Signs of Demand Recovery Following the Launch of the Go To Travel Campaign
First written in FY2020-Q3. 3 of 7 entries say "Restated". Latest entry: 2026-07-08.
The whole theme swung hardest in 2023: 1 of 9 companies on the "Worse" side.
1 other company's latest entry also says "Restated".
- 2026-07-08RestatedRevision of earnings forecasts
「In the second quarter of the fiscal year ending November 2026, we continued efforts to capture domestic travel demand, and revenue increased by ¥256 million compared with the plan as occupancy rates and room rates rose in the accommodation business and the banquet and restaurant businesses remained strong.」
The company stated that domestic travel demand and strong performance in the hotel business and other operations continued from the previous fiscal year, reconfirming the recovery in demand. - FY2024-Q2RestatedAnnual report
「As social and economic activity normalizes and inbound consumption recovers amid a rising share-price trend, an economic recovery is expected, although」
Demand has continued to recover, supported by the normalization of social and economic activity and the recovery in inbound consumption. - FY2024-Q1RestatedAnnual report
「As restrictions related to COVID-19 were eased, social and economic activity moved toward normalization, while the recovery in personal consumption and inbound consumption also contributed, and conditions are gradually recovering.」
The recovery trend has continued, supported by the easing of restrictions related to the infectious disease, the normalization of social and economic activity, and the recovery in travel and consumption demand. - FY2023AdvancedAnnual report
「In the hotel industry, demand recovered as the movement of people resumed, events returned nationwide and the number of domestic and overseas travelers surged, resulting in a recovery trend to levels broadly equal to or above those before the pandemic.」
The recovery in demand resulting from the easing of activity restrictions and other measures progressed alongside a surge in domestic and overseas travelers and a recovery trend to levels equal to or above those before the pandemic. - FY2022AdvancedAnnual report
「In the hotel industry, the trend shifted toward recovery to pre-pandemic levels, supported by the easing of activity restrictions, the reaction to life under self-restraint, the government's “National Travel Assistance” tourism promotion program and the significant easing of border-control measures.」
The Company states that hotel industry demand has shifted toward recovery to pre-pandemic levels, driven by the easing of activity restrictions, National Travel Assistance and the easing of border-control measures. - FY2020From a recovery in demand to renewed headwindsAnnual report
「Although expectations are high for government-led measures to stimulate domestic tourism demand, the headwinds have intensified again due to the temporary suspension of the Go To Travel program and requests for people to refrain from going out following the reissuance of a state of emergency, and the extremely challenging operating environment is expected to continue.」
The recognition has changed from the previous quarter's description of a gradual recovery following the launch of Go To Travel to the view that headwinds have strengthened again due to the temporary suspension of the program and the reissuance of a state of emergency. - FY2020-Q3First statedAnnual report
「Although demand has been gradually recovering since July 2020, partly due to the launch of the Go To Travel campaign, demand remains sluggish.」
The Company states that demand has been gradually recovering, partly due to the launch of the Go To Travel campaign in July 2020, while demand remains sluggish.