coconala Inc.
4176・Growth Market・Information & Communication
Marketplace
Skill e-commerce and media composite segment that forms the core of the coconala economic sphere
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (cumulative third quarter of FY2026, ending August 2026) | ¥4,503 million | ¥4,249 million (cumulative third quarter of FY2025, ending August 2025) | ↑ |
| Segment profit (cumulative third quarter of FY2026, ending August 2026) | ¥597 million | ¥497 million (cumulative third quarter of FY2025, ending August 2025) | ↑ |
| Year-on-year revenue growth rate (same quarter comparison) | up 6.0% | — | ↑ |
| Year-on-year segment profit growth rate (same quarter comparison) | up 20.1% | — | ↑ |
| Revenue (full year, FY2025 ending August 2025) | ¥5,721 million | — | — |
| Segment profit (full year, FY2025 ending August 2025) | ¥555 million | — | — |
Business Details
Centered on the EC-type marketplace "coconala Skill Market," where individuals buy and sell knowledge, skills, and experience, the segment also operates the lawyer-matching media service "coconala Legal Consultation," the buyer-initiated "coconala Bosyu," the corporate scouting service "coconala Scout," and the digital content trading service "coconala Content Market." The primary revenue source is a fee model charged to both sellers and buyers, and revenue diversification is progressing with the addition of a fixed monthly-fee seller support service.
Recent Overview
Accelerated growth in both revenue and profit driven by category renewal and expansion into generative AI-compatible areas
In the cumulative third quarter of FY2026 (ending August 2026), the Marketplace segment achieved both revenue growth and profit growth, with revenue of ¥4,503 million (up 6.0% year on year) and segment profit of ¥597 million (up 20.1% year on year). In "coconala Skill Market," the service category structure was renewed to open new areas of activity for sellers with generative AI-compatible skills, aiming to improve buyer convenience and expand seller listings. "coconala Legal Consultation" and "coconala Bosyu" also continued to grow steadily. Profit margin also improved significantly compared to the same quarter of the prior year.
Key Products
Growth Drivers
- Acquisition of new demand and expansion of seller listings through the renewal of generative AI-compatible skill categories
- Expansion of gross merchandise value driven by increases in both the number of unique purchasing users and the average purchase amount per user
- Creation of a fixed monthly-fee revenue source through the renewal of "Seller Success" (launched January 2026)
- Diversification of payment methods and improved purchase completion rate through the introduction of PayPay (December 2025)
- Increase in fixed advertising revenue accompanying growth in the number of paid-registered lawyers at "coconala Legal Consultation"
- Expansion of the service lineup through the launch of new services such as "coconala Scout" and "coconala Content Market"
- Increase in sellers driven by the spread of side jobs and work-style reform, and the online migration of a latent market of approximately ¥37 trillion
Risks
- Risk of declining conversion rates due to increasingly complex search and purchase flows as the number of listed services grows
- Rising costs to maintain a safe and secure trading environment (requiring continued investment in customer success and monitoring systems)
- Risk of profit margin pressure from increased advertising expenses
- Risk of information leakage or system failure (given the large volume of personal information and payment data held)
- Risk of sellers and buyers migrating away due to the rise of competing platforms
Last updated: November 20, 2025