January 02: JR Central’s Tokaido Shinkansen Private Rooms Start Oct 1
Tokaido Shinkansen private rooms will launch on October 1, 2026, marking a fresh move by JR Central toward premium train travel Japan. We see this as a shift from volume to yield on the N700S Shinkansen. The offer will sit above Green Car, start with two rooms per trainset, and roll out in phases. For investors, the key is how pricing, adoption, and retrofit speed translate into higher revenue per seat and margin stability across Tokyo–Nagoya–Osaka traffic flows.
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