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TETSUJIN Holdings (2404) · RiskWorsened

Intensifying competition among karaoke operators

First written in FY2016-Q3. 12 of 22 entries say "Restated". Latest entry: 2026-10-15.

22entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q3 – FY2020-Q1RestatedFY2021-Q1 – FY2025-H12016: 220162017: 420172018: 320182019: 220192020: 420202021: 120212022: 020222023: 020232024: 020242025: 220252026: 42026
Same theme, other companies
Karaoke Market Stagnation and Intensifying Competition Among OperatorsA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

TETSUJIN Holdings moved to the "Worse" side of this theme in 2016.

1 other company's latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1WorsenedAnnual report

    「In the karaoke market, major chains are actively undertaking initiatives such as equipment upgrades and opening new locations.」

    It newly provides specific evidence of the challenging competitive environment, as major chains proceed with equipment upgrades and new store openings.
  2. FY2025WorsenedAnnual report

    「Major chains are strengthening services in response to customer needs, including introducing the latest equipment, increasing the number of stores allowing customers to bring in their own food and beverages, and offering free plans for students. The challenging operating environment continues as competition intensifies.」

    It newly provides specific examples of major chains' service enhancements, including the latest equipment, support for customers bringing in their own food and beverages, and free plans for students, indicating the severity of the competitive environment.
  3. FY2025-H1RestatedAnnual report

    「In terms of pricing, low-price operations remain the industry norm, and the challenging operating environment continues.」

    It continues to describe the competitive environment centered on low-price operations and the challenging operating conditions.
  4. FY2021-Q1RestatedAnnual report

    「Amid severe changes in the environment surrounding the karaoke industry and intensifying market competition, consumer sentiment has deteriorated further due to the impact of the spread of COVID-19, and the challenging business environment continues.」

    It continues to describe the challenging business environment and intensifying market competition, accompanied by deteriorating consumer sentiment due to COVID-19.
  5. FY2020WorsenedAnnual report

    「Amid severe changes in the environment surrounding the karaoke industry and intensifying market competition, consumer sentiment has deteriorated further due to the impact of the consumption tax rate increase and the spread of the novel coronavirus, and the challenging business environment continues.」

    It describes the challenging environment caused by the spread of infection and deteriorating consumer sentiment, in addition to the intensifying competition among major chains seen previously.
  6. FY2020-Q3RestatedAnnual report

    「In particular, in the karaoke industry, competition to open stores in the Tokyo metropolitan area, led by major chain operators, is intensifying, while market concentration is also progressing.」

    It continues to identify intensifying competition to open stores in the Tokyo metropolitan area, led by major chains, and increasing market concentration as part of the business environment.
  7. FY2020-Q2WorsenedAnnual report

    「In particular, in the karaoke industry, competition to open stores in the Tokyo metropolitan area, led by major chain operators, is intensifying, while market concentration is also progressing.」

    It states that, in addition to intensifying competition to open stores in the Tokyo metropolitan area, led by major chains, market concentration is progressing.
  8. FY2020-Q1RestatedAnnual report

    「In the karaoke industry, demand remains resilient, but competition to open stores in the Tokyo metropolitan area, led by major chain operators, continues to intensify.」

    Although karaoke demand remains resilient, it continues to describe intensifying competition to open stores in the Tokyo metropolitan area, mainly among major chains.
  9. FY2019-Q2RestatedAnnual report

    「Meanwhile, in the karaoke industry, although demand remains resilient, the expansion strategies of chain operators are intensifying competition to open stores in the Tokyo metropolitan area, particularly among major chain operators. A growth strategy capable of responding to changes in the leisure market, including the karaoke industry, is therefore required.」

    Although karaoke demand remains resilient, it continues to describe intensifying competition to open stores in the Tokyo metropolitan area, led by major chain operators.
  10. FY2019-Q1RestatedAnnual report

    「Meanwhile, in the karaoke industry, demand remains resilient, but small establishments are being forced out and the trend toward market concentration among major chains is becoming increasingly pronounced. The industry therefore continues to face a challenging competitive environment.」

    Although karaoke demand remains resilient, the competitive environment remains challenging, with small establishments being forced out and market concentration among major chains increasing.
  11. FY2018RestatedAnnual report

    「Although karaoke demand remains resilient, small establishments are being forced out and chain operators are becoming the dominant players. With signs of industry consolidation through M&A by major chains also emerging, the competitive environment remains challenging.」

    It identifies intensifying competition, the elimination of small establishments, the shift toward chains, and signs of industry consolidation involving M&A by major chains.
  12. FY2018-Q3RestatedAnnual report

    「Competition has intensified as competitors have concentrated their openings in central urban areas.」

    It continues to identify intensifying competition from rival companies opening stores in central urban areas as part of the business environment.
  13. FY2018-Q1WorsenedAnnual report

    「As major operators actively open locations in central urban areas and competition with businesses in other industries intensifies due to diversification of leisure culture, the market has shifted from being flat to slightly negative.」

    The Company states that, in addition to major operators opening in central urban areas and intensifying competition with other industries, the market has shifted from flat to slightly negative.
  14. FY2017WorsenedAnnual report

    「While the karaoke population and the number of karaoke rooms have both remained broadly flat, competition among operators has intensified, and the difficult environment is expected to continue, also affected by the declining population.」

    In addition to intensifying competition, the Company explicitly identified the flat karaoke population and number of rooms and the future impact of population decline.
  15. FY2017-Q3RestatedAnnual report

    「In this business, competition among karaoke-room operators is becoming increasingly intense.」

    The Company continues to identify intensifying competition among karaoke-room operators as part of the business environment.
  16. FY2017-Q2RestatedAnnual report

    「In this business, competition among karaoke-room operators is becoming increasingly intense.」

    The Company continues to identify intensifying competition among karaoke-room operators as part of the business environment.
  17. FY2017-Q1RestatedAnnual report

    「In this business, competition among karaoke-room operators is becoming increasingly intense.」

    The Company continues to identify intensifying competition among karaoke-room operators as part of the business environment.
  18. FY2016WorsenedAnnual report

    「In the increasingly competitive karaoke-room market, each competitor offers high-quality services at low prices, requiring further efforts by operators.」

    The Company states that, in addition to competition among karaoke operators, competition to attract customers from other leisure and service businesses is also intensifying.
  19. FY2016-Q3First statedAnnual report

    「Competition among karaoke-room operators is becoming increasingly intense.」

    The Company identifies intensifying competition as part of the current business environment and as a factor affecting performance.
Moved together

"Dependence on interest-bearing debt and interest rate and financing risks" moved the same way as this thread, in the same document, in 5 of its 22 moves.

555444★123456
  1. ★This thread
  2. 1Dependence on interest-bearing debt and interest rate and financing risks5×
  3. 2Downturns in Asian Emerging-Market and Resource-Exporting Economies and the Kumamoto Earthquake5×
  4. 3Decline in Net Sales and Profit at Each Level, and Net Loss5×
  5. 4Risks of Store Closures and Impairment at Unprofitable Stores4×
  6. 5Improvement in asset efficiency, interest-bearing debt, cash flow, and operating profit margin4×
  7. 6Dependence on the Karaoke Room Operations Business4×

★ 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
TETSUJIN Holdings's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-10-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Intensifying competition among karaoke operators | TETSUJIN Holdings,Inc. (2404) | Komori