Komori
Keio (9008) · InitiativeAdvanced

Capturing demand from international visitors to Japan

First written in FY2016. 11 of 24 entries say "Advanced", first in FY2017. Latest entry: 2026-05-13.

24entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q3 – 2026-05-132016: 120162017: 220172018: 320182019: 420192020: 420202021: 120212022: 220222023: 420232024: 220242025: 020252026: 1
Same theme, other companies
Expansion of travel-related business performance driven by inbound demandA theme 32 companies write about · 0 as a headwind · 33 as a tailwind

Keio 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: 12 of 25 companies on the "Worse" side.

13 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-13AdvancedEarnings presentation

    「外国人客数比率 2025年12月 88.2%」

    京王プラザホテル(新宿)について、2025年12月の外国人客数比率を88.2%と示し、訪日外国人需要の実績を追加している。
  2. FY2025-H1AdvancedAnnual report

    「In the hotel business, average room rates at 京王プラザホテル(新宿), 京王プレッソイン and other properties rose substantially, driven by the increase in international visitors to Japan and the buoyant lodging market, resulting in higher revenue.」

    The increase in international visitors to Japan contributed to higher average room rates at major hotels and higher revenue in the hotel business.
  3. FY2024-Q3AdvancedAnnual report

    「In the hotel business, average room rates at 京王プラザホテル(新宿), 京王プレッソイン and other properties recovered substantially to levels above those before the pandemic, resulting in higher revenue as the Company captured lodging demand from international visitors to Japan.」

    Capturing lodging demand from international visitors to Japan restored average room rates at major hotels to levels above those before the pandemic.
  4. FY2024-Q2AdvancedAnnual report

    「In the hotel business, average room rates at 京王プラザホテル(新宿), 京王プレッソイン and other properties recovered substantially to levels above those before the pandemic, resulting in higher revenue as the Company captured lodging demand from international visitors to Japan.」

    The disclosure states that capturing lodging demand from international visitors to Japan restored average room rates at major hotels to levels above those before the pandemic, contributing to higher revenue.
  5. FY2024-Q1AdvancedAnnual report

    「In the hotel business, occupancy rates and average room rates improved substantially from the same period of the previous year, helped in part by an increase in international visitors to Japan, resulting in higher revenue. Accordingly, operating revenue was ¥15,982 million, up 52.2% year on year. Operating profit was ¥2,066 million.」

    The disclosure states that the increase in international visitors to Japan following the easing of border controls led to improvements in hotel occupancy rates and average room rates, a 52.2% increase in operating revenue and operating profit of ¥2,066 million.
  6. FY2023AdvancedAnnual report

    「The hotel business reported higher revenue as occupancy rates and average room rates recovered substantially from the previous fiscal year, helped by an increase in international visitors to Japan following the easing of border controls from October onward and the impact of the nationwide travel support program.」

    The increase in international visitors to Japan following the easing of border controls actually contributed to the recovery in occupancy rates and average room rates and to higher hotel revenue.
  7. FY2023-Q3AdvancedAnnual report

    「Although lodging demand remained below pre-pandemic levels, the hotel business reported higher revenue as occupancy rates and average room rates recovered substantially from the same period of the previous year, helped by an increase in international visitors to Japan following the easing of border controls and the impact of the nationwide travel support program.」

    The increase in international visitors to Japan following the easing of border controls is identified as an actual driver of the recovery in lodging demand. Lodging demand, however, had not returned to pre-pandemic levels.
  8. FY2022Setting the timing of demand recoveryAnnual report

    「The Company assumes that domestic leisure demand will reach pre-pandemic levels in fiscal 2023 and demand from international visitors to Japan will reach those levels during fiscal 2024.」

    The Company assumed that demand from international visitors to Japan would recover to pre-pandemic levels during fiscal 2024.
  9. FY2022-Q3Demand recovery underway, with concerns over a renewed surge in infectionsAnnual report

    「After the state of emergency was lifted at the end of September, demand for travel and lodging improved substantially from the same period of the previous year, but had not reached a full recovery. The Company therefore needed to closely monitor changes in consumer behavior and their effects as infections began to spread rapidly again.」

    Demand for travel and lodging improved substantially year on year but had not fully recovered, leaving the Company closely monitoring changes in consumer behavior resulting from the rapid spread of infections.
  10. FY2021-Q3WorsenedAnnual report

    「In the hotel business, although the new annex at Takayama Green Hotel, Sakurinkaku, opened in June, overall performance was significantly affected by the sharp decline in accommodation demand, including from inbound foreign tourists. Despite efforts to capture demand through initiatives such as the Go To Campaign, the renewed spread of infections led to a substantial decline in revenue.」

    Lodging demand, including from international visitors to Japan, continued to decline sharply, and the impact on the hotel business increased as infections resurged despite measures to stimulate demand.
  11. FY2021-Q2WorsenedAnnual report

    「The Group's business activities were also significantly affected, particularly in April and May, by the sharp decline in the number of international visitors to Japan, people refraining from going out, and shortened operating hours and temporary closures implemented in connection with the declaration of a state of emergency.」

    The disclosure cites the sharp decline in the number of international visitors to Japan and the effects of shortened operating hours and temporary closures, indicating that the business environment for capturing inbound demand continued to deteriorate.
  12. FY2021-Q1RestatedAnnual report

