Declining Customer Counts and Sales at Existing Stores
First written in FY2017-Q1. 11 of 27 entries say "Worsened", first in FY2017-Q3. Latest entry: 2026-04-17.
Star seeds moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.
The whole theme swung hardest in 2020: 16 of 44 companies on the "Worse" side.
8 other companies' latest entry also says "Worsened".
- FY2026-H1Improved customer traffic by business alongside declines in overall sales and earningsAnnual report
「Particularly after the launch of late-summer products in August, changes to store layouts and product assortments contributed to an increase in customer traffic.」
The report stated that the launch of late-summer products and changes to the sales floor at SPIC contributed to higher customer traffic, while operating and net losses widened for the group as a whole. - FY2025WorsenedAnnual report
「The number of purchasing customers declined, and the company was unable to achieve a clear effect in other areas, resulting in performance substantially below the prior-year level.」
The number of purchasing customers declined due to higher prices, an uneven product mix and other factors, and sales fell substantially below the prior-year level despite the implementation of sales initiatives. - FY2025-H1WorsenedAnnual report
「As a result of the measures described above, average spend per customer improved to some extent, but overall this was insufficient to offset the decline in customer numbers, as subdued consumer sentiment caused by abnormal weather and rising prices weighed on performance, and sales were below the prior-year level.」
Although average spend per customer improved, the decline in customer numbers was not offset because of weaker consumer sentiment caused by abnormal weather and rising prices, and overall sales fell below the prior-year level. - FY2025-Q1WorsenedAnnual report
「As a result of the measures described above, the First Business Division achieved improvements in average spend per customer and gross profit, the Second Business Division improved customer sales, and チチカカ improved average spend per customer. Overall, however, these gains were insufficient to offset the decline in customer numbers, as subdued consumer sentiment caused by rising prices weighed on performance, and sales were below the prior-year level.」
Although average spend per customer and gross profit improved across the businesses, these gains did not offset the decline in customer numbers, and overall sales fell below the prior-year level. - FY2023-Q1MitigatedAnnual report
「In the apparel retail industry, store sales improved as foot traffic recovered, but rising prices and other negative factors affecting consumer activity meant that developments required close attention.」
The report described an improving trend in store sales accompanying the recovery in foot traffic, indicating some improvement from the previous restrained conditions for store visits and sales. - FY2022RestatedAnnual report
「In the apparel retail industry, restrained consumer behavior continued, customer traffic showed no recovery, and the operating environment remained extremely challenging.」
The annual report also cited restrained consumer spending and the lack of a recovery in customer traffic, indicating that same-store customer numbers and sales have not recovered. - FY2022-Q1ReframedAnnual report
「As quarterly consolidated financial statements have been prepared since the cumulative first quarter of the 33rd fiscal period, figures for the cumulative first quarter of the previous fiscal period and the previous fiscal year are not presented.」
With the start of consolidated disclosure, the presentation changed from year-on-year comparisons of same-store customer numbers and sales on an unconsolidated basis to a format that does not include comparative information. - FY2021-Q3WorsenedAnnual report
「As a result, sales for the nine months ended in the third quarter were ¥1,970 million, down 27.1% year on year」
Sales for the nine months ended in the third quarter were down 27.1% year on year, with the shift from exceeding the prior-year level to falling below it continuing. - FY2021-Q2WorsenedAnnual report
「As a result of these measures, company-wide sales for the six months ended in the second quarter were 62.1% of the prior-year level and same-store sales were 79.0%.」
Company-wide sales were 62.1% of the prior-year level and same-store sales were 79.0%, representing a sharp shift from exceeding the prior-year level in the previous fiscal year to falling substantially below it. - FY2021-Q1WorsenedAnnual report
「As a result of these measures, company-wide sales for the three months ended in the first quarter were 38.9% of the prior-year level and same-store sales were 62.2%.」
Due to the spread of COVID-19, company-wide sales were 38.9% of the prior-year level and same-store sales were 62.2%, representing a sharp shift from above the prior-year level to substantially below it. - FY2020Narrowing excess over the prior-year levelAnnual report
「Although the company sought to expand its business through the measures described above, the impact of the consumption tax increase, unusually warm winter and COVID-19 on the retail industry was greater than anticipated. Sales from the third quarter onward remained below the initial plan, resulting in company-wide sales of 95.1% of the prior-year level and same-store sales of 101.3% for the fiscal year.」
Although same-store sales remained above the prior-year level, they declined from 106.7% in the previous fiscal year to 101.3%, narrowing the excess over the prior year. - FY2020-Q3Narrowing excess over the prior-year levelAnnual report
「As a result of these measures, company-wide sales for the nine months ended in the third quarter were 98.8% of the prior-year level (comparative figures on an unconsolidated basis), while same-store sales were 105.3%.」
Although same-store sales remained above the prior-year level, they declined from 107.5% in the previous cumulative quarter to 105.3%, narrowing the excess over the prior year. - FY2020-Q2AdvancedAnnual report
