Pan Pacific International Holdings Corporation

Shares of Pan Pacific International Holdings surged more than 4% from the previous day, extending their winning streak to four sessions. As persistent inflation strengthens consumers' frugal mindset, the operator of Don Quijote is reliably capturing cost-of-living demand, fueling expectations for earnings growth. For the cumulative first three quarters of the fiscal year ending June 2026, consolidated results showed revenue of 1.8265 trillion yen, operating profit of 137.5 billion yen, and net profit of 93.9 billion yen, achieving increases in both revenue and profit. The full acquisition of the Olympic group was also completed on July 1. Shareholder benefits include electronic money majica points granted twice a year, with experience-based menu items added starting from the rights as of the end of December 2025.

As Japan is hit by extreme heat with maximum temperatures exceeding 40 degrees Celsius, portable coolers that require no installation and are easy to use are gaining popularity. At Bic Camera Yurakucho store, products in the 30,000 to 50,000 yen range are selling well, driven by last-minute demand for air conditioning and waiting times for installation work, leading to recommendations for customers who need immediate cooling. Usage is also increasing in rooms without air conditioning, such as kitchens and washrooms. According to Pan Pacific International Holdings, which operates Don Quijote, sales are particularly strong in Hokkaido, where air conditioner penetration is low. New entrants are appearing one after another. Following Bic Camera's launch of a private brand product last year, Nitori Holdings began handling portable coolers this year, and Sharp introduced a high-performance model with an air purification function at an estimated price in the 90,000 yen range. While energy-saving performance is inferior to typical air conditioners, Nitori Holdings expressed hope for a faster-than-expected sellout, and a Don Quijote representative pointed out the need for differentiation amid intensifying price competition.

Pan Pacific International Holdings announced it will donate a total of 40 million yen as grants to children's cafeterias nationwide, using funds raised through the group's first digital corporate bond. The support will be carried out through a project with the certified NPO National Children's Cafeteria Support Center Musubie, and will be used for creating places for children, food assistance, and multi-generational exchange. In addition, as student life support, 930 applicants through the majica app received majica money worth 35,000 yen each. The company decided in June 2025 to issue a digital bond targeting 100 million yen for UCS card members, and issued it in August of the same year. This donation materializes the youth support purpose stated at the time of issuance, serving as an example of linking digital bonds with social contribution.