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dely inc. ( (JP:299A) ) has issued an update.
Kurashiru reported third-quarter net sales and operating profit generally in line with its internal plan, with media segment revenue exceeding expectations on the back of higher page views and the “Others” business tracking plan despite a lower gross margin. Sales promotion grew in its Receipt Challenge service through successful campaign acquisition, though online affiliate promotions underperformed in what should have been a peak demand period, while operating leverage, particularly in personnel costs, offset a 1.2-point gross margin decline.
Management said generative AI has not materially affected user traffic, arguing that its emotionally rich, easy-to-follow cooking videos still hold an advantage over AI-generated recipes, even as AI tools are being used internally to cut article-related costs by automating audits and other human tasks. The company also plans to accelerate proof-of-concept initiatives for Receipt Challenge by Kurashiru to expand participating retail partners, signaling a push to deepen its footprint in retail-linked promotions while maintaining cost discipline and content differentiation.
The most recent analyst rating on (JP:299A) stock is a Buy with a Yen1126.00 price target. To see the full list of analyst forecasts on dely inc. stock, see the JP:299A Stock Forecast page.
More about dely inc.
Kurashiru, Inc. operates in the digital media and lifestyle services industry, centered on its cooking video platform “Kurashiru” and related lifestyle content. The company’s offerings span media advertising, sales promotion solutions such as Receipt Challenge by Kurashiru, and an “Others” segment that includes streamer-related services, targeting users and advertisers seeking emotionally resonant, reliable recipe and lifestyle content.
Average Trading Volume: 376,800
Technical Sentiment Signal: Strong Sell
Current Market Cap: Yen42.85B
For detailed information about 299A stock, go to TipRanks’ Stock Analysis page.