Komori
Ocean System (3096) · RiskMitigated

Decline in general-customer use of the ryokan and restaurant

First written in FY2018-Q3. 6 of 24 entries say "Mitigated", first in FY2019-Q3. Latest entry: FY2026-H1.

24entries
8years
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2020 – FY2021-Q3OtherFY2024-Q1 – FY2025-H12018: 420182019: 320192020: 420202021: 320212022: 320222023: 420232024: 220242025: 12025
Same theme, other companies
Declining use by individual customers at ryokan and restaurantsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「As a result of efforts to attract customers through renovation work on the fishpond and banquet events, the number of bus-tour customers booked through travel agencies increased, and banquet use and accommodation remained solid.」

    Customer traffic was increased through renovations to the live-fish tanks and banquet events, bus tour customers increased, and banquet and lodging demand remained solid.
  2. FY2025-H1Coexistence of a substantial recovery in lunch demand and sluggish lodging occupancyAnnual report

    「At the ryokan, lunch use by bus-tour customers referred by major travel agencies increased substantially, while accommodation use was centered on individual customers. Although the number of overnight guests increased, occupancy relative to capacity remained weak.」

    Lunch demand generated by referrals from travel agencies recovered substantially, while lodging demand, which is centered on individual guests, has remained sluggish in terms of occupancy. Within the ryokan and dining businesses, some areas have recovered while others have not.
  3. FY2024-Q3Coexistence of recovering lunch demand and unrecovered lodging and dining demandAnnual report

    「For the ryokan and other businesses, lunch demand from referrals such as travel agency bus tours recovered substantially as economic activity normalized and travel flows resumed. However, lodging demand consists largely of individual guests, and although the average lodging rate increased, occupancy remained sluggish. Revenue at the dining outlets also did not recover to pre-pandemic levels.」

    While lunch demand through travel agencies recovered substantially as travel flows resumed, lodging occupancy and dining outlet revenue have not returned to pre-pandemic levels.
  4. FY2024-Q2RestatedAnnual report

    「For the ryokan and other businesses, lunch demand, particularly from referrals by travel agencies, began to recover as the normalization of economic activity restored travel flows. From an operational standpoint, we resumed promotional activities in line with the pace of the economic recovery, but demand did not recover to pre-pandemic levels.」

    Lunch demand through travel agencies began to recover as economic activity normalized and travel flows resumed, and promotional activities were also restarted, but demand has not recovered to pre-pandemic levels.
  5. FY2024-Q1Concurrent recovery in use and failure to return to pre-pandemic levelsAnnual report

    「Tourism demand increased after the spring holiday period, and lunch use by seniors and customers referred by travel agencies began to recover. In terms of operations, we also resumed promotional activities in line with the pace of the economic recovery, but including demand for eating out, the business as a whole had not recovered to pre-pandemic levels.」

    Tourism demand and lunch use through travel agencies began to recover, and promotional activities were also resumed, but the business as a whole, including demand for eating out, had not returned to pre-pandemic levels.
  6. FY2023MitigatedAnnual report

    「In the ryokan and other businesses, the nationwide travel assistance program launched by the government in October of the previous year, following the easing of movement restrictions, attracted many individual customers, and total lodging guests increased 41.2% year on year, signaling a recovery. However, demand for group use did not increase, and including demand for eating out, recovery had not reached pre-pandemic levels.」

    The nationwide travel assistance program and the easing of movement restrictions increased total lodging guests 41.2%, but demand from groups and for eating out had not recovered to pre-pandemic levels.
  7. FY2023-Q3MitigatedAnnual report

    「In the ryokan and other businesses, as movement restrictions were eased, local governments nationwide implemented travel and lodging discount campaigns, and the government launched its nationwide travel assistance program in October. Total lodging guests increased 40.5% year on year, signaling a recovery, but including demand for eating out, recovery had not reached pre-pandemic levels.」

    The easing of movement restrictions, local-government travel and lodging discounts, and the nationwide travel assistance program increased total lodging guests 40.5% year on year and improved the decline in ryokan and other business use. However, activity had not recovered to pre-pandemic levels.
  8. FY2023-Q2MitigatedAnnual report

    「In the ryokan and other businesses, individual use increased as movement restrictions were eased and the tourism-demand stimulus program Kenminwari was implemented, and some recovery was seen in group use. However, including demand for eating out, recovery had not reached pre-pandemic levels.」

