Japan's duty-free retail sector is feeling the pinch as Chinese visitor numbers plummet during what should be its busiest season. The downturn follows a travel advisory issued by China's Ministry of Culture and Tourism in late 2025, urging citizens to reconsider Japan trips amid ongoing diplomatic discussions.
Major retailers like J Front Retailing reported a 17% year-on-year drop in duty-free sales at its Daimaru and Matsuzakaya stores this New Year period – a stark contrast to 2025's shopping frenzy 🎌. Other luxury outlets saw similar declines, with analysts noting both fewer visitors and lighter spending from those who do come.
"This isn't just about tourism – it's about cross-border consumer confidence," says retail analyst Mei Takahashi. "Young Chinese travelers typically drive 60% of duty-free purchases. Without them, Japan's 'shopping tourism' model needs reinvention."
While some stores pivot to Southeast Asian and Indian tourists, industry insiders say recovery depends on improved cross-strait travel policies. For now, the empty luxury counters tell their own story 📉.
