LENS

Turning places into experiences

Companies that keep rebuilding reasons to visit, stay and spend time in large physical spaces.

Look beyond the venue to the system that keeps the experience fresh.

2 companies through this lens

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株式会社ラウンドワンFY ended March 2026

Is Round One a bowling company?

60.2%Amusement share of revenue (site calculation)

59 storesU.S. stores in FY2026

~30/monthCollaboration campaigns

What emerges

ROUND ONE is less a chain of bowling alleys than an operator of large indoor entertainment boxes, continuously refreshing the reasons to visit through crane games, collaborations, sports, karaoke, standardized operations, and new formats.

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Oriental Land Co., Ltd.Fiscal year ended March 2026

Is Oriental Land really a company that grows by attracting more visitors?

27.53mAnnual theme-park attendanceDown 0.1% YoY

¥18,403Net sales per guestRecord high

¥330bnPlanned investment in Disney cruises

What emerges

Oriental Land was not merely trying to increase attendance: it was raising the value of each visit through experiences, hotels and heavy capital investment, while preparing to move its next growth platform beyond Maihama and onto the sea.

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