Hakuyosha Company, Ltd.
9731・Standard Market・Services
Cleaning
Hakuyosha's core business segment providing cleaning services for individual customers
| Period | Current | Previous | Change |
|---|---|---|---|
| External customer net sales (Q1 cumulative FY2026 (ending March 2026)) | ¥2,836 million | ¥2,831 million (Q1 cumulative FY2025 (ending March 2025)) | ↑ |
| Segment loss (operating loss) (Q1 cumulative FY2026 (ending March 2026)) | -¥410 million | -¥489 million (Q1 cumulative FY2025 (ending March 2025)) | ↑ |
| External customer net sales (full year FY2025 (ending March 2025)) | ¥16,659 million | — | — |
| Segment profit (operating profit) (full year FY2025 (ending March 2025)) | ¥1,802 million | — | — |
| Depreciation (Q1 cumulative FY2026 (ending March 2026), company-wide) | ¥310 million | ¥296 million (Q1 cumulative FY2025 (ending March 2025)) | ↑ |
Business Details
A business segment that primarily provides cleaning services for individual customers, including clothing, futons, carpets, and curtains. In addition to directly-operated and franchise stores, the segment operates multiple sales channels, including a pickup and delivery service using its own staff called "CLP (Clean Living Partner)" and "Rakuraku Takuhaibin," which utilizes parcel delivery services. The company is pursuing structural reforms through the closure, relocation, and consolidation of unprofitable stores. This segment faces structural challenges of a mid- to long-term declining demand trend against the backdrop of increasingly casual dress and the spread of remote work.
Recent Overview
Q1 loss narrowed to a record low as structural reforms progressed, while sales growth was maintained
In Q1 (January to March) of FY2026 (ending March 2026), net sales in the Cleaning business were ¥2,836 million (up 0.2% year on year), maintaining an increase in sales due to the effect of the price revision implemented in April 2025, despite the impact of store closures. The segment loss (operating loss) improved by ¥79 million to ¥410 million from ¥489 million in the same quarter of the previous year, marking the smallest Q1 loss on record. Progress continued on improving the cost structure through the closure, relocation, and consolidation of unprofitable stores and shifting resources toward the CLP pickup and delivery channel, and the operating margin also improved.
Key Products
Growth Drivers
- Higher unit prices centered on premium services such as Royal Cleaning, resulting from the price revision implemented in April 2025
- Improved customer satisfaction and profitability through optimization of CLP pickup and delivery routes and review of store operation systems
- Reduction of fixed costs and improved cost structure through the closure, relocation, and consolidation of unprofitable stores
- Strengthening of digital channels and expansion of customer touchpoints through steady growth in the app adoption rate
- Capturing new demand through environmentally conscious services such as the opening of used clothing collection and purchase specialty stores
Risks
- Mid- to long-term declining demand trend driven by increasingly casual dress and the spread of remote work
- Cost increase pressure from continued rises in labor costs, material costs, and other expenses
- Risk of fluctuations in seasonal demand due to unusual weather (delayed spring, extremely hot summers, etc.)
- Risk of customer attrition and declining store visits due to price revisions
- Risk of temporary costs arising from the closure and consolidation of unprofitable stores
Last updated: March 24, 2026