Komori
Youji (2152) · InitiativePrice increases implemented; slower pace of new-member acquisitionLatest General Meetings of Shareholders (2026-05-29): "Advanced"

Securing Revenue and Profit Amid a Decline in Membership Due to Higher Monthly Fees

First written in FY2019-Q1. 12 of 22 entries say "Advanced", first in FY2019-Q3. Latest entry: 2026-05-29.

22entries
9years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021 – FY2023WorsenedFY2024-Q1 – FY2025-H12018: 120182019: 420192020: 220202021: 320212022: 420222023: 320232024: 220242025: 120252026: 22026
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Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Price increases implemented; slower pace of new-member acquisitionAnnual report

    「Against this backdrop, due to current increases in prices and personnel expenses resulting from improved employee compensation, the company raised fees for both regular and extracurricular clubs from April 2025. Although the price increases have temporarily slowed the pace of new-member acquisition at extracurricular clubs, the company expects recovery through future measures and high-quality instructional services.」

    In response to rising prices and personnel expenses, the company raised fees for regular and extracurricular clubs from April 2025. While the price increases are having an effect, the pace of new-member acquisition has temporarily slowed, and the company expects recovery through high-quality instructional services and other measures.
  2. FY2025-H1WorsenedAnnual report

    「However, the number of members of extracurricular clubs has continued to show sluggish growth. The Company will conduct surveys to identify needs and review the programs and events sought by members, while working to operate the clubs in a way that provides greater customer satisfaction.」

    Membership growth continues to stall, and the company is working to improve club operations by conducting surveys and reviewing programs and events.
  3. FY2024-Q3WorsenedAnnual report

    「However, while the number of venues for extracurricular physical education instruction was trending upward, growth in extracurricular club membership stalled, and extracurricular revenue did not exceed that of the same quarter of the previous year. The company will continue working to improve instruction and services so that customers who join will be satisfied.」

    Unlike the company's previous efforts to maintain revenue and profit despite declining membership, extracurricular revenue did not exceed that of the same quarter of the previous year, and membership growth has also stalled.
  4. FY2024-Q2WorsenedAnnual report

    「However, while the number of venues for extracurricular physical education instruction was trending upward, growth in extracurricular club membership stalled and did not exceed that of the same quarter of the previous year. The company will continue listening to customers and work to operate clubs that customers will be happy to join.」

    While the number of venues increased, extracurricular club membership did not exceed that of the same quarter of the previous year, and the company remains focused on continuing measures to acquire members.
  5. FY2024-Q1WorsenedAnnual report

    「However, while the number of venues for extracurricular physical education instruction was trending upward, growth in extracurricular club membership stalled and did not exceed that of the same quarter of the previous year. Although the cumulative first quarter got off to a difficult start, the company will take this situation seriously and work to operate clubs that encourage customers to enroll.」

    While the number of venues increased, extracurricular club membership did not exceed that of the same quarter of the previous year, and the company has identified club operations that lead to enrollment as a priority going forward.
  6. FY2023AdvancedAnnual report

    「The company raised extracurricular club membership fees in some regions, enabling extracurricular revenue to exceed that of the previous year.」

    While membership declined 2.3% from the end of the previous fiscal year, the company raised membership fees in some regions, and extracurricular revenue exceeded that of the previous year.
  7. FY2023-Q2AdvancedAnnual report

    「Against this backdrop, the company raised extracurricular club membership fees in some regions from the cumulative first quarter, conducted enrollment campaigns and provided gymnastics instruction during nursery-school observation days to promote enrollment. Although the number of extracurricular club members declined, extracurricular revenue exceeded that of the same quarter of the previous year.」

    In addition to raising membership fees in some regions, the company conducted enrollment campaigns and provided gymnastics instruction during nursery-school observation days. Although membership declined, extracurricular revenue exceeded that of the same quarter of the previous year.
  8. FY2023-Q1AdvancedAnnual report

    「In some regions, the company raised extracurricular club membership fees from the cumulative first quarter. Although the price increases had an effect, the number of club members as of April 2022 declined from the same month of the previous year, resulting in a difficult start. From May onward, the company worked to promote enrollment through special instruction and other measures.」

    The company raised extracurricular club membership fees in some regions and recognized the effect of the increases. Membership declined, however, and the company has taken additional steps to promote enrollment through special instruction and other measures.
  9. FY2022AdvancedAnnual report

    「Efforts to promote enrollment in the core extracurricular clubs enabled the company to set a new record for club membership.」

    The company set a new record for club membership through a combination of in-person and online instruction, improved instructional services and enrollment promotion.
  10. FY2022-Q3AdvancedAnnual report

    「While working to prevent the spread of infectious diseases, the company actively pursued its business by combining in-person and online instruction and improving instructional services. As a result, the number of contracted nursery schools increased, as did the number of customers joining and continuing their memberships, enabling the company to set new records for club membership successively.」

    The company states that, shifting its focus from securing revenue through monthly fee increases to combining in-person and online instruction and improving services, it increased new enrollments and continuing customers and set a new record for club membership.
  11. FY2022-Q2AdvancedAnnual report

