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Wesco Holdings (6091) · InitiativeReframedLatest Earnings presentation materials (2026-09-11): "Worsened"

Improving Retention Among Beginner Members and Providing Attentive Service

First written in FY2016-Q3. 11 of 28 entries say "Worsened", first in FY2020-Q3. Latest entry: 2026-09-11.

28entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q3 – FY2019-Q3WorsenedFY2024-Q2 – FY2025-H12016: 320162017: 320172018: 320182019: 120192020: 220202021: 420212022: 320222023: 420232024: 220242025: 120252026: 22026
Same theme, other companies
Acquisition of New Fitness and School Members and Improvement of RetentionA theme 7 companies write about · 0 as a headwind · 8 as a tailwind

Wesco Holdings moved to the "Worse" side of this theme in 2024.

The whole theme swung hardest in 2023: 3 of 7 companies on the "Worse" side.

1 other company's latest entry also says "Worsened".

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. 2026-09-11WorsenedEarnings presentation materials

    「Increase in facility membership 6,383 members」

    Sports facility membership was 6,383, below the First Medium-Term Management Plan target of at least 7,000 members.
  2. FY2026-H1ReframedAnnual report

    「During the six-month period, membership was 6,457, up 1.0% from the end of the fiscal year ended July 2025, while the number of members on freeze was 176, up 19.7%.」

    Membership increased 1.0% from the end of the fiscal year ended July 2025, while the number of members on freeze increased 19.7%, indicating that recovery in the membership base coexisted with an increase in freezes.
  3. FY2025-H1WorsenedAnnual report

    「During the six-month period, membership was 6,325, down 1.2% from the end of the fiscal year ended July 2024, while the number of members on freeze was 168, up 43.6%.」

    Membership declined 1.2% and the number of members on freeze increased 43.6% from the end of the fiscal year ended July 2024, indicating deterioration in member retention.
  4. FY2024-Q3WorsenedAnnual report

    「During the nine-month period ended in the third quarter, membership was 6,175, down 3.4% from the end of the fiscal year ended July 2023, while the number of members on freeze was 127, down 1.6%.」

    While the number of members on freeze declined, membership fell 3.4% from the end of the fiscal year ended July 2023, indicating that recovery in the membership base has not continued.
  5. FY2024-Q2WorsenedAnnual report

    「Under these conditions, the sports facility operations business has identified increasing facility membership and expanding franchise locations as key objectives in its First Medium-Term Management Plan. During the six-month period ended in the second quarter, membership was 6,287, down 1.7% from the end of the fiscal year ended July 2023, while the number of members on freeze was 160, up 24.0%.」

    While increasing membership is a key objective of the medium-term plan, membership declined 1.7% and the number of members on freeze increased 24.0% from the end of the fiscal year ended July 2023.
  6. FY2024-Q1AdvancedAnnual report

    「During the three-month period ended in the first quarter, membership was 6,432, up 0.6% from the end of the fiscal year ended July 2023, while the number of members on freeze was 129, unchanged at 0.0% from the end of that fiscal year.」

    Membership increased 0.6% from the end of the fiscal year ended July 2023, while the number of members on freeze remained unchanged at 129. The membership base continued to recover, albeit modestly.
  7. FY2023ReframedAnnual report

    「For the fiscal year, membership was 6,393, down 0.7% from the end of the fiscal year ended July 2022, while the number of members on freeze was 129, down 15.1%, and the pace of membership recovery has slowed.」

    While the number of members on freeze declined, membership was down 0.7% from the end of the fiscal year, indicating slower recovery; the disclosure also notes that membership has not returned to pre-pandemic levels and that service methods are being reviewed.
  8. FY2023-Q3WorsenedAnnual report

    「During the nine-month period ended in the third quarter, membership recovery slowed. Membership was 6,266, down 2.7% from the end of the fiscal year ended July 2022, while the number of members on freeze was 154, up 1.3%.」

    Membership recovery slowed, with membership down 2.7% and the number of members on freeze up 1.3% from the end of the fiscal year ended July 2022.
  9. FY2023-Q2WorsenedAnnual report

