Impact on Business Performance from Revisions to the Postal System
First written in FY2024-Q2. 3 of 7 entries say "Materialised", first in FY2026-H1. Latest entry: FY2026.
Japan Data Science Consortium moved to the "Worse" side of this theme in 2026.
1 other company's latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「In the marketing support business, we focused on expanding higher-value-added engagements and acquiring new customers, but transaction volume for direct-mail fulfillment services for existing customers temporarily declined following the postal-rate revision from April 2025.」
The decline in DM transaction volumes resulting from the postal rate revision affected the full fiscal year, and revenue from the marketing support business was ¥17,930.446 million, or 90.23% of the prior-year period. - FY2026-H1MaterialisedAnnual report
「Transaction volume for direct-mail fulfillment services for existing customers temporarily declined following the postal-rate revision from April 2025.」
The impact of the postal rate revision on business performance actually occurred, and transaction volumes for outsourced DM distribution for existing customers temporarily declined. - FY2024-Q3RestatedAnnual report
「The postal system is sustainable as infrastructure in Japan, but revisions to service content or fees could affect the performance and financial position of our group.」
The impact of revisions to postal services or fees on business performance and financial position continues to be identified as a risk. - FY2024-Q2First statedAnnual report
「The postal system is sustainable as infrastructure in Japan, but revisions to service content or fees could affect the performance and financial position of our group.」
In connection with outsourced physical DM distribution, revisions to postal services or fees are described as a new risk that could affect business performance and financial position.