Slowing Growth in the Glamping Market and Market Risks from External Factors
First written in FY2025. 2 of 7 entries say "Worsened", first in 2026-06-12. Latest entry: 2026-09-14.
Booking Resort moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 4 of 10 companies on the "Worse" side.
2 other companies' latest entry also says "Reframed".
- FY2026MaterialisedAnnual report
「From May 2025 to April 2026, total guest nights in Japan were 646.26 million, down 2.5% from the previous fiscal year, while guest nights by international visitors during the same period were 173.73 million, down 0.8% from the previous fiscal year, indicating a recent weakening trend in total guest nights,」
The company has recorded an actual decline in domestic and international guest nights in connection with slowing growth in the accommodation market and external-environment risks. - FY2026-H1RestatedAnnual report
「Although a gradual recovery is expected against a backdrop of resilient demand, uncertainty remains regarding the outlook because of a slowdown in overseas economies, geopolitical risks and continued inflation.」
The company continues to recognize uncertainty in the external environment. At the same time, it states that there have been no material changes in business and other risks from the previous year’s securities report. - FY2025First statedAnnual report
「If market growth falls below initial expectations because of unforeseen external factors, such as weaker consumer sentiment resulting from an economic slowdown or the introduction of new regulations, the company’s financial condition and operating results may be affected.」
Although the market and number of facilities expanded rapidly against the backdrop of the COVID-19 pandemic and subsidies, the company states that future market growth may fall below expectations.