LEIFRAS Co., Ltd. Releases Two Business Introduction Videos Visualizing "Community Transfer of Club Activities" and "Sports Therapy"

Rhea-AI Summary

LEIFRAS (Nasdaq: LFS) released two business introduction videos on March 23, 2026, visualizing its school club support and after-school daycare (LEIF) services. The films show beneficiary payment pilots, dedicated club managers, and a sports-therapy approach using soccer to build social skills and independence.

The company plans to use the videos for government and parent outreach to increase transparency and support implementation of Japan's 2026 club activity reforms.

Key Figures

Social business sales: JPY 2,358.6M Social sales growth: +36.4% YoY Contracted schools: 360 schools +5 more

8 metrics

Social business sales JPY 2,358.6M Nine months ended Sept 30, 2025; social business segment

Social sales growth +36.4% YoY Nine months ended Sept 30, 2025; social business segment

Contracted schools 360 schools As of nine months ended Sept 30, 2025; +53.2% YoY

Net revenue ¥11,586,368,000 Full-year 2025; up 13.61%

Net revenue growth 13.61% Full-year 2025 vs prior year

Ordinary income ¥474,506,000 Full-year 2025; down 1.59%

Net income ¥298,930,000 Full-year 2025; down 21.71%

Acquisition price ¥132,000,000 Child welfare facility management business; effective May 1, 2026

Market Reality Check

Price: $2.41 Vol: Volume 10,879 is far belo...

low vol

$2.41 Last Close

Volume Volume 10,879 is far below 20-day average 134,728 (relative volume 0.08), suggesting limited pre-news participation. low

Technical Price $2.41 is trading below the 200-day MA at $3.33, indicating a pre-existing downtrend before this release.

Peers on Argus

No peers in the Communication Services / Entertainment group were flagged in the...

No peers in the Communication Services / Entertainment group were flagged in the momentum scanner, so the -7.31% move appears stock-specific rather than sector-driven.

Historical Context

5 past events · Latest: Mar 18 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Mar 18	Policy commission membership	Positive	-9.0%	Joined Nippon Sport Policy Commission to support national sports policy efforts.
Mar 16	Product launch	Positive	+1.0%	Introduced "SIX SHOOT" soccer shooting competition to promote goal-scoring mindset.
Mar 12	Dual listing plan	Positive	-3.2%	Board approved preparations for potential dual listing on Tokyo Stock Exchange.
Mar 12	Municipal partnership, results	Positive	-0.6%	Expanded Shime Town club initiative and reported strong social business sales growth.
Mar 10	Sports school alliance	Positive	+16.7%	Alliance with Blaublitz Akita to operate youth soccer school and expand network.

Pattern Detected

Recent positive corporate and partnership news has often seen mixed-to-negative next-day price reactions, with several divergences where upbeat updates coincided with declines.

Recent Company History

Over recent weeks, LEIFRAS has reported multiple growth and partnership milestones. These include joining the Nippon Sport Policy Commission on Mar 18, launching the "SIX SHOOT" soccer format on Mar 16, progressing toward a potential Tokyo Stock Exchange dual listing, expanding community-based club activities in Shime Town with strong social business sales, and forming a youth soccer school alliance with Blaublitz Akita. Despite largely constructive news, price reactions have been inconsistent, with several positive updates followed by negative or muted moves, similar to the current promotional video announcement.

Market Pulse Summary

This announcement emphasizes LEIFRAS’ practical role in Japan’s club activity reform and after-schoo...

Analysis

This announcement emphasizes LEIFRAS’ practical role in Japan’s club activity reform and after-school support through documentary-style videos. It ties current operations to government-backed reforms targeting 2026 and highlights differentiators like dedicated club managers and the "sports therapy" approach in LEIF programs. Set against prior disclosures of strong social business growth and expanding contracts, the news underscores execution in core pillars; future updates on utilization, contracts, and financial contribution from these services remain key watch points.

AI-generated analysis. Not financial advice.

Bringing to Life How Schools, Homes, and Communities Are Changing Across Japan Through Real Insights from the Field

TOKYO, March 23, 2026 /PRNewswire/ -- LEIFRAS Co., Ltd. (Nasdaq: LFS) (the "Company" or "Leifras"), a sports and social business company dedicated to youth sports and community engagement, today announced the release of two business introduction videos highlighting the real-world implementation and impact of its school club support business and after-school daycare service business, the core pillars of the Company's social business. The videos illustrate the Company's role in addressing pressing social challenges in Japan, including long working hours for teachers and the increasing demand for developmental support for children, while showcasing the sustainable operational framework behind Leifras' initiatives through stakeholder interviews and real footage from the field.

Background of the Release: Unraveling a Complex System through Video
As part of its efforts to enhance children's welfare, the Japanese government is promoting "club activity reform" to facilitate student participation, while supporting the development of "after-school daycare services" for children with disabilities. The implementation of these initiatives requires specialized know-how and complex system design. To help visualize the school environment following the transition of club activities to local communities, which can be difficult to convey through written materials alone, the Company produced documentary-style videos that closely follow the programs in action at actual operating sites.

Business Video No. 1: School Club Support Business
Theme: "Building Sustainable Infrastructure Toward the 2026 Reform Implementation Period"

• Japanese version: https://youtu.be/tfBx63xDVes
• English version: https://youtu.be/14oO4IdMyVo

The video explains how the Company is transforming school club activities with an eye toward the "reform implementation period" beginning in 2026, as set by the Ministry of Education, Culture, Sports, Science and Technology of Japan.

