Komori
TETSUJIN Holdings (2404) · RiskWorsenedLatest Revision to earnings forecast (2026-10-15): "Restated"

Weakness in the first-round socializing market and declining karaoke usage frequency

First written in FY2016-Q3. 7 of 12 entries say "Restated". Latest entry: 2026-10-15.

12entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q3 – FY2025-H12016: 220162017: 320172018: 120182019: 020192020: 020202021: 020212022: 020222023: 020232024: 220242025: 120252026: 32026
Same theme, other companies
Declining demand for karaoke as a second-stop activity due to weakness in the first-stop marketA 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. FY2026-H1WorsenedAnnual report

    「On the demand side, year-end party demand secured a certain level of utilization, but demand has trended downward since the beginning of the year due to seasonal factors and increasingly frugal consumer attitudes.」

    Although year-end demand was secured, demand has tended to decline since the start of the new year due to seasonal factors and consumers' increasingly frugal behavior.
  2. FY2025-H1RestatedAnnual report

    「Karaoke demand for personal and business use has been recovering, but use for second-stop activities and during late-night hours has declined substantially compared with before the COVID-19 pandemic.」

    It reconfirms the demand structure in which personal and business use is recovering, while use for second-stop activities and during late-night hours continues to decline.
  3. FY2024-Q3RestatedAnnual report

    「The operating environment is challenging because demand for second-stop activities and late-night use continues to decline following the COVID-19 pandemic, although business customers' reluctance to use the service is easing.」

    It states that use for second-stop activities and during late-night hours continues to decline, while business customers' reluctance to use the service is easing.
  4. FY2024-Q1Renewed emergence of a decline in second-stop useAnnual report

    「Business operations remain challenging due to business customers refraining from use as measures to prevent the spread of COVID-19 have continued for an extended period, as well as declining second-stop use.」

    The previously omitted decline in second-stop use after first-stop dining has been explicitly identified again as a factor behind weak demand in the core karaoke business.
  5. FY2018DroppedAnnual report
    The current year's description of the operating environment and risks does not explicitly mention weakness in the first-stop dining market or a decline in karaoke usage frequency.
  6. FY2017-Q3RestatedAnnual report

    「In addition, the results of the 2016 survey of market trends in the food-service industry for the izakaya sector conducted by the Japan Food Service Association, a general incorporated association, showed that sales, store numbers, customer numbers and average spend per customer all remained below the previous year. This appears to have had a material impact on the use of karaoke establishments as a second stop after dining.」

    It continues to describe weakness in the first-stop dining market and its resulting impact on karaoke use as a second-stop activity.
  7. FY2017-Q2RestatedAnnual report

    「In addition, the results of the 2016 survey of market trends in the food-service industry for the izakaya sector conducted by the Japan Food Service Association, a general incorporated association, showed that sales, store numbers, customer numbers and average spend per customer all remained below the previous year. This appears to have had a material impact on the use of karaoke establishments as a second stop after dining.」

    It continues to describe the situation in which weakness in the first-stop dining market is affecting karaoke use as a second-stop activity.
  8. FY2017-Q1RestatedAnnual report

    「The results of the 2016 survey of market trends in the food-service industry for the izakaya sector conducted by the Japan Food Service Association, a general incorporated association, showed that sales, store numbers, customer numbers and average spend per customer all remained below the previous year. This appears to have had a material impact on the use of karaoke establishments as a second stop after dining.」

    It continues to describe weakness in the first-stop dining market and its resulting impact on karaoke use as a second-stop activity.
  9. FY2016RestatedAnnual report

    「The izakaya sector, which forms part of the first-stop dining industry, is operating in an extremely challenging environment, with sales, store numbers, customer numbers and average spend per customer all below the previous year. Market conditions continue to indicate that this is also affecting the frequency of karaoke use, whose core business is as a second-stop activity.」

    It continues to describe the situation in which weakness in the first-stop dining market is affecting karaoke usage frequency.
  10. FY2016-Q3First statedAnnual report

    「In the izakaya sector, sales, store numbers, customer numbers and average spend per customer all fell below the previous year. The extremely challenging environment in the first-stop dining industry has not bottomed out, and market conditions continue to indicate that this is also affecting the frequency of karaoke use, whose core business is as a second-stop venue.」

    It states that weakness in the first-stop dining market, including izakayas, is affecting demand for karaoke as a second-stop activity.
Moved together

"Dependence on the Karaoke Room Operations Business" moved the same way as this thread, in the same document, in 2 of its 12 moves.

2222★1234
  1. ★This thread
  2. 1Dependence on the Karaoke Room Operations Business2×
  3. 2Dependence on interest-bearing debt and interest rate and financing risks2×
  4. 3Intensifying competition among karaoke operators2×
  5. 4Downturns in Asian Emerging-Market and Resource-Exporting Economies and the Kumamoto Earthquake2×

★ 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 to earnings forecast of 2026-10-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.