    「In the preschool sports instruction business, some venues in certain areas were unable to operate due to the impact of the resurgence of COVID-19 infections. However, by combining in-person and online instruction and working to improve our instructional services, we increased the number of customers joining and continuing their memberships, enabling us to continue achieving record-high club membership.」

    The company states that its membership base recovered and expanded, shifting from securing revenue through monthly fee increases to combining in-person and online instruction and improving services to increase new enrollments and continuing customers.
  12. FY2022-Q1AdvancedAnnual report

    「By applying the lessons learned from the previous fiscal year and improving our instructional services to provide customers with a satisfying combination of in-person and online instruction, we increased the number of new members and achieved a record-high number of club members.」

    The company states that, in response to the impact of infectious diseases in the previous fiscal year, it moved to an operating model combining in-person and online instruction, leading to higher enrollment and a new record number of club members.
  13. FY2021AdvancedAnnual report

    「The company established an Instruction Research Lab internally and worked to raise technical standards. By providing customers with the highest-quality instruction, it increased the number of customers who continued their memberships, which led to membership growth.」

    The company states that improvements in technical standards and instructional quality through the Instruction Research Lab led to increases in continuing customers and extracurricular membership.
  14. FY2020Shift toward membership growth and a focus on instructional qualityAnnual report

    「The establishment of an in-house instruction research center and efforts to improve technical standards and provide customers with the highest-quality instruction led to an increase in membership.」

    The focus has shifted from explaining revenue and profit generation through the previous fiscal year's monthly fee increases to emphasizing quality improvements through the Instruction Research Lab and membership growth in the current fiscal year.
  15. FY2020-Q3RestatedAnnual report

    「The Company will continue working to become a provider for which “making people happy” in early-childhood education is a source of revenue and profit. It views the impact of free early-childhood education as a business opportunity, supports the development of kindergartens, nursery schools and early-childhood education and care centers, and responds to differentiation among providers in the early-childhood physical education industry.」

    With membership increasing from the end of the previous fiscal year, the company continues to pursue initiatives that make "making people happy" a source of revenue and profit.
  16. FY2020-Q2RestatedAnnual report

    「Membership in the core extracurricular clubs declined in the previous fiscal year. During the cumulative second quarter, the company returned to its founding principle of "making people happy" and worked to become a company in which making people happy serves as a source of revenue and profit.」

    In response to the previous year's decline in membership, the company continues to pursue initiatives that make "making people happy" a source of revenue and profit.
  17. FY2020-Q1Shift in focus from the effects of price increases to customer acquisition and fan developmentAnnual report

    「To recover the temporary decline in extracurricular club membership caused by the previous fiscal year's price increases, the company is focusing on "making people happy." It believes that making people happy and creating as many fans as possible will lead to revenue and profit, and has worked to secure contracts with new nursery schools and acquire new members.」

    As measures to recover the temporary decline in membership caused by the previous year's price increases, the company is focusing on "making people happy," developing fans, securing contracts with new nursery schools and acquiring new members.
  18. FY2019AdvancedAnnual report

    「Although membership declined, monthly fee increases at extracurricular clubs resulted in revenue from the early-childhood physical education instruction business of ¥6,457 million, up 3.4% year on year, and segment profit of ¥1,130 million, up 16.4%.」

    The company continued to raise monthly fees despite declining extracurricular membership, and revenue and segment profit in the early-childhood physical education instruction business exceeded the previous fiscal year's levels.
  19. FY2019-Q3AdvancedAnnual report

    「Although membership declined, monthly fee increases at extracurricular clubs resulted in revenue from the early-childhood physical education instruction business of ¥4,742 million, up 3.3% year on year, and segment profit of ¥770 million, up 9.0%.」

    The company continued to raise monthly fees in response to declining extracurricular membership. Revenue from the early-childhood physical education instruction business was ¥4,742 million and segment profit was ¥770 million, both exceeding the previous year's levels.
  20. FY2019-Q1First statedAnnual report

    「Although the number of extracurricular sports instruction members declined, revenue from the preschool sports instruction business increased 4.0% year on year to ¥1,518 million, due to higher monthly fees, and segment profit increased 9.9% to ¥220 million.」

    The company states that, despite a decline in extracurricular membership, it raised monthly fees, resulting in revenue and segment profit in the early-childhood physical education instruction business exceeding the previous year's levels.
Moved together

"Progress for the 45th fiscal year, third-quarter cumulative period" moved the same way as this thread, in the same document, in 16 of its 22 moves.

161412976★123456
  1. ★This thread
  2. 1Progress for the 45th fiscal year, third-quarter cumulative period16×
  3. 2Leveraging human resources by focusing on individual management guidance and strengthening the internal business infrastructure14×
  4. 3Stabilizing existing customers and developing new customers12×
  5. 4Increasing the Number of Members per Venue and the Membership Rate among Preschool Children9×
  6. 5Contraction of the consulting contract base7×
  7. 6Improving dividend levels with a target payout ratio of approximately 15%6×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Youji's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-29: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Securing Revenue and Profit Amid a Decline in Membership Due to Higher Monthly Fees | Youji Corporation (2152) | Komori