Sales for this month
July 2026Fiscal year ending February 2027Total sales for July 2026 were 87.3% of the prior-year level, while same-store sales were 90.3%. Sales of summer merchandise struggled in the first half of the month due to low temperatures and wet weather, while sales of certain apparel and general merchandise products increased in the second half amid extreme heat.
Wet weather caused by typhoons and the rainy season, Temperatures tracking below the prior year, Sluggish sales of summer merchandise, Extreme heat following the end of the rainy season in western Japan, Increased sales of cut-and-sew tops and trousers, Increased sales of kitchen-related household goods, cooling products and UV-protection products
Month March 2025 / Company-wide year-on-year sales for the same month 101.6, Month April 2025 / Company-wide year-on-year sales for the same month 98.2, Month May 2025 / Company-wide year-on-year sales for the same month 98.8, Month June 2025 / Company-wide year-on-year sales for the same month 94.1
Scope of aggregation: パレモ (the Company's wholly owned subsidiary)
| Item | Details |
|---|---|
| Month Covered | July 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 | 87.3 |
| Total-store sales, year on year | 87.3 |
| Same-Store Sales, Year on Year | Rate 90.3 / Definition After adjustments for day-of-week effects and store changes. Sales generated through e-commerce are excluded. |
| Year-on-Year Change in Customer Count | All Stores 89.1 / Existing stores 92.6 |
| Year-on-Year Change in Average Spend per Customer | All Stores 98 / Existing stores 97.5 |
| Cumulative Year-on-Year Change from Start of Period | 95.5 |
| Key KPIs | Indicator name Customers (company-wide) / Value 89.1 Year-on-year (%), Indicator name Average spend per customer (company-wide) / Value 98 Year-on-year (%), Indicator name Same-store customer traffic / Value 92.6 Year-on-year (%), Indicator name Same-store spend per customer / Value 97.5 Year-on-year (%) |
| Number of Stores at Period-End | Total Value 228 Location |
| Number of stores opened during the month | Number of Cases 2 / Store name illusie300 LaLaport Shonan Hiratsuka store, illusie300 Furukawa AEON store |
| Number of stores closed during the month | Number of Cases 0 |
| Monthly Commentary | Total sales for July 2026 were 87.3% of the prior-year level, while same-store sales were 90.3%. Sales of summer merchandise struggled in the first half of the month due to low temperatures and wet weather, while sales of certain apparel and general merchandise products increased in the second half amid extreme heat. |
| Factors Affecting the Change | Wet weather caused by typhoons and the rainy season, Temperatures tracking below the prior year, Sluggish sales of summer merchandise, Extreme heat following the end of the rainy season in western Japan, Increased sales of cut-and-sew tops and trousers, Increased sales of kitchen-related household goods, cooling products and UV-protection products |
| Monthly trend for the same period last year | Month March 2025 / Company-wide year-on-year sales for the same month 101.6, Month April 2025 / Company-wide year-on-year sales for the same month 98.2, Month May 2025 / Company-wide year-on-year sales for the same month 98.8, Month June 2025 / Company-wide year-on-year sales for the same month 94.1 |
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.In the first half of the month, sales of summer merchandise struggled as typhoons and the rainy season brought continued wet weather and temperatures tracked below the prior year. In the second half, sales of apparel cut-and-sew tops and trousers, as well as kitchen-related general merchandise, cooling products and UV-protection products, increased amid extreme heat.