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Yamato International (8127) · TargetAdvancedLatest Revision of earnings forecasts (2026-10-02): "Worsened"

Driving Customer Traffic and Earnings Growth

First written in FY2016-Q3. 19 of 25 entries say "Restated". Latest entry: 2026-10-02.

25entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q3 – FY2021-Q3AdvancedFY2022AdvancedFY2024 – FY20252016: 220162017: 320172018: 320182019: 220192020: 320202021: 420212022: 420222023: 020232024: 220242025: 120252026: 12026
Same theme, other companies
Customer acquisition and store visits driven by promotional campaigns and membership initiativesA theme 75 companies write about · 0 as a headwind · 86 as a tailwind

Yamato International moved to the "Worse" side of this theme in 2026.

The whole theme swung hardest in 2020: 4 of 45 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 75 companies compared. The sentences above are computed from all 75.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-02WorsenedRevision of earnings forecasts

    「As we accelerated promotional sales to optimize inventories toward the latter half of the season, we now expect results, particularly earnings, to fall below the consolidated performance forecast for the fiscal year ending August 2026.」

    The consolidated net sales forecast for the fiscal year ending August 2026 was revised from ¥20.5 billion to ¥19.88 billion, and the operating profit forecast was revised from ¥180 million to an operating loss of ¥290 million, indicating a weaker outlook for earnings growth.
  2. FY2025AdvancedAnnual report

    「Crocodile's app membership has grown steadily, exceeding 1 million to reach 1.16 million users.」

    As a result of member acquisition and sales growth, total membership of the Crocodile app increased from approximately 960,000 previously to 1.16 million, exceeding 1 million.
  3. FY2024AdvancedAnnual report

    「E-commerce sales increased 14% year on year. Although, as anticipated, the growth rate is gradually moderating, the business continues to grow steadily. The Crocodile app, which has an important role, continued to attract users steadily, with total membership reaching approximately 960,000. The 1 million milestone is now within sight, and the company will continue to pursue further sales growth while operating with a focus on profits.」

    E-commerce sales increased 14% year on year, and total membership of the Crocodile app reached approximately 960,000. The company described operations with 1 million members in sight.
  4. FY2024-Q2RestatedAnnual report

    「CITERA, offered primarily through an online shop under the concept of “functional clothing for urban residents who continue to move creatively,” creates comfortable, sophisticated styles that resonate with the times. The company aims to drive further sales growth by continuing to focus on developing products that embody the brand.」

    The company has reaffirmed its target of driving further sales growth through CITERA product development.
  5. FY2022AdvancedAnnual report

    「The Crocodile app, introduced the year before last, continued to attract users steadily, taking membership beyond 600,000. Sales increased 33% year on year, while company-wide e-commerce sales, including the new business CITERA, continued to grow, increasing 25% year on year.」

    As a result of its e-commerce and app initiatives, Crocodile membership exceeded 600,000, brand sales increased 33% year on year, and company-wide e-commerce sales including CITERA increased 25% year on year.
  6. FY2022-Q3RestatedAnnual report

    「The company aims to drive further sales growth by continuing to focus on developing products that embody the brand.」

    The company has reaffirmed its policy of pursuing further sales growth for CITERA through product development.
  7. FY2022-Q2RestatedAnnual report

    「The company aims to drive further sales growth by continuing to focus on developing products that embody the brand.」

    The company has reaffirmed its policy of pursuing further sales growth for CITERA through product development.
  8. FY2022-Q1RestatedAnnual report

    「The company aims to drive further sales growth through active investment in new functions and services.」

    The company continues to pursue sales growth through investment in new functions and services.
  9. FY2021AdvancedAnnual report

    「The Crocodile app, introduced last year, continued to attract users steadily, enabling the company to achieve its target of 300,000 members in the first half. Membership continued to grow to approximately 440,000 at the end of the fiscal year, while sales increased 21% year on year. Company-wide e-commerce sales, including the new CITERA business, also continued to grow, increasing 25% year on year.」

    The company achieved its target of 300,000 members in the first half and reported concrete progress: approximately 440,000 members at the end of the fiscal year, a 21% year-on-year increase in Crocodile e-commerce sales, and a 25% year-on-year increase in company-wide e-commerce sales including CITERA.
  10. FY2021-Q3RestatedAnnual report

    「The company aims to drive further sales growth through active investment in new functions and services.」

    The company has reaffirmed its target of expanding sales through investment in new functions and services.
  11. FY2021-Q2RestatedAnnual report

    「The company aims to drive further sales growth through active investment in new functions and services.」

    The company has reaffirmed its target of expanding sales through investment in new functions and services.
  12. FY2021-Q1RestatedAnnual report

