Komori
Enigmo (3665) · FactFirst stated

Selective Demand and Rising Travel Unit Prices in the Overseas Travel E-Commerce Market

First written in FY2027-H1. . Latest entry: FY2027-H1.

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Risk of Changes in Market Conditions and Demand in the Overseas Travel BusinessA theme 5 companies write about · 5 as a headwind · 0 as a tailwind

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  1. FY2027-H1First statedAnnual report

    「In the fashion e-commerce market and overseas travel e-commerce market, where we operate our core businesses, the structural shift in consumer behavior from “quantity to quality” has become increasingly pronounced. In the overseas travel market in particular, the total number of travelers during the summer holiday period appears to be constrained, with shorter trips and a concentration on nearby Asian destinations, against a backdrop of persistently high exchange rates, fuel surcharges and other travel costs. At the same time, travel spending per person has continued to trend upward.」

    For the overseas travel e-commerce market, the Company has for the first time described separately as a theme its market view that the number of travelers is being constrained, trips are becoming shorter, and travel is concentrating on nearby Asia, while travel spending per person is increasing.
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