Worth reading
37Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
100.6
¥100 million (revenue target for the fiscal year ending September 2030)Wording
Conditional
How definitive the wording is.Items stated in the management plan
Annual updateNet Sales+0.2%
基準 2,025Target2,030Hundreds of millions of yen
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
Key initiatives
01Improving search quality and enhancing the app UX
02Improving customer acquisition through triple-media operations and other initiatives
03Thoroughly enhancing the customer experience (CX)
04Expanding awareness through brand building
05M&A as co-creation with hosts
06Expanding into new adjacent areas
Plan assumptionsChanges in work styles and lifestyles, including the spread of telework; an increase in vacant homes due to population decline; and demand for value enhancement of older buildings. The space-sharing market is expected to continue growing steadily.
Size of the Target MarketOverall space-sharing market: approximately ¥970 billion (Source: Sharing Economy Association × ICR, “Sharing Economy Market Survey 2022 Edition”). Space-sharing platform market: approximately ¥20 billion (Source: the Company's timely disclosure and timely disclosures by other companies for the fiscal year ending December 2025). Use of idle time at stores: ¥49.3 billion–¥98.6 billion per year (Source: the Company's estimate based on the Economic Census). Utilization of idle real estate and conversion to lodging facilities for private use: ¥216.8 billion–¥434.6 billion per year (Source: the Company's estimate based on the Japan Tourism Agency's “Survey of Foreign Visitors' Spending Trends in Japan”).
Risks identified by the company
Risks related to the market
Risks related to competitors
Risks related to legal and regulatory requirements
Risks related to responding to technological innovation
Risks related to service integrity
Risks related to securing human resources
Risks related to the protection of personal information
Risks related to system failures
Risks related to reliance on external search engines
| Item | Details |
|---|---|
| Plan name | Matters Concerning Business Plans and Growth Potential |
| Plan period | Fiscal year ending December 2025 to fiscal year ending September 2030 |
| Progress against the plan | Annual update |
| Sales Target | 25.6 (fiscal year ending December 2025) → 100.6 (fiscal year ending September 2030)（Approximately 293.0%） |
| Plan assumptions | Changes in work styles and lifestyles, including the spread of telework; an increase in vacant homes due to population decline; and demand for value enhancement of older buildings. The space-sharing market is expected to continue growing steadily. |
| Key initiatives | Improving search quality and enhancing the app UX, Improving customer acquisition through triple-media operations and other initiatives, Thoroughly enhancing the customer experience (CX), Expanding awareness through brand building, M&A as co-creation with hosts, Expanding into new adjacent areas |
| Size of the Target Market | Overall space-sharing market: approximately ¥970 billion (Source: Sharing Economy Association × ICR, “Sharing Economy Market Survey 2022 Edition”). Space-sharing platform market: approximately ¥20 billion (Source: the Company's timely disclosure and timely disclosures by other companies for the fiscal year ending December 2025). Use of idle time at stores: ¥49.3 billion–¥98.6 billion per year (Source: the Company's estimate based on the Economic Census). Utilization of idle real estate and conversion to lodging facilities for private use: ¥216.8 billion–¥434.6 billion per year (Source: the Company's estimate based on the Japan Tourism Agency's “Survey of Foreign Visitors' Spending Trends in Japan”). |
| Risks identified | Risks related to the market, Risks related to competitors, Risks related to legal and regulatory requirements, Risks related to responding to technological innovation, Risks related to service integrity, Risks related to securing human resources, Risks related to the protection of personal information, Risks related to system failures, Risks related to reliance on external search engines |
| Publication date | 31 March 2026 |
Items this document does not state (16)
Operating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To more appropriately represent the scale of the Group's business in line with expansion through M&A, total company-wide transaction value was adopted as a key management metric instead of the previous GMV. In addition, in light of increasingly diverse and sophisticated demand and advances in technology, the Company has indicated a policy of evolving its business from space rental into an experience- and OS-type platform.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.