Worth reading
18Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Conditional
How definitive the wording is.Items stated in the management plan
Annual updateKey initiatives
01Strengthening pre-trip services
02Strengthening during-trip services
03Post-trip services (infrastructure)
04Strategic support through data utilisation and Shop Success
05Expanding growth-support services for shops
06Creating offline and online touchpoints
07Direction of AI utilisation
08Examples of AI utilisation in logistics operations
09Overview of measures to strengthen staffing
Plan assumptionsThe cross-border e-commerce market is stated to be expanding from approximately $700 billion currently to $8 trillion in 2030., The number of visitors to Japan is stated to be targeted to increase from 36.86 million in 2024 to 60 million in 2030., The potential market for pre-trip services for visitors to Japan is stated to be approximately 800 million people., The cross-border e-commerce market is stated to grow eightfold over the 10 years from 2024 to 2034.
Size of the Target MarketCross-border e-commerce market: approximately $700 billion currently and $8 trillion in 2030. No source is specified., Inbound tourism spending in Japan: ¥9.5 trillion in 2025 and ¥15 trillion in 2030. Sources: the Japan Tourism Agency's "Inbound Consumption Trend Survey (2025)" and "Basic Plan for the Promotion of a Tourism Nation.", Market of approximately ¥880 billion comprising foreign fans of Japan who want to purchase products from Japanese e-commerce sites but are unable to do so. Sources: the Ministry of Economy, Trade and Industry's "FY2024 E-Commerce Market Survey" for the domestic e-commerce market, and the company's own research using an access-analysis tool for sites implementing WorldShopping BIZ (Similarweb) to assess the ratio of overseas access., Japan-to-Global market: approximately ¥4.2 trillion, with an addressable market of ¥0.9 trillion. Sources: the Ministry of Economy, Trade and Industry's "FY2024 Digital Transaction Environment Development Project (E-Commerce Market Survey)" and the company's own research., Global-to-Global market: USD 8.0 trillion. Source: Expert Market Research estimates for 2025., Addressable market in 2034: more than ¥10 trillion. Calculated based on eight times the 2024 SAM for the Japan-to-Global market and a portion of the Global-to-Global market.
Risks identified by the company
Changes in the preferences and purchasing behaviour of overseas customers
Foreign-exchange and macroeconomic risks
Outsourcing
Intellectual property and related matters
The competitive environment
| Item | Details |
|---|---|
| Plan name | Medium- to Long-Term Strategy for Connecting the World's Shops and Customers Comfortably |
| Progress against the plan | Annual update |
| Plan assumptions | The cross-border e-commerce market is stated to be expanding from approximately $700 billion currently to $8 trillion in 2030., The number of visitors to Japan is stated to be targeted to increase from 36.86 million in 2024 to 60 million in 2030., The potential market for pre-trip services for visitors to Japan is stated to be approximately 800 million people., The cross-border e-commerce market is stated to grow eightfold over the 10 years from 2024 to 2034. |
| Key initiatives | Strengthening pre-trip services, Strengthening during-trip services, Post-trip services (infrastructure), Strategic support through data utilisation and Shop Success, Expanding growth-support services for shops, Creating offline and online touchpoints, Direction of AI utilisation, Examples of AI utilisation in logistics operations, Overview of measures to strengthen staffing |
| Size of the Target Market | Cross-border e-commerce market: approximately $700 billion currently and $8 trillion in 2030. No source is specified., Inbound tourism spending in Japan: ¥9.5 trillion in 2025 and ¥15 trillion in 2030. Sources: the Japan Tourism Agency's "Inbound Consumption Trend Survey (2025)" and "Basic Plan for the Promotion of a Tourism Nation.", Market of approximately ¥880 billion comprising foreign fans of Japan who want to purchase products from Japanese e-commerce sites but are unable to do so. Sources: the Ministry of Economy, Trade and Industry's "FY2024 E-Commerce Market Survey" for the domestic e-commerce market, and the company's own research using an access-analysis tool for sites implementing WorldShopping BIZ (Similarweb) to assess the ratio of overseas access., Japan-to-Global market: approximately ¥4.2 trillion, with an addressable market of ¥0.9 trillion. Sources: the Ministry of Economy, Trade and Industry's "FY2024 Digital Transaction Environment Development Project (E-Commerce Market Survey)" and the company's own research., Global-to-Global market: USD 8.0 trillion. Source: Expert Market Research estimates for 2025., Addressable market in 2034: more than ¥10 trillion. Calculated based on eight times the 2024 SAM for the Japan-to-Global market and a portion of the Global-to-Global market. |
| Risks identified | Changes in the preferences and purchasing behaviour of overseas customers, Foreign-exchange and macroeconomic risks, Outsourcing, Intellectual property and related matters, The competitive environment |
| Publication date | 14 July 2026 |
Items this document does not state (18)
Plan periodSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To promote the development of an organisation and operating structure capable of executing its medium- to long-term strategy, and to progressively expand its integrated pre-trip, during-trip and post-trip model worldwide. No reason was provided for the revision or withdrawal of the existing plan.
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