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and factory,inc (7035) · InitiativeAdvanced

Transforming the Business Model for the Post-COVID Era and Delivering New Business Value

First written in FY2020. 13 of 15 entries say "Advanced", first in FY2021-Q2. Latest entry: 2026-10-15.

15entries
7years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q2 – FY2024-Q1AdvancedFY2024-Q3 – 2026-10-152020: 12021: 320212022: 420222023: 320232024: 320242025: 020252026: 12026
Same theme, other companies
Fundamental Review of Products and Business Operations Prompted by COVID-19A theme 14 companies write about · 0 as a headwind · 13 as a tailwind

The whole theme swung hardest in 2023: 1 of 7 companies on the "Worse" side.

3 other companies' latest entry also says "Advanced".

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. 2026-10-15AdvancedEarnings presentation

    「委託モデルから直営切り替えで利益大幅改善を進行中」

    宿泊事業のモデル転換について、委託運営から直営への切り替えを複数店舗で進め、FY28以降の本格的な利益寄与を見込む段階へ進んだ。
  2. FY2024-Q3AdvancedAnnual report

    「At “&AND HOSTEL,” the accommodation facilities operated by the company, the number of foreign guests increased partly due to the weaker yen, and occupancy rates and average room rates at each store remain high.」

    The shift and recovery in accommodation demand progressed to the stage where occupancy rates and average room rates at each store remained high, supported by an increase in foreign guests due to the weaker yen and other factors.
  3. FY2024-Q2RestatedAnnual report

    「Accommodation revenue increased after “&AND HOSTEL SHINSAIBASHI EAST,” a company-operated property that had been closed for an extended period, resumed operations in September 2023.」

    The increase in accommodation revenue following the reopening of a closed property has been reconfirmed.
  4. FY2024-Q1AdvancedAnnual report

    「“&AND HOSTEL SHINSAIBASHI EAST,” which had been closed since October 2021, resumed operations in September 2023 and has been operating well.」

    The transformation and recovery measures in the accommodation business progressed to the reopening of a long-closed property and strong operations.
  5. FY2023-Q3AdvancedAnnual report

    「During the nine months ended [third quarter] of the current fiscal year, reservations by foreign guests increased at “&AND HOSTEL,” the accommodation facilities operated by the company, partly due to the easing of entry restrictions, and occupancy rates and average room rates began to recover at each store. In addition, contract reviews at certain stores reduced the revenue collected by the company and the expenses it bore.」

    Reservations by foreign guests increased following the easing of entry restrictions, while contract reviews at certain stores reduced the revenue collected and expenses borne.
  6. FY2023-Q2AdvancedAnnual report

    「The company reviewed contracts at certain stores, reducing the revenue it collected and the expenses it bore, which narrowed the loss compared with the same period of the previous year.」

    The review of the business model additionally produced concrete effects in the form of lower collected revenue and expenses borne following contract reviews at certain stores, and a narrower loss.
  7. FY2023-Q1AdvancedAnnual report

    「In the RET business, operating profit and loss related to &AND HOSTEL improved significantly as a result of business restructuring. In addition, the number of foreign-national guests has been trending higher following the easing of entry restrictions, and occupancy rates have gradually recovered.」

    The transformation and review of the business model was reflected in concrete progress through improved operating earnings at &AND HOSTEL and a recovery in occupancy rates.
  8. FY2022AdvancedAnnual report

    「In the RET Business, restructuring substantially improved the operating earnings of “&AND HOSTEL,” while changing its target customer base and concept also put occupancy rates on an upward trend.」

    The transformation and review of the business model was reflected in full-year progress through improved operating earnings in the RET Business, changes to the target customer base and concept, and higher occupancy rates.
  9. FY2022-Q3AdvancedAnnual report

    「In the previous fiscal year, the company reviewed contracts at certain stores, reducing fixed costs such as rent at loss-making stores and narrowing the loss compared with the same period of the previous year.」

    The effects of transforming and reviewing the business model continued to be reflected in lower fixed costs and a narrower loss in the accommodation business.
  10. FY2022-Q2AdvancedAnnual report

    「In the previous fiscal year, the company reviewed contracts at certain stores, reducing fixed costs such as rent at loss-making stores and narrowing the loss compared with the same period of the previous year.」

    The transformation and review of the business model produced concrete effects in the form of lower fixed costs and a narrower loss following contract reviews at certain stores.
  11. FY2022-Q1AdvancedAnnual report

    「In the RET business, operating profit and loss related to &AND HOSTEL improved significantly as a result of business restructuring, while occupancy rates also trended higher following a shift in the target market and concept.」

    The transformation of the business model was reflected in concrete progress through improved earnings at &AND HOSTEL and higher occupancy rates.
  12. FY2021AdvancedAnnual report

    「Since announcing the restructuring of the IoT Business in June 2021, the company has been advancing the optimization of unprofitable businesses, including business transfers, and the restructuring is now largely complete.」

    The transformation of the business model toward the post-COVID era progressed to the concrete stage of largely completing restructuring, including the transfer and optimization of unprofitable businesses.
  13. FY2021-Q3AdvancedAnnual report

    「At a meeting of the Board of Directors held on 15 June 2021, the company resolved its basic policy for implementing business restructuring in the IoT Business. At a Board meeting held on 15 July 2021, it also resolved to enter into an agreement to transfer part of the business as part of the restructuring.」

    The transformation of the business model toward the post-COVID era progressed to concrete steps, namely the Board of Directors’ resolution on restructuring the IoT Business and the execution of an agreement to transfer part of the business.
  14. FY2021-Q2AdvancedAnnual report

    「By changing the target customer base and concept at certain stores and pursuing the acquisition of new customer segments, occupancy rates began to recover.」

    In the accommodation business, the company changed its target customer base and concept and acquired new customer segments, resulting in occupancy rates beginning to recover.
  15. FY2020First statedAnnual report

    「We will pursue sustainable growth by flexibly responding to changes in the operating environment, including transforming and reviewing our traditional business model, while leveraging our distinctive strengths to deliver new business value suited to a post-COVID society.」

    For the first time, the company presents the transformation and review of its traditional business model and the delivery of new business value suited to the post-COVID era as a standalone theme.
Moved together

"Sustainable Growth, Enhanced Profitability and Maximizing Corporate Value" moved the same way as this thread, in the same document, in 9 of its 15 moves.

998643★123456
  1. ★This thread
  2. 1Sustainable Growth, Enhanced Profitability and Maximizing Corporate Value9×
  3. 2Smartphone APP Business Revenue Growth9×
  4. 3IoT Market, Economic Conditions and Fluctuations in Travel Demand8×
  5. 4Cost reductions and business transfer through structural reform of the IoT business6×
  6. 5Expanding the Business Scale through Advertising Investment in the Fortune-Telling Business4×
  7. 6Increasing MAU and ARPU and Expanding Collaboration with Publishers3×

★ 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
and factory,inc's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Earnings presentation of 2026-10-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Transforming the Business Model for the Post-COVID Era and Delivering New Business Value | and factory,inc (7035) | Komori