2019 3 3
Agenda
1. 2019 3 3
2. LOWYA
3.
4.
5.
6.
7. Appendix
1
Copyright 2019 VEGA corporation. All Rights Reserved.
1. 2019 3 3
2
Copyright 2019 VEGA corporation. All Rights Reserved.
1.
3 3
9,569 100.0 9,882 100.0 313 103.3
4,966 51.9 5,323 53.9 356 107.2
4,612 48.2 5,490 55.6 877 119.0
354 3.7 166 1.7 520
376 3.9 146 1.5 523
230 2.4 149 1.5 380
3
Copyright 2019 VEGA corporation. All Rights Reserved.
1.
3 6.0
4,000 3,541
3,341 3,407 3,371
3,500
3,198
3,053 2,995 3,029 2,969
3,000
2,481 2,429
2,500
2,000
1,500
1,000
500
0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY2017 FY2018 FY2019
DOKODEMO
4
Copyright 2019 VEGA corporation. All Rights Reserved.
1.
300
273
250
211 207
201
200 187
141 144
150
100
71
50
22
0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q
50
100
95
150
142
200
FY2017 FY2018 FY2019
5
Copyright 2019 VEGA corporation. All Rights Reserved.
1.
（単位：％） 2.6 2.9
2.1
1.7 2.8 2.5
1.1 1.7 2.8
2.4
2.6 11.8 12.5
2.7 2.7 2.7
10.4
10.5
9.7 9.5 9.8
12.5 11.5
10.2
8.9 9.7 9.9 10.0
26.5 27.0 27.8
24.4 24.7 23.9 22.8
1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY2018 FY2019
1
1
2
2 3 3
6
Copyright 2019 VEGA corporation. All Rights Reserved.
1.
3 3
2018 3 2018 3
5,309 5,180 2,107 2,573
1,656 1,084 820 1,320
1,801 1,099 27 52
1,750 2,656 2,135 2,625
604 1,097 3,788 3,649
270 440 3,779 3,652
5,914 6,278 5,914 6,278
7
Copyright 2019 VEGA corporation. All Rights Reserved.
2. LOWYA
8
Copyright 2019 VEGA corporation. All Rights Reserved.
2. LOWYA
3 3
9,506 100.0 9,795 100.0 288 103.0
4,904 51.6 5,236 53.5 331 106.8
4,302 45.3 5,152 52.6 849 119.8
601 6.3 83 0.9 518 13.9
LOWYA LOWYA DOKODEMO Laig
9
Copyright 2019 VEGA corporation. All Rights Reserved.
2. _ LOWYA
CVR
CVR
2018 3 2019 3
1Q 2Q 3Q 4Q 1Q 2Q 3Q
4 6 7 9 10 12 1 3 4 6 7 9 10 12
127.2 128.0 105.3 122.8 125.1 110.1 109.8
95.4 94.3 97.1 102.7 109.9 113.0 112.8
CVR 111.9 106.3 107.7 88.9 75.2 78.5 82.8
1,442 1,594 1,795 1,958 2,070 2,169 2,041
131 152 201 163 112 99 91
110.60 109.87 109.87 110.17 107.58 108.74 111.59
10
Copyright 2019 VEGA corporation. All Rights Reserved.
2. _
1Q 78.2 4.3pt
2Q 82.5
Amazon
3Q 92.9 10.4pt
Yahoo
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY2017 FY2018 FY2019
11
Copyright 2019 VEGA corporation. All Rights Reserved.
2. _
17.1
3.8pt
16.1
14.8 16.3
15
14 13.5
13.9
13.3
13
12.8
12.4 12.5
12.3 12.2
12.1
10
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q
FY2016 FY2017 FY2018 FY2019
12
Copyright 2019 VEGA corporation. All Rights Reserved.
2. _
47.2
CVR 8.2
2018 3 2019 3
1Q 2Q 3Q 4Q 1Q 2Q 3Q
4 6 7 9 10 12 1 3 4 6 7 9 10 12
244.9 513.6 326.2 349.9 396.6 213.5 147.2
105.0 100.9 120.4 97.7 100.3 110.8 103.5
75.8 65.5 63.0 83.6 94.6 81.8 108.2
CVR
13
Copyright 2019 VEGA corporation. All Rights Reserved.
