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Kimuratan (8107) · TargetWorsened

Selecting Online Retail and BOBSON as Growth Businesses

First written in FY2019-Q1. 11 of 26 entries say "Worsened", first in FY2019. Latest entry: FY2026-H1.

26entries
8years
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How it moved
ProgressHeldSoftenedWorseOtherFY2020-Q2 – FY2022-Q2WorsenedFY2022-Q3 – FY2024-Q22018: 220182019: 320192020: 420202021: 420212022: 420222023: 420232024: 320242025: 22025
Same theme, other companies
Growth through Making E-commerce the Core Business and Expanding the Product RangeA theme 16 companies write about · 0 as a headwind · 17 as a tailwind

Kimuratan moved to the "Worse" side of this theme in 2022.

The whole theme swung hardest in 2017: 1 of 10 companies on the "Worse" side.

0 other companies' latest entry also says "Worsened".

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. FY2026-H1WorsenedAnnual report

    「Weak online sales, down 4.2% year on year, had an impact.」

    E-commerce, previously selected as a growth business, declined 4.2% year on year and was a factor behind the apparel business's sales decline.
  2. FY2025AdvancedAnnual report

    「As a result of focusing on attracting more customers to its own website, which has a higher profit margin, full-year revenue increased 2.6% year on year.」

    E-commerce, selected as a growth business, generated higher annual sales through traffic driven to the company's own website. Apparel business sales as a whole declined due to the downsizing of the store network.
  3. FY2025-H1E-commerce sales return to growthAnnual report

    「Online sales turned to revenue growth after a downward trend through the previous fiscal year, with first-half revenue up 7.4% year on year.」

    E-commerce, previously selected as a growth business, turned from declining sales through the previous fiscal year to sales growth in the current interim period. Apparel business sales as a whole declined due to store closures.
  4. FY2024WorsenedAnnual report

    「Online revenue fell 39.1% year on year, with the decline in revenue continuing against the backdrop of narrower brand and item lineups.」

    E-commerce, previously selected as a growth business, declined 39.1% year on year due to a narrower selection of brands and items.
  5. FY2024-Q3Narrowing decline in revenueAnnual report

    「Online revenue fell 43.4% year on year due to the reduced number of brands and fewer items resulting from the reduction of carried-over inventory.」

    E-commerce, selected as a growth business, declined 43.4% year on year, but the extent of the decline narrowed from the 54.1% decline in the previous quarter.
  6. FY2024-Q2WorsenedAnnual report

    「Online revenue fell 54.1% year on year due to the reduced number of brands and fewer items resulting from the reduction of carried-over inventory.」

    E-commerce, selected as a growth business, declined 54.1% year on year due to a narrower selection of brands and items.
  7. FY2024-Q1WorsenedAnnual report

    「Online revenue fell 54.5% year on year due to the reduced number of brands, fewer items resulting from the reduction of carried-over inventory, and the impact of changing the timing of the summer sale, as in the stores.」

    E-commerce, previously selected as a growth business, declined 54.5% year on year due to a reduction in the number of brands and items, continuing its sales decline from the previous fiscal year.
  8. FY2023WorsenedAnnual report

    「E-commerce sales declined 40.3% year on year. As inventory was thoroughly cleared through closing sales at physical stores, online price-focused promotions were restrained and the free-shipping campaign was suspended to improve profitability. Sales were also affected by a reduction in the number of items offered following the narrowing of the brand selection.」

    E-commerce, selected as a growth business, recorded a full-year sales decline due to restrained promotions focused on profitability and a narrower brand selection.
  9. FY2023-Q3WorsenedAnnual report

    「Online revenue was affected by the restraint of price-led promotions, suspension of the free-shipping campaign, and narrowing of the brand lineup, resulting in revenue of ¥292 million, down 39.6% year on year.」

    E-commerce, selected as a growth business, continued to decline as a result of restrained promotional activity, the suspension of the free-shipping campaign and a narrower brand selection, falling 39.6% year on year.
  10. FY2023-Q2WorsenedAnnual report

    「Online revenue was affected by the restraint of price-led promotions, suspension of the free-shipping campaign, and narrowing of the brand lineup, resulting in revenue of ¥189 million, down 30.8% year on year.」

