Intensifying Competition to Attract Users Driven by New Entrants
First written in FY2019. . Latest entry: FY2025.
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
- FY2025Update to Competition StatisticsAnnual report
「The number of day-service facilities overall, comprising day-care nursing services and community-based day-care nursing services, was 43,506 as of 1 October 2024, remaining almost unchanged from the same month of the previous year. The market environment is therefore chaotic, with new entries, withdrawals and M&A activity occurring concurrently.」
The statistics for day-service facilities have been updated to 43,506 facilities as of 1 October 2024, while the explanation of a market structure with new entries, withdrawals and M&A activity occurring concurrently has been retained. - FY2024Competition Statistics and Market Structure Specified in Greater DetailAnnual report
「Although the number of people certified as requiring nursing care is expected to continue increasing and the market for nursing care-related businesses is projected to expand, the number of day-service facilities overall, comprising day-care nursing services and community-based day-care nursing services, was 43,733 as of 1 October 2023, remaining almost unchanged from the same month of the previous year. The market environment is therefore chaotic, with new entries, withdrawals and M&A activity occurring concurrently. However, if competition for users intensifies as a result of further entry by new operators, this may affect the financial position and operating results of our group.」
Alongside the outlook for growing demand for nursing care, the company presents a market structure comprising 43,733 day-service facilities, with new entries, withdrawals and M&A activity occurring concurrently, thereby detailing the risk of competition for users. - FY2019First statedAnnual report
「However, if competition for users intensifies as a result of further entry by new operators, this may affect the financial position and operating results of our group.」
The company identifies intensifying competition in the welfare, nursing care and food-service markets as a risk.