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R.C.Core (7837) · RiskWorsened

Decline in visitor traffic to showrooms following the reorganization of sales companies

First written in FY2017-Q3. 17 of 31 entries say "Worsened", first in FY2018-Q3. Latest entry: 2026-08-12.

31entries
10years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2025-H1 – 2026-08-122017: 320172018: 420182019: 420192020: 420202021: 420212022: 320222023: 320232024: 120242025: 120252026: 42026
Same theme, other companies
Decline in housing exhibition venue traffic due to sales-company restructuringA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-08-12WorsenedEarnings

    「During the first quarter of the current consolidated fiscal year, new visitor numbers at nationwide showrooms (hereinafter, “LOGWAY”) were only 76.8% of the previous year’s level.」

    New visitor numbers at LOGWAY nationwide were 76.8% of the previous year’s level, indicating that the decline in visitor traffic continued.
  2. FY2026WorsenedAnnual report

    「New visitors to nationwide LOGWAY locations, a leading indicator, declined to 82.7% of the year-earlier period」

    New visitors to nationwide LOGWAY locations fell to 82.7% of the year-earlier period, down further from 83.6% in the interim period of the previous fiscal year.
  3. FY2026-H1WorsenedAnnual report

    「New visits to nationwide exhibition centers (LOGWAY) during the current interim consolidated accounting period declined to 83.6% of the year-earlier period」

    New visits to nationwide LOGWAY locations fell from 94.1% of the year-earlier period in the interim period of the previous fiscal year to 83.6%, deepening the decline in visitor traffic.
  4. FY2025-H1WorsenedAnnual report

    「New visits to nationwide exhibition centers (LOGWAY) during the current interim consolidated accounting period declined slightly to 94.1% of the year-earlier period」

    After new visits had increased year on year in the previous period, new visits to nationwide LOGWAY locations declined slightly to 94.1% of the year-earlier period.
  5. FY2024-Q2MitigatedAnnual report

    「New visits during the cumulative first six months of the current consolidated fiscal year increased to 121.9% of the year-earlier period」

    New visits to LOGWAY and other locations reached 121.9% of the year-earlier period, improving from the decline in visits through the previous period.
  6. FY2024-Q1MitigatedAnnual report

    「New visitor numbers in the first quarter increased to 116.9% of the previous year's level.」

    New visitor numbers at LOGWAY and elsewhere nationwide reached 116.9% of the previous year's level, improving from the visitor weakness reported in the previous fiscal year.
  7. FY2023New visitors flat, decline in membership sign-upsAnnual report

    「New visitor numbers at LOGWAY centers nationwide, a leading indicator, increased 0.2% year on year, roughly in line with the previous year. However, order volumes declined substantially, partly because price increases resulting from the “wood shock” created a budget mismatch between the price range of our core products and the traditional customer base.」

    New visitor numbers recovered to a 0.2% year-on-year increase, while order volumes declined substantially due to the budget mismatch between the price range and the traditional customer base.
  8. FY2023-Q2Continued weakness in visitor numbersAnnual report

    「Visitor numbers at LOGWAY exhibition centers, which had declined during the COVID-19 pandemic, showed no recovery and remained at 90% of the previous year's level.」

    LOGWAY visitor numbers remained at 90% of the previous year's level, reconfirming the lack of recovery following the COVID-19 pandemic.
  9. FY2023-Q1WorsenedAnnual report

    「New visitor numbers at LOGWAY remained at 81.9% of the previous year's level.」

    New visitor numbers at LOGWAY were 81.9% of the previous year's level, deepening the decline in customer traffic from the 92% level reported previously.
  10. FY2022-Q3WorsenedAnnual report

    「Visitor numbers at LOGWAY exhibition centers nationwide remained at 92% of the previous year's level due to reduced foot traffic following declarations of a state of emergency and other factors. However, improvements to the sales system increased order volumes, a leading indicator of business performance, 15% year on year.」

    LOGWAY visitor numbers declined from 96% of the previous year's level in the previous quarter to 92%, indicating that the decline in customer traffic continued. Meanwhile, improvements to the sales system increased order volumes 15% year on year.
  11. FY2022-Q2Recovery in orders despite declining visitor numbersAnnual report

    「Visitor numbers at LOGWAY exhibition centers nationwide remained at 96% of the previous year's level due to reduced foot traffic following declarations of a state of emergency and other factors. However, improvements to the sales system brought order volumes, a leading indicator of business performance, back to pre-pandemic levels at 102% of the level two years earlier, up 21% year on year.」

