Komori
Timee (215A) · RiskRestatedLatest Earnings presentation (2026-10-08): "Materialised"

Decline in hiring demand due to changes in the economic environment and employment conditions

First written in FY2025. 4 of 7 entries say "Materialised", first in 2026-04-10. Latest entry: 2026-10-08.

7entries
1years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Materialised2026-04-10RestatedFY2026Materialised2026-09-10 – 2026-10-082026: 72026
Same theme, other companies
Fluctuations in the Staffing Services Market and Customer DemandA theme 42 companies write about · 45 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 13 of 20 companies on the "Worse" side.

4 other companies' latest entry also says "Materialised".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 42 companies compared. The sentences above are computed from all 42.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-08MaterialisedEarnings presentation

    「前年同期と比較した気温低下に伴い、小売店における夏物衣料、飲料、ドラッグストア関連(暑さ対策商品)などの季節需要の立ち上がりが遅れ、物流全体の取扱量減少に繋がったと分析しております。」

    冷夏、中東情勢および特定クライアントの影響により、物流全体の取扱量やスポットワーク募集人数が減少した事象を具体的に記載している。
  2. 2026-09-26Materialisedfinance.yahoo.co.jp

    「The logistics industry was reported to be affected by the external environment and declining handling volumes from certain customers.」

    The external environment in the logistics industry and declining handling volumes from certain customers were reported as actual performance concerns.
  3. 2026-09-10MaterialisedEarnings presentation

    「The retail industry weakened from late June as seasonal demand failed to materialize because of the cool summer. In addition, the logistics industry's revenue growth rate declined in July amid the situation in the Middle East and lower handling volumes at certain major companies.」

    The company described the actual impact of external conditions and changes in employment demand on declining demand in retail and logistics.
  4. FY2026RestatedAnnual report

    「If economic conditions deteriorate rapidly, or if employment conditions change due to technological innovation, including the increased adoption of robots and automation, or seasonal factors such as the beginning of the fiscal year and periods when gift-giving is concentrated, demand from clients for recruiting personnel may decline more than expected.」

    The risk of declining demand for job postings due to economic conditions, technological innovation, seasonality and employment conditions continues to be disclosed.
  5. FY2025First statedAnnual report

    「If economic conditions deteriorate rapidly, or if employment conditions change due to technological innovation, including the increased adoption of robots and automation, or seasonal factors such as the beginning of the fiscal year and periods when gift-giving is concentrated, demand from clients for recruiting personnel may decline more than expected.」

    Economic conditions, population trends, geopolitical conditions, technological innovation and seasonality are identified as distinct major risks that could reduce client demand for job postings.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Timee yet. It last moved in the Earnings presentation of 2026-10-08: "Materialised".
Decline in hiring demand due to changes in the economic environment and employment conditions | Timee,Inc. (215A) | Komori