    E-commerce, selected as a growth business, declined 30.8% year on year due to restrained promotional activity, the suspension of the free-shipping campaign and a narrower brand selection, continuing its sales decline.
  11. FY2023-Q1WorsenedAnnual report

    「In the previous fiscal year, the company conducted an inventory clearance sale before relocating its warehouse in connection with the opening of its own logistics center. In the current quarter, however, revenue was affected by the restraint of price-led promotions and the suspension of the free-shipping campaign, resulting in revenue of ¥115 million, down 22.6% year on year.」

    E-commerce, selected as a growth business, declined 22.6% year on year due to the reaction to temporary sales growth in the previous year and other factors.
  12. FY2022WorsenedAnnual report

    「Online sales were heavily affected by the reactionary decline after a sharp increase in revenue in the first quarter of the previous year. Although signs of recovery emerged from September, full-year revenue was ¥666 million, down 36.9% year on year.」

    E-commerce, selected as a growth business, declined 36.9% year on year for the full year, as the reaction to the previous year's substantial sales growth continued in the annual results.
  13. FY2022-Q3WorsenedAnnual report

    「Sales declined due to a reaction to the substantial growth in e-commerce sales in the previous year. In e-commerce, the reaction to the sharp increase in sales in the first quarter of the previous year was significant. Although signs of recovery were seen from September onward, cumulative nine-month e-commerce sales declined 39.3% year on year to ¥483 million. Sales declined 7.3% year on year at Baby Plaza, 3.9% at BOBSON stores and 1.4% at tenant stores.」

    E-commerce, selected as a growth business, declined 39.3% year on year, while all 3 store-based businesses also fell below the previous year's levels.
  14. FY2022-Q2E-commerce sales decline and divergent store-based performanceAnnual report

    「Quarterly existing-store sales declined 4.8% year on year at Baby Plaza, while increasing 0.9% at BOBSON stores and 7.3% at tenant stores. Quarterly sales declined 44.9% year on year to ¥274 million.」

    While e-commerce, selected as a growth business, declined 44.9% year on year due to the reaction to the previous year's performance and other factors, existing-store sales increased at BOBSON and tenant stores but declined at Baby Plaza.
  15. FY2022-Q1E-commerce sales decline alongside growth in store-based businessesAnnual report

    「Quarterly existing-store sales increased 1.8% year on year at Baby Plaza, 22.1% at BOBSON stores and 25.0% at tenant stores. E-commerce sales declined 52.8% year on year to ¥149 million.」

    While e-commerce, selected as a growth business, declined on the reaction to the previous year's performance and other factors, existing-store sales at Baby Plaza, BOBSON and tenant stores increased, producing divergent results across the businesses.
  16. FY2021E-commerce sales growth alongside a decline in store-based businessesAnnual report

    「Sales at Baby Plaza declined 9.5% year on year, while sales at BOBSON stores declined 9.8%. Full-year sales increased 22.8% year on year to ¥1,056 million, and e-commerce's share of apparel business sales increased from 22.5% to 29.9%.」

    While e-commerce, selected as a growth business, delivered substantial sales growth and an increased sales mix, existing-store sales at Baby Plaza and BOBSON declined 9.5% and 9.8%, respectively.
  17. FY2021-Q3E-commerce sales growth alongside a decline in store-based businessesAnnual report

    「Sales at Baby Plaza declined 11.6% year on year, while sales at BOBSON stores declined 18.0%. Third-quarter sales increased 35.6% year on year to ¥797 million.」

    While e-commerce, selected as a growth business, increased 35.6% year on year, existing-store sales at Baby Plaza and BOBSON declined 11.6% and 18.0%, respectively.
  18. FY2021-Q2E-commerce sales growth alongside a decline in store-based businessesAnnual report

    「Second-quarter existing-store sales declined 14.1% year on year at Baby Plaza and 23.8% at BOBSON stores. Second-quarter e-commerce sales increased 47.0% year on year to ¥497 million.」

    While e-commerce, selected as a growth business, increased 47.0% year on year, existing-store sales at Baby Plaza and BOBSON declined 14.1% and 23.8%, respectively.
  19. FY2021-Q1Substantial e-commerce sales growth alongside a decline in store-based businessesAnnual report

