Komori
TRIAL Holdings (141A) · FactAdvanced

Recovery in Travel Demand and Inbound Tourism Demand

First written in FY2024-Q3. 5 of 6 entries say "Advanced", first in FY2024. Latest entry: FY2026.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-Q3AdvancedFY2024 – FY20262024: 220242025: 220252026: 22026
Same theme, other companies
Rising inbound demand as activity restrictions easeA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

0 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「As a result, revenue from this business was ¥2,949 million, up 7.9% year on year, while segment profit was ¥915 million, up 42.2%.」

    By capturing domestic travel demand and demand from international visitors to Japan, revenue and profit from Other businesses exceeded the previous fiscal year's levels.
  2. FY2026-H1AdvancedAnnual report

    「The golf courses and ryokan operated by the Group captured demand from domestic travel as well as from inbound tourists, primarily from Asia. As a result, revenue from this business was ¥1,457 million, up 6.2% year on year, and segment profit was ¥346 million, up 27.3%.」

    The Group continued to capture domestic travel and inbound tourism demand, and revenue and segment profit in the Other businesses exceeded the previous year’s levels.
  3. FY2025AdvancedAnnual report

    「The golf courses and ryokan operated by the Group captured demand from domestic travel as well as from inbound tourists, primarily from Asia. As a result, revenue from this business was ¥2,734 million, up 38.3% year on year, and segment profit was ¥643 million, compared with a segment loss of ¥16 million in the previous year.」

    The Group captured travel and inbound tourism demand, increasing revenue 38.3% and turning a segment loss into segment profit of ¥643 million.
  4. FY2025-H1AdvancedAnnual report

    「The golf courses and ryokan operated by the Group captured demand from domestic travel as well as from inbound tourists, primarily from Asia. As a result, revenue from this business was ¥1,372 million, up 70.6% year on year, and segment profit was ¥355 million, up 370.2%.」

    The Group captured domestic travel and inbound tourism demand, with revenue up 70.6% and segment profit up 370.2%.
  5. FY2024AdvancedAnnual report

    「As a result, revenue from this business was ¥1,976 million, up 59.9% from the previous consolidated fiscal year, and the segment loss was ¥16 million, compared with a segment loss of ¥100 million in the previous consolidated fiscal year.」

    Revenue from the resort-related business increased 59.9%, while the segment loss narrowed from ¥100 million to ¥16 million.
  6. FY2024-Q3First statedAnnual report

    「In the real estate and resort businesses, the easing of COVID-19-related restrictions on activities stimulated travel demand. With the increase in inbound tourists, signs of a gradual recovery have begun to emerge at ryokan and other facilities operated in areas including Miyawaka, Fukuoka Prefecture, and Kusu District, Kokonoe, Oita Prefecture.」

    The document describes signs of recovery in demand for ryokan and other facilities against a backdrop of eased activity restrictions and an increase in inbound tourists.
Moved together

"Store Network Expansion and Same-Store Sales Growth" moved the same way as this thread, in the same document, in 5 of its 6 moves.

554444★123456
  1. ★This thread
  2. 1Store Network Expansion and Same-Store Sales Growth5×
  3. 2Expansion of Retail AI Devices and Skip Cart Deployment5×
  4. 3Strengthening Food Offerings Centered on Fresh Foods and Prepared Foods4×
  5. 4Expansion of Retail AI Products Outside the Group and Development into a Data Distribution Ecosystem4×
  6. 5Building regional dominance through multiple store formats4×
  7. 6Narrowing losses in the Retail AI business4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for TRIAL Holdings yet.
News
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