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airCloset (9557) · FactDecline in monthly members and increase in free members

Expansion of Monthly and Free Members

First written in FY2022. 9 of 14 entries say "Advanced", first in FY2023-Q1. Latest entry: FY2026.

14entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q1 – FY2026-H12022: 220222023: 420232024: 220242025: 120252026: 52026
Same theme, other companies
Further Expansion of the User BaseA theme 20 companies write about · 1 as a headwind · 18 as a tailwind

1 other company's latest entry also says "Other".

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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026Decline in monthly members and increase in free membersAnnual report

    「As of the end of June 2026, monthly members had grown steadily to 35,000, while 1.6 million free members were registered.」

    Free members increased from 1.4 million to 1.6 million, while monthly members declined from 40,000 in the previous fiscal year to 35,000.
  2. FY2026-H1AdvancedAnnual report

    「The number of monthly subscribers continues to increase. In particular, during the second quarter, the number of new monthly subscriber registrations reached a quarterly record high, partly because we made substantial investments in expanding awareness to increase the future growth rate.」

    States that monthly subscribers continued to increase and that new monthly subscriber registrations reached a quarterly record high in the second quarter.
  3. FY2025AdvancedAnnual report

    「As a result, monthly subscribers had grown steadily to 40,000 as of the end of June 2025, while 1.4 million free members were registered.」

    States that monthly subscribers increased from approximately 33,000 in the previous fiscal year to 40,000, while free members increased from 1 million to 1.4 million.
  4. FY2024-Q3AdvancedAnnual report

    「This was mainly due to a ¥97.990 million increase in rental assets as the required inventory increased in line with the growth in monthly subscribers throughout the year.」

    States that required inventory increased in response to growth in monthly subscribers, resulting in a ¥97.990 million increase in rental assets.
  5. FY2024-Q2AdvancedAnnual report

    「This was mainly due to a ¥140.699 million increase in rental assets as the required inventory increased in line with the growth in monthly subscribers throughout the year.」

    Required inventory and rental assets increased in line with the growth in monthly subscribers, with rental assets increasing by ¥140.699 million.
  6. FY2024-Q1AdvancedAnnual report

    「Under these circumstances, the company has achieved steady growth in its member base through the solid trend in the number of loyal members who have continued using the service for more than 6 months and improvements in the retention rate resulting from the expansion of long-term contract plans.」

    States that steady growth in the member base was achieved through the solid performance of Royal members and an improved retention rate. In addition, rental assets increased by ¥49.752 million in line with the growth in monthly subscribers.
  7. FY2023AdvancedAnnual report

    「As a result, monthly subscribers had grown steadily to 33,000 as of the end of June 2023, while 1 million free members were registered.」

    States that monthly subscribers increased from 32,204 in FY2022 to 33,000, while free members increased from 800,000 to 1 million.
  8. FY2023-Q3AdvancedAnnual report

    「This was mainly due to a ¥195.423 million increase in rental assets as the required inventory increased in line with the growth in monthly subscribers throughout the year.」

    Required inventory and rental assets increased in response to growth in monthly subscribers, with rental assets increasing by ¥195.423 million.
  9. FY2023-Q2AdvancedAnnual report

    「This was mainly due to a ¥158.998 million increase in rental assets as the required inventory increased in line with the growth in monthly subscribers throughout the year.」

    States that required inventory and rental assets increased in response to growth in monthly subscribers, with the increase in rental assets amounting to ¥158.998 million.
  10. FY2023-Q1AdvancedAnnual report

    「This was mainly because rental assets increased by ¥90.627 million as the required inventory increased in line with the growth in the number of monthly members.」

    The company states that growth in the number of monthly members led to increases in required inventory and rental assets, indicating progress in expanding the membership base.
  11. FY2022First statedAnnual report

    「As of the end of June 2022, the number of monthly members had grown steadily to 32,204, and 800,000 free members were registered.」

    The company treats monthly members and free members as indicators of its customer base and potential future conversions.
Moved together

"Policy of funding growth investments with internal funds, borrowings and new share issuance" moved the same way as this thread, in the same document, in 9 of its 14 moves.

94222★12345
  1. ★This thread
  2. 1Policy of funding growth investments with internal funds, borrowings and new share issuance9×
  3. 2Policy to achieve net income profitability while continuing upfront investment4×
  4. 3Zero Disposal of Clothing Sold by the Company and Circular Fashion2×
  5. 4Improving marginal profit through enhancements to logistics operations2×
  6. 5A Stable Earnings Base Through Recurring Billing and Customer Engagement2×

★ 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 Earnings presentation of 2026-08-14: "Other".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Monthly and Free Members | airCloset,Inc. (9557) | Komori