Komori
Monthly2780Komehyo Holdings Co.,Ltd.Retail

Notice Regarding the September 2026 Monthly Results of the Brand and Fashion Business for the Fiscal Year Ending March 2027

For September of the fiscal year ending March 2027, sales in the Brand and Fashion Business were ¥20,251 million, while purchases from individuals totaled ¥9,404 million. Year on year, these figures were 117.7% and 110.1%, respectively, with both sales and purchases exceeding the previous year.

Worth reading
62In focus
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
117.7
% (year-on-year change in sales)
Wording
Conditional
How definitive the wording is.

Sales for this month

September 2026Fiscal year ending March 2027
20,251¥ million
Net Sales
+17.7%
Cumulative from Start of Period
+33.9%
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.
Key KPI year-on-year change
Purchases from individuals
+10.1%
Cumulative Sales from Start of Period¥124,481 million
Monthly Commentary

Sales remained broadly in line with plan, driven mainly by retail, and secured inventory was steadily sold through the most appropriate sales channels. Purchases from individuals remained stable but fell below plan.

Factors Affecting the Change

Jewelry unit prices supported by higher gold prices and other factors, Sluggish performance in watches due to fluctuations in gold prices and foreign exchange rates, Slight decline in high-priced bags, Sales driven mainly by retail, Sales of secured inventory by sales channel

Scope of aggregation: Aggregate results for 15 operating companies in the Brand and Fashion Business

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregationAggregate results for 15 operating companies in the Brand and Fashion Business
Net sales for the month¥20,251 million
Year-on-year change in monthly net sales117.7
Cumulative Sales from Start of Period¥124,481 million
Cumulative Year-on-Year Change from Start of Period133.9
Key KPIsIndicator name Retail sales ratio / Value 45.4 % / Year on year Prior-year retail sales ratio: 43.7%, Indicator name Tax-free sales ratio / Value 13.2 % / Year on year Not disclosed, Indicator name Purchases from individuals / Value ¥9,404 million / Year on year ¥110.1 million
Monthly CommentarySales remained broadly in line with plan, driven mainly by retail, and secured inventory was steadily sold through the most appropriate sales channels. Purchases from individuals remained stable but fell below plan.
Factors Affecting the ChangeJewelry unit prices supported by higher gold prices and other factors, Sluggish performance in watches due to fluctuations in gold prices and foreign exchange rates, Slight decline in high-priced bags, Sales driven mainly by retail, Sales of secured inventory by sales channel
Items this document does not state (12)
Total-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerYear-on-year change by categorySales by categoryNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthMeasures 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.

At corporate auctions, higher gold prices and other factors supported unit prices for jewelry, while watches were sluggish, particularly at the high end, due to fluctuations in gold prices and foreign exchange rates. Bags declined slightly, mainly among high-priced items. Purchases from individuals remained stable, mainly at existing stores, but fell below plan. Sales remained broadly in line with plan, driven mainly by retail, and secured inventory was sold through the appropriate sales channels.

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.
Notice Regarding the September 2026 Monthly Results of the Brand and Fashion Business for the Fiscal Year Ending March 2027 | Komehyo Holdings Co.,Ltd. (2780) timely disclosure | Komori