Operational Excellence (OPEX) Insight – Tuesday, January 06, 2026: Panasonic CEO’s 2026 Message: Accelerating Transformation Starts With Operational Optimization.
Góc Nhìn Vận Hành Xuất Sắc – Thứ Ba, Ngày 06/01/2026: Thông Điệp 2026 Từ CEO Panasonic: Tăng Tốc Chuyển Đổi Bắt Đầu Từ Tối Ưu Vận Hành.
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This is the bilingual post in English and Vietnamese. Vietnamese is below.
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English
PART 1 – OFFICIAL INFORMATION
Entering the final phase of 2025 and preparing for the new fiscal year beginning in April 2026, Panasonic Group has announced a series of important decisions related to organizational restructuring and adjustments to its group governance model, reflecting efforts to improve operating efficiency amid a global business environment that continues to face significant pressure.
According to official disclosures from Panasonic and reports by international financial media, the group is implementing a new governance structure at the group level, clearly separating the roles of the strategic holding company and the operating companies. This structure is designed to clarify management accountability, increase autonomy for business units, and enhance group-level control over financial and operational performance. The new structure is scheduled to take effect on April 1, 2026, coinciding with the start of Panasonic’s fiscal year.
Alongside changes to the organizational structure, Panasonic has also announced adjustments to senior leadership positions at several subsidiary companies and key operating divisions. According to the company, these appointments and leadership realignments are intended to ensure continuity in governance while better aligning with the new management direction, which places greater emphasis on profit responsibility and operating efficiency at the individual business unit level.
In recent financial reports and investor communications, Panasonic has acknowledged that the group’s profit margins are under significant pressure due to multiple simultaneous factors, including raw material costs, labor costs, foreign exchange fluctuations, and unstable market demand in certain regions. As a result, the group’s management has identified improving operational efficiency and cost structure as a key medium-term priority, rather than focusing solely on revenue scale expansion.
Panasonic has also stated that part of the restructuring process will involve short-term restructuring expenses. These costs have already been reflected in the group’s updated financial forecasts. Management has emphasized that such expenses are necessary investments to build a foundation for long-term efficiency improvements, rather than short-term, reactive cost-cutting measures.
In this context, Panasonic continues to maintain a strategic focus on its core business areas, while reviewing its investment portfolio and the profit contribution of each business segment. Official disclosures indicate that the group is working toward strengthening operational discipline, enhancing governance transparency, and improving capital efficiency at the group level.
Panasonic does not describe this process as a short-term reaction to economic volatility, but rather as a structural adjustment aimed at adapting to a new business environment characterized by higher competition and fewer opportunities for easy growth compared to previous periods. Preparing to implement the new structure from fiscal year 2026 demonstrates that the group is proactively redesigning its operating model, rather than waiting for market pressure to force change.
The official information currently available shows that Panasonic’s actions during this period are focused on organizational restructuring, governance adjustments, and operational efficiency improvements, with the objective of strengthening its financial foundation and long-term competitiveness. There is no official disclosure confirming that this constitutes a separate “New Year message” from the CEO or a new strategic declaration specifically focused on AI for 2026, but rather a series of governance and operational decisions that have been planned and announced according to a clear roadmap.
