Worth reading
76Important
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
125.2
Year-on-year (%)Wording
Definitive
How definitive the wording is.Sales for this month
May 2026Fiscal year ending January 2027Net Sales
+25.2%
Total-store sales
+25.2%
Same-Store Sales / Ratio (%)
+2.9%
Cumulative from Start of Period
+26.8%
Number of Stores at Period-EndTotal 115 / Company-wide · Physical stores 102 / Company-wide · E-commerce 13 / Japan · Total 99 / Japan · Physical stores 86 / Japan · E-commerce 13 / Overseas · Total 16 / Overseas · Physical stores 16 / Same stores · Total 83 / Same stores · Physical stores 72 / Same stores · E-commerce 11 / Same stores・Japan・Total 76 / Same stores・Japan・Physical stores 65 / Same stores・Japan・E-commerce 11 / Same stores・Overseas・Total 7 / Same stores・Overseas・Physical stores 7
Number of stores opened during the monthNumber of Cases 0 / Store name and location No
Number of stores closed during the monthNumber of Cases 0 / Store name and location No
Monthly Commentary
In May, total company-wide sales were 125.2% of the prior-year level, with physical-store sales at 125.6% and e-commerce sales at 122.9%. Same-store physical-store sales recovered to 102.9% of the prior-year level.
Factors Affecting the Change
Growth in select-shop formats such as CONZ, JAPAN EDITION and THE TOKYO, Growth in overseas operations, including Hong Kong and South Korea, Strong inbound sales, primarily from Europe, the United States and Australia, Inbound sales from other countries and regions offset the decline in inbound sales from Chinese visitors
Next Scheduled Disclosure
The May 2026 monthly sales flash is scheduled for disclosure on 2 July 2026 (Thursday).
Monthly trend for the same period last year
February 2026 108.9% / March 2026 105.6% / April 2026 114.9% / May 2026 125.6% / June 2026 119.6% / July 2026 126.2% / August 2026 131.9% / September 2026 121.2% / October 2026 130.3% / November 2026 130.4% / December 2026 118.6% / January 2027 114.1%
Scope of aggregation: Consolidated
| Item | Details |
|---|---|
| Month Covered | May 2026 |
| Fiscal Year Covered | Fiscal year ending January 2027 |
| Scope of aggregation | Consolidated |
| Year-on-year change in monthly net sales | 125.2 |
| Total-store sales, year on year | 125.2 |
| Same-Store Sales, Year on Year | Ratio (%) 102.9 / Definition of existing stores Stores that have been open for 13 months or more from the month following their opening month. Stores closed for at least 1 day during the month are excluded. |
| Cumulative Year-on-Year Change from Start of Period | 126.8 |
| Year-on-year change by category | Name Company-wide · Physical stores / Year-on-year (%) 125.6, Name Company-wide · E-commerce / Year-on-year (%) 122.9, Name Japan · Total / Year-on-year (%) 124.6, Name Japan · Physical stores / Year-on-year (%) 124.9, Name Japan · E-commerce / Year-on-year (%) 122.9, Name Overseas · Total / Year-on-year (%) 131.6, Name Same stores · Total / Year-on-year (%) 106.3, Name Same stores · Physical stores / Year-on-year (%) 102.9, Name Same stores · E-commerce / Year-on-year (%) 125.2, Name Same stores・Japan・Total / Year-on-year (%) 105.8, Name Same stores・Japan・Physical stores / Year-on-year (%) 102, Name Same stores・Japan・E-commerce / Year-on-year (%) 125.2, Name Same stores・Overseas・Total / Year-on-year (%) 115, Name CONZ / Year-on-year (%) 242.9, Name JAPAN EDITION / Year-on-year (%) 260.6, Name THE TOKYO / Year-on-year (%) 178, Name Inbound sales from Hong Kong / Year-on-year (%) 158.9, Name Inbound customers from South Korea / Year-on-year (%) 220.6, Name Inbound sales from Chinese visitors / Year-on-year (%) 83.5, Name Inbound sales from France / Year-on-year (%) 307, Name Inbound sales from the United Kingdom / Year-on-year (%) 257.4, Name Inbound customers from the United States / Year-on-year (%) 255, Name Inbound sales from Canada / Year-on-year (%) 226.2, Name Inbound sales from Australia / Year-on-year (%) 213.4, Name Inbound sales from Singapore / Year-on-year (%) 194.3, Name Inbound customers from Taiwan / Year-on-year (%) 182.2 |
| Number of Stores at Period-End | Total 115 / Company-wide · Physical stores 102 / Company-wide · E-commerce 13 / Japan · Total 99 / Japan · Physical stores 86 / Japan · E-commerce 13 / Overseas · Total 16 / Overseas · Physical stores 16 / Same stores · Total 83 / Same stores · Physical stores 72 / Same stores · E-commerce 11 / Same stores・Japan・Total 76 / Same stores・Japan・Physical stores 65 / Same stores・Japan・E-commerce 11 / Same stores・Overseas・Total 7 / Same stores・Overseas・Physical stores 7 |
| Number of stores opened during the month | Number of Cases 0 / Store name and location No |
| Number of stores closed during the month | Number of Cases 0 / Store name and location No |
| Monthly Commentary | In May, total company-wide sales were 125.2% of the prior-year level, with physical-store sales at 125.6% and e-commerce sales at 122.9%. Same-store physical-store sales recovered to 102.9% of the prior-year level. |
| Factors Affecting the Change | Growth in select-shop formats such as CONZ, JAPAN EDITION and THE TOKYO, Growth in overseas operations, including Hong Kong and South Korea, Strong inbound sales, primarily from Europe, the United States and Australia, Inbound sales from other countries and regions offset the decline in inbound sales from Chinese visitors |
| Monthly trend for the same period last year | February 2026 108.9% / March 2026 105.6% / April 2026 114.9% / May 2026 125.6% / June 2026 119.6% / July 2026 126.2% / August 2026 131.9% / September 2026 121.2% / October 2026 130.3% / November 2026 130.4% / December 2026 118.6% / January 2027 114.1% |
| Next Scheduled Disclosure | The May 2026 monthly sales flash is scheduled for disclosure on 2 July 2026 (Thursday). |
Items this document does not state (7)
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 KPIsMeasures from the following month onward
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.Growth in select-shop formats such as CONZ, JAPAN EDITION and THE TOKYO led the increase, while overseas operations, including Hong Kong and South Korea, and inbound sales, primarily from Europe, the United States and Australia, performed well. The decline in inbound sales from Chinese visitors was offset by inbound sales from other countries and regions.
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