Recovery in Inbound and Domestic Travel Demand and Diversification of Travel Styles
First written in FY2026-H1. 1 of 4 entries say "Restated". Latest entry: 2026-10-15.
The whole theme swung hardest in 2020: 5 of 12 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
- 2026-10-15RestatedEarnings
「訪日外国人旅行者数（インバウンド）が高水準で推移するなど、引き続き堅調な需要が継続しております。国内旅行についても、2026年４月から６月までの日本人国内延べ旅行者数が前年同期を上回ったほか、旅行単価の上昇もあり、国内旅行消費額は前年同期比で増加しました。」
インバウンド需要の高水準と国内旅行需要の増加を、当中間期の事業環境として記載している。 - FY2027-H1Firm demand and growth in domestic travel spendingAnnual report
「In the travel and tourism industry, which is the Company's primary service market, demand has remained firm, with the number of inbound visitors to Japan continuing at a high level. In domestic travel, the total number of trips by Japanese residents from April through June 2026 also exceeded the level of the same period of the previous year, while higher spending per trip contributed to an increase in domestic travel spending year on year.」
Inbound demand remained at a high level, while domestic travel spending increased year on year, driven by increases in both the number of travelers and spending per trip. - FY2026Changes in Demand StructureAnnual report
「In the travel and tourism industry, the company's main service market, demand remains high, with the number of inbound visitors to Japan staying at record-high levels. At the same time, signs of changes in the market structure have emerged, including fluctuations in demand for travel to Japan due to political and diplomatic factors. Domestic travel demand has remained broadly flat, partly because of rising prices.」
Although inbound demand remains high, the disclosure now points to fluctuations caused by political and diplomatic factors and flat domestic travel demand, reflecting a change in the demand environment. - FY2026-H1First statedAnnual report
「Against a backdrop of renewed growth in demand from inbound travelers and diversification of travel styles, the expansion of travel products emphasizing the use of tourism resources and regional collaboration is progressing. Domestic travel is also holding firm, supported by the recovery in individual travel and business travel demand, among other factors, and the performance of major domestic travel agencies, the company's primary customers, is also improving.」
The company identifies renewed growth in inbound demand, diversification of travel formats and recovery in domestic travel demand as its business environment.