Komori
Monthly2685and ST HD Co.,Ltd.Retail

Notice Regarding Year-on-Year Monthly Sales

Total store sales in October 2026 were 101.2% year on year, while comparable-store sales were 100.1%. Autumn and winter merchandise sold well, although the company was also affected by the suspension of member point usage following unauthorized access and shipping delays.

Worth reading
57In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Neutral
Direction inferred from the company’s description.
Scale
101.2
Year-on-year (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

October 2026Fiscal year ending February 2027
Net Sales
+1.2%
Total-store sales
+1.2%
Same-Store Sales / Ratio (%)
+0.1%
Number of Customers / All Stores
+0.2%
Number of Customers / Existing stores
-1.7%
Average Spend per Customer / All Stores
+1.0%
Average Spend per Customer / Existing stores
+1.9%
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 1,327 stores / Company-operated stores 1,262 stores / Franchise stores 3 stores / WEB store 62 stores
Number of stores opened during the monthNumber of Cases 8 / Breakdown studio CLIP: 1 store (Versa Walk Nishio), LEPSIM: 2 stores (AEON MALL Asahikawa Nishi, Keyaki Walk Maebashi), HARE: 1 store (Daikanyama), ELURA: 1 store (Sannomiya), GEORGE'S: 1 store (AEON MALL Hanyu), TODAY'S SPECIAL: 1 store (LACHIC), Elmira WEB Store: 1 store
Number of stores closed during the monthNumber of Cases 2 / Breakdown studio CLIP: 2 stores (Ito-Yokado Mizonokuchi, Ito-Yokado Yotsukaido)
Monthly Commentary

In October, total store sales were 101.2% year on year and comparable-store sales were 100.1% year on year. Underlying demand for autumn merchandise remained firm, while winter merchandise also got fully underway as temperatures fell in the latter part of the month.

Factors Affecting the Change

Firm underlying demand for autumn merchandise, Demand for winter merchandise driven by lower temperatures in the latter part of the month, Positive impact of 1.8 percentage points on comparable-store sales from having 1 more holiday than the previous year, Suspension of member point usage following unauthorized access, Delays in supplying products to stores caused by the temporary suspension of shipping operations, Suspension of operations and temporary closure due to a fire at a commercial facility in Sapporo

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

Month March 2025 / Total-store sales, year on year 107.4, Month April 2025 / Total-store sales, year on year 98.5, Month May 2025 / Total-store sales, year on year 108.4, Month June 2025 / Total-store sales, year on year 104.8, Month July 2025 / Total-store sales, year on year 103.6, Month August 2025 / Total-store sales, year on year 102.6, Month September 2025 / Total-store sales, year on year 104.8, Month October 2025 / Total-store sales, year on year 99.7, Month November 2025 / Total-store sales, year on year 107.6

Scope of aggregation: Adastria Co., Ltd. on a standalone basis (including its online store)

Sales for this month
ItemDetails
Month CoveredOctober 2026
Fiscal Year CoveredFiscal year ending February 2027
Scope of aggregationAdastria Co., Ltd. on a standalone basis (including its online store)
Year-on-year change in monthly net sales101.2
Total-store sales, year on year101.2
Same-Store Sales, Year on YearRatio (%) 100.1 / Definition Stores that were closed for at least 1 day during the month for renovations are generally excluded from comparable stores.
Year-on-Year Change in Customer CountAll Stores 100.2 / Existing stores 98.3
Year-on-Year Change in Average Spend per CustomerAll Stores 101 / Existing stores 101.9
Year-on-year change by categoryName niko and... / Year on year Strong, Name studio CLIP / Year on year Strong, Name LEPSIM / Year on year Strong, Name TODAY'S SPECIAL / Year on year Strong
Number of Stores at Period-EndTotal 1,327 stores / Company-operated stores 1,262 stores / Franchise stores 3 stores / WEB store 62 stores
Number of stores opened during the monthNumber of Cases 8 / Breakdown studio CLIP: 1 store (Versa Walk Nishio), LEPSIM: 2 stores (AEON MALL Asahikawa Nishi, Keyaki Walk Maebashi), HARE: 1 store (Daikanyama), ELURA: 1 store (Sannomiya), GEORGE'S: 1 store (AEON MALL Hanyu), TODAY'S SPECIAL: 1 store (LACHIC), Elmira WEB Store: 1 store
Number of stores closed during the monthNumber of Cases 2 / Breakdown studio CLIP: 2 stores (Ito-Yokado Mizonokuchi, Ito-Yokado Yotsukaido)
Monthly CommentaryIn October, total store sales were 101.2% year on year and comparable-store sales were 100.1% year on year. Underlying demand for autumn merchandise remained firm, while winter merchandise also got fully underway as temperatures fell in the latter part of the month.
Factors Affecting the ChangeFirm underlying demand for autumn merchandise, Demand for winter merchandise driven by lower temperatures in the latter part of the month, Positive impact of 1.8 percentage points on comparable-store sales from having 1 more holiday than the previous year, Suspension of member point usage following unauthorized access, Delays in supplying products to stores caused by the temporary suspension of shipping operations, Suspension of operations and temporary closure due to a fire at a commercial facility in Sapporo
Monthly trend for the same period last yearMonth March 2025 / Total-store sales, year on year 107.4, Month April 2025 / Total-store sales, year on year 98.5, Month May 2025 / Total-store sales, year on year 108.4, Month June 2025 / Total-store sales, year on year 104.8, Month July 2025 / Total-store sales, year on year 103.6, Month August 2025 / Total-store sales, year on year 102.6, Month September 2025 / Total-store sales, year on year 104.8, Month October 2025 / Total-store sales, year on year 99.7, Month November 2025 / Total-store sales, year on year 107.6
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 (6)
Net sales for the monthCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryKey KPIsMeasures 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.

Underlying demand for autumn merchandise remained firm, and winter merchandise also got fully underway as temperatures fell in the latter part of the month. Having 1 more holiday than the previous year had a positive impact of 1.8 percentage points on comparable-store sales, while the company was also affected by the suspension of member point usage following unauthorized access and delays in product supply caused by the suspension of shipping operations.

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