    「The Group's business activities were also significantly affected by the decline in international visitors to Japan and people refraining from going out, as well as shortened operating hours and temporary closures implemented in connection with the declaration of a state of emergency.」

    The disclosure states that continued declines in international visitors to Japan, together with people refraining from going out and shortened operating hours and temporary closures associated with the declaration of a state of emergency, significantly affected business activities.
  13. FY2020WorsenedAnnual report

    「Furthermore, the spread of the novel coronavirus created extremely challenging economic conditions, sharply reduced the number of international visitors to Japan and depressed domestic personal consumption as people refrained from going out, significantly affecting the Group's business activities.」

    Regarding the environment in which the Company had been working to capture demand from international visitors to Japan, the disclosure states that the spread of the infection sharply reduced the number of such visitors and depressed domestic consumption.
  14. FY2020-Q3RestatedAnnual report

    「The department store business reported lower revenue despite continued strong inbound sales, owing in part to unfavorable weather and the impact of the consumption tax rate increase.」

    The disclosure notes both continued strong inbound sales and lower revenue resulting from unfavorable weather and the impact of the consumption tax rate increase.
  15. FY2020-Q2RestatedAnnual report

    「The department store business reported higher revenue, helped by continued strong inbound sales and rush demand ahead of the consumption tax rate increase, among other factors.」

    The higher revenue in the department store business driven by strong inbound sales is again identified as evidence of the capture of demand from international visitors to Japan.
  16. FY2020-Q1RestatedAnnual report

    「The department store business reported higher revenue as inbound sales remained strong and other factors contributed.」

    The higher revenue in the department store business driven by strong inbound sales is again identified as evidence of the capture of demand from international visitors to Japan.
  17. FY2019AdvancedAnnual report

    「In the bus business, the Company increased service frequency on the Fuji Five Lakes route (Shinjuku–Fuji Five Lakes / Fifth Station of Mount Fuji), which was performing strongly in response to the increase in international visitors to Japan, and sought to increase revenue. It also extended the Haneda Airport route (Kokubunji and Fuchu–Haneda Airport) to Nishi-Kokubunji Station, thereby improving convenience.」

    In response to the increase in international visitors to Japan, the Company increased service frequency on the Fuji Five Lakes route and extended the Haneda Airport route.
  18. FY2019-Q3RestatedAnnual report

    「The department store business reported higher revenue as inbound sales remained solid and other factors contributed.」

    The higher revenue in the department store business driven by steady inbound sales is again identified as evidence of the capture of demand from international visitors to Japan.
  19. FY2019-Q1RestatedAnnual report

    「The department store business reported higher revenue as inbound sales remained strong and other factors contributed.」

    The higher revenue in the department store business driven by strong inbound sales is again identified as evidence of the capture of demand from international visitors to Japan.
  20. FY2018AdvancedAnnual report

    「The Company will also improve the environment for the growing number of international visitors to Japan by providing foreign-language support for automated announcements on trains and updating guidance signage.」

    Measures for international visitors to Japan have expanded beyond providing tourism information to include foreign-language support for automated train announcements and updated guidance signage. The disclosure also cites higher department store revenue driven by strong inbound sales.
  21. FY2018-Q3RestatedAnnual report

    「The department store business reported higher revenue, helped by strong inbound sales and other factors.」

    The disclosure continues to cite strong inbound sales as contributing to higher revenue in the department store business.
  22. FY2018-Q2AdvancedAnnual report

    「The department store business reported higher revenue, helped by strong inbound sales and other factors.」

    The disclosure states that strong inbound sales contributed to higher revenue in the department store business.
  23. FY2017AdvancedAnnual report

    「As part of its inbound initiatives, the Company will provide tourism information in cooperation with local governments and other organizations in Gifu, Nagano and Yamanashi prefectures at the 中部地方インフォメーションプラザin京王新宿, with the aim of increasing the number of international visitors to Japan who travel to the Chubu region from Shinjuku by Chuo Highway bus.」

    The Company has specified measures to provide tourism information in cooperation with local governments and expand day-trip travel products for international visitors to Japan.
  24. FY2016First statedAnnual report

    「To capture inbound demand in Shinjuku, an important base for the Group and a destination visited by many international travelers, the Company will establish a broad-area sightseeing route from Shinjuku to destinations in the Chubu region, including Matsumoto and Takayama, using Chuo Highway buses and local route buses, and will open a tourist information center in Keio Mall to provide information on municipalities along the route.」

    The initiative combines a broad-area sightseeing route, a tourist information center and commercial facilities for international visitors to Japan.
Moved together

"Securing railway ridership and improving earnings capacity" moved the same way as this thread, in the same document, in 11 of its 24 moves.

1187776★123456
  1. ★This thread
  2. 1Securing railway ridership and improving earnings capacity11×
  3. 2Medium-Term Management Plan Targets (FY2017 and FY2020)8×
  4. 3Stable Dividends Based on a Consolidated Payout Ratio Target of 30%7×
  5. 4Early Return to Operating Profitability Across the Hotel Business7×
  6. 5Real estate business through renovated, shared-use mixed-use facilities7×
  7. 6Consolidated capital expenditures of ¥199,900 million for fiscal 2018–fiscal 20206×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Keio's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Earnings presentation of 2026-05-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.