Capturing Inbound Demand
First written in FY2017-Q1. 21 of 48 entries say "Mitigated", first in FY2024-Q1. Latest entry: 2026-10-16.
Takashimaya moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.
The whole theme swung hardest in 2020: 3 of 8 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
- 2026-10-16MitigatedMonthly
「インバウンド顧客についても、高額品に加え、化粧品や子供情報ホビー、スポーツ関連商品等が伸長したことで前年実績を上回り、店頭売上高全体を押し上げました。 ※インバウンド:前年比 【件数】+0.3% 【単価】+12.5%」
インバウンド顧客の売上が前年実績を上回ったことを記載している。 - 2026-10-15Advancedtopics.smt.docomo.ne.jp
「上期の好業績に加え、国内百貨店における国内、インバウンド売り上げの増加予想を踏まえた。」
国内顧客およびインバウンド売上高の増加予想が、通期業績予想の上方修正要因として具体的に示された。 - FY2027-H1MitigatedAnnual report
「Sales exceeded the previous year’s level due to increased inbound demand against a backdrop of yen depreciation, in addition to solid sales to domestic customers, which account for the majority of sales.」
Inbound demand increased against the backdrop of the weaker yen, following the decline from the surge in inbound demand that emerged in the previous fiscal year, while sales to domestic customers remained firm. - FY2026MaterialisedAnnual report
「Sales declined overall, largely because of the effects of the reversal in inbound demand that had expanded against the backdrop of the weaker yen in the previous fiscal year. Sales to domestic customers remained firm and exceeded the previous year's results at existing stores.」
While the reversal in inbound demand that had expanded in the previous fiscal year resulted in an overall decline in full-year sales, sales to domestic customers exceeded the previous year's results at existing stores. - FY2026-H1WorsenedAnnual report
「Sales declined overall, largely because of the effects of the reversal in inbound demand that had expanded against the backdrop of the weaker yen in the previous fiscal year. Sales to domestic customers remained firm and exceeded the previous year's results at existing stores.」
The reversal in inbound demand that had expanded against the backdrop of the weaker yen in the previous fiscal year resulted in an overall decline in sales at domestic department stores. - FY2025MitigatedAnnual report
「In addition to the increase in inbound sales, sales to domestic customers, which account for approximately 85% of total sales, remained firm.」
Inbound sales increased, while sales to domestic customers, which account for approximately 85% of total sales, remained firm. - FY2025-H1WorsenedAnnual report
「On the other hand, in the second quarter, particularly in August, the yen strengthened substantially, bringing the risk of a slowdown in inbound sales to the fore.」
It states that the risk of a slowdown in inbound sales, which had previously been recovering and expanding, became apparent as the yen strengthened. - FY2025-Q1MitigatedAnnual report
「Sales increased as inbound sales grew against the backdrop of the weaker yen, while sales to domestic customers, which account for approximately 80% of total sales, also remained firm.」
It states that, following the stagnation and disappearance of inbound demand through the previous fiscal year, inbound sales increased against the backdrop of the weaker yen. - FY2024-Q1MitigatedAnnual report
「Inbound sales also remained strong for high-priced goods, particularly luxury brands, while the weaker yen has raised spending per customer and further boosted sales.」
As demand from visitors to Japan recovered, high-priced goods performed well in inbound sales, and the weaker yen-driven increase in spending per customer also boosted sales. - FY2022WorsenedAnnual report
「With no recovery in the number of overseas travelers expected, the stores will seek to secure earnings by reorganizing their merchandise mix in response to changing customer needs, acquiring new customers, deepening relationships with existing customers, and strengthening cooperation with local subsidiaries.」
The company explicitly recognizes that a recovery in the number of overseas travelers cannot be expected, and the discussion has shifted to measures that do not assume a recovery in inbound demand. - FY2022-Q3RestatedAnnual report
「With the lifting of the state of emergency at the end of September, movement of people gradually returned, and domestic demand excluding inbound demand is on a recovery trend toward 2019 levels.」
A recovery trend in domestic demand was indicated, but the recovery was limited to domestic demand excluding inbound demand, and no new progress in measures to capture inbound demand was described. - FY2022-Q2RestatedAnnual report
「Department stores continued to face a challenging operating environment, including changes in consumer values during the COVID-19 pandemic, restrictions on domestic and international movement, and operating restrictions on commercial facilities following declarations of a state of emergency.」
