Kurashicom Inc.
7110・Growth Market・Retail Trade
Hokuou, Kurashi no Dougu-ten
Kurashicom's core segment. A life-culture platform built on two pillars: D2C and B2B marketing.
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (nine months ended Q3 FY2026 (ending March 2026)) | ¥7,713 million | ¥6,316 million (same period prior year) | ↑ |
| Segment profit (nine months ended Q3 FY2026 (ending March 2026)) | ¥1,348 million | ¥897 million (same period prior year) | ↑ |
| EBITDA (nine months ended Q3 FY2026 (ending March 2026)) | ¥1,384 million | ¥935 million (same period prior year) | ↑ |
| Cumulative app downloads (as of April 30, 2026) | Approx. 6.09 million downloads | Not disclosed | ↑ |
| Ratio of orders via app (Q3) | Approx. 75% | Not disclosed | — |
Business Details
Provides products, articles, videos, and other content to users who resonate with the worldview of "Hokuou, Kurashi no Dougu-ten" (Nordic, Tools for Living). Comprises two axes: the "D2C Domain," which directly sells apparel, kitchenware, interior goods, and other items, and the "Brand Solution Domain," which leverages strong brand equity and content production capabilities to solve marketing challenges for national brands. Original products account for about half of sales, and the business has a unique structure that connects directly with users through diverse engagement channels such as SNS, the app, and email newsletters.
Recent Overview
Net sales rose 22.1% year on year and EBITDA rose 48.1%, driving substantial growth in both revenue and profit. In-house advertising and strong app performance were the main drivers.
For the nine months ended Q3 FY2026 (ending March 2026) (August 2025 to April 2026), net sales reached ¥7,713 million (up 22.1% year on year), EBITDA reached ¥1,384 million (up 48.1% year on year), and segment profit reached ¥1,348 million (up 50.3% year on year). Advertising in-housing reduced agency commissions and improved advertising efficiency. App downloads set a quarterly record for two consecutive quarters, reaching a cumulative total of approximately 6.09 million. The ARABIA Pomona revival collaboration was well received, and the cosmetics category, accounting for about 5% of sales, continued to expand.
Key Products
Growth Drivers
- Reduction of agency commissions and improvement in advertising efficiency and lower acquisition costs through the advancement of in-house advertising production
- Acquisition of new customers and expansion of existing categories through collaboration products with well-known brands (such as the ARABIA Pomona revival)
- Diversification of sales composition through development of new categories such as cosmetics (the "category bouquet strategy"), with cosmetics accounting for about 5% of sales
- Expansion of the engagement account base through continued growth in app downloads (cumulative approximately 6.09 million, setting quarterly records for two consecutive quarters)
- Development of new engagement channels through domestic and international video streaming distribution of the original drama "Hitorigoto Apron"
- Stable repeat revenue through a long-term LTV growth model (three-year LTV from first purchase is approximately twice the one-year LTV)
Risks
- Risk of declining purchasing power due to deterioration in the domestic consumption environment (rising prices and improvements in real wages not translating into consumption behavior)
- Risk of unstable demand in the "clothing and footwear" category (after turning positive in February 2026, it has once again turned negative year on year)
- Risk of profit margin pressure due to increased advertising expenses associated with expanded marketing investment
- Risk of impact on engagement channels due to policy changes by SNS platform operators
- Revenue structure risk dependent on planning capability and inventory management for original and collaboration products
- Risk of fluctuations in procurement costs due to exchange rate uncertainty
Last updated: October 28, 2025