Komori
Monthly2685and ST HD Co.,Ltd.Retail

Notice Regarding Year-on-Year Monthly Sales

June 2026 total store sales were 95.7% of the prior-year level, while same-store sales were 93.8%, both below the prior year. Customer traffic also declined, while average spend per customer was broadly in line with the prior year.

Worth reading
63In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
95.7
Year-on-year (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

June 2026Fiscal year ending February 2027
Net Sales / All Stores
-4.3%
Net Sales / Existing stores
-6.2%
Total-store sales
-4.3%
Same-Store Sales
-6.2%
Number of Customers / All Stores
-3.6%
Number of Customers / Existing stores
-5.6%
Average Spend per Customer / All Stores
-0.7%
Average Spend per Customer / Existing stores
-0.7%
Cumulative from Start of Period
+3.8%
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.
Number of Stores at Period-EndTotal 1,336 stores / Company-operated stores 1,269 stores / Franchise stores 6 stores / WEB store 61 stores
Number of stores opened during the monthNumber of Cases 0 / Store name and location Not disclosed
Number of stores closed during the monthNumber of Cases 0 / Store name and location Not disclosed
Monthly Commentary

June total store sales were 95.7% of the prior-year level, and same-store sales were 93.8%. Demand for summer merchandise remained sluggish due to cool, rainy-season weather, resulting in sales below the prior year. There was 1 fewer holiday than in the prior year, and the Company estimates that this had a negative 1.7 percentage-point impact on same-store sales year on year.

Factors Affecting the Change

Cool, rainy-season weather nationwide, Sluggish demand for summer merchandise, March had 1 fewer holiday than the previous year, Temporary store closures and reduced operating hours due to typhoons

Next Scheduled Disclosure

As a general rule, preliminary figures are announced on the second business day at the beginning of each month

Monthly trend for the same period last year

March 2025 107.4 % (year-on-year sales across all stores) / April 2025 98.5 % (year-on-year sales across all stores) / May 2025 108.4 % (year-on-year sales across all stores) / June 2025 104.8 % (year-on-year sales across all stores)

Scope of aggregation: Adastria on a standalone basis, including the WEB store and excluding other domestic and overseas subsidiaries and business divisions specializing in wholesale sales to corporate customers

Sales for this month
ItemDetails
Month CoveredJune 2026
Fiscal Year CoveredFiscal year ending February 2027
Scope of aggregationAdastria on a standalone basis, including the WEB store and excluding other domestic and overseas subsidiaries and business divisions specializing in wholesale sales to corporate customers
Year-on-year change in monthly net salesAll Stores 95.7 % / Existing stores 93.8 %
Total-store sales, year on year95.7
Same-Store Sales, Year on YearRate 93.8 / Definition of existing stores Not disclosed
Year-on-Year Change in Customer CountAll Stores 96.4 % / Existing stores 94.4 %
Year-on-Year Change in Average Spend per CustomerAll Stores 99.3 % / Existing stores 99.3 %
Cumulative Year-on-Year Change from Start of Period103.8
Year-on-year change by categoryYear-on-year change by brand: Not disclosed (brands performing well include LEPSIM, GEORGE'S and Today's Special)
Key KPIsCustomer traffic (all stores: 96.4%; same stores: 94.4%), average spend per customer (all stores: 99.3%; same stores: 99.3%)
Number of Stores at Period-EndTotal 1,336 stores / Company-operated stores 1,269 stores / Franchise stores 6 stores / WEB store 61 stores
Number of stores opened during the monthNumber of Cases 0 / Store name and location Not disclosed
Number of stores closed during the monthNumber of Cases 0 / Store name and location Not disclosed
Monthly CommentaryJune total store sales were 95.7% of the prior-year level, and same-store sales were 93.8%. Demand for summer merchandise remained sluggish due to cool, rainy-season weather, resulting in sales below the prior year. There was 1 fewer holiday than in the prior year, and the Company estimates that this had a negative 1.7 percentage-point impact on same-store sales year on year.
Factors Affecting the ChangeCool, rainy-season weather nationwide, Sluggish demand for summer merchandise, March had 1 fewer holiday than the previous year, Temporary store closures and reduced operating hours due to typhoons
Monthly trend for the same period last yearMarch 2025 107.4 % (year-on-year sales across all stores) / April 2025 98.5 % (year-on-year sales across all stores) / May 2025 108.4 % (year-on-year sales across all stores) / June 2025 104.8 % (year-on-year sales across all stores)
Next Scheduled DisclosureAs a general rule, preliminary figures are announced on the second business day at the beginning of each month
Items this document does not state (4)
Net sales for the monthCumulative Sales from Start of PeriodSales by categoryMeasures from the following month onward

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.

Demand for summer merchandise remained sluggish as cool, rainy-season weather continued nationwide, there was 1 fewer holiday than in the prior year, and typhoons resulted in temporary store closures and reduced operating hours. The Company estimates that the decrease in holidays had a negative 1.7 percentage-point impact on same-store sales year on year.

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding Year-on-Year Monthly Sales | and ST HD Co.,Ltd. (2685) timely disclosure | Komori