Komori
Monthly3415TOKYO BASE Co.,Ltd.Retail

[Fiscal year ending January 2027] Preliminary monthly sales results for April 2026

Company-wide sales in April 2026 were 123.1% of the same month a year earlier, substantially exceeding the prior-year level. Physical-store sales at existing stores, by contrast, were 97.1% year on year, but new store openings, e-commerce and overseas sales supported overall growth.

Worth reading
82Important
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
123.1
% (company-wide sales year-on-year)
Wording
Conditional
How definitive the wording is.

Sales for this month

April 2026Fiscal year ending January 2027
Net Sales
+23.1%
Total-store sales
+23.1%
Cumulative from Start of Period
+26.8%
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.
Year-on-year change by component
Inbound customers from the United States
+201.8%
CONZ
+195.8%
Inbound sales from France
+163.4%
JAPAN EDITION
+155.4%
Inbound sales from Canada
+140.4%
Inbound sales from the United Kingdom
+92.9%
Inbound sales from Australia
+88.0%
Inbound · Total
+61.5%
THE TOKYO
+53.5%
Overseas · Total
+51.9%
Same stores · E-commerce
+42.7%
Company-wide · E-commerce
+37.3%
Company-wide · Physical stores
+20.9%
Japan · Total
+20.4%
Inbound sales from Chinese visitors
-16.3%
Same stores · Physical stores
-2.9%
The bars use a logarithmic scale. This allows the relative sizes of the other items to be read even when one item is much larger than the others.
Number of Stores at Period-EndTotal 115 / Physical stores 102 / EC 13 / Japan · Total 99 / Overseas · Total 16 / Same stores · Total 83
Number of stores opened during the monthNumber of Cases 3 / Store name and location UNITED TOKYO Hong Kong Fashionwalk (physical store), PUBLIC TOKYO Hong Kong Fashionwalk (physical store), KEY TIMEZ ZOZO(EC)
Number of stores closed during the monthNumber of Cases 1 / Store name and location STUDIOUS Hong Kong Fashionwalk (physical store; format changed to UNITED TOKYO and PUBLIC TOKYO)
Monthly Commentary

In April, company-wide sales increased to 123.1% of the prior-year level, with physical-store sales at 120.9% and e-commerce sales at 137.3%. Company-wide sales for the first quarter came in at 126.8% year on year. Physical-store sales at existing stores were below the prior-year level at 97.1%.

Factors Affecting the Change

Tight inventories of spring merchandise resulting from a higher product mix for the summer and peak summer demand season at the original formats, Strong performance by CONZ, JAPAN EDITION and THE TOKYO, Strong inbound demand from Europe, the US and Australia, Decline in inbound visitors from China

Measures from the following month onward

The Company will continue initiatives to increase the product mix for the summer and peak summer demand season from May onward.

Next Scheduled Disclosure

The monthly sales flash report for May 2026 is scheduled for disclosure on 2 June 2026 (Tuesday).

Monthly trend for the same period last year

Month February 2026 / Year-on-year monthly sales 108.9, Month March 2026 / Year-on-year monthly sales 105.6, Month April 2026 / Year-on-year monthly sales 114.9

Scope of aggregation: Company-wide (monthly figures including consolidated Chinese subsidiaries)

Sales for this month
ItemDetails
Month CoveredApril 2026
Fiscal Year CoveredFiscal year ending January 2027
Scope of aggregationCompany-wide (monthly figures including consolidated Chinese subsidiaries)
Year-on-year change in monthly net sales123.1
Total-store sales, year on year123.1
Same-Store Sales, Year on YearRatio (%) Total 103 / Physical stores 97.1 / EC 142.7 / Definition Stores for which 13 months have elapsed since the month following opening. Stores closed for at least 1 day during the month are excluded from existing stores.
Cumulative Year-on-Year Change from Start of Period126.8
Year-on-year change by categoryName Company-wide · Physical stores / Year on year 120.9, Name Company-wide · E-commerce / Year on year 137.3, Name Japan · Total / Year on year 120.4, Name Overseas · Total / Year on year 151.9, Name Same stores · Physical stores / Year on year 97.1, Name Same stores · E-commerce / Year on year 142.7, Name CONZ / Year on year 295.8, Name JAPAN EDITION / Year on year 255.4, Name THE TOKYO / Year on year 153.5, Name Inbound · Total / Year on year 161.5, Name Inbound customers from the United States / Year on year 301.8, Name Inbound sales from France / Year on year 263.4, Name Inbound sales from Canada / Year on year 240.4, Name Inbound sales from the United Kingdom / Year on year 192.9, Name Inbound sales from Australia / Year on year 188, Name Inbound sales from Chinese visitors / Year on year 83.7
Number of Stores at Period-EndTotal 115 / Physical stores 102 / EC 13 / Japan · Total 99 / Overseas · Total 16 / Same stores · Total 83
Number of stores opened during the monthNumber of Cases 3 / Store name and location UNITED TOKYO Hong Kong Fashionwalk (physical store), PUBLIC TOKYO Hong Kong Fashionwalk (physical store), KEY TIMEZ ZOZO(EC)
Number of stores closed during the monthNumber of Cases 1 / Store name and location STUDIOUS Hong Kong Fashionwalk (physical store; format changed to UNITED TOKYO and PUBLIC TOKYO)
Monthly CommentaryIn April, company-wide sales increased to 123.1% of the prior-year level, with physical-store sales at 120.9% and e-commerce sales at 137.3%. Company-wide sales for the first quarter came in at 126.8% year on year. Physical-store sales at existing stores were below the prior-year level at 97.1%.
Factors Affecting the ChangeTight inventories of spring merchandise resulting from a higher product mix for the summer and peak summer demand season at the original formats, Strong performance by CONZ, JAPAN EDITION and THE TOKYO, Strong inbound demand from Europe, the US and Australia, Decline in inbound visitors from China
Measures from the following month onwardThe Company will continue initiatives to increase the product mix for the summer and peak summer demand season from May onward.
Monthly trend for the same period last yearMonth February 2026 / Year-on-year monthly sales 108.9, Month March 2026 / Year-on-year monthly sales 105.6, Month April 2026 / Year-on-year monthly sales 114.9
Next Scheduled DisclosureThe monthly sales flash report for May 2026 is scheduled for disclosure on 2 June 2026 (Tuesday).
Items this document does not state (6)
Net sales for the monthYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodSales by categoryKey KPIs

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 the original-format stores, the product mix was weighted more heavily toward items for the summer and peak summer demand season from May onward, resulting in tight inventories of spring merchandise and lower physical-store sales at existing stores than a year earlier. Meanwhile, the CONZ, JAPAN EDITION and THE TOKYO formats, inbound demand from Europe, the US and Australia, e-commerce and overseas sales performed well.

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[Fiscal year ending January 2027] Preliminary monthly sales results for April 2026 | TOKYO BASE Co.,Ltd. (3415) timely disclosure | Komori