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Cuc (9158) · TargetSoftened

Accelerating Openings of Large Hospice-Style Residences Expected to Generate High Margins

First written in FY2024-Q1. 3 of 7 entries say "Restated". Latest entry: 2026-07-30.

7entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY20242023: 220232024: 220242025: 020252026: 32026
Same theme, other companies
Expansion of Hospice Facilities and LocationsA theme 8 companies write about · 0 as a headwind · 12 as a tailwind

The whole theme swung hardest in 2025: 1 of 6 companies on the "Worse" side.

2 other companies' latest entry also says "Softened".

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. 2026-07-30SoftenedEarnings presentation

    「8 facilities in the fiscal year ending March 2027, with a focus on maximizing the profitability of existing facilities in the fiscal year ending March 2028」

    大規模施設の開設加速よりも、投資効率と既存施設の収益性を優先する方向が示された。
  2. FY2026SoftenedAnnual report

    「Although we are moderating the pace of openings with investment efficiency as our top priority,」

    A statement has been added that prioritizes investment efficiency and moderates the pace of openings, in contrast to the previous direction of accelerating large, high-margin facility openings.
  3. 2026-04-30AdvancedEarnings presentation

    「8 facilities in the fiscal year ending March 2027, with a focus on maximizing the profitability of existing facilities in the fiscal year ending March 2028」

    ホスピスについて、2027年3月期の開設数と2028年3月期の収益性重視という年度別の投資方針を示している。
  4. FY2024RestatedAnnual report

    「As openings of large hospice-style residences, which are expected to generate higher profit margins than in the past, accelerate, the long-term average profit margins and other economic characteristics of the hospice business are expected to diverge from those of the home-visit nursing business.」

    The acceleration of large hospice-style residence openings and expected higher margins are reiterated as the background to the 3-segment structure.
  5. FY2024-Q3RestatedAnnual report

    「As openings of large hospice-style residences, which are expected to generate higher profit margins than in the past, accelerate, the long-term average profit margins and other economic characteristics of the hospice business are expected to diverge from those of the home-visit nursing business.」

    The acceleration of large hospice-style residence openings and expected higher margins are reiterated as the background to the 3-segment structure.
  6. FY2024-Q2RestatedAnnual report

    「As openings of large hospice-style residences, which are expected to generate higher profit margins than in the past, accelerate, the long-term average profit margins and other economic characteristics of the hospice business are expected to diverge from those of the home-visit nursing business.」

    The acceleration of large hospice-style residence openings and expected higher margins are reiterated as the background to the segment change.
  7. FY2024-Q1First statedAnnual report

    「As openings of large hospice-style residences, which are expected to generate higher profit margins than in the past, accelerate, the long-term average profit margins and other economic characteristics of the hospice business are expected to diverge from those of the home-visit nursing business.」

    The acceleration of large facility openings and expectations for higher margins are given as the background to the segment change.
Moved together

"Expanding hospice housing occupancy and accelerating new openings" moved the same way as this thread, in the same document, in 3 of its 7 moves.

32222★12345
  1. ★This thread
  2. 1Expanding hospice housing occupancy and accelerating new openings3×
  3. 2Hospice Losses Associated with Higher Utilization and Strengthening Head Office Functions2×
  4. 3Expansion of hospice and home-visit nursing locations through a dominant strategy2×
  5. 4Improving Occupancy and Expanding Admissions of Residents with High Medical and Care Needs2×
  6. 5Building a Platform to Operate Integrated Community Care Systems2×

★ 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
Cuc's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings presentation of 2026-07-30: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Accelerating Openings of Large Hospice-Style Residences Expected to Generate High Margins | CUC Inc. (9158) | Komori