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Link and Motivation (2170) · RiskMitigated

Temporary Slowdown in Transformation Consulting Due to Mandatory Human Capital Disclosure

First written in FY2023-Q2. 2 of 3 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2024.

3entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2023-Q2MitigatedFY2023-Q3 – FY20242023: 220232024: 020242025: 12025
Same theme, other companies
Temporary stagnation in demand for transformation consulting due to mandatory human capital disclosuresA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2024MitigatedAnnual report

    「コンサルティングについては、プロダクト軸から顧客軸への組織体制の変更により顧客深耕が進んだ結果、売上収益は前年比で増加、顧客単価も想定通り向上しました。」

    人的資本開示義務化を背景とした変革コンサルティングの一時停滞は、組織体制変更と顧客深耕により通期では回復した。
  2. FY2023-Q3MitigatedAnnual report

    「第2四半期連結会計期間末までは、2023年3月期からの有価証券報告書における人的資本開示の義務化の対応に企業が追われ「変革」の優先順位が低下したことに加え、当社グループのプロダクト別の組織編成によって、多様化する顧客の人的資本経営ニーズに対応しきれなかったことで一時的に成長が鈍化しましたが、企業の開示対応が落ち着いた7月以降、想定通りの回復を実現しました。」

    人的資本開示義務化への対応による変革コンサルティングの一時停滞は、企業の開示対応が落ち着いた7月以降に想定通り回復したと説明している。
  3. FY2023-Q2MaterialisedAnnual report

    「Companies were preoccupied with responding to mandatory human capital disclosure in securities reports from the fiscal year ending March 2023, lowering the priority of transformation and resulting in performance below the prior-year period.」

    The decline in the priority of transformation at companies focused on mandatory human capital disclosure first appeared as a standalone factor behind consulting revenue falling below the prior-year period.
Moved together

"Expanding Course Offerings as a Comprehensive Career School" moved the same way as this thread, in the same document, in 3 of its 3 moves.

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  1. ★This thread
  2. 1Expanding Course Offerings as a Comprehensive Career School3×
  3. 2Declining B2B Customer Demand Due to Deteriorating Economic and Social Conditions3×
  4. 3Share Repurchases2×
  5. 4Expanding Organizational Improvement Cloud Services and Diagnostic-Linked Solutions2×
  6. 5Expanding the IR Support Business Through the Acquisition of a2media2×
  7. 6Expanding Vorkers Recruiting Through a Capital and Business Alliance with Vorkers2×

★ 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.

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