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Takashimaya (8233) · InitiativeLower revenue and a narrower loss from reducing catalogs, with higher profit overallLatest Monthly (2026-03-16): "Worsened"

Earnings improvement through strengthening the online business and changing catalog policy

First written in FY2017-Q1. 7 of 22 entries say "Advanced", first in FY2017-Q2. Latest entry: 2026-03-16.

22entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2023-Q3 – FY2025-H12016: 220162017: 320172018: 320182019: 120192020: 320202021: 420212022: 220222023: 220232024: 120242025: 020252026: 1
Same theme, other companies
Improving cross-media business profitability by strengthening online operations and downsizing catalogsA 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. 2026-03-16WorsenedMonthly

    「In the cross-media business, the core mail-order catalog business remained solid, but the other businesses fell below the previous year’s level, causing the business as a whole to decline year on year.」

    The cross-media business as a whole was reported to have fallen below the previous year’s level.
  2. FY2025-H1Lower revenue and a narrower loss from reducing catalogs, with higher profit overallAnnual report

    「The mail-order cross-media business posted lower revenue due to planned reductions in the print volume and page count of mail-order catalogs, while the loss narrowed partly because of cost reductions. The other businesses overall also posted lower revenue and higher profit, largely due to the impact of the cross-media business.」

    Reductions in catalog print volume and page count led to lower revenue in the cross-media business, but cost reductions narrowed the loss, resulting in lower revenue and higher profit across the other businesses overall.
  3. FY2024-Q1Lower revenue from customers returning to stores, but higher profit overall on higher wholesale profitAnnual report

    「The cross-media business posted lower revenue due to the recovery in department store in-store sales. However, 株式会社グッドリブ posted higher profit, resulting in lower revenue but higher profit across the other businesses overall.」

    The recovery in in-store sales led to lower revenue in the cross-media business, but higher profit at Good Live resulted in lower revenue and higher profit across the other businesses overall.
  4. FY2023-Q3Lower revenue and profit in the cross-media business as customers returned to in-store shoppingAnnual report

    「In the other businesses, the cross-media business had significantly increased sales in the previous year as stay-at-home consumption expanded under a state of emergency, but revenue declined this year as customers returned to department stores. The other businesses overall also posted lower revenue and profit.」

    The cross-media business shifted from higher revenue in the previous year on stay-at-home consumption in the online business to lower revenue as customers returned to department stores, resulting in lower revenue and profit across the other businesses overall.
  5. FY2022RaisedAnnual report

    「To achieve higher e-commerce sales and establish a solid earnings base at an early stage, we will build a president-led promotion project rather than treating this solely as a sales initiative, and strongly advance cross-company and cross-group consideration.」

    The policy of expanding the online business as the second pillar was elevated to a president-led, company-wide and group-wide promotion project. Preparations for an e-commerce shipping warehouse in anticipation of logistics costs are also mentioned.
  6. FY2022-Q3RestatedAnnual report

    「The other businesses posted higher revenue and profit, including from increased sales resulting from the renewal of the Takashimaya Online Store e-commerce site.」

    The disclosure cites increased sales and higher revenue and profit from the online store renewal, but contains no change from the renewal-related measures described in the previous quarter.
  7. FY2022-Q2AdvancedAnnual report

    「In the growth area of online business, while targeting sales of ¥50 billion in fiscal 2023, we revamped the “Takashimaya Online Store” EC site in August. We renewed the system and enhanced customization and search functions to improve customer experience value, while continuing to propose attractive and distinctive products unique to department stores.」

    Under the policy of expanding the online business as the second pillar, the e-commerce site was renewed and its functionality enhanced based on the ¥50 billion sales target for fiscal 2023.
  8. FY2022-Q1RaisedAnnual report

    「Sales in the growth area of online business remained solid on stay-at-home consumption. With a target of ¥50 billion in sales in fiscal 2023, we will not only propose attractive products unique to department stores and original products, but also renew the e-commerce system during the current fiscal year and enhance personalized product recommendations and product search functions to increase customer experience value.」

    In addition to the established policy of making the online business the second pillar, the disclosure specified a sales target of ¥50 billion for fiscal 2023 and the renewal of the e-commerce system during the current fiscal year.
  9. FY2021RaisedAnnual report

    「As the online business is an important sales channel and the second pillar of the department store business, with further expansion expected, we will allocate substantial management resources to it and expand these initiatives.」

    The online business has been positioned as the second pillar of the department store business, and a policy of allocating substantial management resources to it was explicitly stated.
  10. FY2021-Q3RestatedAnnual report

    「In the other businesses, e-commerce at the cross-media business and Select Square performed well as stay-at-home consumption expanded due to the impact of COVID-19, resulting in higher revenue.」

    The disclosure reconfirms that e-commerce at the cross-media business and Select Square performed well, resulting in higher revenue.
  11. FY2021-Q2RaisedAnnual report

    「As the online business is an important sales channel and the second pillar of the department store business, with further expansion expected, we will allocate substantial management resources to it and expand these initiatives.」