    「The company aims to drive further sales growth through active investment in new functions and services.」

    The company has reaffirmed its target of expanding sales through investment in new functions and services.
  13. FY2020-Q3RestatedAnnual report

    「By providing this “new value” through “new ways of connecting,” the company aims to expand customer acquisition and profits.」

    The company continues to pursue the target of expanding customer acquisition and profits by providing new value and new customer touchpoints.
  14. FY2020-Q2RestatedAnnual report

    「By providing this “new value” through “new ways of connecting,” the company aims to expand customer acquisition and profits.」

    The company continues to pursue the target of expanding customer acquisition and profits by providing new value and new customer touchpoints.
  15. FY2020-Q1RestatedAnnual report

    「The company is actively investing in new functions and services to expand customer acquisition, led by web marketing and pop-up stores,」

    The company has reaffirmed its policy of expanding customer acquisition through investment in new functions and services, web marketing, pop-up stores, and similar initiatives.
  16. FY2019-Q2RestatedAnnual report

    「The company aims to expand customer acquisition and profits.」

    The company continues to pursue the target of expanding customer acquisition and profits as an outcome of its branding and new-business initiatives.
  17. FY2019-Q1RestatedAnnual report

    「The company aims to expand customer acquisition and profits.」

    The company has reiterated its target of expanding customer acquisition and profits as an outcome of its branding and new-business initiatives.
  18. FY2018-Q3RestatedAnnual report

    「The company aims to expand customer traffic and profits by providing the differentiated “new value” customers seek through “new ways to connect,” combining the direct engagement enabled by its digitalization to date with “new ways to connect” that integrate analog outreach, such as newspaper advertising and catalogs, with smartphones and telecommerce.」

    The company has reiterated its target of expanding customer acquisition and profits by providing new value and new customer touchpoints.
  19. FY2018-Q2RestatedAnnual report

    「The company aims to expand customer traffic and profits by providing the differentiated “new value” customers seek through “new ways to connect,” combining the direct engagement enabled by its digitalization to date with “new ways to connect” that integrate analog outreach, such as newspaper advertising and catalogs, with smartphones and telecommerce.」

    The company has reiterated its target of expanding customer acquisition and profits by providing new value and new ways of connecting with customers.
  20. FY2018-Q1RestatedAnnual report

    「By providing the differentiated “new value” customers seek through “new ways to connect,” the company aims to expand customer traffic and profits.」

    The company continues to pursue the target of expanding customer acquisition and profits through initiatives for its core brands.
  21. FY2017RestatedAnnual report

    「By providing the differentiated “new value” customers seek through “new ways to connect,” the company aims to expand customer traffic and profits.」

    The company has reiterated its target of pursuing expansion of customer acquisition and profits as an outcome of its branding initiatives.
  22. FY2017-Q2RestatedAnnual report

    「By providing the differentiated “new value” customers seek through “new ways to connect,” the company aims to expand customer traffic and profits.」

    The company has reiterated its policy of pursuing expansion of customer acquisition and profits as an outcome of its branding initiatives.
  23. FY2017-Q1RestatedAnnual report

    「By providing the differentiated “new value” customers seek through “new ways to connect,” the company aims to expand customer traffic and profits.」

    The company continues to pursue expansion of customer acquisition and profits as an outcome of its branding initiatives.
  24. FY2016RestatedAnnual report

    「Through these initiatives, the company aims to further expand customer acquisition and profits.」

    Although this time the wording has changed from “expanding earnings” to “expanding profits,” the target outcome of expanding customer acquisition and profits through new formats and other initiatives remains unchanged.
  25. FY2016-Q3First statedAnnual report

    「Through these initiatives, the company aims to further expand customer acquisition and earnings.」

    The company aims to expand customer acquisition and earnings as a result of initiatives including new-format development.
Moved together

"Business Structure Transformation Across Three Areas: GMS, EC/CITERA and Directly Operated Stores" moved the same way as this thread, in the same document, in 4 of its 25 moves.

433332★123456
  1. ★This thread
  2. 1Business Structure Transformation Across Three Areas: GMS, EC/CITERA and Directly Operated Stores4×
  3. 2Performance-linked compensation based on consolidated ordinary profit as the metric3×
  4. 3Aggressive investment in strong-performing channels and inventory clearance3×
  5. 4Improving Store Efficiency, Expanding E-Commerce, and Growing the Licensing Business3×
  6. 5New Businesses, Including CITERA, and the Establishment of a Proprietary E-Commerce Platform3×
  7. 6Maintaining an annual dividend of ¥122×

★ 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
Yamato International's next results are scheduled for 2026-10-09. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-10-02: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Driving Customer Traffic and Earnings Growth | YAMATO INTERNATIONAL INC. (8127) | Komori