It reaffirms the challenging environment for department stores, including efforts to capture inbound demand, amid continuing restrictions on domestic and international movement and on commercial facility operations. - FY2022-Q1WorsenedAnnual report
「However, following the third declaration of a state of emergency, 10 stores, including the large Osaka and Nihombashi stores, were temporarily closed, and inbound sales disappeared. The company therefore remains below pre-pandemic levels.」
It states that inbound sales disappeared against the backdrop of travel and other movement restrictions, and that the environment for capturing inbound demand continues to deteriorate. - FY2021WorsenedAnnual report
「Inbound sales declined 91.3% from the previous year as travel restrictions caused a substantial decrease in the number of visitors to Japan.」
Against the backdrop of fewer visitors to Japan due to travel restrictions, inbound sales declined 91.3% from the previous year. - FY2021-Q3RestatedAnnual report
「Inbound sales declined 93.8% from the previous year as travel restrictions caused a substantial decrease in the number of visitors to Japan.」
The decline in visitors to Japan caused by travel restrictions and the substantial decrease in inbound sales have continued. - FY2021-Q2WorsenedAnnual report
「Sales declined substantially, partly because inbound sales fell 94.6% from the previous year as travel restrictions caused a sharp decrease in the number of visitors to Japan.」
Regarding efforts to capture inbound demand, it states that sales declined 94.6% from the previous year due to travel restrictions. - FY2020-Q3RestatedAnnual report
「To respond to inbound demand, the company continues to work on attracting inbound customers through cooperation with overseas companies in the travel, financial and transportation sectors, in addition to improving the shopping environment by expanding electronic payments and simplifying tax-free procedures.」
The company continues its efforts to attract inbound customers through electronic payments, simplified tax-free procedures and cooperation with overseas companies. - FY2020-Q1AdvancedAnnual report
「To respond to inbound demand, the company continued working to attract customers through cooperation with overseas companies in the travel, financial and transportation sectors, in addition to improving the shopping environment by expanding electronic payments and simplifying tax-free procedures.」
In addition to electronic payments and simplified tax-free procedures, the company specifies efforts to attract customers through cooperation with overseas companies in the travel, financial and transportation sectors. - FY2019-Q3RestatedAnnual report
「To respond to inbound demand, the company continued working to create a comfortable shopping environment. It expanded support for mobile payments, which are mainstream in mainland China, to further improve convenience. In addition to coupon campaigns conducted in cooperation with its stores in Singapore, Shanghai and Ho Chi Minh City, it continued joint campaigns with major Chinese payment companies and online travel agencies to attract customers and increase sales.」
The company continued its mobile payment initiatives, coupons coordinated with overseas stores, and joint campaigns with Chinese payment companies and online travel agencies. - FY2019-Q2AdvancedAnnual report
「To respond to continued strong inbound demand, the company worked to attract visitors to Japan by improving existing shopping environments, including expanding mobile payment options and providing multilingual in-store announcements at small and medium-sized stores, while also using new channels to disseminate information, including reviewing its social media communications structure and distributing videos. It also conducted coupon campaigns in cooperation with Takashimaya stores in Singapore, Shanghai and Ho Chi Minh City, as well as joint campaigns with major Chinese payment companies and online travel agencies, to attract customers and increase sales.」
In addition to its existing payment and multilingual initiatives, the company expanded its measures to include social media, video distribution, coupon campaigns with overseas stores, and joint campaigns with Chinese payment companies and online travel agencies. - FY2019-Q1AdvancedAnnual report
「To respond to continued strong inbound demand, the company worked to create a comfortable shopping environment by expanding mobile payment options and providing multilingual in-store announcements at small and medium-sized stores. As a result, both sales and transaction volume increased substantially from the previous year. In the second half of the current fiscal year, the company plans to renew its POS system to support various payment methods and improve customer convenience.」
