Difficulty Acquiring New Customers Due to Domestic Online Advertising Regulations
First written in FY2023-Q1. 4 of 10 entries say "Reframed", first in FY2023-Q3. Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026ReframedAnnual report
「In the cosmetics mail-order business, revenue declined due to factors including a decrease in the number of new customers acquired and a lower rate at which new purchasers converted to subscription plans. On the other hand, profit increased because the company refrained from inefficient advertising and prioritized securing profitability.」
While difficulty acquiring new customers continued, the description shifted to one in which higher profit was secured despite lower revenue through more efficient advertising. - FY2026-H1WorsenedAnnual report
「In the cosmetics mail-order business, revenue declined due to factors including a decrease in the number of new customers acquired and a lower rate at which new purchasers converted to subscription plans.」
The description has shifted from previously reported improved new customer acquisition efficiency to one in which a decrease in new customers and a lower conversion rate to subscription plans are factors behind lower revenue. - FY2025ReframedAnnual report
「In the cosmetics mail-order business, the number of new customers acquired remained firm. On the other hand, revenue and profit declined due to factors including a lower continuation rate for subscription plans among new purchasers.」
The description has shifted from domestic online advertising regulations and difficulty acquiring new customers to a structure in which new customer acquisition remains firm while a lower subscription-plan continuation rate is a factor behind lower revenue and profit. - FY2025-H1MitigatedAnnual report
「In the cosmetics mail-order business, the number of new customers acquired began to increase year on year.」
In contrast to the previously reported difficulty acquiring new customers in Japan, the number of new customers acquired during the current interim consolidated accounting period began to increase year on year. - FY2024AdvancedAnnual report
「In the cosmetics business, revenue and profit increased because new customer acquisition through domestic e-commerce was strong during the current period and domestic wholesale sales expanded.」
The description has progressed from previous references to domestic online advertising regulations and difficulty acquiring new customers to one describing strong new customer acquisition through domestic e-commerce, supplemented by expanded domestic wholesale sales, resulting in higher revenue and profit. - FY2024-Q3AdvancedAnnual report
「In the cosmetics mail-order business, revenue and profit increased because new customer acquisition, primarily through domestic e-commerce, was efficient and wholesale sales in Japan and overseas also remained strong.」
In addition to improved efficiency in acquiring new customers, primarily through domestic e-commerce, strong wholesale sales in Japan and overseas resulted in higher revenue and profit in the cosmetics mail-order business. - FY2024-Q2ReframedAnnual report
「In the cosmetics mail-order business, revenue increased because the efficiency of acquiring new customers, primarily through domestic e-commerce, remained strong. On the other hand, profit declined because the company expanded its advertising activities aggressively, prioritizing growth.」
The situation shifted from difficulty acquiring new customers, primarily through domestic e-commerce, to strong acquisition efficiency and higher revenue, while growth-oriented advertising became a factor behind the decline in profit. - FY2024-Q1MitigatedAnnual report
「The company invested aggressively in advertising to strengthen new customer acquisition in Japan, resulting in a substantial decline in profit. At the same time, revenue increased because new customer acquisition progressed as planned.」
Unlike the previously reported difficulty acquiring new customers in Japan, this time new customer acquisition progressed as planned through aggressive advertising investment, resulting in higher revenue. On the other hand, advertising expenses caused a substantial decline in profit. - FY2023-Q3ReframedAnnual report
「The cosmetics sales business reported lower revenue because of difficulties in Taiwan resulting from the spread of COVID-19 and a decline in new customer acquisition in Japan.」
The description has shifted from explicitly identifying domestic online advertising regulations as the cause to focusing on the resulting decline in new customer acquisition in Japan. - FY2023-Q1First statedAnnual report
「In the Cosmetics Sales Business, sales declined because of difficulties caused by the spread of COVID-19 in Taiwan and difficulties acquiring new customers due to domestic online advertising regulations.」
Domestic online advertising regulations made it difficult to acquire new customers in the Cosmetics Sales Business and were reflected in lower sales and segment profit.