2. _
SEO
UU
47
600
WEB 2
LOWYA
1.5
400
371
UU
252 UU
200
2 5%
77 UU
0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY 2017 FY 2018 FY2019
2019 3 2 3 AD 14
Copyright 2019 VEGA corporation. All Rights Reserved.
2. _
72
800
CVR
700
600
500
1.7
400
300
200
100
0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY2017 FY2018 FY2019 15
Copyright 2019 VEGA corporation. All Rights Reserved.
2. _
3Q 13.2 21.5
21.5% 25.0%
24.0%
3,000
22.7%
20.0%
19.4%
13.2% 15.0%
2,000
12.2%
1.6
10.0%
7.5%
5.9% 6.3%
1,000
757 704 753
4.1% 4.2% 655
5.0%
368 437
223 201
101 102 180
0 0.0%
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY2017 FY2018 FY2019
16
Copyright 2019 VEGA corporation. All Rights Reserved.
3.
3-1. 3Q
3-2.
3-3.
3-4.
17
Copyright 2019 VEGA corporation. All Rights Reserved.
3-1. 3Q
18
Copyright 2019 VEGA corporation. All Rights Reserved.
3-1. 3Q
CVR
2018.12
19
Copyright 2019 VEGA corporation. All Rights Reserved.
3-2.
20
Copyright 2019 VEGA corporation. All Rights Reserved.
3-2.
MD
LOWYA
21
Copyright 2019 VEGA corporation. All Rights Reserved.
3-2.
CS
LOWYA
MD
22
Copyright 2019 VEGA corporation. All Rights Reserved.
3-2.
1
2
1
2
23
Copyright 2019 VEGA corporation. All Rights Reserved.
3-2.
1
2
Laig
1 2
Laig
Laig
24
Copyright 2019 VEGA corporation. All Rights Reserved.
3-3.
25
Copyright 2019 VEGA corporation. All Rights Reserved.
3-3.
10/9
SNS
26
Copyright 2019 VEGA corporation. All Rights Reserved.
3-3.
LOWYA
1.65
WEB
11 12
10/9
2017/9 2017/12 2018/3 2018/6 2018/9 2018/12
27
Copyright 2019 VEGA corporation. All Rights Reserved.
3-3.
（％）
100
0
FY2018 FY2019 FY2020 FY2021
WEB
28
Copyright 2019 VEGA corporation. All Rights Reserved.
3-4.
29
Copyright 2019 VEGA corporation. All Rights Reserved.
3-4. LOWYA
1,000
1,000
200
100
15 16 17 XX
30
2018/3 2019/3 2020/3 2021/3
3-4. _LOWYA
2.5 EC
LOWYA 1,000
1
100
7.2 7.2
1 EC
2
2.5
3
BtoC-EC
1.4
2.5 EC
2
4 BtoC-EC
1.4
3
EC
0.4
0.4 20.40
29
0 BtoC-EC 20.40
4
31
Copyright 2019 VEGA corporation. All Rights Reserved.
4.
32
Copyright 2019 VEGA corporation. All Rights Reserved.
4.
LOWYA
BtoBtoC 5,700 DL
EC CS
BtoC
CS
BtoBtoC
EC CS
33
Copyright 2019 VEGA corporation. All Rights Reserved.
5-1.
34
Copyright 2019 VEGA corporation. All Rights Reserved.
5-1. DOKODEMO _
1,000
343,808 129%
12 129 %
1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY2018 FY2019
APP DL 1,000
DL
776,425 103%
103 %
1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY2018 FY2019
8,850 8%
10 12 35
Copyright 2019 VEGA corporation. All Rights Reserved.
5-1. DOKODEMO _
1.8
100
123,652 90%
12 90 %
1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY2018 FY2019
10,000
1,053 55%
55 %
1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY2018 FY2019 36
Copyright 2019 VEGA corporation. All Rights Reserved.