    The easing of movement restrictions and Kenminwari increased individual use, and some recovery was seen in group use. However, including demand for eating out, activity had not recovered to pre-pandemic levels.
  9. FY2023-Q1MitigatedAnnual report

    「In the ryokan and other businesses, the implementation of the tourism-demand stimulus program Kenminwari boosted pent-up travel demand ahead of the spring break and Golden Week, and the number of lodging guests increased significantly, resulting in improved performance. However, including demand for eating out, recovery had not reached pre-pandemic levels.」

    Kenminwari led to a significant increase in lodging guests and improved performance in the ryokan and other businesses. However, including demand for eating out, activity had not recovered to pre-pandemic levels.
  10. FY2022-Q3RestatedAnnual report

    「In the ryokan and other businesses, individual demand temporarily emerged as a result of government and local-government measures to stimulate tourism demand, but tourism and lodging demand did not recover due to requests to refrain from travel across prefectural borders, while demand for eating out also declined as people refrained from holding events and gatherings.」

    While measures to stimulate tourism demand generated temporary individual demand, tourism and lodging demand did not recover due to requests to refrain from travel, and demand for eating out continued to decline as people refrained from holding events and gatherings.
  11. FY2022-Q2Failure to achieve revenue recovery alongside a reduction in lossesAnnual report

    「In the ryokan and other businesses, revenue was significantly affected by requests to close or shorten operating hours under the state of emergency and the priority preventive measures, requests to stop serving alcoholic beverages, and requests to refrain from going out and dining together, and has not recovered. As a result, segment revenue for the cumulative second quarter of the current consolidated fiscal year was ¥150 million, up 9.7% year on year, and the segment loss was ¥58 million, compared with a segment loss of ¥108 million in the same period of the previous year.」

    While revenue had not recovered due to closures, reduced operating hours, and other factors, it increased year on year and the segment loss narrowed.
  12. FY2022-Q1Failure to achieve revenue recovery alongside a reduction in lossesAnnual report

    「In the ryokan and other businesses, business activity in the travel and food-service industries remained significantly restricted, including by the state of emergency issued by the government in April of the previous year and requests to refrain from nonessential outings, and revenue has not recovered. As a result, segment revenue for the cumulative first quarter of the current consolidated fiscal year was ¥61 million, up 224.8% year on year, and the segment loss was ¥37 million, compared with a segment loss of ¥73 million in the same period of the previous year.」

    While business restrictions due to government requests to refrain from going out continued and revenue had not recovered, revenue increased year on year and the segment loss narrowed from ¥73 million to ¥37 million.
  13. FY2021-Q3WorsenedAnnual report

    「In the ryokan and other businesses, revenue recovered temporarily after government-led policies such as Go To Travel and Go To Eat were launched, but a succession of reservation cancellations occurred as infections began spreading again from November onward. As a result, segment revenue for the cumulative third quarter of the current consolidated fiscal year was ¥258 million, down 49.2% year on year, and the segment loss was ¥130 million, compared with a segment loss of ¥36 million in the same period of the previous year.」

    A temporary recovery was seen as a result of government measures, but a resurgence of infections from November onward led to a succession of reservation cancellations. Revenue fell 49.2%, and the segment loss was ¥130 million. The risk of declining use of the ryokan and restaurant businesses has worsened again.
  14. FY2021-Q2WorsenedAnnual report

    「In the ryokan and other businesses, first-quarter revenue declined significantly due to requests for food-service businesses to suspend operations in connection with the state of emergency, restrictions on travel outside the prefecture, and requests to refrain from going out. Although government-led policies such as Go To Travel began in July and recovery gradually got under way, banquet demand declined significantly and group lodging use disappeared, resulting in a significant decline in the amount sold per room.」

    While Go To Travel and other programs provided signs of recovery, banquet demand and group lodging use declined significantly, and revenue in the ryokan and other businesses fell 59.5% year on year, with the segment loss widening to ¥108 million.
  15. FY2021-Q1WorsenedAnnual report

    「In the ryokan and other businesses, revenue declined significantly due to requests for food-service businesses to refrain from operating in connection with the state of emergency, restrictions on travel outside the prefecture, and requests to refrain from going out. As a result, segment revenue for the cumulative first quarter of the current consolidated fiscal year was ¥18 million, down 88.4% year on year, and the segment loss was ¥73 million, compared with a segment loss of ¥12 million in the same period of the previous year.」

    Due to the state of emergency, travel restrictions, and requests to refrain from going out, revenue in the ryokan and other businesses fell 88.4% year on year, while the segment loss widened from ¥12 million to ¥73 million.
  16. FY2020MaterialisedAnnual report