    LOGWAY visitor numbers remained at 96% of the previous year's level, while improvements to the sales system lifted order volumes to 102% of the level two years earlier, up 21% year on year. The company stated that although visitor numbers remained depressed, orders had recovered to pre-pandemic levels.
  12. FY2022-Q1MitigatedAnnual report

    「The number of new visitors to the direct-sales division increased substantially year on year, partly due to the opening of BESS MAGMA in Daikanyama as the flagship store for LOGWAY centers nationwide.」

    While customer traffic continued to decline during the pandemic, the opening of BESS MAGMA in Daikanyama led to a substantial year-on-year increase in new visitors to the direct-sales division. This does not indicate a recovery in customer traffic nationwide.
  13. FY2021WorsenedAnnual report

    「New visitor numbers at LOGWAY centers nationwide declined 42% year on year.」

    Restrictions on movement and other factors during the pandemic widened the decline in new visitor numbers, further worsening the downward trend in customer traffic through the previous fiscal year.
  14. FY2021-Q3WorsenedAnnual report

    「Meanwhile, although we worked to improve sales efficiency by promoting our unique LOGWAY strategies, including recommending reservation-only “private home-living experiences” and the LOGWAY Club membership program, amid a substantial decline in customer traffic due to requests to refrain from going out to prevent the spread of infection, contract orders for the segment totaled ¥2,860 million, down 24.7% year on year, partly due to the temporary closure of BESS Square.」

    Customer traffic declined substantially due to the spread of infection and requests to refrain from going out, compounded by the temporary closure of BESS Square in Daikanyama. Orders in the direct-sales division declined 24.7% year on year.
  15. FY2021-Q2WorsenedAnnual report

    「Meanwhile, amid a substantial decline in customer traffic due to requests to refrain from going out to prevent the spread of infection, we worked to improve sales efficiency by promoting our unique LOGWAY strategies, including recommending reservation-only “private home-living experiences” and the LOGWAY Club membership program.」

    In addition to the previous dealer reorganization and other factors, the company cited a substantial decline in customer traffic due to COVID-19 and requests to refrain from going out.
  16. FY2021-Q1RestatedAnnual report

    「The Group was also forced to restrict its sales activities, including introducing a reservation system and limiting visits to avoid the “3 Cs” at LOGWAY exhibition centers nationwide, resulting in order volumes remaining substantially below the previous year's level.」

    The company stated that restrictions on sales activities, including reservations and visitor limits at LOGWAY, continued as COVID-19 spread, leaving order volumes substantially below the previous year's level.
  17. FY2020WorsenedAnnual report

    「In the current fiscal year, new visitor numbers declined 22.7% year on year and repeat visitor numbers declined 15.9%, partly due to the consumption tax increase and the impact of COVID-19.」

    Both new and repeat visitor numbers declined. In addition to the reversal of the impact of the previous fiscal year's BESS Tama opening, the company cited the consumption tax increase and the impact of COVID-19.
  18. FY2020-Q3WorsenedAnnual report

    「At BESS LOGWAY exhibition centers nationwide, new visitor numbers declined 16.5% year on year and repeat visitor numbers declined 12.8%, partly because visitor numbers had surged in the previous fiscal year following the opening of BESS Tama.」

    The previous trend of increases and improvement reversed into a decline, with new visitor numbers down 16.5% year on year and repeat visitor numbers down 12.8%. The company attributed this to the reversal of the high level generated by the opening of BESS Tama in the previous fiscal year.
  19. FY2020-Q2WorsenedAnnual report

    「At BESS LOGWAY exhibition centers nationwide, new visitor numbers declined 12.9% year on year and repeat visitor numbers declined 6.1%, partly because visitor numbers had surged in the previous fiscal year following the opening of BESS Tama.」

    Both new and repeat visitor numbers declined year on year after increasing through the previous quarter. The company also attributed this to the reversal of the high level generated by the opening of BESS Tama in the previous fiscal year.
  20. FY2020-Q1WorsenedAnnual report

    「At BESS LOGWAY exhibition centers nationwide, new visitor numbers declined 7.8% year on year and repeat visitor numbers declined 1.8%, partly because visitor numbers had surged in the previous fiscal year following the opening of BESS Tama.」

    Both new and repeat visitor numbers declined year on year, partly reflecting the reversal of the increase generated by the opening of BESS Tama and other factors in the previous fiscal year.
  21. FY2019MitigatedAnnual report

