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Takashimaya (8233) · TargetAdvanced

Strengthening the customer base by increasing lifetime value (LTV)

First written in FY2022. 9 of 10 entries say "Advanced", first in FY2023-Q2. Latest entry: 2026-10-15.

10entries
5years
2from disclosures
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ProgressHeldSoftenedWorseAdvancedFY2023-Q2 – 2026-10-152022: 220222023: 320232024: 120242025: 020252026: 42026
Same theme, other companies
Customer base and LTV improvement across cards, stores and e-commerceA 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. 2026-10-15AdvancedEarnings presentation

    「あらゆる顧客データを一元管理するための基盤を整備、顧客LTV向上を実現」

    顧客基盤強化を、顧客データの一元管理、ロイヤルティプログラム、アプリ会員化によるLTV向上へ具体化している。
  2. FY2027-H1AdvancedAnnual report

    「We will also work to strengthen points of contact with customers and improve convenience by expanding the functions of the Takashimaya app, whose membership continues to grow steadily, including through the Digital Points service launched on 16 September 2026.」

    Customer-base and LTV improvement initiatives advanced through growth in app membership, the launch of the Digital Points service and expanded functionality.
  3. FY2026AdvancedAnnual report

    「As a result, the number of new members acquired increased by more than 20% compared with fiscal 2019, before the COVID-19 pandemic, contributing to higher transaction volume and annual fee revenue.」

    To increase LTV, strengthening the customer base across cards, specialty stores and online stores resulted in more than a 20% increase in new member acquisitions compared with fiscal 2019.
  4. 2026-04-14AdvancedEarnings presentation

    「Building a platform for maximizing LTV by leveraging customer touchpoints (flow business)」

    The LTV enhancement policy was organized around a customer-touchpoint platform encompassing cards, Sugotsumi, securities, insurance, trusts and banking.
  5. FY2025-H1AdvancedAnnual report

    「In line with the new NISA system launched this year, we raised the monthly maximum for Takashimaya Card savings investments from ¥50,000 to ¥100,000 and promoted usage. We also expanded initiatives such as establishing consultation counters combining NISA and insurance and expanding seminar content, resulting in steady increases in the number of consultations and applications.」

    To increase customers' lifetime value, the Company raised the monthly maximum for card savings investments from ¥50,000 to ¥100,000 and expanded NISA and insurance consultation locations and seminars.
  6. FY2024-Q2AdvancedAnnual report

    「For Sugo-tsumi under Takashimaya NeoBank, we began accepting payments from July for customers whose savings plans had reached maturity. Compared with members of Takashimaya Tomonokai, there are more customers aged 50 or younger and more male customers, and the average savings amount is higher. We will pursue approaches tailored to these customer characteristics to increase the number of members, improve retention and encourage payment use.」

    To increase LTV, the Company began accepting payments after Sugo-tsumi savings matured and made its initiatives more specific by targeting growth in membership, improved retention and greater payment use based on customer characteristics.
  7. FY2024-Q1AdvancedAnnual report

    「Compared with members of Takashimaya Tomonokai, Sugo-tsumi customers include more people aged 50 or younger and more men, and have a higher average savings amount. We will continue initiatives to increase the number of accounts opened.」

    Regarding Sugo-tsumi as a means of increasing LTV, the Company confirmed characteristics including the acquisition of younger and male customers and higher average savings amounts, and continues efforts to increase the number of accounts opened.
  8. FY2023-Q3AdvancedAnnual report

    「In September, we launched Takashimaya Point Investment, a service intended to improve customer convenience and the appeal of Takashimaya Card, expand our points ecosystem, and invigorate both the department store and financial services businesses.」

    As a means of increasing LTV and strengthening the customer base, the Company launched point investment and expanded customer touchpoints across department stores, cards and financial services.
  9. FY2023-Q2AdvancedAnnual report

    「By adding banking functions to the products and services we provide, we will work to maximise customers' lifetime value.」

    The Company launched Takashimaya NeoBank, adding banking functions to its products and services as a means of increasing LTV.
  10. FY2022First statedAnnual report

    「We will redesign our organisational operating structure to implement customer development measures across the organisation, including increasing lifetime value (LTV), which represents the value customers gain from using Takashimaya throughout their lives, and to eliminate duplicated and unnecessary work.」

    The Company defined its customer development objective as increasing LTV and linked it to cross-functional customer initiatives, the use of store, EC and financial service touchpoints, and the redesign of its organisational operating structure.
Moved together

"Strengthening the Financial Business, Including Takashimaya Insurance, and Developing New Businesses" moved the same way as this thread, in the same document, in 9 of its 10 moves.

987766★123456
  1. ★This thread
  2. 1Strengthening the Financial Business, Including Takashimaya Insurance, and Developing New Businesses9×
  3. 2Returning Profits to Shareholders through Stable Dividends8×
  4. 3Maximizing the Appeal of the Neighborhood and Facility through a Community Development Strategy7×
  5. 4Shopping Center Renovation and Integrated Operation and Management7×
  6. 5Improvement in Results6×
  7. 6Card Member Acquisition and Promotion of Card Usage6×

★ 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
Takashimaya's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Earnings presentation of 2026-10-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strengthening the customer base by increasing lifetime value (LTV) | Takashimaya Company,Limited (8233) | Komori