Komori
Thermae-Yu Holdings (3521) · TargetReframed

Execution of the Three-Year Management Plan

First written in FY2023. 3 of 5 entries say "Reframed", first in FY2025. Latest entry: FY2026.

5entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023 – FY2024ReframedFY2025 – FY20262023: 120232024: 120242025: 220252026: 12026
Same theme, other companies
Execution of the three-year management plan and transition of audit and monitoring to the new planA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「With the launch of the new three-year management plan in April 2025, we will further monitor management’s compliance, efficiency and sustainability.」

    The framework is shifting from the previous three-year management plan to one for auditing and monitoring the new three-year plan commencing in April 2025.
  2. FY2026-H1ReframedAnnual report

    「As stated in the “Notice Regarding the Formulation of the New Medium-Term Management Plan 2028” disclosed on 1 July 2025, the core hot spring bathing business is exposed to risks when individual activities are restricted, such as during the COVID-19 pandemic. We therefore considered M&A and other options while seeking a stable business model with growth potential.」

    The planning framework is shifting from the previous three-year management plan to rebuilding the business model based on the New Medium-Term Management Plan 2028.
  3. FY2025ReframedAnnual report

    「Although the company revised the 3-year management plan formulated in December 2021, it monitors its execution status and the legal compliance, efficiency and sustainability of management.」

    It explicitly states that the three-year management plan has been revised and continuously monitors the implementation status of the revised plan and other matters as part of the audit.
  4. FY2024RestatedAnnual report

    「The company monitors the execution status of the 3-year management plan formulated in December 2021, as well as the legal compliance, efficiency and sustainability of management. In particular, when launching the newly commenced hot-spring bathing business, Sauna & Spa Thermae-yu Nishi-Azabu, it will closely monitor whether the business is conducted efficiently, lawfully and appropriately.」

    The company continues to treat the execution status of the 3-year management plan as a key audit item and monitor legal compliance, efficiency and sustainability, including the launch of the Nishi-Azabu location.
  5. FY2023First statedAnnual report

    「The company monitors the execution of the 3-year management plan formulated in December 2021 and the legal compliance and efficiency of management.」

    The company included for the first time the execution status of the 3-year management plan formulated in December 2021 as a key audit item for the Audit & Supervisory Board.
Moved together

"A diversified business portfolio spanning real estate, textiles, cosmetics and hot spring facilities" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222★123
  1. ★This thread
  2. 1A diversified business portfolio spanning real estate, textiles, cosmetics and hot spring facilities2×
  3. 2Global Economic Uncertainty and Geopolitical Risks2×
  4. 3Stagnant Wage Growth and Weak Personal Consumption2×

★ 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
Thermae-Yu Holdings's next results are scheduled for 2026-11-12. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.