fundamentally review our sales strategies and rigorously optimise inventory levels.」

    The company states that sales issues with some products at BEERAN are ongoing, and continues to identify structural improvements, including demand forecasting, sales strategies and inventory optimisation, as challenges to be addressed.
  2. FY2026-H1WorsenedAnnual 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.」

    The consolidated subsidiaries focused on snow apparel, including BEERAN, reported lower revenue and lower profit due to competition and weather conditions.
  3. FY2025First statedAnnual report

    「BEERAN, whose main business is selling snow apparel, had been affected by product mix issues caused by seasonal fluctuations and slow-moving inventory, which weighed on profitability, and we have been working to address these issues. We are now undertaking a fundamental review of product merchandising, developing and expanding high-value-added products that can be sold year-round, including pet and outdoor brands, and optimising the supply chain by reducing logistics costs. We aim to achieve early profitability and establish a stable earnings base by moving away from a winter-heavy earnings structure.」

    The company has newly organised measures aimed at achieving profitability and stabilising earnings at BEERAN by addressing slow-moving inventory and seasonal concentration through reforms to product merchandising, year-round products, logistics costs and the supply chain.
Moved together

"Full-scale entry into comprehensive social commerce support" moved the same way as this thread, in the same document, in 6 of its 11 moves.

655333★123456
  1. ★This thread
  2. 1Full-scale entry into comprehensive social commerce support6×
  3. 2One-Platform E-Commerce Vision for One-Stop Support5×
  4. 3Transforming Business Operations and Services through AI-SHIFT5×
  5. 4Risks of Lost Sales Opportunities and Excess Inventory Due to Demand Forecast Errors3×
  6. 5Growth of the Brands They Carry and Expansion of the Earnings Base3×
  7. 6Entry into the Live Commerce Business and Expansion of the Sales Partnership Model3×

★ 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 2026-09-03: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.