Industry Overview - The Medical Services sector is undergoing significant transformation driven by technological advancements, value-based care adoption, and a focus on patient-centric solutions and precision medicine [1] - The industry includes various service providers such as pharmacy benefit managers, contract research organizations, and healthcare workforce solution providers, moving from volume-based to value-based care [3] Market Trends - The global healthcare analytics market was valued at $53.1 billion in 2024, with a projected CAGR of 21.4% from 2025 to 2034, benefiting various stakeholders [2] - The digital health market is expected to grow at a CAGR of 9.2% from 2024 to 2028, while the big data in healthcare market is estimated to increase from $78 billion in 2024 to $540 billion by 2035, representing a CAGR of 19.20% [4] - The demand for skilled nursing professionals is surging, with a projected shortfall of over 100,000 healthcare workers by 2028, including 73,000 nursing assistants [2] Staffing Challenges - The healthcare staffing shortage is exacerbated by the aging population and the exit of frontline workers due to the COVID-19 pandemic, with WHO projecting a shortfall of 9.9 million healthcare professionals by 2030 [5] - Hospitals have seen a 15.6% increase in labor expenses per adjusted discharge compared to pre-pandemic levels due to rising labor costs [5] Nursing Care Market - The role of nurses is evolving with advancements in medical technologies, and the employment of nurse anesthetists, nurse midwives, and nurse practitioners is projected to grow 40% from 2023 to 2033 [6] Industry Performance - The Medical Services Industry has underperformed compared to its sector and the S&P 500, with a collective loss of 13.4% over the past year [10] - The industry is currently trading at a forward P/E of 14.6X, lower than the S&P 500's 21.9X and the sector's 19.3X [13] Investment Opportunities - GeneDx, CVS Health, and BrightSpring are identified as stocks with strong earnings outlooks, with GeneDx expected to have a 336% earnings growth rate in 2025 [19][20][22][26] - CVS Health is focusing on advanced technological capabilities and has projected earnings growth rates of 12.6% and 14.3% for 2025 and 2026, respectively [22][23] - BrightSpring is improving care quality and is expected to see an 82.1% earnings growth rate in 2025 [26][27]

Core Viewpoint - MEDIROM Healthcare Technologies Inc. will host a webcast to review its financial results for the fiscal year ended December 31, 2024, on May 21, 2025, at 8:30 am Eastern Time [1] Group 1: Financial Results Announcement - The Company will issue a press release discussing its financial results after the market close on May 20, 2025 [2] - The most recent annual report on Form 20-F, covering the Company's financial results for the 2024 fiscal year, was filed on April 29, 2025, and is available on the SEC website [2] Group 2: Company Overview - MEDIROM operates 307 relaxation salons across Japan as of March 31, 2025, with its leading brand being Re.Ra.Ku [5] - The Company entered the health tech business in 2015 and launched a training app called "Lav" [5] - In 2020, MEDIROM developed a smart tracker named "MOTHER Bracelet" and launched REMONY, a remote monitoring system for corporate clients, in 2023 [5] - The Company aims to collect and manage healthcare data to become a leader in big data within the healthcare industry [5]