「As a result of these measures, company-wide sales for the six months ended in the second quarter were 101.4% of the prior-year level (comparative figures on an unconsolidated basis), while same-store sales were 107.5%, both exceeding the prior-year level.」
Company-wide sales were 101.4% of the prior-year level and same-store sales were 107.5%, continuing to exceed the prior-year level. - FY2020-Q1AdvancedAnnual report
「As a result of these measures, same-store customer numbers for the three months ended in the first quarter were 108.0% of the prior-year level, while company-wide sales were 104.3% and same-store sales were 109.2%, both exceeding the prior-year level.」
Same-store customer numbers were 108.0% of the prior-year level, company-wide sales were 104.3%, and same-store sales were 109.2%, continuing to exceed the prior-year level after having remained below it through the previous fiscal year. - FY2019AdvancedAnnual report
「As a result, same-store sales for the fiscal year were 106.7% of the previous year, while the gross profit margin was 46.9%, 1.1 percentage points above the previous year, indicating steady improvement.」
Same-store sales were 106.7% of the prior-year level, widening the excess over the prior year from 104.4% in the previous cumulative quarter. - FY2019-Q3AdvancedAnnual report
「As a result, same-store sales for the nine months ended in the third quarter were 104.4% of the prior-year level, and performance progressed in line with the plan.」
Same-store sales rose from 104.2% in the previous cumulative quarter to 104.4%, remaining above the prior-year level. - FY2019-Q2MitigatedAnnual report
「As a result, same-store sales for the six months ended in the second quarter were 104.2% of the prior-year level, and performance progressed in line with the plan.」
Same-store sales were 104.2% of the prior-year level, indicating an improvement from the previous downward trend in same-store sales to levels above the prior year. - FY2018MitigatedAnnual report
「As a result, sales for the fiscal year were 80.3% of the prior-year level and same-store sales were 94.9%. The first-quarter accounting period (March to May) was severely challenging due to the effects of restructuring in the previous fiscal year, including inventory disposal associated with store closures, but from August there were more months in which same-store sales exceeded the prior-year level, and performance has followed a recovery trend.」
Although full-year same-store sales were below the prior-year level, more months exceeded the prior-year level from August onward, leading to a shift in the explanation toward a recovery trend. - FY2018-Q3MitigatedAnnual report
「Although same-store sales were below the prior-year level, quarterly performance recovered from the challenging first-quarter accounting period onward, despite the difficult first quarter. Same-store sales have remained above the prior-year level since August.」
Same-store sales for the nine months ended in the third quarter were 93.7% of the prior-year level, but performance entered a recovery trend from the second-quarter accounting period onward and remained above the prior-year level from August. - FY2018-Q2MitigatedAnnual report
「As a result, performance was challenging in the first-quarter accounting period (March to May) but improved in the second-quarter accounting period (June to August). Same-store sales were 86.0% of the prior-year level in the first-quarter accounting period and 94.7% in the second-quarter accounting period, exceeding the prior-year level at 101.5% in August alone.」
Same-store sales improved from 86.0% of the prior-year level in the first quarter to 94.7% in the second quarter, and exceeded the prior-year level at 101.5% in August alone. - FY2018-Q1WorsenedAnnual report
「However, during the three months ended in the first quarter, although some stores produced results, this did not lead to improvement across the company. Company-wide sales were 70.6% of the prior-year level and same-store sales were 86.0%.」
Although some stores produced results, this did not lead to improvement across the company. Company-wide sales were 70.6% of the prior-year level and same-store sales were 86.0%. - FY2017WorsenedAnnual report
「As a result, although some enhanced stores produced results, they were insufficient to lift overall performance. For the fiscal year, company-wide sales were 83.8% of the prior-year level and same-store sales were 87.7%.」
Although some enhanced stores produced results, there was no spillover to the company as a whole. Company-wide sales were 83.8% of the prior-year level and same-store sales were 87.7%. - FY2017-Q3WorsenedAnnual report
「As a result, the enhanced stores produced results, but the spillover effect remained limited to some stores. For the nine months ended in the third quarter, company-wide sales were 84.4% of the prior-year level and same-store sales were 88.3% of the prior-year level.」
The enhanced stores produced results, but the spillover effect was limited. Company-wide sales were 84.4% of the prior-year level and same-store sales were 88.3%, down from 85.5% and 88.6%, respectively, in the previous quarter. - FY2017-Q2RestatedAnnual report
「Although some initiatives produced results, they were insufficient to lift overall sales. For the six months ended in the second quarter, company-wide sales were 85.5% of the prior-year level and same-store sales were 88.6% of the prior-year level. Gross profit margin was 45.8%, down 3.3 percentage points from the prior year.」
Although some sales initiatives produced results, company-wide and same-store sales have continued to remain below the prior-year level. - FY2017-Q1First statedAnnual report
「Customer traffic at existing stores was 84.8% year on year. As a result, company-wide sales were 86.7% year on year during the cumulative first-quarter period, while existing-store sales were 88.3%.」
Despite measures to expand the customer base and attract visitors, customer numbers and sales were below the prior year in the quarter.