    「At the ryokan Umifu-tei Teradomari Nihonkai, lunch use from bus tours and other groups and the number of lodging guests referred by travel agencies increased significantly, but from late February onward, cancellations of group lunches and lodging reservations occurred one after another due to the spread of COVID-19, causing revenue to decline.」

    While use through travel agencies increased, a succession of group-lunch and lodging-reservation cancellations due to the spread of COVID-19 caused the risk to materialize as a decline in ryokan revenue.
  17. FY2020-Q3RestatedAnnual report

    「At the ryokan Umifu-tei Teradomari Nihonkai, lunch use from bus tours and other groups and the number of lodging guests referred by travel agencies increased significantly, but the number of restaurant lunch customers and general lodging guests fell below the previous year's level.」

    The company again presents the pattern of rising lunch use and lodging guests through travel agencies while restaurant customers and general lodging guests fell below the previous year's levels.
  18. FY2020-Q2RestatedAnnual report

    「At the ryokan Umifu-tei Teradomari Nihonkai, lunch use from bus tours and other groups and the number of lodging guests referred by travel agencies increased significantly, but the number of restaurant lunch customers and general lodging guests fell below the previous year's level.」

    While lunch use and lodging guests through travel agencies increased, the pattern continued of restaurant lunch customers and general lodging guests falling below the previous year's levels.
  19. FY2020-Q1MaterialisedAnnual report

    「However, a series of cancellations caused by the earthquake offshore of Yamagata Prefecture on 18 June caused June sales to decline from the same month of the previous year.」

    The risk of declining use of the ryokan and restaurant business materialized through earthquake-related cancellations and a decline in June revenue.
  20. FY2019-Q3MitigatedAnnual report

    「At the ryokan Umifu-tei Teradomari Nihonkai, the number of restaurant customers and general lodging guests increased due to the effects of newspaper and magazine advertising, while lunch use by customers referred by travel agencies also increased from the same period of the previous year as a result of sales activities in the prefecture and neighboring prefectures.」

    General lodging guests, restaurant customers, and lunch use through travel agencies all increased year on year, marking an improvement from the previous decline in usage.
  21. FY2019-Q2RestatedAnnual report

    「At the ryokan Umifu-tei Teradomari Nihonkai, the number of general lodging guests increased significantly due to the effects of newspaper and other advertising, but lunch use from customers referred by travel agencies declined from the same period of the previous year.」

    The company again presents the pattern of an increase in general lodging guests alongside a decline in lunch use through travel agencies due to advertising such as newspaper ads.
  22. FY2019-Q1Concurrent increase in lodging guests and decline in restaurant useAnnual report

    「At the ryokan Umifu-tei Teradomari Nihonkai, the number of general lodging guests increased significantly, partly due to the effects of newspaper and other advertising, but lunch use from customers referred by travel agencies and the number of general customers using the restaurant declined from the same period of the previous year.」

    While the number of general lodging guests increased significantly due to newspaper and other advertising, lunch use through travel agencies and restaurant use by general customers declined, producing divergent effects.
  23. FY2018MaterialisedAnnual report

    「The number of general customers using the restaurant and lodging facilities declined, partly due to heavy snowfall in winter.」

    A decline in ryokan and restaurant use by general customers occurred during the fiscal year, with heavy snowfall in winter identified as one contributing factor.
  24. FY2018-Q3First statedAnnual report

    「At the ryokan Umifu-tei Teradomari Nihonkai, lodging and lunch use through travel agencies and bus tours continued to trend upward, but the number of general customers using the restaurant and lodging facilities declined.」

    While lodging and lunch use through travel agencies increased, the company reported a decline in restaurant and lodging use by general customers.
Moved together

"Losses in the ryokan and eating-out businesses due to competition and high expenses" moved the same way as this thread, in the same document, in 7 of its 24 moves.

744443★123456
  1. ★This thread
  2. 1Losses in the ryokan and eating-out businesses due to competition and high expenses7×
  3. 2Uncertainty in the domestic and international external environment4×
  4. 3Acquiring new customers and attracting customers to existing stores through promotional measures4×
  5. 4Increasing sales of delivered boxed meals through menu improvements4×
  6. 5Acquiring food-delivery customers through new campaigns and the Celluriki promotion4×
  7. 6Weak private consumption, intensifying competition and rising social costs3×

★ 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.

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