• Beneficiary payment model in practice at Chiyoda Junior and Senior High School: The video features a school that introduced a beneficiary payment model under which parents have covered the costs since April 2025. It captures the perspective of teachers on the change, including one who shared, "We now have time for meetings and to think about the students' futures," offering a concrete look at what reformed club activities can look like.
• Dedicated school club activity managers: Rather than simply dispatching instructors, the Company assigns a dedicated manager who serves as a liaison among schools, parents, and the community. The role functions as a coordinating infrastructure within the system that helps identify optimal solutions for each region.

Business Video No. 2: After-school Daycare Service - "LEIF"
Theme: "The Mechanism of 'Sociality' and 'Independence' Developed Through Soccer"

• Japanese version: https://youtu.be/JLN4Qjc0EX0
• English version: https://youtu.be/pzxk2vbp6lQ

The video highlights the "sports therapy" aspect of LEIF, the after-school daycare service operated by Leifras.

• A unique approach combining sports and therapeutic education: Unlike typical daycare services, the Company uses soccer as a teaching medium to demonstrate how children can learn the rules of group interaction and cooperation while having fun.
• Building self-esteem and peer support: The video captures a moment when a child who previously struggled to express emotions scores a goal and high-fives friends, as well as the process of change (peer support) in which older children begin to look after younger ones.
• Parent testimonials: Parents share firsthand accounts of the program's impact, such as "The fact that they incorporated sports, especially soccer, into their therapeutic education was quite unusual. I was attracted to that and immediately chose LEIF" and "children's self-esteem has grown."

Future Outlook
The Company plans to use these videos in proposals to local governments and boards of education and as informational materials for parents, helping enhance transparency and trust in its services. Guided by its philosophy of "Changing and designing sports," the Company will continue to provide real insights from the field and contribute to improving Japan's education and welfare environment.

About LEIFRAS Co., Ltd.
Headquartered in Tokyo, Leifras is a sports and social business company dedicated to youth sports and community engagement. The Company primarily provides services related to the organization and operations of sports schools and sports events for children. As of December 31, 2024, Leifras was recognized as one of Japan's largest operators of children's sports schools in terms of both membership and facilities by Tokyo Shoko Research. The Company's approach to sports education emphasizes the development of non-cognitive skills, following the teaching principle "acknowledge, praise, encourage, and motivate." The holistic approach that integrates physical and mental development sets Leifras apart in the industry. Building upon deep experience and know-how in sports education, Leifras also operates a robust social business sector, dispatching sports coaches to meet various community needs with the aim to promote physical health, social inclusion, and community well-being across different demographics.

For more information, please visit the Company's website: https://ir.leifras.co.jp/.

Forward-Looking Statements

Certain statements in this announcement are forward-looking statements. These forward-looking statements involve known and unknown risks and uncertainties and are based on the Company's current expectations and projections about future events that the Company believes may affect its financial condition, results of operations, business strategy, and financial needs. Investors can find many (but not all) of these statements by the use of words such as "approximates," "believes," "hopes," "expects," "anticipates," "estimates," "projects," "intends," "plans," "will," "would," "should," "could," "may," or other similar expressions in this press release. The Company undertakes no obligation to update or revise publicly any forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. These statements are subject to uncertainties and risks, including, but not limited to, the uncertainties related to market conditions, and other factors discussed in the "Risk Factors" section of the registration statement filed with the U.S. Securities and Exchange Commission (the "SEC"). Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct, and the Company cautions investors that actual results may differ materially from the anticipated results and encourages investors to review other factors that may affect its future results in the registration statement and other filings with the SEC. Additional factors are discussed in the Company's filings with the SEC, which are available for review at www.sec.gov. References and links to websites have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this press release.

For more information, please contact:

LEIFRAS Co., Ltd.
Investor Relations Department
Email: IR@leifras.co.jp

Ascent Investor Relations LLC
Tina Xiao
Phone: +1-646-932-7242
Email: investors@ascent-ir.com

View original content:https://www.prnewswire.com/news-releases/leifras-co-ltd-releases-two-business-introduction-videos-visualizing-community-transfer-of-club-activities-and-sports-therapy-302722127.html

SOURCE LEIFRAS Co., Ltd.

FAQ

When did LEIFRAS (LFS) release the two business introduction videos and where can investors view them?

The videos were released on March 23, 2026 and are publicly accessible online via video links. According to Leifras, English and Japanese versions are available to show real operational footage and stakeholder interviews for investor and public review.

What does LEIFRAS' school club support video show about the 2026 club activity reform and pilot model?

It shows a beneficiary payment pilot where parents cover club costs since April 2025 and operational changes at one school. According to Leifras, the film highlights dedicated club managers coordinating among schools, parents, and communities to implement the 2026 reform framework.

How does the LEIF after-school daycare video describe the company's sports therapy approach and outcomes?

The LEIF video presents soccer-based therapeutic education to teach group rules, cooperation, and sociality. According to Leifras, footage and parent testimonials illustrate gains in children's self-esteem and peer support, including observable behavior changes during sessions.

How does LEIFRAS plan to use these videos with local governments and boards of education?

Leifras intends to include the videos in proposals and information packs for local governments and boards of education. According to Leifras, the films aim to visualize complex system design and build trust for implementing club transfer and after-school support programs.

What real-world examples are highlighted in the LEIFRAS videos that matter to LFS shareholders?

Examples include a Chiyoda school beneficiary payment model active since April 2025 and dedicated club managers in place. According to Leifras, these concrete implementations illustrate operational approaches the company uses to support Japan's education and welfare reforms.