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Monthly3010Polaris Holdings Co.,Ltd.Information and Communications, Services and Others

Notice Concerning Hotel Operating Performance (February 2026)

In February 2026, RevPAR at the domestic comparable hotels increased 1.1% year on year, while the room occupancy rate rose 0.9 percentage points. RevPAR declined year on year in the Kanto and Kinki regions, however, and the overall inbound guest ratio fell 0.4 percentage points.

Worth reading
56In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
1.1
% (year-on-year change in RevPAR)
Wording
Conditional
How definitive the wording is.

Sales for this month

February 2026Fiscal year ending March 2026
11,224Yen (RevPAR)
Net Sales
-98.9%
Cumulative from Start of Period
-88.3%
The center line represents the same level as the same month of the previous year (100). The distance from the line represents the year-on-year change.
Year-on-year change by component
Kinki RevPAR
-108.0%
Kanto RevPAR
-103.0%
Chugoku, Shikoku and Kyushu RevPAR
-95.0%
Hokkaido RevPAR
-94.2%
Chubu RevPAR
-92.5%
Tohoku, Hokuriku and Shinetsu RevPAR
-89.8%
The bars use a logarithmic scale. This allows the relative sizes of the other items to be read even when one item is much larger than the others.
Key KPI year-on-year change
ADR
-99.9%
RevPAR
-98.9%
Cumulative Sales from Start of Period11,657 Yen (RevPAR)
Monthly Commentary

RevPAR across all domestic comparable hotels increased 1.1% year on year in February. While RevPAR declined in the Kanto and Kinki regions, the other areas maintained their upward trend. Chinese guests accounted for approximately 6% of the total, and we currently consider the impact on performance to be limited, owing in part to the increase in guests from countries other than China.

Factors Affecting the Change

Stronger travel demand around the Lunar New Year, Increase in visitors to Japan from South Korea and Taiwan, as well as the United States and Canada, Decline in visitors to Japan from China due to the Chinese government's advisory against travel and reductions in air services, Increase in guests from countries and regions other than China, Steady bookings from domestic guests and overseas guests from countries other than China

Measures from the following month onward

We will seek to attract guests from a diverse range of countries and regions. We will closely monitor trends in the accommodation market and promptly disclose any material developments.

Monthly trend for the same period last year

The materials include trend charts for RevPAR and the inbound guest ratio, as well as the composition by nationality of total room-nights sold from March 2025 through February 2026.

Scope of aggregation: All 65 domestic comparable hotels

Sales for this month
ItemDetails
Month CoveredFebruary 2026
Fiscal Year CoveredFiscal year ending March 2026
Scope of aggregationAll 65 domestic comparable hotels
Net sales for the month11,224 Yen (RevPAR)
Year-on-year change in monthly net sales1.1
Cumulative Sales from Start of Period11,657 Yen (RevPAR)
Cumulative Year-on-Year Change from Start of Period11.7
Year-on-year change by categoryName Hokkaido RevPAR / Year on year 5.8 %, Name Tohoku, Hokuriku and Shinetsu RevPAR / Year on year 10.2 %, Name Kanto RevPAR / Year on year -3 %, Name Chubu RevPAR / Year on year 7.5 %, Name Kinki RevPAR / Year on year -8 %, Name Chugoku, Shikoku and Kyushu RevPAR / Year on year 5 %
Sales by categoryHokkaido RevPAR ¥14,570, Tohoku, Hokuriku and Shinetsu RevPAR ¥7,591, Kanto RevPAR ¥15,795, Chubu RevPAR ¥8,278, Kinki RevPAR ¥7,806, Chugoku, Shikoku and Kyushu RevPAR ¥10,375
Key KPIsIndicator name Room occupancy rate / Value 89.9 % / Year on year Up 0.9 percentage points year on year, Indicator name ADR / Value ¥12,484 / Year on year ¥0.1, Indicator name RevPAR / Value ¥11,224 / Year on year ¥1.1, Indicator name Inbound guest ratio / Value 51.2 % / Year on year Down 0.4 percentage points year on year
Monthly CommentaryRevPAR across all domestic comparable hotels increased 1.1% year on year in February. While RevPAR declined in the Kanto and Kinki regions, the other areas maintained their upward trend. Chinese guests accounted for approximately 6% of the total, and we currently consider the impact on performance to be limited, owing in part to the increase in guests from countries other than China.
Factors Affecting the ChangeStronger travel demand around the Lunar New Year, Increase in visitors to Japan from South Korea and Taiwan, as well as the United States and Canada, Decline in visitors to Japan from China due to the Chinese government's advisory against travel and reductions in air services, Increase in guests from countries and regions other than China, Steady bookings from domestic guests and overseas guests from countries other than China
Measures from the following month onwardWe will seek to attract guests from a diverse range of countries and regions. We will closely monitor trends in the accommodation market and promptly disclose any material developments.
Monthly trend for the same period last yearThe materials include trend charts for RevPAR and the inbound guest ratio, as well as the composition by nationality of total room-nights sold from March 2025 through February 2026.
Items this document does not state (8)
Total-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthNext Scheduled Disclosure

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The number of visitors to Japan increased, driven by stronger travel demand around the Lunar New Year and increases in visitors from South Korea and Taiwan, as well as the United States and Canada. Although the number of visitors from China declined, the increase in guests from countries and regions other than China, together with bookings from domestic guests and overseas guests from countries other than China, offset the decline in Chinese guests.

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Notice Concerning Hotel Operating Performance (February 2026) | Polaris Holdings Co.,Ltd. (3010) timely disclosure | Komori