Mercari's first full -year surplus.To the growth of 3 pillars and global BtoC -IMPRESS WATCH

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Mercari announced on the 12th of the FY2021 consolidated financial results.The sales were ¥ 106.1 billion (up 39%year -on -year), and the operating profit and loss was 5.1 billion yen, which was turned into a full -year surplus for the first year.Mercari has grown sales in Japan (JP)/US (US), and contributed by the revenue base in the first half of the advertising expenses and in the second half.

He also explains not only CTOC deployment, but also business expansion for consumers (BtoC) and business expansion from businesses and businesses.Mercari's Shintaro Yamada CEO also mentions the future of Mercari's mission, "Worldwide Market Place that creates new value", shares the new theme with the next generation, sharing the limited resources of the earth.He said, "Aim for Planet Positive," which contributes to solving issues.

From CtoC to all people's marketplace.Global development

Mercari has been developed as a marketplace of "CTOC (consumer)", centered on individual transactions.However, in August, the company is expanding its business area to BtoC (company-consumers), including the launch of Mercari SHOPS, which can sell products on Mercari.In the future, we will also examine the possibility of expanding to new areas, such as global developments other than the United States, exchanging digital assets using NFT, and trading personal skills.

Regarding the new business area, he referred to "Nothing has been decided, but basically there is a synergy with existing businesses" (Yamada CEO).Regarding the region of global deployment, "It is completely undecided, but in the region and the country, there is one option in Europe, considering the area where the CTOC auction market is marketed, there is a large market as the United States.There are emerging countries such as Asia and India, and we will consider the possibilities flat. "

In addition to the "three pillars" of Mercari, Melpei, and Mercari US, in 2022, Melcoin, which is responsible for encrypted assets and NFT, and the "Mercari SHOPS" for businesses, started."Instead of continuing to surplus, we will invest in the new growth of the group with the aim of maximizing profits in the future," said Yamada.

Mercari is strong.Personalization and Web strengthening

In FY2021, Japan's Mercari (Mercari JP) was 784.5 billion yen, up 25%year -on -year from the same period of the previous year, and 32%after adjustment.Achieved the target GMV+20%or more, and the operating profit margin of 30%or more after adjustment.Sales are 75.1 billion yen.

One of the reasons for good performance in 2021 is the strengthening of the exhibition.MAU (monthly active users) increased by about 6 million, but the number of sellers increased by about 6 million.In addition to simplification of packing shipping and strengthening offline measures, marketing measures have expanded the number of users in the middle and older generations.

The policy of increasing MAU will continue in 2022, but aims to increase the ARPU (purchase price per person).Specific measures are planned to enhance the personalization of the home screen, improve the search experience, and enhance the web in specific categories.

Regarding the WEB enhancement, "The GMV of the Web (strengthening the web in 2021) is increasing, but the functional difference is still large when the application is compared. I want to fill it out first. For middle -aged and older usersThe web is also preferred, which leads to the acquisition of users. I think there is a growth potential. "

Merpei grows around "Corpse".3 pillars+growth in new business

In FY2021, Melpei had an increase in the number of users to 3.22 million, up 3.22 million, and the ratio of identification has exceeded 80 %.With the increase in identity verification, the profitability centered on "trust" was strengthened, and in May it became profitable in May.

In fiscal 2022, the profit base will be established, and the balance of "fixed -rate payment" will be accumulated.We also provide a new service that makes use of the small -amount loan service "Melpace Mart Money" and a group synergy, aiming to realize a "recycling -type finance" that adds "trust" in addition to the circulation of "things" and "money".

As a specific measure, we plan to promote the recognition and use of virtual cards on the payment, and develop member stores for daily use.In trust, we aim to acquire a license for AI trust and establish a revenue base centered on trust.In addition, we will consider asset management using bitcoin.

Melcoin plans to acquire a license for encrypted asset exchange companies in full swing for business starts.The company plans to provide a function that can receive Mercari's sales with bitcoin, and provide asset management services using bitcoin.

For Mercari US, GMV increased 72%year -on -year 11.It was $ 700 million, and in the fourth quarter achieved the first business surplus.MAUs were 4.61 million, with recognition of TV commercials, etc. in Super Bowl, improving the web, and improving delivery methods.In fiscal 2022, the next day's delivery service will be expanded, search engines using AI and data are improved, and personalization evolves, etc., and "aim for the easiest and safest all -genre CTOC marketplace."

「3本柱」の成長とともに、ソウゾウ(メルカリShops)、メルコイン、グローバルなど新たな領域に投資。また、気候変動への対応やD&I(ダイバーシティー&インクルージョン)も重点領域として取り組む。