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airCloset (9557) · TargetRestated

Policy of using monthly membership and contribution margin per member as the core KPIs for the growth strategy

First written in FY2022. 5 of 10 entries say "Restated". Latest entry: FY2026.

10entries
5years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY20232022: 120222023: 120232024: 020242025: 120252026: 72026
Same theme, other companies
Growth in monthly subscribers and improvement in contribution margin per memberA 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. FY2026RestatedAnnual report

    「The company has designated metrics ① and ② as important KPIs and aims to establish an even stronger customer base by making maximum use of its track record and expertise in acquiring one of the industry's largest memberships as a pioneer in clothing sharing-economy and personal styling services. ① For monthly paying members, the company will pursue improvements with new member acquisition as a priority.」

    The company maintains its policy of using monthly paying members and contribution margin per member as important KPIs, with member acquisition as a priority.
  2. FY2026-H1RestatedAnnual report

    「Although short-term member-acquisition efficiency fell below expectations as a result of strengthening advertising and promotional activities in the autumn, monthly members continue to increase.」

    In line with its existing policy of treating monthly members as an important growth metric, the company states that membership continues to increase. It also states that short-term acquisition efficiency fell below expectations.
  3. FY2025SoftenedAnnual report

    「For the fiscal year ending June 2026, contribution profit per member is expected to remain at the same level as in prior fiscal years, with growth to be achieved mainly through an increase in monthly members.」

    The company has shifted its focus from the previous explanation that it would continue improving contribution profit per member to a plan under which contribution profit per member is expected to remain at the same level in the fiscal year ending June 2026, with growth driven mainly by an increase in monthly members.
  4. FY2023RestatedAnnual report

    「We have designated metrics ① and ② as important KPIs and aim to establish an even stronger customer base by making maximum use of our track record and expertise in building one of the industry’s largest memberships as a pioneer in clothing-sharing economy services and personal styling services. For ① monthly members, we will continue to diversify and strengthen acquisition channels as before. In particular, we will expand non-advertising acquisition methods and improve the CVR (conversion rate) of site traffic. For ② contribution profit per member, we will pursue improvements by increasing upselling and cross-selling opportunities and strengthening customer loyalty.」

    The company has reaffirmed its policy of making monthly members and contribution profit per member important KPIs and has specified measures including non-advertising traffic, higher CVR, upselling and cross-selling, and stronger customer loyalty.
  5. FY2022First statedAnnual report

    「We have designated ① monthly members and ② contribution profit per member as important KPIs. We aim to establish an even stronger customer base by making maximum use of our track record and expertise in building one of the industry’s largest memberships as a pioneer in clothing-sharing economy services and personal styling services.」

    The company’s basic growth policy is to expand its membership and improve profit per member.
Moved together

"Policy to achieve net income profitability while continuing upfront investment" moved the same way as this thread, in the same document, in 3 of its 10 moves.

322★123
  1. ★This thread
  2. 1Policy to achieve net income profitability while continuing upfront investment3×
  3. 2Expanding Awareness Among Women and Strengthening Customer Acquisition Channels2×
  4. 3Risk of falling short of the monthly membership target and declining existing membership2×

★ 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
No upcoming earnings preview for airCloset yet. It last moved in the Business Plan of 2026-08-31: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Policy of using monthly membership and contribution margin per member as the core KPIs for the growth strategy | airCloset,Inc. (9557) | Komori