TOKYO, Apr 10 (Pulse News Wire) – Logistics saw robust demand due to successful pre-holiday preparations, while retail benefited from cost recovery among major groups, deeper client engagement through Business Process Reengineering (BPR), and expansion within drugstore segments. The revised forecast ranges from conservative scenarios considering strategic investments' limited impact to optimistic ones capturing seasonal needs such as sales events and moving season activities.
For the second quarter, Timee plans to reinvest surplus profits generated in the first quarter into targeted areas like logistics and elderly care industries, emphasizing worker marketing efforts to boost utilization rates. Despite recognizing lower returns on client acquisition spending, the firm prioritizes high-efficiency channels for large clients and continues to invest heavily in worker recruitment strategies to maintain operational efficiency across various sectors.
Regarding share repurchase announced on March 25, 2026, the move aligns with capital allocation policies aimed at enhancing capital efficiency and expanding EPS, reflecting the belief that the current stock price undervalues the company's growth potential. Timee also addressed concerns over Middle East tensions impacting spot work utilization, asserting ongoing efforts to optimize costs and improve client relationships to mitigate risks associated with rising oil prices and heightened cost sensitivity.
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