【漂流パナソニック・前編】黒字リストラ1万人の危機感/停滞の根本原因は「甘さ」/ブルーヨンダー8000億円買収の誤算/経営幹部「楠見社長は優しすぎる」/「チャイナ・コスト」を実現できるか
▽Read the "Panasonic Adrift" series here https://business.nikkei.com/atcl/gen/... Panasonic Holdings (HD) is struggling. While its former rivals, Sony Group and Hitachi, Ltd., are posting record profits, Panasonic HD has yet to surpass its record profits, achieved in fiscal 1984. What challenges does the company face? We asked reporter Hisashi Iwato. Table of Contents 00:00 Digest 00:40 Drifting Panasonic: Where Are We Now? 04:23 The Root Cause of Stagnation: "Complacency" 10:05 Blue Yonder: Miscalculation in 800 Billion Yen Acquisition 12:28 Governance Structure Issues: "President Kusumi is Too Kind" 14:53 Sense of Crisis After 10,000 Employee Layoffs Despite Profitability 16:34 Can "China Cost" Be Realized? 21:33 Higher SG&A Expenses Than Competitors Become a Burden Starring: Hisashi Iwato, Takahiro Onishi Planning: Hisashi Iwato, Takahiro Onishi, Masataka Koga Author: Nikkei Business ●●Audio Program Now Streaming! This program is also available in audio format●● ■"Nikkei Business: The Truth About the News" (Updated Every Friday) What issues do our reporters consider when reporting and writing articles about daily news and major world events? Reporters, editors, and experts discuss current topics, including personal thoughts. The interviewer is Takahiro Onishi, Editor-in-Chief of Nikkei Business. ● Apple Podcast https://podcasts.apple.com/jp/podcast... ● Spotify https://open.spotify.com/show/6xjWemq... ■ "Nikkei Business Morning News" (Updated every weekday morning) A great companion for your morning preparations or commute. Nikkei Business AUDIO Morning is a program that delivers the latest Nikkei Business articles every morning in audio format. Hosted by Aiko, she shares highlights of the Nikkei Business online edition. ● Apple Podcast https://podcasts.apple.com/jp/podcast... ● Spotify https://open.spotify.com/show/6Ph5Vt0... ■ "Nikkei Business: Proofreading" (Updated every Thursday) Reporters and editors from the latest issue of Nikkei Business share their highlights in three minutes. The hosts are Yuko Nakamura, a former announcer for Hokkaido Cultural Broadcasting who currently conducts interviews on "HonTUBE," and Hitomi Usami, a host, training instructor, and voice consultant. ● Apple Podcast https://podcasts.apple.com/jp/podcast... ● Spotify https://open.spotify.com/show/1QtJR7X... ■ "Nikkei Business Linkaku Radio" (irregularly updated) The popular Nikkei Business online edition's "Entrepreneurs' Linkaku" features leading startup executives who discuss the unique features of their services and products, their thoughts on starting their own businesses, and more. "Linkaku Radio" is an expanded version of this series, featuring plenty of interviews and more. ● Apple Podacst https://podcasts.apple.com/us/podcast... ● Spotify https://open.spotify.com/show/4U0ucOx...
![[Panasonic Adrift - Part 2] The key person in the company's revival: "Professional CIO" Tamaki / ...](https://i.ytimg.com/vi/UAIH-33vP_E/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCWYscMmxsMIe6bv0DgsOaq26oqPQ)
[Panasonic Adrift - Part 2] The key person in the company's revival: "Professional CIO" Tamaki / ...

パナソニック崩壊危機!?人事抗争に明け暮れた日本企業の末路
![[Why is the yen so weak?] Structural causes / Is a currency crisis for the yen possible? / Spendi...](https://i.ytimg.com/vi/vC3IdLHaDIQ/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLB_ImwR63Jy_r3BDyC0zFrt5noqkg)
[Why is the yen so weak?] Structural causes / Is a currency crisis for the yen possible? / Spendi...

