Komori
Verite (9904) · TargetIncrease in the number of customers and average spend per customer (decrease in customers at existing stores)Latest Monthly (2026-08-06): "Cited as achieved"

Increase in Customer Count and Average Spend per Customer

First written in FY2018. 3 of 13 entries say "Advanced", first in FY2022. Latest entry: 2026-08-06.

13entries
9years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2018 – FY2021OtherFY2023 – 2026-05-112018: 120182019: 020192020: 220202021: 120212022: 120222023: 120232024: 120242025: 020252026: 62026
Same theme, other companies
Emphasis on Revenue, Operating Profit, Customer Count and Average Spend per CustomerA theme 51 companies write about · 0 as a headwind · 48 as a tailwind

The whole theme swung hardest in 2019: 3 of 15 companies on the "Worse" side.

3 other companies' latest entry also says "Cited as achieved".

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 51 companies compared. The sentences above are computed from all 51.
Full recordFilings, disclosures and news, newest first
  1. FY2026Increase in the number of customers and average spend per customer (decrease in customers at existing stores)Annual report

    「The number of customers during the fiscal year increased 4.8% from the previous fiscal year, but decreased 0.9% on an existing-store basis. Average spend per customer during the fiscal year increased 10.0% from the previous fiscal year, and increased 12.6% on an existing-store basis.」

    The number of customers increased 4.8% across all stores, while average spend per customer increased 10.0% across all stores and 12.6% at existing stores. Meanwhile, the number of customers at existing stores decreased 0.9%.
  2. FY2024Decrease in the number of customers and divergence between all-store and existing-store average spend per customerAnnual report

    「The number of customers during the fiscal year decreased 0.5% from the previous fiscal year, and decreased 4.2% on an existing-store basis. Average spend per customer during the fiscal year decreased 1.3% from the previous fiscal year, but increased 0.1% on an existing-store basis.」

    The number of customers decreased both across all stores and at existing stores. Average spend per customer decreased on an all-store basis but increased 0.1% on an existing-store basis.
  3. FY2023Increase in the number of customers and divergence between all-store and existing-store average spend per customerAnnual report

    「The number of customers during the fiscal year increased 3.9% from the previous fiscal year, but decreased 1.6% on an existing-store basis. Average spend per customer during the fiscal year decreased 1.0% from the previous fiscal year, but increased 0.7% on an existing-store basis.」

    The number of customers increased 3.9% on an all-store basis but decreased 1.6% on an existing-store basis. Average spend per customer decreased 1.0% on an all-store basis but increased 0.7% on an existing-store basis, with the indicators moving in opposite directions.
  4. FY2022AdvancedAnnual report

    「During the fiscal year, amid concerns over the impact of the spread of COVID-19 on the economy, the Company made increasing the number of customers and average spend per customer a key priority through initiatives including developing attractive products suited to customer needs and improving the quality of its customer service to satisfy customers. The number of customers during the fiscal year increased 15.5% from the previous fiscal year, and increased 6.5% on an existing-store basis. Average spend per customer during the fiscal year increased 0.1% from the previous fiscal year, and increased 3.6% on an existing-store basis.」

    While the Company identified increasing the number of customers and average spend per customer through product development and improved customer service as a challenge, the number of customers increased 15.5% across all stores and 6.5% at existing stores, while average spend per customer increased 0.1% across all stores and 3.6% at existing stores.
  5. FY2021Decrease in the number of customers and increase in average spend per customerAnnual report

    「The number of customers during the fiscal year decreased 17.2% from the previous fiscal year, and decreased 18.3% on an existing-store basis. Average spend per customer increased 13.7% from the previous fiscal year, and increased 14.2% on an existing-store basis.」

    While the Company identified increasing the number of customers and average spend per customer through product development and improved customer service as a challenge, during the fiscal year the number of customers decreased both on an all-store basis and at existing stores, while average spend per customer increased on both bases.
  6. FY2021-Q2Recovery in average spend per customer and revenueAnnual report

    「Since the start of the second quarter, both revenue and average spend per customer have recovered to levels above the previous year on both an existing-store and all-store basis, and the Company expects the same trend to continue from the third quarter onward.」

    The Company states that, following the impact of the COVID-19 pandemic, revenue and average spend per customer at both existing stores and all stores recovered to levels above the previous year. It provides no new results regarding an increase in the number of customers.
  7. FY2020Decrease in the number of customers and increase in average spend per customerAnnual report

    「With a decrease in the number of stores expected during the fiscal year, the Company made increasing the number of customers and average spend per customer a key priority through initiatives including developing attractive products suited to customer needs and improving the quality of its customer service to satisfy customers. The number of customers during the fiscal year decreased 7.5% from the previous fiscal year, and decreased 3.1% on an existing-store basis. Average spend per customer during the fiscal year increased 2.5% from the previous fiscal year, and increased 1.2% on an existing-store basis.」

    While the Company made increasing the number of customers and average spend per customer through product development and improved customer service a key priority, the number of customers decreased both on an all-store basis and at existing stores, while average spend per customer increased on both bases.
  8. FY2018First statedAnnual report

    「With a decrease in the number of stores expected during the fiscal year, the Company made increasing the number of customers and average spend per customer a key priority through initiatives including developing attractive products suited to customer needs and improving the quality of its customer service to satisfy customers.」

    Amid a decrease in the number of stores, the Company explicitly identified for the first time, as a standalone priority, increasing the number of customers and average spend per customer through product development and improved customer service. In terms of results, the number of customers decreased 1.0% on an all-store basis and increased 2.2% at existing stores, while average spend per customer increased 0.6%.
Moved together

"Adjusting the Store Network Through Renovations, New Openings, and Closures" moved the same way as this thread, in the same document, in 3 of its 13 moves.

3★1
  1. ★This thread
  2. 1Adjusting the Store Network Through Renovations, New Openings, and Closures3×

★ 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 Verite yet. It last moved in the Monthly of 2026-08-06: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.