Changes in Chinese Travelers’ Purchasing Trends and Adaptation of Inbound Business Models
First written in FY2017-Q1. 12 of 22 entries say "Restated". Latest entry: FY2026.
0 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Regarding inbound demand, overall movement of people has recovered, except in some areas including China, and further growth is expected.」
The disclosure describes a recovery in and expected further expansion of overall movement of people, except in some areas including China, indicating that post-COVID headwinds for inbound demand have eased further. - FY2026-H1MitigatedAnnual report
「Regarding inbound demand, overall movement of people is on an upward trend.」
The disclosure states that overall movement of people is on an upward trend, indicating that the recovery from the disruption caused by the COVID-19 pandemic is continuing. - FY2025MitigatedAnnual report
「Across all businesses, we are gradually emerging from the effects of COVID-19. In particular, in the Mobility and Innovation business, investment by railway operators, our customers, is gradually recovering. In the Solutions business, large-scale events in the retail sector, our major customer base, have recovered, and inbound demand has almost returned to pre-COVID levels.」
The disclosure states that the movement of people, large-scale events and inbound demand have recovered, substantially easing the headwinds affecting inbound demand due to the COVID-19 pandemic. - FY2024-Q2MitigatedAnnual report
「Regarding inbound demand, moves to lift entry restrictions have begun with living with COVID-19, and overall movement of people is beginning to recover.」
The disclosure describes moves to lift entry restrictions and a recovery in the movement of people, indicating that headwinds for inbound demand have eased somewhat from the previous situation in which visitors to Japan had almost disappeared. - FY2024-Q1MitigatedAnnual report
「Regarding inbound demand, the movement of people is beginning to recover as entry restrictions are eased.」
States that the movement of people is beginning to recover as entry restrictions are eased, indicating that headwinds for inbound demand have eased somewhat from the situation in which visitors to Japan had almost disappeared. - FY2023-Q3RestatedAnnual report
「Regarding inbound demand, moves to lift entry restrictions have begun, and overall movement of people is beginning to recover.」
Continues to describe moves to lift entry restrictions and signs of a recovery in the movement of people. - FY2023-Q2MitigatedAnnual report
「Regarding inbound demand, moves to lift entry restrictions have begun with living with COVID-19, and overall movement of people is beginning to recover.」
From the previous situation in which visitors to Japan had almost disappeared, the disclosure now describes moves to lift entry restrictions and signs of a recovery in the movement of people, indicating that headwinds for inbound demand have eased somewhat. - FY2023-Q1RestatedAnnual report
「Inbound demand continued to face severe headwinds as restrictions on the movement of people during the COVID-19 pandemic persisted, but conditions now indicate that entry restrictions are expected to be eased.」
Describes a change whereby the severe conditions affecting inbound demand due to the COVID-19 pandemic continue, while entry restrictions are expected to be eased. - FY2022-Q3RestatedAnnual report
「In addition, inbound demand is facing severe headwinds, with visitors to Japan having almost disappeared amid entry restrictions associated with the Tokyo Olympic Games being held without spectators and the spread of variant strains.」
Continues to describe the situation in which visitors to Japan have almost disappeared and inbound demand is facing severe headwinds due to the Tokyo Olympic Games being held without spectators and entry restrictions associated with the spread of variant strains. - FY2022-Q1RestatedAnnual report
「In addition, inbound demand is facing severe headwinds, with visitors to Japan having almost disappeared as the Tokyo Olympic Games were held without spectators at most venues.」
Continues to describe the situation in which visitors to Japan have almost disappeared and inbound demand is facing severe headwinds. - FY2021-Q3RestatedAnnual report
「In addition, inbound demand is facing severe headwinds, with visitors to Japan having almost disappeared.」
Continues to describe the situation in which visitors to Japan have almost disappeared and inbound demand is facing severe headwinds. - FY2021-Q2RestatedAnnual report
「In addition, inbound demand is facing severe headwinds, with visitors to Japan having almost disappeared.」
States that inbound demand continues to face severe headwinds because visitors to Japan have almost disappeared. - FY2021-Q1MaterialisedAnnual report
「In addition, inbound demand is facing severe headwinds, with visitors to Japan having almost disappeared.」
The previously identified risk of changes in and a slowdown in inbound demand has materialized as visitors to Japan have almost disappeared due to the spread of COVID-19. - FY2020-Q3RestatedAnnual report
「Inbound demand has reached a point where initiatives are needed to respond to changes in the spending behavior of foreign visitors to Japan.」
Continues to state that the inbound business needs to respond to changes in the spending behavior of visitors to Japan. - FY2020-Q2ReframedAnnual report
「In addition, inbound demand is expected to grow ahead of the 2020 Tokyo Olympic and Paralympic Games, but remains uncertain over the medium to long term.」
The explanation has changed to indicate expected growth in inbound demand through the 2020 Tokyo Olympic and Paralympic Games, while adding that the outlook is uncertain over the medium to long term. - FY2019RestatedAnnual report
「Inbound demand has reached a point where initiatives are needed to respond to changes in the spending behavior of foreign visitors to Japan.」
Continues to state that the inbound business model needs to adapt to changes in the spending behavior of visitors to Japan. - FY2019-Q3RestatedAnnual report
「Inbound demand has reached a point where initiatives are needed to respond to changes in the spending behavior of foreign visitors to Japan.」
Continues to state that the inbound business model needs to adapt to changes in the spending behavior of visitors to Japan. - FY2018RestatedAnnual report
「In addition, inbound demand is in a situation requiring initiatives to address changes in the spending behavior of visitors to Japan.」
Continues to state that the inbound business model needs to adapt to changes in the spending behavior of visitors to Japan. - FY2017RestatedAnnual report
「In addition, inbound demand is in a situation requiring initiatives to address changes in consumer behavior.」
Continues to describe changes in consumer behavior related to inbound demand and the need for corresponding initiatives. - FY2017-Q3RestatedAnnual report
「With respect to inbound demand, consumer behavior has changed due to factors including exchange-rate movements and restrictions on UnionPay card withdrawal limits, creating a need to stimulate and capture demand through more effective initiatives.」
The disclosure continues to identify changes in consumer behavior due to exchange-rate movements and UnionPay card restrictions, as well as the need to stimulate and capture demand. - FY2017-Q2WorsenedAnnual report
「Inbound demand is slowing as consumer behavior changes due to factors including the stronger yen and restrictions on UnionPay card withdrawal limits.」
The disclosure states that inbound demand is slowing due not only to changes in the purchasing behavior of Chinese tourists and others, but also to the stronger yen and restrictions on UnionPay card withdrawal limits. - FY2017-Q1First statedAnnual report
「Meanwhile, with respect to inbound demand, which the company has recently been focusing on, Chinese tourists who had previously shown strong purchasing intentions have changed their purchasing behavior, creating a need to adapt the business model accordingly.」
The disclosure identifies the actual change in Chinese tourists' purchasing behavior and the need to adapt the existing inbound business model as a new risk.