Expansion of the Sharing Economy Styling E-Commerce Market and the Shift to E-Commerce
First written in FY2025. . Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026Update to Market-Size EstimatesAnnual report
「Japan's total domestic apparel retail market was estimated at ¥8.501 trillion in 2024 (Note 1: TAM). Based on the female population aged 25 to 54, the core customer segment for "airCloset," who are employed and belong to households with annual incomes of ¥4.0 million or more, we estimate this population at approximately 12,144,000. Multiplying this figure by our average revenue per customer (Note 2: ARPU) produces ¥1.4 trillion, which we consider the estimated size of the styling e-commerce market addressed by our company (Note 3: SAM).」
The company has updated its market-size estimates, including ¥8.501 trillion for Japan's domestic apparel market in 2024 and ¥1.4 trillion for the estimated styling e-commerce market. - FY2025First statedAnnual report
「The total size of the sharing economy market in FY2022 was ¥2,615.8 billion, and the high-end estimate is that it will reach ¥15,116.5 billion by 2032, indicating a highly active market. At the same time, competition is expected to remain intense as, in addition to venture companies, major incumbent operating companies enter and strengthen their businesses in this field.」
The company presents the size of the sharing economy market in FY2022 and the high-end estimate for 2032, describing market expansion and intensifying competition as part of the business environment. It also discloses an estimated styling e-commerce market size of ¥98.2 billion and an apparel e-commerce penetration rate of 21.6%.