Worth reading
52Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
98.2
%Wording
Conditional
How definitive the wording is.Sales for this month
April 2026Fiscal year ending February 2027Net Sales
-1.8%
Total-store sales
-1.8%
Same-Store Sales
+0.6%
Number of Customers / All Stores
-1.6%
Number of Customers / Existing stores
+3.7%
Average Spend per Customer / All Stores
-0.2%
Average Spend per Customer / Existing stores
-3.0%
Cumulative from Start of Period
-0.3%
Number of Stores at Period-EndTotal 224 Location
Number of stores opened during the monthNumber of Cases 1 / Store name illusie300 Hibarigaoka Seiyu store
Number of stores closed during the monthNumber of Cases 1 / Store name SUZUTAN/Re-J Omura Aeon store
Monthly Commentary
For April 2026, company-wide sales were 98.2% of the previous year's level, while existing-store sales were 100.6%. Overall, existing-store sales exceeded 100% of the previous year's level for the fourth consecutive month.
Factors Affecting the Change
Progress in sales of spring items as temperatures rose, Active sales of household goods from character collaboration campaigns, Growth in apparel e-commerce sales
Scope of aggregation: パレモ (the Company's wholly owned subsidiary)
| Item | Details |
|---|---|
| Month Covered | April 2026 |
| Fiscal Year Covered | Fiscal year ending February 2027 |
| Scope of aggregation | パレモ (the Company's wholly owned subsidiary) |
| Year-on-year change in monthly net sales | 98.2 |
| Total-store sales, year on year | 98.2 |
| Same-Store Sales, Year on Year | Rate 100.6 / Definition After adjustments for the day of the week and store changes. Excludes sales from e-commerce. |
| Year-on-Year Change in Customer Count | All Stores 98.4 / Existing stores 103.7 |
| Year-on-Year Change in Average Spend per Customer | All Stores 99.8 / Existing stores 97 |
| Cumulative Year-on-Year Change from Start of Period | 99.7 |
| Key KPIs | Indicator name Customers (company-wide) / Value 98.4 Year-on-year (%), Indicator name Average spend per customer (company-wide) / Value 99.8 Year-on-year (%), Indicator name Same-store customer traffic / Value 103.7 Year-on-year (%), Indicator name Same-store spend per customer / Value 97 Year-on-year (%) |
| Number of Stores at Period-End | Total 224 Location |
| Number of stores opened during the month | Number of Cases 1 / Store name illusie300 Hibarigaoka Seiyu store |
| Number of stores closed during the month | Number of Cases 1 / Store name SUZUTAN/Re-J Omura Aeon store |
| Monthly Commentary | For April 2026, company-wide sales were 98.2% of the previous year's level, while existing-store sales were 100.6%. Overall, existing-store sales exceeded 100% of the previous year's level for the fourth consecutive month. |
| Factors Affecting the Change | Progress in sales of spring items as temperatures rose, Active sales of household goods from character collaboration campaigns, Growth in apparel e-commerce sales |
Items this document does not state (7)
Net sales for the monthCumulative Sales from Start of PeriodYear-on-year change by categorySales by categoryMeasures from the following month onwardMonthly trend for the same period last yearNext Scheduled Disclosure
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.In apparel, sales of spring items such as blouses and dresses progressed as temperatures rose, while sales of household goods from character collaboration campaigns were brisk in general merchandise. E-commerce apparel sales also continued to grow steadily.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.