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Sakurasaku Plus (7097) · FactWorsened

Resilience of Childcare Demand, Particularly in the Tokyo Metropolitan Area

First written in FY2020. 10 of 20 entries say "Worsened", first in FY2023-Q3. Latest entry: FY2026.

20entries
7years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY2022WorsenedFY2023-Q3 – 2026-03-132020: 12021: 420212022: 220222023: 220232024: 320242025: 220252026: 62026
Same theme, other companies
Fluctuations in Childcare Supply and Demand, Waiting Lists and Support for Children with DisabilitiesA theme 11 companies write about · 2 as a headwind · 8 as a tailwind

Sakurasaku Plus moved to the "Worse" side of this theme in 2023.

The whole theme swung hardest in 2025: 3 of 8 companies on the "Worse" side.

0 other companies' 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. FY2026WorsenedAnnual report

    「The number of births in 2025 fell by a further 14,937 from 2024, when it had declined for 9 consecutive years, to 671,236, falling below 680,000 for the first time.」

    The number of births in 2025 was 671,236, falling below 680,000 for the first time. Meanwhile, the cumulative number of births from January to May 2026 increased 0.4% year on year, and the company also mentioned signs that the decline may be bottoming out.
  2. FY2026-H1WorsenedAnnual report

    「According to the Ministry of Health, Labour and Welfare's preliminary vital statistics released on 26 February 2026, the number of children born in 2025, including foreign nationals, was 705,809, down 2.1% year on year and a record low for the 10th consecutive year, affecting the business environment surrounding our group.」

    The number of births in 2025 was 705,809, down 2.1% year on year and a record low for the 10th consecutive year. The challenging demographic conditions surrounding childcare demand have become even clearer. The number of women in the labor force was 32 million, up 430,000 from the previous year.
  3. FY2025WorsenedAnnual report

    「The number of births in 2024 was 686,061, down a further 41,227 from 2023, which had marked the eighth consecutive year of decline, falling below 700,000 for the first time.」

    The number of births in 2024 was 686,061, down 41,227 from the previous year and below 700,000 for the first time. The challenging demographic conditions surrounding childcare demand have become even clearer.
  4. FY2025-H1WorsenedAnnual report

    「The number of births from January through December 2024 was 720,988, including foreign nationals residing in Japan and Japanese nationals residing overseas, down 37,643 year on year. This was below the 2023 record low, marking the ninth consecutive year of decline.」

    The number of births fell to 720,988, below the previous year's record low, marking the ninth consecutive year of decline. The challenging demographic conditions surrounding childcare demand have become even clearer.
  5. FY2024WorsenedAnnual report

    「According to the Ministry of Health, Labour and Welfare's preliminary vital statistics for June 2024, the number of births from January through June 2024 was 350,074, down 20,978 year on year, the lowest first-half figure on record and below 400,000 for the third consecutive year.」

    The number of births in the first half of 2024 was 350,074, down 20,978 year on year and the lowest first-half figure on record, further highlighting the challenging demographic conditions surrounding childcare demand.
  6. FY2024-Q3WorsenedAnnual report

    「According to the Ministry of Health, Labour and Welfare's preliminary vital statistics for March 2024, the number of births from January through March 2024 fell 6.4% year on year to 170,804, indicating that the acceleration of the declining birth rate remains unchecked, while the number of marriages increased 1.3% to 136,653.」

    The number of births from January through March 2024 fell 6.4% year on year to 170,804, further highlighting the challenging demographic conditions surrounding childcare demand, including in the Tokyo metropolitan area. Meanwhile, the number of marriages increased 1.3%.
  7. FY2024-Q2WorsenedAnnual report

    「According to the Ministry of Health, Labour and Welfare's preliminary vital statistics for December 2023, the number of births in 2023 fell 5.1% year on year, or 41,097, to 758,631, a record low after 8 consecutive years of decline. The number of marriages also fell 5.9% to 489,281, dropping below 500,000 for the first time in 90 years, and the declining birth rate is progressing faster than the government had expected.」

    The number of births was 758,631, down 5.1% year on year and a record low after 8 consecutive years of decline, while the number of marriages also fell below 500,000. The challenging demographic conditions surrounding childcare demand have become even clearer.
  8. FY2023WorsenedAnnual report

    「According to vital statistics released by the Ministry of Health, Labour and Welfare on 2 June 2023, the number of births in 2022 was 770,747, down 40,875 from the previous record low of 811,622 in 2021. Births fell below 800,000 for the first time, and the declining birth rate is progressing at a pace far exceeding forecasts made several years ago.」

