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Monthly2778PALEMO HOLDINGS CO.,LTD.Retail

Notice Concerning Palemo Co., Ltd.'s Monthly Year-on-Year Sales Information

In September 2026, パレモ's company-wide sales were 98.0% year on year and same-store sales were 97.6%, both below the prior year. Autumn merchandise performed well amid rainy, cooler weather caused by typhoons and the autumn rain front, but this failed to offset the decline in summer merchandise, which had sold well a year earlier.

Worth reading
40Recurring
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
98
Year-on-year (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

September 2026Fiscal year ending February 2027
Net Sales
-2.0%
Total-store sales
-2.0%
Same-Store Sales / Ratio (%)
-2.4%
Number of Customers / All Stores
-0.8%
Number of Customers / Existing stores
-0.8%
Average Spend per Customer / All Stores
-1.2%
Average Spend per Customer / Existing stores
-1.6%
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-EndNumber of stores 227 Location
Number of stores opened during the monthNumber of Cases 0 / Store name and location None
Number of stores closed during the monthNumber of Cases 0 / Store name and location None
Monthly Commentary

September 2026: total company sales were 98.0% year on year and same-store sales were 97.6% year on year. Autumn merchandise performed well, but failed to offset the decline in summer merchandise sales, leaving same-store sales below the prior year.

Factors Affecting the Change

Rainy weather caused by typhoons and the autumn rain front, particularly in eastern Japan, Temperatures remained lower than the previous year, Strong sales of autumn merchandise, Decline in sales of summer merchandise, which usually sells well during the lingering summer heat

Monthly trend for the same period last year

Month March 2026 / Company-wide year-on-year sales for the same month 101.6, Month April 2026 / Company-wide year-on-year sales for the same month 98.2, Month May 2026 / Company-wide year-on-year sales for the same month 98.8, Month June 2026 / Company-wide year-on-year sales for the same month 94.1, Month July 2026 / Company-wide year-on-year sales for the same month 87.3, Month August 2026 / Company-wide year-on-year sales for the same month 94.4

Scope of aggregation: パレモ (the Company's wholly owned subsidiary)

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Fiscal Year CoveredFiscal year ending February 2027
Scope of aggregationパレモ (the Company's wholly owned subsidiary)
Year-on-year change in monthly net sales98
Total-store sales, year on year98
Same-Store Sales, Year on YearRatio (%) 97.6 / Definition of existing stores Adjusted for differences in the day of the week and store count. The number of months since opening is not disclosed. Sales from e-commerce are excluded.
Year-on-Year Change in Customer CountAll Stores 99.2 / Existing stores 99.2
Year-on-Year Change in Average Spend per CustomerAll Stores 98.8 / Existing stores 98.4
Number of Stores at Period-EndNumber of stores 227 Location
Number of stores opened during the monthNumber of Cases 0 / Store name and location None
Number of stores closed during the monthNumber of Cases 0 / Store name and location None
Monthly CommentarySeptember 2026: total company sales were 98.0% year on year and same-store sales were 97.6% year on year. Autumn merchandise performed well, but failed to offset the decline in summer merchandise sales, leaving same-store sales below the prior year.
Factors Affecting the ChangeRainy weather caused by typhoons and the autumn rain front, particularly in eastern Japan, Temperatures remained lower than the previous year, Strong sales of autumn merchandise, Decline in sales of summer merchandise, which usually sells well during the lingering summer heat
Monthly trend for the same period last yearMonth March 2026 / Company-wide year-on-year sales for the same month 101.6, Month April 2026 / Company-wide year-on-year sales for the same month 98.2, Month May 2026 / Company-wide year-on-year sales for the same month 98.8, Month June 2026 / Company-wide year-on-year sales for the same month 94.1, Month July 2026 / Company-wide year-on-year sales for the same month 87.3, Month August 2026 / Company-wide year-on-year sales for the same month 94.4
Items this document does not state (8)
Net sales for the monthCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodYear-on-year change by categorySales by categoryKey KPIsMeasures from the following month onwardNext 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.

Rainy weather continued, particularly in eastern Japan, due to typhoons and the autumn rain front, and temperatures remained lower than the previous year. Autumn merchandise, including shirts, trousers and autumn new-life goods, performed well, but this failed to offset the decline in sales of summer merchandise, which usually sells well during the lingering summer heat.

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Notice Concerning Palemo Co., Ltd.'s Monthly Year-on-Year Sales Information | PALEMO HOLDINGS CO.,LTD. (2778) timely disclosure | Komori