    The online business has been positioned as the second pillar of the department store business, with greater priority placed on the policy of allocating substantial management resources to it.
  12. FY2021-Q1AdvancedAnnual report

    「In the other businesses, the cross-media business and 株式会社セレクトスクエア posted higher revenue as their online businesses performed well amid the expansion of stay-at-home consumption, in which people enjoyed shopping from home due to the impact of COVID-19.」

    Online businesses at the cross-media business and Select Square posted higher revenue against a backdrop of increased stay-at-home consumption.
  13. FY2020-Q3AdvancedAnnual report

    「In the other businesses, the cross-media business posted higher revenue and profit on strong catalog sales. Performance also improved at タカシマヤトランスコスモスインターナショナルコマース PTE.LTD. and 株式会社セレクトスクエア, resulting in higher profit across the other businesses overall.」

    Catalog sales in the cross-media business were strong, and performance also improved at Takashimaya Transcosmos International Commerce and Select Square.
  14. FY2019-Q3RestatedAnnual report

    「In the other businesses, the cross-media business improved its performance and posted higher revenue and profit. However, profit declined across the other businesses overall, partly due to lower profit resulting from the transfer of operations to 株式会社髙島屋ファシリティーズ.」

    While the disclosure continues to cite improved performance and higher revenue and profit in the cross-media business, profit declined across the other businesses overall due to the impact of the transfer of operations.
  15. FY2019-Q2RestatedAnnual report

    「In the other businesses, the cross-media business posted higher revenue and profit, supported by growth in catalog orders, but profit declined across the other businesses overall.」

    The disclosure states that the cross-media business posted higher revenue and profit, supported by growth in catalog orders.
  16. FY2018AchievedAnnual report

    「In the other businesses, the cross-media business significantly improved its earnings through changes to catalog policies and returned to profitability.」

    The disclosure identifies the cross-media business's return to profitability as the explicit result of improved earnings from changes to catalog policies.
  17. FY2018-Q3AdvancedAnnual report

    「Operating revenue for the cross-media business and other businesses overall was ¥23,511 million, down 1.8% year on year, while operating profit was ¥2,042 million, up 91.4%. In the cross-media business, efforts to improve profitability through revisions to catalog policies made a significant contribution.」

    Efforts to improve profitability through revisions to catalog policies made a significant contribution, resulting in a 91.4% year-on-year increase in operating profit across the other businesses overall.
  18. FY2018-Q2RestatedAnnual report

    「In the cross-media business, steady growth in online sales, together with efforts to improve profitability through revisions to catalog policies, made a significant contribution.」

    The disclosure continues to cite growth in online sales and improved profitability through revisions to catalog policies.
  19. FY2018-Q1AdvancedAnnual report

    「Operating revenue for the cross-media business and other businesses overall was ¥7,634 million, down 5.1% year on year, while operating profit was ¥550 million, up 230.2%. In the cross-media business, online sales grew steadily, while cost efficiency was improved through revisions to catalog policies, resulting in improved profitability.」

    Growth in online sales and improved cost efficiency from revised catalog policies continued, resulting in a 230.2% year-on-year increase in operating profit across the other businesses overall.
  20. FY2017-Q3AdvancedAnnual report

    「The Cross-Media Business Division sought to optimize the frequency and print volume of catalog publications and maximize operating profit. As a result, operating revenue for the cross-media business and other businesses overall was ¥23,932 million, down 4.7% year on year, while operating profit was ¥1,067 million, up 84.8%.」

    Measures to optimize catalog publication frequency and print volume were put into practice, resulting in an 84.8% year-on-year increase in operating profit across the other businesses overall.
  21. FY2017-Q2AdvancedAnnual report

    「The cross-media business posted solid growth in online sales and grocery delivery revenue, while also improving cost efficiency through a review of catalog policies, resulting in improved profitability. Consequently, operating revenue for the cross-media business and other businesses overall was ¥16,663 million, down 1.5% year on year, while operating profit was ¥447 million, up 17.4%.」

    The disclosure specifically cites growth in grocery delivery sales in addition to online sales, with operating profit up 17.4% year on year following the review of catalog policies.
  22. FY2017-Q1First statedAnnual report

    「The online business secured solid sales, while progress was also made in cutting expenses through revisions to catalog policies, resulting in improved profitability.」

    Securing online sales and revising catalog policies and cutting expenses are being pursued as measures to improve profitability.
Moved together

"Shopping Center Renovation and Integrated Operation and Management" moved the same way as this thread, in the same document, in 11 of its 22 moves.

11108766★123456
  1. ★This thread
  2. 1Shopping Center Renovation and Integrated Operation and Management11×
  3. 2Store Renovations and the Strengthening of Regional and Differentiated Merchandising10×
  4. 3Omnichannel integration8×
  5. 4Mutual customer referrals through alliances with external companies7×
  6. 5Earnings Improvement6×
  7. 6Place-making through the opening of Saigon Centre in Ho Chi Minh City6×

★ 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 Monthly of 2026-03-16: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Earnings improvement through strengthening the online business and changing catalog policy | Takashimaya Company,Limited (8233) | Komori