    「Existing-store sales in the quarter declined 18.0% year on year at Baby Plaza and 30.6% at BOBSON stores. Although e-commerce usage was trending higher, a free-shipping campaign to encourage more customers to enjoy shopping contributed to increased traffic. Quarterly e-commerce sales increased 69.2% year on year to ¥315 million.」

    While e-commerce, selected as a growth business, delivered substantial sales growth, existing-store sales at Baby Plaza and BOBSON declined 18.0% and 30.6%, respectively, widening the divergence in performance between the businesses.
  20. FY2020E-commerce sales growth alongside a decline in BOBSON salesAnnual report

    「Sales at the mainstay Baby Plaza stores declined 2.7% year on year on an existing-store basis. Sales at existing BOBSON stores declined 9.8% year on year. E-commerce sales increased 3.7% year on year to ¥860 million, supported by solid sales of spring merchandise and a focus on selling carried-over inventory.」

    While e-commerce, selected as a growth business, delivered higher full-year sales, BOBSON sales declined 9.8%, making the divergence in performance between the businesses clear.
  21. FY2020-Q3RestatedAnnual report

    「Sales at the mainstay Baby Plaza stores declined 1.4% year on year on an existing-store basis. Sales at existing BOBSON stores declined 2.1% year on year. E-commerce sales increased 3.3% year on year to ¥588 million, supported by solid sales of spring merchandise and a focus on selling carried-over inventory.」

    While e-commerce, selected as a growth business, continued to deliver higher sales, sales at existing BOBSON stores declined 2.1% year on year, and the divergence in performance between the businesses continued.
  22. FY2020-Q2E-commerce sales growth alongside a decline in BOBSON salesAnnual report

    「Although e-commerce sales remained solid, sales at existing Baby Plaza and BOBSON stores fell below the previous year's results, resulting in a 2.5% year-on-year decline. In e-commerce, sales increased 4.6% year on year to ¥338 million. Sales at existing BOBSON stores declined 2.1% year on year.」

    While e-commerce, selected as a growth business, increased 4.6% year on year, sales at existing BOBSON stores declined 2.1%, resulting in a 2.5% decline in sales for the existing apparel business as a whole.
  23. FY2019WorsenedAnnual report

    「All of the planned improvements in gross margin, sales growth in the e-commerce and BOBSON businesses, and the addition of new profit from tenant-store openings fell short of plan,」

    Sales growth in e-commerce and BOBSON, selected as growth businesses, fell short of plan.
  24. FY2019-Q3RestatedAnnual report

    「We narrowed the businesses targeted for growth to e-commerce and BOBSON and focused on expanding sales.」

    The policy of focusing on e-commerce and BOBSON as the growth businesses and seeking to expand sales continues.
  25. FY2019-Q2RestatedAnnual report

    「We narrowed the businesses targeted for growth to e-commerce and BOBSON and focused on expanding sales.」

    The policy of focusing on e-commerce and BOBSON as the growth businesses and seeking to expand sales continues.
  26. FY2019-Q1First statedAnnual report

    「We narrowed the businesses targeted for growth to e-commerce and BOBSON and focused on expanding sales.」

    As part of the plan to return to profitability, the policy of concentrating growth investment and sales expansion on the 2 businesses of e-commerce and BOBSON was presented as a standalone theme for the first time under “Selection of growth businesses.”
Moved together

"Expanding E-Commerce Sales Opportunities" moved the same way as this thread, in the same document, in 12 of its 26 moves.

1287776★123456
  1. ★This thread
  2. 1Expanding E-Commerce Sales Opportunities12×
  3. 2Improving Gross Margins by Reviewing Baby Plaza’s Pricing and Curbing Discounts8×
  4. 3Retail Business Segment Profit Turns Positive7×
  5. 4Material doubt regarding the going-concern assumption7×
  6. 5Improving the Manufacturing Cost Ratio by Increasing Cost Control Accuracy During the Planning and Manufacturing Stages7×
  7. 6Full-year declines in revenue and profit and widening losses6×

★ 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.

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Selecting Online Retail and BOBSON as Growth Businesses | KIMURATAN CORPORATION (8107) | Komori