    「During the six-month period ended in the second quarter, membership was 6,260, down 2.8% from the end of the fiscal year ended July 2022, while the number of members on freeze was 185, up 21.7%, due to a sharp nationwide increase in infections.」

    As infections increased, membership declined 2.8% and the number of members on freeze increased 21.7% from the end of the fiscal year ended July 2022, indicating a deterioration in the membership base from the previous quarter.
  10. FY2023-Q1WorsenedAnnual report

    「However, during the three-month period ended in the first quarter, infections increased nationwide, and monthly infections in August reached record highs in Okayama and Hiroshima prefectures, the company's operating bases. As a result, membership was 6,426, down 0.2% from the end of the fiscal year ended July 2022, while the number of members on freeze was 169, up 11.2%. We will continue to implement thorough infection-prevention measures and follow up with members who cancel or freeze their memberships.」

    Membership declined 0.2% from the end of the fiscal year, while the number of members on freeze increased 11.2%, indicating a slight deterioration in the membership base from the end of the previous fiscal year. Infection-prevention measures and follow-up with members who cancel or freeze their memberships are continuing.
  11. FY2022-Q3RestatedAnnual report

    「Under these conditions, membership during the nine-month period ended in the third quarter was 6,210, up 10.6% from the end of the fiscal year ended July 2021, while the number of members on freeze was 210, down 23.1%. Membership and the number of members on freeze are recovering, but have not returned to pre-COVID levels, and the challenging conditions are expected to continue.」

    Membership and the number of members on freeze continue to improve from the end of the fiscal year ended July 2021, but have not returned to pre-pandemic levels, and the challenging conditions are expected to continue.
  12. FY2022-Q2AdvancedAnnual report

    「During the six-month period ended in the second quarter, membership was 6,268, up 11.6% from the end of the fiscal year ended July 2021, while the number of members on freeze was 169, down 38.1%. Membership across all facilities increased, helped by the opening in January 2022 of W-FIT24 Hamada, the first 24-hour fitness gym in Hamada, Shimane Prefecture.」

    Membership increased 11.6% and the number of members on freeze declined 38.1% from the end of the fiscal year ended July 2021, indicating an improvement in the membership base alongside the opening of the Hamada facility in January 2022.
  13. FY2022-Q1MitigatedAnnual report

    「At the end of the first quarter, membership stood at 5,819, up 3.6% from the end of the fiscal year ended July 2021, while the number of members on freeze was 216, down 20.8%. Although conditions are showing slight improvement, membership has declined substantially as COVID-19 spread from January 2020, and recovery in the business environment is expected to take some time.」

    Membership increased 3.6% from the end of the fiscal year ended July 2021, while the number of members on freeze declined 20.8%, representing some improvement from the previous decline in membership and increase in members on freeze. However, the outlook for a prolonged recovery from the substantial decline in membership since January 2020 remains unchanged.
  14. FY2021WorsenedAnnual report

    「Membership declined 10.6% from the end of the previous fiscal year, with no halt to the downward trend accompanying the spread of COVID-19. Compared with the end of January 2020, when infections were first confirmed in Japan, membership was down 19.3% and the number of members on freeze was up 115.0%.」

    The member-retention theme has been quantified: membership fell 10.6% from the end of the previous fiscal year and 19.3% from the end of January 2020, while the number of members on freeze increased 115.0%.
  15. FY2021-Q3WorsenedAnnual report

    「The business environment remains challenging, as the spread of COVID-19 has reduced the number of facility-using members, particularly at the major large-format Able Okayama and Hiroshima facilities, while competition to attract members with nearby sports facilities has intensified.」

    COVID-19 reduced the number of facility-using members, changing the description from recovery in members on freeze to a challenging business environment marked by declining membership and intensifying competition.
  16. FY2021-Q2AdvancedAnnual report

    「More than 2,000 members froze their memberships in May last year amid concerns over COVID-19, but this number had recovered to just under 300 during the six-month period ended in the second quarter, and we will continue to follow up with members on freeze.」

    The number of members on freeze, which had risen to more than 2,000 due to the impact of infections, fell to just under 300, providing specific figures for the recovery through follow-up efforts.
  17. FY2020WorsenedAnnual report

