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What is meant by the “quality of visits” raised as a key challenge after restoring visit frequency?

Previously, our primary focus was restoring visit frequency – prioritizing “volume” first. Having established a stable baseline for visit numbers, we are transitioning to the next phase: elevating visit “quality” by maximizing the operational impact on the sales floor during every single visit. This is not a new issue; rather, having recovered our volumes, we are now in a position to address it in earnest.

(Reference: page 16 of “FY2027/1 2Q Earnings Presentation” disclosed on September 11, 2026)

Specifically, the issue is that there remains a high percentage of booths where slow-selling prizes (“the Losers”) have been left in place for an extended period. Moving forward, headquarters will provide specific instructions via the app regarding “which prizes” to place “in which booths.” By taking measures such as moving slow-selling items to designated clearance booths and replacing them with new stock, we will create sales floors that feel fresh and inviting every time customers visit.

(Reference: page 19 of “FY2027/1 2Q Earnings Presentation” disclosed on September 11, 2026)

Tag: 2026/9/30