Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>Revenue for the company was JPY39.7bn, a 21.2% YoY decline, achieving 100.6% of the forecast.</li><li>Gross merchandise value (GMV) was JPY167.2bn, with 60.7mn orders and 4.6mn active users, all declining YoY.</li><li>For FY08/26, the company forecasts JPY44.1bn revenue, with operating and recurring losses of JPY4.0bn each.</li></ul>

Revenue for the company was JPY39.7bn, a 21.2% YoY decline, achieving 100.6% of the forecast.Gross merchandise value (GMV) was JPY167.2bn, with 60.7mn orders and 4.6mn active users, all declining YoY.For FY08/26, the company forecasts JPY44.1bn revenue, with operating and recurring losses of JPY4.0bn each.

Demae-Can Co., Ltd. (2484 JP): Full-year FY08/25 flash update

<ul><li>Revenue reached JPY30.2bn, a 20.8% YoY decline, with operating, recurring, and net losses each at JPY3.1bn.</li><li>Gross merchandise value (GMV) was JPY126.3bn, a 12.5% YoY decrease, with 45.82mn orders and 4.76mn active users.</li><li>Revised FY08/25 forecast anticipates JPY39.5bn revenue, JPY4.8bn operating loss, and no dividend payment.</li></ul>

Revenue reached JPY30.2bn, a 20.8% YoY decline, with operating, recurring, and net losses each at JPY3.1bn.Gross merchandise value (GMV) was JPY126.3bn, a 12.5% YoY decrease, with 45.82mn orders and 4.76mn active users.Revised FY08/25 forecast anticipates JPY39.5bn revenue, JPY4.8bn operating loss, and no dividend payment.

Demae-Can Co., Ltd. (2484 JP): Q3 FY08/25 flash update

<ul><li>Revenue was JPY20.9bn, a decrease of 18.3% YoY, with operating and recurring losses both at JPY1.3bn. </li><li>Gross merchandise value was JPY84.8bn, down 13.1% YoY, with 30.4mn orders and 4.92mn active users. </li><li>GPM improved to 20.3% for 1H, with operating expenses totaling JPY12.3bn, reflecting cost optimization efforts.</li></ul>

Revenue was JPY20.9bn, a decrease of 18.3% YoY, with operating and recurring losses both at JPY1.3bn. Gross merchandise value was JPY84.8bn, down 13.1% YoY, with 30.4mn orders and 4.92mn active users. GPM improved to 20.3% for 1H, with operating expenses totaling JPY12.3bn, reflecting cost optimization efforts.

Demae-Can Co., Ltd. (2484 JP): 1H FY08/25 flash update

<ul><li>Revenue decreased by 8.7% YoY to JPY11.0bn, with operating loss at JPY400mn and recurring loss at JPY462mn. </li><li>Gross merchandise value fell 13.1% YoY to JPY40.5bn, with orders and active users declining by 14.8% and 15.7%, respectively. </li><li>GPM increased to 28.1% YoY, while SG&A-to-revenue ratio decreased to 31.8% YoY, reflecting cost optimization efforts.</li></ul>

Revenue decreased by 8.7% YoY to JPY11.0bn, with operating loss at JPY400mn and recurring loss at JPY462mn. Gross merchandise value fell 13.1% YoY to JPY40.5bn, with orders and active users declining by 14.8% and 15.7%, respectively. GPM increased to 28.1% YoY, while SG&A-to-revenue ratio decreased to 31.8% YoY, reflecting cost optimization efforts.

Demae-Can Co., Ltd. (2484 JP): Q1 FY08/25 flash update

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

<ul>
<li>Seven &amp; I will have its entire 7-11 chain online by 2025 and could use the service to bind all its food retail assets into a more coherent whole. </li>
<li>Rivals are doing the same thing through Uber Eats and other services, but Seven thinks its proprietary system will provide a long term advantage, especially in ease of use.</li>
<li>While Q-commerce deliveries from CVS are growing, the inherent proximity of stores to homes suggests an online adjunct is sub-optimal – but will be ideal for Seven's "new" SIP format.</li>
</ul>


Seven &amp; I will have its entire 7-11 chain online by 2025 and could use the service to bind all its food retail assets into a more coherent whole. 
Rivals are doing the same thing through Uber Eats and other services, but Seven thinks its proprietary system will provide a long term advantage, especially in ease of use.
While Q-commerce deliveries from CVS are growing, the inherent proximity of stores to homes suggests an online adjunct is sub-optimal – but will be ideal for Seven's "new" SIP format.


Seven & I Finally Making E-Commerce Work? 7Now at 5,000 Stores and Perfect for SIP

Japan

Demae-can Co., Ltd. operates websites offering comprehensive delivery services.  The Company's websites allow users to order food, dry cleaning, and repair and recycling services through the Internet.

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Demae-Can Co., Ltd. (2484 JP)