Polaris Holdings Co., Ltd.

2026/03/02 Updated
Market Cap: $295.4M (¥46.1B)
Stock Price: $1.26 (¥197)
Exchange Rate: 1 USD = ¥156.01

Notice Regarding Hotel Operation Status (January 2026)

In January 2026, domestic hotels’ RevPAR decreased 1.9% Year-over-Year, with the inbound ratio remaining flat. By region, RevPAR increased Year-over-Year in Hokkaido, Tohoku, and Hokuriku-Shinetsu, while Kanto and Kinki regions showed a decrease. Although inbound visitors from China declined 60.7% Year-over-Year, growth in visitors from other countries resulted in minimal impact on performance.

Importance:
Page Updated: February 25, 2026
IR Disclosure Date: February 25, 2026

Key Figures

  • RevPAR: ¥9,287 (January 2026, 1.9% decrease YoY)
  • Occupancy Rate: 86.0% (January 2026, 0.6% increase YoY)
  • Number of Inbound Visitors from China: 60.7% decrease YoY (January 2026)

AI要約

Overview of Hotel Operation Status

The total RevPAR for domestic comparable hotels in January 2026 decreased 1.9% Year-over-Year to ¥9,287. The occupancy rate was 86.0%, up 0.6% YoY, and ADR was ¥10,793, down 2.6% YoY. The inbound ratio held steady at 54.6% compared to the same month last year. By region, RevPAR showed an increasing trend Year-over-Year in Hokkaido, Tohoku, Hokuriku-Shinetsu, Chubu, and Chugoku-Shikoku-Kyushu areas, while Kanto and Kinki regions experienced decreases.

Trends in Inbound Visitors from China and Impact on Performance

Due to the Chinese government’s travel restraint request, the number of inbound visitors from China in January 2026 declined 60.7% Year-over-Year. A change in the timing of the Lunar New Year holiday is also considered a contributing factor. However, visitors from countries and regions other than China have been increasing, and the proportion of Chinese guests in our group remains about 6%, so the current impact on consolidated performance is considered minimal. We will continue to strive to attract guests from various countries and regions and promptly disclose any changes in the situation.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.