【黒字なのに“リストラ”?】業績好調でも「黒字リストラ」に踏み切る企業の狙い【Nスタ解説】|TBS NEWS DIG

"People will disappear before the money!" What's happening at the five major newspapers and Kyodo...

【パナソニック、衰退の本質】ソニーとの勝負の分かれ目/カリスマからの脱却/中村体制のプラズマ敗戦が決定的/破壊に終始/日産との共通点/アンテナが低い/津賀体制は敗戦処理で精一杯/何の会社なのか?

【高橋弘樹vsテスラジャパン社長】1年で売上2倍...なぜ成果出せる?BOSE・レッドブル・ダイソン...外資系企業を渡り歩くワケとは【ReHacQ】

【悪評】ディズニーランドがもうオワコンの時代か?今後どうなってしまうのか財務のプロが解説します!

【特集】経営の神様:松下幸之助 亡きあとの悲劇〜GAFAに負けた本当の理由
![[Mega Solar Chaos] Kushiro Wetlands, Kamogawa River, Fukushima: A look at the twisted policies se...](https://i.ytimg.com/vi/ZLnhdNBj-yA/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBCncs7QGT6PFRO7_1ry1nze2DBWA)
[Mega Solar Chaos] Kushiro Wetlands, Kamogawa River, Fukushima: A look at the twisted policies se...

【ホワイトカラーの8割は消滅する:冨山和彦】AIは究極の産業革命/デスクワークは10年以内に消える/営業は残る/AI武装したブルーカラーが稼ぐ/リストラは好機/部下力よりボス力/コンサルと商社の未来
![[Activist Targets Prime Real Estate of Japanese Companies] Nissan Announces Sale of Headquarters ...](https://i.ytimg.com/vi/pBumPaZd0i0/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCc428qHsn6ZczCjWyglM4IuuVIVg)
[Activist Targets Prime Real Estate of Japanese Companies] Nissan Announces Sale of Headquarters ...

「役員8人が根こそぎ消えた」名門・三菱ケミカルの謎人事。「ガバナンス最先進企業」の内幕は古かった。【NPレポート】
![[Everyone's Landlord] 200 billion yen in danger of disappearing: Land resale at up to 125 times t...](https://i.ytimg.com/vi/qk7QmlL7Wkg/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDPK734MCFiMRNuc3J7zhvW1NOlPw)
[Everyone's Landlord] 200 billion yen in danger of disappearing: Land resale at up to 125 times t...
![[Automotive industry in 2026] Toyota Motor Corporation's dominance is clear, accelerating with va...](https://i.ytimg.com/vi/Y_tSy9KLrlw/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBgChGNI4sw2Z0IMHK2q9uh_3DhtA)
[Automotive industry in 2026] Toyota Motor Corporation's dominance is clear, accelerating with va...

【パナソニックの財務分析】売上高のピークは2007年/毎年リストラの歴史/再生の2つのフェーズ/危機感と希望/とにかく利益率が低い/借金は増加/10年で止血/事業別の収益性の推移/家電は売るべきか?

“失われた30年”からの復活は? パナソニックHD楠見社長に豊島キャスターが聞く【未公開インタビュー】(2024年4月2日) #WBS
![[Is the stock price fair? Are there any blind spots?] Analyzing Panasonic - Buy or sell? - (Hyoto...](https://i.ytimg.com/vi/r6efyOS4Ixw/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLClyFy7DcN6ams-OyO_NCWlpjRQxw)
[Is the stock price fair? Are there any blind spots?] Analyzing Panasonic - Buy or sell? - (Hyoto...

【パナソニック、復活の条件】ソリューション注力は正解か?/BtoBは競争も激しい/また組織いじり/危機感の温度差/真面目すぎる/ブルーヨンダー買収の成否/ソフト人材の確保/テレビ出身以外のリーダー

