Industry Consolidation through M&A and Business Alliances and Intensifying Competition among Companies
First written in FY2024-Q3. 4 of 8 entries say "Worsened", first in FY2025. Latest entry: 2026-10-15.
Waseda Gakushukenkyukai moved to the "Worse" side of this theme in 2025.
The whole theme swung hardest in 2026: 3 of 6 companies on the "Worse" side.
1 other company's latest entry also says "Worsened".
- 2026-10-15WorsenedEarnings
「ＡＩ活用による教育のデジタル化や大手事業者によるＭ＆Ａの加速により、競合環境は一段と厳しさを増しております。そのため、高品質な授業の提供や確実な合格実績、ならびに独自のブランド価値の構築等、他社との明確な差別化を図ることが極めて重要な課題となっております。」
AI活用による教育のデジタル化と大手事業者のM&A加速を競争激化要因として示し、差別化を重要課題としている。 - FY2026ReframedAnnual report
「The education industry to which we belong includes large and small group tutoring schools and one-to-one tutoring schools that, like us, provide education services and compete with us. Many areas in which we currently operate and may open new locations contain numerous facilities operated by other companies targeting the same customers as us.」
The risk discussion has been broadened from the previous reference to industry consolidation through M&A and business alliances to direct competition with group and one-to-one tutoring schools and competition in areas where the company opens locations. - 2026-07-15WorsenedEarnings
「The education services market surrounding the company is expected to face a decline in the school-age population due to the declining birth rate and increasingly intense competition among companies.」
The disclosure states that competition among companies is expected to become even more intense, beyond the intensification previously described. - FY2027-H1WorsenedAnnual report
「Meanwhile, in addition to the increasingly difficult operating environment caused by the declining birth rate and entry by companies from other industries, it has become essential to possess strengths that clearly differentiate a company from its competitors, such as high-quality educational programmes tailored to diversifying needs, clear examination results and unique brand value.」
In addition to the increasingly difficult competitive environment caused by the declining birth rate and entry by companies from other industries, the document emphasises the need for differentiation through educational programmes, examination results and brand value. - FY2025WorsenedAnnual report
「Meanwhile, as the birth rate declines, competition among companies has become even more intense due to new entrants from other industries and business expansion through M&A, increasing demand for high-quality services differentiated from those of competitors.」
In addition to the conventional restructuring through M&A and business alliances, the document identifies new entrants from other industries and business expansion through M&A as factors intensifying competition. - FY2025-H1RestatedAnnual report
「In addition, as the birth rate continues to decline, industry consolidation through M&A and business alliances has become increasingly active, and competition among companies has become even more intense.」
The document continues to describe industry consolidation and intensifying competition through M&A and business alliances. - FY2024RestatedAnnual report
「In addition, industry consolidation through M&A and business alliances has become increasingly active, and competition among companies has become even more intense.」
The document continues to describe industry consolidation and intensifying competition through M&A and business alliances. - FY2024-Q3First statedAnnual report
「In addition, industry consolidation through M&A and business alliances has become increasingly active, and competition among companies has become even more intense.」
The document describes the ongoing acceleration of industry consolidation and intensifying competition.