5-1. DOKODEMO _
22 %
250
1.22
200
BlackFriday
Push
150
SEO
100
50
0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q
FY2017 FY2018 FY2019
37
Copyright 2019 VEGA corporation. All Rights Reserved.
5-1. DOKODEMO _
2
20 30
n e wMe T O KYO Japanese
2018/12
2019/1
38
Copyright 2019 VEGA corporation. All Rights Reserved.
5-1. DOKODEMO _
O2O
DOKODEMO
1. 2. QR 3. QR
DOKODEMO
39
Copyright 2019 VEGA corporation. All Rights Reserved.
5-1. DOKODEMO _
93 26%
5.2
5.0
3.7 1.1 0.8
7.3 15.4 7.2
4.7
30.4 11.5
58.8
20.6
3. 3
1.9
9.5
2018.10 12
40
Copyright 2019 VEGA corporation. All Rights Reserved.
5-1. DOKODEMO _
DOKODEMO
D O KO D E M O
41
Copyright 2019 VEGA corporation. All Rights Reserved.
5-2.
42
Copyright 2019 VEGA corporation. All Rights Reserved.
5-2. Laig
Lifestyle is good
10/31
Lifestyle is good
Laig
43
Copyright 2019 VEGA corporation. All Rights Reserved.
5-2. Laig
44
Copyright 2019 VEGA corporation. All Rights Reserved.
5-2. Laig _
10/31
500
2,500
32
100
30
FY2019 FY2020 FY20XX
10
45
Copyright 2019 VEGA corporation. All Rights Reserved.
6.
46
Copyright 2019 VEGA corporation. All Rights Reserved.
6.
2019 3 31 1 100
1,000 2019 9
GROONY
100 2019 10
1,000
47
Copyright 2019 VEGA corporation. All Rights Reserved.
Appendix
48
Copyright 2019 VEGA corporation. All Rights Reserved.
Appendix LOWYA
LOW
トレンドエリア
USED
49
Copyright 2019 VEGA corporation. All Rights Reserved.
Appendix LOWYA
50
Copyright 2019 VEGA corporation. All Rights Reserved.
Appendix
EC
D2C
Direct to Consumer
CS
51
Copyright 2019 VEGA corporation. All Rights Reserved.
Appendix LOWYA
30
2018/10/1 2018/12/31
38.3 20 19.4
29.7
18.5 30 41.5
70.3 11.5 40 26.9
8.8 50 9.0
22.9 60 3.2
52
Copyright 2019 VEGA corporation. All Rights Reserved.
Appendix DOKODEMO
2,870 2020 4,000
EC
PC
EC
2017 1 12 2020
D O KO D E M O
53
Copyright 2019 VEGA corporation. All Rights Reserved.
Appendix DOKODEMO
EC
EC 2017
50,000 3,500
2,869
3,000
2,327 243 2,570 40,000 2,404
2,500
7.2 7.3 7.3
1,974
30,000
7,128 4,942 12,070 2,000
4 4,162
15.8 16.0 15.9 1,341
1,500
20,000
1,036 37,476
12,978 14,578 27,556 34,771
1,000
25.2 28.2 26.8 10,000 20,278
14,167 500
20,106 16,905 5,186 42,196
21.7 24.8 15.6 22.1 0 0
25 26 27 28 29
29 29 2017
54
Copyright 2019 VEGA corporation. All Rights Reserved.
Appendix DOKODEMO
5
55
Copyright 2019 VEGA corporation. All Rights Reserved.
Appendix DOKODEMO
30
2018/10/1 2018/12/31
10 5.1
5.1
20 24 12.2
9.9
25 29 18.5 5.0
26.1 30.6
30 38.7
40 20.5
73.9 23.1
50 4. 0 26.3
60 1.0
56
Copyright 2019 VEGA corporation. All Rights Reserved.
Appendix Laig
SERVICE VISION
Lifestyle is good
Laig
Lifestyle is good
Laig
1 1
Lifestyle is good
57
Copyright 2019 VEGA corporation. All Rights Reserved.
MAKE NEW STANDARDS
58