    「At BESS LOGWAY exhibition centers nationwide, new visitor numbers increased 14.0% year on year and repeat visitor numbers increased 7.8%, due to the launch of LOGWAY Coach activities and the opening of new sites.」

    Both new and repeat visitor numbers increased year on year, improving from the decline in customer traffic associated with dealer reorganization and poor weather.
  22. FY2019-Q3MitigatedAnnual report

    「At BESS LOGWAY exhibition centers nationwide, new visitor numbers increased 8.1% year on year and repeat visitor numbers increased 6.1%, due to the launch of LOGWAY Coach activities and the opening of new sites.」

    Both new and repeat visitor numbers increased year on year, indicating an improvement from the decline in customer traffic that had continued following dealer reorganization and other factors.
  23. FY2019-Q2MitigatedAnnual report

    「At BESS LOGWAY exhibition centers nationwide, new visitor numbers increased 6.4% year on year and repeat visitor numbers also increased 6.4%, due to the launch of LOGWAY Coach activities and the opening of new sites.」

    Both new and repeat visitor numbers increased 6.4% year on year, improving from the decline in customer traffic through the previous fiscal year.
  24. FY2019-Q1MitigatedAnnual report

    「At BESS LOGWAY exhibition centers nationwide, new visitor numbers increased 7.4% year on year and repeat visitor numbers increased 6.5%, due to the launch of LOGWAY Coach activities and the opening of new sites.」

    Both new and repeat visitor numbers increased year on year, partly reversing the decline in customer traffic reported through the previous fiscal year.
  25. FY2018WorsenedAnnual report

    「At BESS's standalone exhibition centers nationwide (LOGWAY), new visitor numbers remained broadly in line with the previous year, partly due to the impact of typhoons and poor weekend weather, while repeat visitor numbers declined 9.3% year on year.」

    New visitor numbers remained broadly in line with the previous year, while the decline in repeat visitor numbers widened from 9.1% in the third quarter to 9.3%.
  26. FY2018-Q3WorsenedAnnual report

    「At BESS exhibition centers nationwide, the decline in visitors due to typhoons and poor weekend weather contributed to new visitor numbers increasing just 0.3% year on year, broadly in line with the previous year, while repeat visitor numbers declined 9.1% year on year.」

    The increase in new visitor numbers narrowed from 6.2% year on year to 0.3%, while the decline in repeat visitor numbers widened from 7.3% to 9.1%.
  27. FY2018-Q2Increase in new visitors and widening decline in repeat visitorsAnnual report

    「Across BESS exhibition centers nationwide, new visitor numbers increased 6.2% year on year, while repeat visitor numbers declined 7.3% year on year, reflecting fewer events and disparities among sites.」

    New visitor numbers increased, while the decline in repeat visitor numbers widened from a 0.9% decrease in the previous year to a 7.3% decrease.
  28. FY2018-Q1Partial improvement in the impact on customer trafficAnnual report

    「Across BESS exhibition centers nationwide, new visitor numbers increased 1.1% year on year, while repeat visitor numbers declined 0.9% year on year, reflecting fewer events and disparities among sites.」

    New visitor numbers increased year on year, while repeat visitor numbers declined, indicating that the impact of lower customer traffic had partly improved but partly continued.
  29. FY2017-Q3MaterialisedAnnual report

    「In terms of attracting visitors to BESS model home sites nationwide, both the number of new visitors and the number of repeat visitors declined year on year, due in part to changes in the companies operating model home sites as brand management was strengthened under the distributor system.」

    The company stated that both new and repeat visitor numbers declined year on year against the backdrop of changes in the operating companies within the dealer system and other factors.
Moved together

"Demand Fluctuations Driven by Economic Conditions, Interest Rates and Housing Tax Policy" moved the same way as this thread, in the same document, in 13 of its 31 moves.

13107766★123456
  1. ★This thread
  2. 1Demand Fluctuations Driven by Economic Conditions, Interest Rates and Housing Tax Policy13×
  3. 2Financial structure targeting a shareholders’ equity ratio of approximately 50%10×
  4. 3Costs and profitability risks associated with taking over the locations of a financially distressed distributor7×
  5. 4Achieving operating profit through business turnaround7×
  6. 5Multi-series development of log houses and EPOX housing products6×
  7. 6Expanding the “catalytic power” that brings BESS fans together6×

★ 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 R.C.Core yet. It last moved in the Earnings of 2026-08-12: "Worsened".
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Decline in visitor traffic to showrooms following the reorganization of sales companies | R.C.CORE CO.,LTD. (7837) | Komori