    「Membership at the major large-format facilities stood at 4,309 at the end of July, down 810 from the end of January 2020, before the impact of COVID-19, and revenue declined as a result, among other factors.」

    The number of members at the major large-format facilities fell by 810 from the end of January 2020 due to the impact of COVID-19, leading to lower revenue.
  18. FY2020-Q3WorsenedAnnual report

    「There have also been cases of group infections at sports facilities nationwide, and the number of new members is declining while the number of members on freeze or cancelling their memberships is trending upward.」

    Regarding the longstanding focus on retaining new members, it states that the number of new members has declined and the number of members on freeze or cancelling their memberships has been trending upward as infections have spread.
  19. FY2019-Q3RestatedAnnual report

    「We will continue to provide attentive service, with an emphasis on communication, to improve retention among new members.」

    We continue to provide attentive, communication-focused services to improve retention among new members.
  20. FY2018RestatedAnnual report

    「We have made improving retention among new members our highest priority and provided attentive service, with an emphasis on communication between staff and beginner members.」

    The company continues to regard retaining new members and providing attentive service to beginner members as its highest priorities.
  21. FY2018-Q3RestatedAnnual report

    「In the sports facility operations business, we have made improving retention among new members our highest priority and provided attentive service, with an emphasis on communication between staff and beginner members.」

    The company continues to regard retaining new members and providing attentive service to beginner members as its highest priorities.
  22. FY2018-Q2RestatedAnnual report

    「In the sports facility operations business, we have made improving retention among new members our highest priority and provided attentive service, with an emphasis on communication between staff and beginner members.」

    The company continues to regard retaining new members and providing attentive service to beginner members as its highest priorities.
  23. FY2017RestatedAnnual report

    「In the sports facility operations business, we have made improving retention among new members our highest priority and provided attentive service, with an emphasis on communication between staff and beginner members.」

    The company continues to regard retaining new members and providing attentive service to beginner members as its highest priorities.
  24. FY2017-Q3RestatedAnnual report

    「In the sports facility operations business, we have made improving retention among new members our highest priority and provided attentive service, with an emphasis on communication between staff and beginner members.」

    The company continues to regard retaining new members and providing attentive service to beginner members as its highest priorities.
  25. FY2017-Q2RestatedAnnual report

    「In the sports facility operations business, we have made improving retention among new members our highest priority and provided attentive service, with an emphasis on communication between staff and beginner members.」

    The company continues to regard retaining new members and providing attentive service to beginner members as its highest priorities.
  26. FY2017-Q1RestatedAnnual report

    「In the sports facility operations business, we have made improving retention among new members our highest priority and provided attentive service, with an emphasis on communication between staff and beginner members.」

    The company continues to regard retaining new members and providing attentive service to beginner members as its highest priorities.
  27. FY2016RestatedAnnual report

    「In the sports facility operations business, we have made improving retention among new members our highest priority and provided attentive service, with an emphasis on communication between staff and beginner members.」

    The company reiterates its policy of making retention of new members its highest priority and emphasizing communication with staff.
  28. FY2016-Q3First statedAnnual report

    「We have made improving retention among new members our highest priority and provided attentive service, with an emphasis on communication between staff and beginner members.」

    The company has made retention of new members its highest priority and uses communication with staff as a means of achieving it.
Moved together

"Increase in costs on uncompleted contracts due to concentrated sales and decline in operating cash flow" moved the same way as this thread, in the same document, in 11 of its 28 moves.

1199988★123456
  1. ★This thread
  2. 1Increase in costs on uncompleted contracts due to concentrated sales and decline in operating cash flow11×
  3. 2Increase in Order Intake and Order Backlog in the Comprehensive Construction Consulting Business9×
  4. 3Higher Sales and a Narrower Loss9×
  5. 4Sports Facility Operations: Higher Revenue and Lower Operating Profit9×
  6. 5Increase in Total Assets and Net Assets and Rise in the Equity Ratio8×
  7. 6Intensifying Competition in Sports Facility Operations8×

★ 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 Wesco Holdings yet. It last moved in the Earnings presentation materials of 2026-09-11: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Improving Retention Among Beginner Members and Providing Attentive Service | Wesco Holdings Inc. (6091) | Komori