    The number of births fell to 770,747, down 40,875 from the previous year and below 800,000 for the first time, further clarifying the challenging demographic conditions surrounding childcare demand.
  9. FY2023-Q3WorsenedAnnual report

    「The Ministry of Health, Labour and Welfare released preliminary vital statistics on 28 February 2023, revealing that the number of births from January through December 2022 fell below 800,000 for the first time since statistics began and reached a record low, underscoring the increasingly serious nature of the declining birth rate.」

    The number of births fell below 800,000 for the first time and reached a record low, further highlighting the challenging demographic conditions surrounding childcare demand.
  10. FY2022RestatedAnnual report

    「As childcare demand declined nationwide due to the declining birth rate, changes in work styles and changing lifestyles, the company was affected by sluggish revenue growth resulting from a decrease in enrolled children and margin pressure from higher costs caused by rising prices.」

    While recognizing the nationwide decline in childcare demand, the company continues to develop its business primarily in central Tokyo.
  11. FY2022-Q3RestatedAnnual report

    「As childcare demand declines nationwide due to the declining birth rate, work-style reform and changing lifestyles, among other factors, the company is pursuing comprehensive support for families with children through new openings, primarily of licensed childcare centers in Tokyo, and」

    While recognizing the nationwide decline in childcare demand, the company continues to develop its business primarily through Tokyo-authorized childcare centers.
  12. FY2022-Q1RestatedAnnual report

    「As childcare demand declined nationwide, particularly for certified childcare centers and small-scale childcare facilities, with the number of children on waiting lists falling below 10,000 for the first time, we continued opening new facilities, primarily Tokyo-authorized childcare centers, where demand remains resilient.」

    While recognizing the nationwide decline in childcare demand, the company continues to believe that demand for Tokyo-authorized childcare centers remains resilient.
  13. FY2021RestatedAnnual report

    「Although the number of children using childcare centers is expected to peak in 2025, the female employment rate is expected to continue rising, resulting in a higher childcare utilization rate.」

    While expecting overall childcare demand to peak, the company continues to believe that demand in its target areas will remain resilient, supported by the increase in dual-income households, the rising female employment rate and demand for authorized childcare centers in Tokyo.
  14. FY2021-Q3RestatedAnnual report

    「The plan calls for developing childcare capacity for 140,000 children over the four years from fiscal 2021 through fiscal 2024 to eliminate waiting lists. Against this backdrop, the number of dual-income households and the female employment rate are expected to increase.」

    Against the backdrop of developing childcare capacity for 140,000 children from fiscal 2021 through fiscal 2024, the company expects the number of dual-income households and the female employment rate to increase, with childcare demand remaining high.
  15. FY2021-Q2RestatedAnnual report

    「The plan calls for developing childcare capacity for 140,000 children over the four years from fiscal 2021 through fiscal 2024 to eliminate waiting lists. Against this backdrop, the number of dual-income households and the female employment rate are expected to increase.」

    The government’s New Plan for安心 Childcare is expected to provide childcare capacity for 140,000 children from fiscal 2021 through fiscal 2024, supporting the outlook for childcare demand to remain at a high level.
  16. FY2020First statedAnnual report

    「Against a social backdrop that includes greater participation by women in society, childcare demand remains resilient, particularly in central Tokyo.」

    The number of dual-income households in the Tokyo metropolitan area—Tokyo and the three surrounding prefectures—increased from 3.44 million in 2012 to 3.69 million in 2017, while the number of children using childcare centers and similar facilities reached 2.67 million in 2019.
Moved together

"Market contraction due to declining birth rate and fewer children on childcare waiting lists" moved the same way as this thread, in the same document, in 10 of its 20 moves.

1095432★123456
  1. ★This thread
  2. 1Market contraction due to declining birth rate and fewer children on childcare waiting lists10×
  3. 2Borrowing and Liquidity Risks Associated with Capital Investment9×
  4. 3Potential dilution from the exercise of stock acquisition rights5×
  5. 4Supply Constraints, Surging Raw Material Prices and Financial Market Volatility Driven by the Situation in Ukraine and Other Factors4×
  6. 5Risk of Decline in the Value of Real Estate Held for Sale3×
  7. 6Continued Improvement in Operating Profit Margin2×

★ 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 Sakurasaku Plus yet. It last moved in the Management plan of 2026-09-11: "Other".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Resilience of Childcare Demand, Particularly in the Tokyo Metropolitan Area | SAKURASAKU PLUS,Co.,Ltd. (7097) | Komori