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

Notice Regarding the Publication of the Monthly Management Report (September 2026)

In September 2026, RevPAR at 67 comparable hotels in Japan increased 5.2% year on year. Meanwhile, RevPAR in Kinki and Kanto was below the previous year, resulting in regional variations in performance.

Worth reading
63In 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
5.2
% (year-on-year change in RevPAR at 67 comparable hotels in Japan)
Wording
Definitive
How definitive the wording is.

Sales for this month

September 2026Fiscal year ending March 2027
Number of Stores at Period-EndDomestic hotels in operation 81 hotels / Domestic hotels scheduled to open 38 hotels / Overseas hotels in operation 15 hotels / Total 134 hotels
Number of stores opened during the monthNumber of Cases 6 / Details Kanazawa Katamachi Hotel (provisional name), Name TBD (Naka Ward, Nagoya, Aichi Prefecture), Details of 4 other properties not disclosed
Monthly Commentary

RevPAR at 67 comparable hotels in Japan increased 5.2% year on year in September. RevPAR in Kinki fell below the previous year due to the demand pullback following the Osaka-Kansai Expo held the previous year and declining lodging demand from China, while Kanto was affected by declining inbound demand. Other regions exceeded the previous year, with Chubu significantly outperforming it due to the Asian Games.

Factors Affecting the Change

Demand pullback following the Osaka-Kansai Expo held the previous year, Decline in lodging demand from China, Decline in inbound demand, Demand generated by the Asian Games, Higher airfares due to the situation in the Middle East, Reduced flight frequencies, Flight cancellations caused by typhoons

Scope of aggregation: 67 comparable hotels in Japan

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregation67 comparable hotels in Japan
Year-on-year change by categoryName Hokkaido / Indicator RevPAR / Year on year +8.6%, Name Tohoku, Hokuriku and Shinetsu / Indicator RevPAR / Year on year +18.3%, Name Kanto / Indicator RevPAR / Year on year ▲1.8%, Name Chubu / Indicator RevPAR / Year on year +60.0%, Name Kinki / Indicator RevPAR / Year on year ▲29.1%, Name Chugoku, Shikoku, Kyushu / Indicator RevPAR / Year on year +19.2%
Key KPIsIndicator name Room occupancy rate / Value 91.0% / Year on year ▲0.3%, Indicator name ADR / Value ¥12,946 / Year on year +5.6%, Indicator name RevPAR / Value ¥11,781 / Year on year +5.2%, Indicator name Inbound guest ratio / Value 43.4% / Year on year ▲3.4%
Number of Stores at Period-EndDomestic hotels in operation 81 hotels / Domestic hotels scheduled to open 38 hotels / Overseas hotels in operation 15 hotels / Total 134 hotels
Number of stores opened during the monthNumber of Cases 6 / Details Kanazawa Katamachi Hotel (provisional name), Name TBD (Naka Ward, Nagoya, Aichi Prefecture), Details of 4 other properties not disclosed
Monthly CommentaryRevPAR at 67 comparable hotels in Japan increased 5.2% year on year in September. RevPAR in Kinki fell below the previous year due to the demand pullback following the Osaka-Kansai Expo held the previous year and declining lodging demand from China, while Kanto was affected by declining inbound demand. Other regions exceeded the previous year, with Chubu significantly outperforming it due to the Asian Games.
Factors Affecting the ChangeDemand pullback following the Osaka-Kansai Expo held the previous year, Decline in lodging demand from China, Decline in inbound demand, Demand generated by the Asian Games, Higher airfares due to the situation in the Middle East, Reduced flight frequencies, Flight cancellations caused by typhoons
Items this document does not state (13)
Net sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryNumber of stores closed during the monthMeasures from the following month onwardMonthly trend for the same period last yearNext 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.

In Kinki, the demand pullback following the Osaka-Kansai Expo held the previous year and the continuing decline in lodging demand from China had an impact, while inbound demand declined in Kanto. Meanwhile, RevPAR increased in Chubu, driven by the Asian Games. Overall visitor arrivals to Japan were reportedly affected by higher airfares due to the situation in the Middle East, reduced flight schedules and flight cancellations caused by typhoons.

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Notice Regarding the Publication of the Monthly Management Report (September 2026) | Polaris Holdings Co.,Ltd. (3010) timely disclosure | Komori