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Imura & (3955) · RiskMaterialised

Impact on Business Performance from Changes to the Postal System, etc.

First written in FY2017. 3 of 7 entries say "Restated". Latest entry: FY2025.

7entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY20212017: 120172018: 120182019: 020192020: 120202021: 120212022: 020222023: 020232024: 220242025: 12025
Same theme, other companies
Impact of postal system and postage rate revisions on demand for outsourced DM distributionA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

Imura & moved to the "Worse" side of this theme in 2024.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025MaterialisedAnnual report

    「Following the postal-rate revision implemented in October last year, the decline in the volume of postal and mail-delivery services handled has widened.」

    The postal-rate revision previously described as scheduled or possible was implemented, and its actual impact is described as a widening decline in the volume of postal and mail-delivery services handled.
  2. FY2025-H1WorsenedAnnual report

    「As a substantial postal-rate increase is scheduled for this autumn, further declines in demand for envelopes, the company’s main product, are expected.」

    The disclosure specifies that the risk from postal-system changes includes a substantial postal-rate increase scheduled for this autumn and the resulting expected further decline in envelope demand.
  3. FY2024ReframedAnnual report

    「The diversification of information channels accompanying digitalization could reduce demand for envelope mailing. In addition, because demand trends are closely linked to the postal system, the Group’s performance could be affected depending on changes to the postal rate system and the details of other system changes.」

    The risk from postal-system changes is presented together with the risk of declining domestic demand for envelope mailing due to digitalization and the diversification of information channels.
  4. FY2021RestatedAnnual report

    「The company’s business, centered on envelopes and mailing services, is closely linked to the postal system. When the postal system has changed in the past, the company has sought to improve its performance through timely sales initiatives responding to those changes. However, depending on the details of system changes, the Group’s performance could be affected.」

    The disclosure continues to describe the company’s close relationship with the postal system and the potential impact on performance depending on the details of system changes.
  5. FY2020RestatedAnnual report

    「Depending on the details of system changes, the Group’s performance could be affected.」

    The disclosure continues to describe the company’s close relationship with the postal system and the potential impact on performance depending on the details of system changes.
  6. FY2018RestatedAnnual report

    「The company’s operations, centered on envelopes and mailing services, are closely linked to the postal system. When the postal system has changed in the past, the company has sought to improve its performance through timely sales initiatives responding to those changes. However, depending on the details of system changes, the Group’s performance could be adversely affected.」

    The disclosure continues to describe the company’s close relationship with the postal system and the potential impact on performance depending on the details of system changes.
  7. FY2017First statedAnnual report

    「The company’s operations, centered on envelopes and mailing services, are closely linked to the postal system. Depending on the details of system changes, the Group’s performance could be adversely affected.」

    The disclosure describes the potential for postal-system changes to adversely affect performance.
Moved together

"Uncertainty in Market Conditions and Softening Demand for Direct Mail" moved the same way as this thread, in the same document, in 3 of its 7 moves.

3★1
  1. ★This thread
  2. 1Uncertainty in Market Conditions and Softening Demand for Direct Mail3×

★ 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
No upcoming earnings preview for Imura & yet.
News
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Impact on Business Performance from Changes to the Postal System, etc. | IMURA & Co.,Ltd. (3955) | Komori