Worth reading
41Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
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Displayed only when the document provides numerical figures.Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Annual updateNet SalesNot disclosed → 120% year-on-year growth (2027 and 2028)
Only the target level is shown because the current level for comparison was not provided.What happened to the previous planInitial business forecast and revised budget → Actual results for the fiscal year ended December 2025
Investment amount by sectorField Strengthening the revenue base of the media business / Amount Not disclosed / Main investment areas Expansion of owned media, video content, tie-up advertising, and advertising supervised by experts and physicians, Field Services for medical corporations / Amount Not disclosed / Main investment areas Additional functionality for existing systems, web, SEO and MEO, and booking and video services, Field Postpartum care business / Amount Not disclosed / Main investment areas Operating systems, safety equipment, and personnel training for the Shibaura and Aoyama facilities, Field AI and systems investment / Amount Not disclosed / Main investment areas Improving the efficiency of editing, sales, and administrative operations, and utilizing data, Field Management, Internal Audit and Internal Controls / Amount Not disclosed / Main investment areas Strengthening internal audits, accounting systems, IT access controls, and security, Field M&A and New Businesses / Amount Not disclosed / Main investment areas Investment to expand business areas, customer touchpoints, and the revenue base
Key initiatives
01Continuously expanding the media business's ability to attract customers
02Diversifying revenue sources through 4 advertising models
03Expanding customer touchpoints through medical services and postpartum care
04Accelerating growth through AI and M&A
05Strengthening the operation of existing media
06Expanding advertising supervised by experts and physicians
07Improving productivity through the use of generative AI
08Strengthening existing services, including the Baby Pad series
09Growing the Echo Video Library service
10Strengthening web production and web marketing support
Plan assumptionsRevenue in 2027 and 2028 is expected to grow 120% year on year, Ordinary profit in 2027 and 2028 is expected to grow 130%–220% year on year, The business plan for the fiscal year ending December 2026 does not incorporate the effects of future M&A, The fiscal year ending December 2026 incorporates the impact of discontinuing monetization for certain video content, costs to strengthen internal management systems and internal controls, and upfront costs associated with launching postpartum care facilities
Size of the Target Market¥1 trillion (Source: total market size across products and services, based on the market size trends in Yano Research Institute's 2025 Edition Marketing Yearbook for the Baby-Related Market)
Risks identified by the company
Internal controls, fraud, and compliance
Information security and personal information management
Safety and service quality in the postpartum care business
Fluctuations in external platforms and advertising revenue
Declining birth rates and changes in the advertising market
Recovery of investments in M&A and new businesses
| Item | Details |
|---|---|
| Plan name | Business Plan and Growth Potential |
| Plan period | Fiscal years ending December 2026 to December 2028 (medium- to long-term plan) |
| Progress against the plan | Annual update |
| Sales Target | Not disclosed → 120% year-on-year growth (2027 and 2028) |
| Investment amount by sector | Field Strengthening the revenue base of the media business / Amount Not disclosed / Main investment areas Expansion of owned media, video content, tie-up advertising, and advertising supervised by experts and physicians, Field Services for medical corporations / Amount Not disclosed / Main investment areas Additional functionality for existing systems, web, SEO and MEO, and booking and video services, Field Postpartum care business / Amount Not disclosed / Main investment areas Operating systems, safety equipment, and personnel training for the Shibaura and Aoyama facilities, Field AI and systems investment / Amount Not disclosed / Main investment areas Improving the efficiency of editing, sales, and administrative operations, and utilizing data, Field Management, Internal Audit and Internal Controls / Amount Not disclosed / Main investment areas Strengthening internal audits, accounting systems, IT access controls, and security, Field M&A and New Businesses / Amount Not disclosed / Main investment areas Investment to expand business areas, customer touchpoints, and the revenue base |
| Plan assumptions | Revenue in 2027 and 2028 is expected to grow 120% year on year, Ordinary profit in 2027 and 2028 is expected to grow 130%–220% year on year, The business plan for the fiscal year ending December 2026 does not incorporate the effects of future M&A, The fiscal year ending December 2026 incorporates the impact of discontinuing monetization for certain video content, costs to strengthen internal management systems and internal controls, and upfront costs associated with launching postpartum care facilities |
| Key initiatives | Continuously expanding the media business's ability to attract customers, Diversifying revenue sources through 4 advertising models, Expanding customer touchpoints through medical services and postpartum care, Accelerating growth through AI and M&A, Strengthening the operation of existing media, Expanding advertising supervised by experts and physicians, Improving productivity through the use of generative AI, Strengthening existing services, including the Baby Pad series, Growing the Echo Video Library service, Strengthening web production and web marketing support |
| Results under the previous plan | Initial business forecast and revised budget → Actual results for the fiscal year ended December 2025 |
| Size of the Target Market | ¥1 trillion (Source: total market size across products and services, based on the market size trends in Yano Research Institute's 2025 Edition Marketing Yearbook for the Baby-Related Market) |
| Risks identified | Internal controls, fraud, and compliance, Information security and personal information management, Safety and service quality in the postpartum care business, Fluctuations in external platforms and advertising revenue, Declining birth rates and changes in the advertising market, Recovery of investments in M&A and new businesses |
Items this document does not state (15)
Operating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planSegment targetNon-financial targetsReason for revision or withdrawalDate of board resolutionPublication date
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.For the fiscal year ending December 2026, the plan incorporates the discontinuation of monetization for certain video content, factors related to external platforms, costs to strengthen internal management systems and internal controls, and upfront costs associated with launching postpartum care facilities. Over the medium to long term, the company plans to diversify media revenue, expand its services for medical corporations, improve productivity through the use of AI, and expand its business areas and customer touchpoints through M&A.
How to read this page
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.