Sales for this month
May 2026Fiscal year ending August 2026Same-store sales remained solid, led by bridal-related products. EC recovered from the temporary disruption to its shipping operations after mid-month, while high-net-worth business sales fell below the prior year because the closing dates for certain deals were pushed back.
April price revisions, Solid performance of bridal-related products, Stronger promotional activities by shopping center developers ahead of the Golden Week sales campaign, Increased customer traffic, particularly at shopping center-format stores, Temporary disruption to EC shipping operations associated with the warehouse relocation and its resolution, Stronger EC promotional activities, Rakuten Ichiba's continued sales growth, Opening of a new store on ZOZOTOWN, Postponement of the closing dates for certain high-net-worth business deals
The initiatives described include continuing to strengthen promotional activities, expand EC sales channels and broaden the customer base through collaboration with the wealth management divisions of financial institutions.
Scope of aggregation: Domestic business (domestic company-operated stores, e-commerce, and high-net-worth customer business)
| Item | Details |
|---|---|
| Month Covered | May 2026 |
| Fiscal Year Covered | Fiscal year ending August 2026 |
| Scope of aggregation | Domestic business (domestic company-operated stores, e-commerce, and high-net-worth customer business) |
| Year-on-year change in monthly net sales | All Stores 118.3% / Existing stores 118.6% |
| Total-store sales, year on year | 118.3% |
| Same-Store Sales, Year on Year | Rate 118.6% / Definition Domestic company-operated stores that were in operation throughout the period from the beginning to the end of the previous fiscal year |
| Year-on-Year Change in Customer Count | All Stores 109.8% / Existing stores 103.2% |
| Year-on-Year Change in Average Spend per Customer | All Stores 107.7% / Existing stores 114.9% |
| Cumulative Year-on-Year Change from Start of Period | First-half total 106.1% / Second-half total 121.0% / Total 110.3% |
| Key KPIs | Indicator name Number of registered customers / Value 43.8 10,000 people / Year on year Not disclosed, Indicator name Increase in registered customer database from the end of the prior fiscal year / Value 12.9 % / Year on year Change from the end of the previous fiscal year |
| Number of Stores at Period-End | Domestic company-operated stores 78 |
| Number of stores opened during the month | Number of Cases 0 / Store name and location None |
| Number of stores closed during the month | Number of Cases 0 / Store name and location None |
| Monthly Commentary | Same-store sales remained solid, led by bridal-related products. EC recovered from the temporary disruption to its shipping operations after mid-month, while high-net-worth business sales fell below the prior year because the closing dates for certain deals were pushed back. |
| Factors Affecting the Change | April price revisions, Solid performance of bridal-related products, Stronger promotional activities by shopping center developers ahead of the Golden Week sales campaign, Increased customer traffic, particularly at shopping center-format stores, Temporary disruption to EC shipping operations associated with the warehouse relocation and its resolution, Stronger EC promotional activities, Rakuten Ichiba's continued sales growth, Opening of a new store on ZOZOTOWN, Postponement of the closing dates for certain high-net-worth business deals |
| Measures from the following month onward | The initiatives described include continuing to strengthen promotional activities, expand EC sales channels and broaden the customer base through collaboration with the wealth management divisions of financial institutions. |
Items this document does not state (6)
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.The impact of the April price revisions made in response to soaring raw material costs was limited, and bridal-related products remained solid. Against a backdrop of stronger promotional activities by shopping center developers ahead of the Golden Week sales campaign, customer traffic increased, particularly at shopping center-format stores. In EC, stronger promotional activities, Rakuten Ichiba's continued sales growth and the opening of a new store on ZOZOTOWN contributed to performance. Meanwhile, high-net-worth business sales fell below the prior year because the closing dates for certain deals were pushed back.