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Japan Data Science Consortium (4418) · RiskMitigated

Structural Shift in Demand for Offline Marketing

First written in FY2024-Q2. 2 of 3 entries say "Mitigated", first in FY2024-Q3. Latest entry: 2026-05-14.

3entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2024-Q3 – 2026-05-142024: 220242025: 020252026: 12026
Same theme, other companies
Shrinking demand for traditional print, publishing and media, and the shift to digitalA theme 32 companies write about · 31 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2020: 13 of 25 companies on the "Worse" side.

2 other companies' latest entry also says "Mitigated".

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.
Showing 14 of the 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-14MitigatedFinancial Results Presentation

    「今後も新規案件の割合を増やすことで、全体の粗利率向上を推進してまいります。」

    オフラインマーケティング需要の変化に対し、新規案件の拡大による粗利率向上を対応策として継続している。
  2. FY2024-Q3MitigatedAnnual report

    「Accordingly, we will work to reduce business risk by using our group’s AI and data science expertise to develop and provide high-value-added services and by aiming to remain a company chosen by customer companies.」

    The company has added the development and provision of high-value-added services using AI and data science as a response to the risk of structural changes in demand for offline marketing.
  3. FY2024-Q2First statedAnnual report

    「Physical direct mail (DM), including mail used for sales promotion, is widely established as a promotional method for customer companies, being used for various notices and business communications in public services and in combination with digital marketing. However, if customer companies’ promotional methods change significantly in the future, this could affect the performance and financial position of our group.」

    Following the consolidation of メールカスタマーセンター as a subsidiary, changes in customer companies’ promotional methods have been identified as a new risk for the offline marketing business centered on physical DM.
Moved together

"Expansion of Industries and Customer Base" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222★123
  1. ★This thread
  2. 1Expansion of Industries and Customer Base2×
  3. 2Supporting Startups Through Financial Advisory2×
  4. 3Adding value to marketing through the direct-mail business platform and AI/DX2×

★ 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 Japan Data Science Consortium yet. It last moved in the Financial Results Presentation of 2026-05-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Structural Shift in Demand for Offline Marketing | Japan Data Science Consortium Co.Ltd. (4418) | Komori