Customer numbers

Ryohin Keikaku looks less like a specialist household-goods retailer and more like a company expanding everyday-life touchpoints through products, stores, apps, community activity, circularity and accommodations.

Don Quijote looks less like a retailer that simply stacks up cheap goods and more like a retail market-share platform that uses price to drive traffic, then combines food, private brands, tax-free demand and new formats to expand the share of each shopping mission it captures.

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.

Rather than moving away from games, Nintendo looks like a company built to sell games for a long time and invest heavily in whatever comes next.