In addition to expanding mobile payments and multilingual announcements, the company plans to renew its POS system in the second half of the current fiscal year and reports continued growth in inbound sales and transaction volume from the previous year. - FY2018AdvancedAnnual report
「Ahead of the year-end and New Year period, when demand increases, and the Lunar New Year, the company worked to create a comfortable shopping environment by expanding areas at major stores accepting mobile payments from China, including Alipay and WeChat Pay, and improving the Wi-Fi environment. As a result of actively developing promotional activities to attract customers, both sales and transaction volume increased substantially from the previous year.」
The company expanded areas accepting mobile payments, improved Wi-Fi and undertook promotional activities, while reporting continued growth in inbound sales and transaction volume from the previous year. - FY2018-Q3AdvancedAnnual report
「To capture further inbound demand, the company improved service levels, including substantially expanding the tax-free counters at its Osaka store in November, in addition to its existing initiatives. As a result, both sales and transaction volume continued to increase substantially from the previous year.」
In addition to its existing initiatives, the company substantially expanded the tax-free counters at its Osaka store in November and continued to record growth in inbound sales and transaction volume from the previous year. - FY2018-Q2RestatedAnnual report
「To capture inbound demand, sales and transaction volume continued to increase substantially from the previous year through diverse initiatives with alliance partners, including the ongoing distribution of coupons to the mobile phones and smartphones of visitors to Japan by NTT DOCOMO, active sales promotions centered on electronic payments such as Alipay and WeChat Pay, and the partnership with Ctrip, a major Chinese online travel company.」
The company continued its existing initiatives, namely NTT DOCOMO coupons, Alipay and WeChat Pay, and the partnership with Ctrip, and reiterated the increase in sales and transaction volume from the previous year. - FY2018-Q1AdvancedAnnual report
「To capture inbound demand, diverse sales initiatives with alliance partners proved effective, including participation in a coupon distribution service for members of overseas mobile carriers partnered with NTT DOCOMO, active sales promotions using Alipay and WeChat Pay mobile payments, and campaigns conducted in partnership with Ctrip, a major Chinese online travel company. Both sales and transaction volume increased substantially from the previous year.」
Participation in coupon distribution for overseas mobile carrier members is newly specified, and sales and transaction volume are stated to have increased substantially from the previous year through initiatives involving Alipay, WeChat Pay and Ctrip. - FY2017-Q3AdvancedAnnual report
「In addition to domestic initiatives for visitors to Japan, including distributing coupons to their mobile phones and smartphones jointly with NTT DOCOMO, INC., we increased customer traffic through group-wide customer-attraction promotions, including overseas stores, and inbound sales rose 8%.」
In addition to jointly distributing coupons with NTT DOCOMO, the initiatives were expanded to group-wide customer-attraction promotions, including overseas stores, and inbound sales rose 8%. - FY2017-Q2RestatedAnnual report
「As the needs of visitors to Japan shifted from high-priced goods to daily necessities, sales initiatives to capture further demand, including improved convenience through the introduction of new electronic payment methods, Alipay and WeChat Pay, and the partnership with Ctrip, a major Chinese online travel company, resulted in strong growth in tax-free sales, particularly cosmetics.」
Efforts to capture inbound demand through the introduction of electronic payments and the partnership with Ctrip are continuing. This time, the payment methods are specified as Alipay and WeChat Pay, but there is no substantive change in the basic structure of the initiatives. - FY2017-Q1First statedAnnual report
「Sales initiatives, including improved convenience through the introduction of new electronic payment methods to capture further inbound demand and initiatives to attract customers through the partnership with Ctrip, a major Chinese online travel company, drove a substantial increase in tax-free sales, particularly cosmetics, with sales rising by double digits year on year.」
The introduction of electronic payments and the partnership with Ctrip are cited as specific measures, along with a double-digit year-on-year increase in tax-free sales.