Human capital risks from labor shortages, rising turnover, and delays in talent development
First written in FY2024. 2 of 5 entries say "Worsened", first in FY2025. Latest entry: FY2026.
Kudo moved to the "Worse" side of this theme in 2025, 1 year after the typical company in this theme (2024).
The whole theme swung hardest in 2026: 27 of 104 companies on the "Worse" side.
25 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Through organizational restructuring, the long-term care division will spin off the long-term care business in January 2027 to concentrate management resources and improve efficiency.」
Regarding the operation of the long-term care business, including responses to human capital risks, the company is implementing management concentration and efficiency gains through organizational restructuring in the form of a spin-off in January 2027. - 2026-08-10RestatedEarnings
「介護業界におきましては、高齢化の進展に伴い介護サービス需要が拡大しております。一方で、介護人材不足、人件費の上昇および物価高騰によるコスト増加に加え、業務効率化への対応が経営上の大きな課題となっております。」
介護人材不足、人件費上昇、物価高騰によるコスト増加、業務効率化を引き続き経営上の課題としている。 - FY2026-H1RestatedAnnual report
「There is also a need to continuously secure and retain long-term care personnel, improve retention rates, and raise productivity through the introduction of long-term care DX and the use of ICT.」
The company continues to identify securing and retaining long-term care personnel as a human capital challenge, while also citing productivity gains through long-term care DX and the use of ICT as the direction for its response. - FY2025WorsenedAnnual report
「In the care services industry, demand for care services is expanding each year as the elderly population grows, but securing care personnel has not kept pace and chronic labor shortages persist. In particular, few younger people seek employment in the industry and the employee turnover rate is high, making improvements in treatment and the work environment important issues.」
Regarding insufficient staffing and rising turnover, which it had already identified as human capital risks, the company states that it has been unable to secure enough long-term care personnel, that few young people seek employment in the sector and that the turnover rate is high. - FY2024First statedAnnual report
「As human capital-related risks, the company recognizes the risks of insufficient staffing, increased turnover and delays in human resource development. After collecting and analyzing data, it is implementing the measures described in (2) ② above.」
In addition to its previous disclosures on shortages of construction and long-term care personnel, the company systematically identifies insufficient staffing, rising turnover and delays in human resource development as human capital risks.