Based on the financial results for the fiscal year ending March 2026, this article compares the performance and growth strategies of Japan Post and Rakuten Group across their respective businesses. It examines progress toward profitability in the mobile business, AI strategies, and developments in logistics and digital collaboration, and summarizes key investment points going forward.
This analysis examines the recovery in performance and growth strategies of Japan Post and Rakuten Group, focusing on their financial results for the fiscal year ending March 2026. Particular attention is paid to progress toward profitability in the mobile business, as well as the advancement of AI strategies and group-wide digital transformation.
Future collaboration between the two companies is expected to include strengthening logistics networks through the establishment of JP楽天ロジスティクス, consolidating and coordinating FinTech operations through the reorganization of the financial business, and expanding the capital and business partnership with Rakuten Group and the use of customer data. The expansion of cross-service use cases through e-commerce and mobile platforms and customer data utilization is also anticipated.
The analysis indicates that structural reforms and digital transformation across the groups are advancing, including responses to postal rate revisions, Rakuten Securities' position in the industry, expansion of logistics networks and an outsourcing agreement for the transportation of postal parcels, and the absorption merger of Rakuten Energy by Rakuten Mobile.