Komori
Seibu Holdings (9024) · RiskRestated

Decline in Tourists in Japan and Hawaii

First written in FY2017. 5 of 16 entries say "Materialised", first in FY2021-Q1. Latest entry: FY2026.

16entries
10years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2017MitigatedFY2023-Q3 – FY2024-Q32017: 120172018: 020182019: 020192020: 220202021: 320212022: 420222023: 220232024: 120242025: 120252026: 22026
Same theme, other companies

Seibu Holdings 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: 10 of 17 companies on the "Worse" side.

4 other companies' latest entry also says "Restated".

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 22 companies compared. The sentences above are computed from all 22.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Revenue increased by ¥9.222 billion, or 3.8%, year on year to ¥250.481 billion, due to the capture of individual inbound travelers and Japanese guests at domestic hotels.」

    Although some customers from certain parts of Asia refrained from using the hotels, domestic hotels recorded 1,721,951 foreign overnight guests, representing 33.5% of the total, and the impact of the decline in tourists has diminished overall.
  2. 2026-05-14MaterialisedEarnings

    「Although some customers from Asian regions refrained from using domestic hotels, the capture of individual inbound travelers and Japanese guests at domestic hotels led to」

    Reduced use of domestic hotels by customers from certain Asian regions materialized as a factor affecting full-year performance in the hotel and leisure business.
  3. FY2026-H1MaterialisedAnnual report

    「Although the overseas hotel business was affected by renovation work at Mauna Kea Beach Hotel, and some customers from certain parts of Asia refrained from using domestic hotels due to earthquake predictions,」

    In certain parts of Asia, refraining from using domestic hotels because of earthquake predictions was cited as an actual business performance factor.
  4. FY2024-Q3MitigatedAnnual report

    「Japanese guests 2,665,085 73.1 Foreign guests 979,400 26.9 Guests 3,644,485 100.0」

    Total overnight guests increased from 3,045,442 in the year-earlier period to 3,644,485, while foreign guests increased from 165,626 to 979,400, raising the foreign-guest ratio from 5.4% to 26.9%. The impact of the decline in tourists has diminished further.
  5. FY2024-Q1MitigatedAnnual report

    「Japanese guests 760,338 71.4 Foreign guests 304,665 28.6 1,065,003 100.0」

    Guests at domestic hotels increased from 783,350 in the year-earlier period to 1,065,003, while foreign guests recovered from 7,000 to 304,665. The impact of the decline in tourists has diminished compared with previous periods.
  6. FY2023-Q3MitigatedAnnual report

    「For the nine months ended December 2022 Japanese guests 2,870,373 94.5 Foreign guests 165,624 5.5 Guests 3,035,997 100.0」

    Total overnight guests increased from 1,778,583 in the year-earlier period to 3,035,997, while foreign guests increased from 27,764 to 165,624, raising the foreign-guest ratio from 1.6% to 5.5%.
  7. FY2023-Q2Hotel guest recovery accompanied by a lower proportion of foreign guestsAnnual report

    「For the six months ended September 2022 Japanese guests 1,768,383 98.6 Foreign guests 24,585 1.4 Guests 1,792,968 100.0」

    Total overnight guests increased year on year, but both the number and proportion of foreign guests were below the year-earlier period.
  8. FY2023-Q1MitigatedAnnual report

    「Japanese guests 774,001 99.1 Foreign guests 7,000 0.9 781,001 100.0」

    Hotel guests at domestic hotels increased from 388,700 in the same period of the previous year to 781,001, while foreign guests recovered from 1,988 to 7,000. However, foreign guests accounted for only 0.9%.
  9. FY2022MitigatedAnnual report

    「Guests 1,510,082 100.0 2,260,654 100.0 Japanese guests 1,506,310 99.8 2,236,758 98.9 Foreign guests 3,772 0.2 23,896 1.1」

    The numbers of hotel guests and foreign guests recovered from the previous year. However, foreign guests accounted for only 1.1%, and the risk of declining tourists remains.
  10. FY2022-Q3Continued recovery in hotel guests and foreign guestsAnnual report

    「Hotel guests 1,213,785 100.0 1,676,861 100.0 Japanese guests 1,210,796 99.8 1,654,464 98.7 Foreign guests 2,989 0.2 22,397 1.3」

    Hotel guests increased from 1,213,785 in the same period of the previous year to 1,676,861, and foreign guests increased from 2,989 to 22,397, although foreign guests accounted for only 1.3%.
  11. FY2022-Q2Continued recovery in hotel guests and foreign guestsAnnual report

    「Guests 539,127 100.0 881,628 100.0 Japanese guests 537,418 99.7 860,445 97.6 Foreign guests 1,709 0.3 21,183 2.4」

    Hotel guests recovered from 539,127 in the same period of the previous year to 881,628, while foreign guests increased from 1,709 to 21,183, although foreign guests accounted for only 2.4%.
  12. FY2022-Q1Recovery in hotel guests, while foreign guest numbers remain lowAnnual report

    「Guests 65,149 100.0 366,369 100.0 Japanese guests 64,774 99.4 365,706 99.8 Foreign guests 375 0.6 663 0.2」

    Although the number of hotel guests recovered from the same period of the previous year, foreign guests totaled only 663, representing 0.2%, and the impact of the risk of declining tourists continued.
  13. FY2021-Q3MaterialisedAnnual report

    「Hotel guests 3,814,608 100.0 1,213,785 100.0 Japanese guests 2,831,299 74.2 1,210,796 99.8 Foreign guests 983,309 25.8 2,989 0.2」

    The risk of declining tourists continued to materialize, with hotel guests decreasing from 3,814,608 in the same period of the previous year to 1,213,785, and foreign guests decreasing from 983,309 to 2,989.
  14. FY2021-Q2MaterialisedAnnual report

    「Hotel guests 2,607,980 100.0 539,127 100.0 Japanese guests 1,950,786 74.8 537,418 99.7 Foreign guests 657,194 25.2 1,709 0.3」

    The risk of declining tourists continued to materialize, with hotel guests decreasing from 2,607,980 in the same period of the previous year to 539,127.
  15. FY2021-Q1MaterialisedAnnual report

    「Hotel guests 1,224,491 100.0 65,149 100.0 Japanese guests 879,138 71.8 64,774 99.4 Foreign guests 345,353 28.2 375 0.6」

    The risk of declining tourists in Japan materialized, with hotel guests decreasing from 1,224,491 in the same period of the previous year to 65,149, and foreign guests decreasing from 345,353 to 375.
  16. FY2017First statedAnnual report

    「A decline in tourists visiting Japan or Hawaii could affect the Group's business performance and financial condition.」

    A decline in tourists due to economic conditions, foreign exchange movements, sentiment toward Japan, natural disasters, accidents, epidemics and international conditions, among other factors, was identified as a risk.
Moved together

"Decrease in operating income despite higher operating revenue" moved the same way as this thread, in the same document, in 8 of its 16 moves.

877665★123456
  1. ★This thread
  2. 1Decrease in operating income despite higher operating revenue8×
  3. 2Substantial Net Interest-Bearing Debt and Refinancing and Interest-Rate Risk7×
  4. 3Decline in Equity Ratio Due to Increase in Liabilities and Decrease in Net Assets7×
  5. 4Optimizing the Use of Owned Assets and Improving Profitability6×
  6. 5Sensitivity of operating profit to the fixed-cost burden6×
  7. 6Revenue Management and Shift Toward Higher-Paying Guests5×

★ 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
Seibu Holdings's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Earnings of 2026-05-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.