Komori
Monthly3415TOKYO BASE Co.,Ltd.Retail

[Fiscal Year Ending January 2027] Preliminary Monthly Sales Report for August 2026

Company-wide sales in August 2026 were 117.2% of the prior-year level, exceeding the previous year. Same-store sales also increased, to 103.9%, although customer traffic declined at physical stores in Japan and higher average spending per customer supported sales.

Worth reading
73In focus
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
117.2
% (year on year)
Wording
Conditional
How definitive the wording is.

Sales for this month

August 2026Fiscal year ending January 2027
Net Sales
+17.2%
Total-store sales
+17.2%
Same-Store Sales
+3.9%
Number of Customers / Japan · Physical stores
-7.7%
Average Spend per Customer / Japan · Physical stores
+25.2%
Cumulative from Start of Period
+22.2%
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
Previous-season spring/summer products
+237.0%
CONZ
+97.2%
Inbound customers from the United States
+95.5%
Inbound customers from South Korea
+92.5%
South Korea (overseas business)
+85.2%
Inbound customers excluding China
+77.0%
Current-season fall/winter products
+72.5%
Hong Kong
+60.0%
Inbound customers from Taiwan
+59.4%
RITAN
+48.4%
JAPAN EDITION
+47.9%
PUBLIC TOKYO
+35.0%
Inbound Tourism
+31.4%
Overseas · Total
+25.4%
United States (overseas business)
+21.5%
THE TOKYO
+20.7%
Inbound customers from China
-20.6%
Company-wide · E-commerce
+19.8%
Japan · E-commerce
+19.8%
Current-season spring/summer products
-19.1%
Same stores · E-commerce
+18.1%
Company-wide · Physical stores
+16.8%
Japan · Total
+16.3%
Japan · Physical stores
+15.6%
China (overseas business · same stores)
+11.8%
Summer merchandise
-11.7%
Same stores · Total
+3.9%
Same stores · Physical stores
+1.3%
China (overseas business · total)
-0.2%
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 119 / Physical stores 106 / EC 13 / Japan · Total 100 / Japan · Physical stores 87 / Japan · E-commerce 13 / Overseas · Total 19 / Overseas · Physical stores 19
Monthly Commentary

In August, total company-wide sales were 117.2% of the prior-year level, while same-store sales were 103.9%. The increase was attributed to the expansion of new business formats, the customer party and progress in selling through inventory.

Factors Affecting the Change

Expansion of new business formats, Customer party held jointly across all business formats and sales of limited-edition items, Growth in current-season fall/winter products, Progress in selling through previous-season spring/summer products, Reduced procurement of current-season spring/summer products, Growth in Inbound Tourism Demand, Benefits of store openings since the previous fiscal year in the overseas business, Decrease in the number of stores due to store consolidation in China

Next Scheduled Disclosure

The August 2026 monthly sales flash is scheduled to be disclosed on Friday, 2 October 2026.

Monthly trend for the same period last year

Monthly trends from February through January of the fiscal year ending January 2026 are also presented.

Scope of aggregation: All companies, including consolidated subsidiaries (monthly figures include the local Chinese subsidiary)

Sales for this month
ItemDetails
Month CoveredAugust 2026
Fiscal Year CoveredFiscal year ending January 2027
Scope of aggregationAll companies, including consolidated subsidiaries (monthly figures include the local Chinese subsidiary)
Year-on-year change in monthly net sales117.2
Total-store sales, year on year117.2
Same-Store Sales, Year on Year103.9
Year-on-Year Change in Customer CountJapan · Physical stores 92.3
Year-on-Year Change in Average Spend per CustomerJapan · Physical stores 125.2
Cumulative Year-on-Year Change from Start of Period122.2
Year-on-year change by categoryName Company-wide · Physical stores / Year on year 116.8, Name Company-wide · E-commerce / Year on year 119.8, Name Japan · Total / Year on year 116.3, Name Japan · Physical stores / Year on year 115.6, Name Japan · E-commerce / Year on year 119.8, Name Overseas · Total / Year on year 125.4, Name Same stores · Total / Year on year 103.9, Name Same stores · Physical stores / Year on year 101.3, Name Same stores · E-commerce / Year on year 118.1, Name CONZ / Year on year 197.2, Name RITAN / Year on year 148.4, Name JAPAN EDITION / Year on year 147.9, Name PUBLIC TOKYO / Year on year 135, Name THE TOKYO / Year on year 120.7, Name Inbound Tourism / Year on year 131.4, Name Inbound customers from China / Year on year 79.4, Name Inbound customers from Taiwan / Year on year 159.4, Name Inbound customers from the United States / Year on year 195.5, Name Inbound customers from South Korea / Year on year 192.5, Name Inbound customers excluding China / Year on year 177, Name Hong Kong / Year on year 160, Name South Korea (overseas business) / Year on year 185.2, Name United States (overseas business) / Year on year 121.5, Name China (overseas business · total) / Year on year 99.8, Name China (overseas business · same stores) / Year on year 111.8, Name Current-season fall/winter products / Year on year 172.5, Name Previous-season spring/summer products / Year on year 337, Name Current-season spring/summer products / Year on year 80.9, Name Summer merchandise / Year on year 88.3
Sales by categoryCustomer party sales ¥24,473 10,000
Key KPIsNumber of stores and locations 119 Stores and locations
Number of Stores at Period-EndTotal 119 / Physical stores 106 / EC 13 / Japan · Total 100 / Japan · Physical stores 87 / Japan · E-commerce 13 / Overseas · Total 19 / Overseas · Physical stores 19
Monthly CommentaryIn August, total company-wide sales were 117.2% of the prior-year level, while same-store sales were 103.9%. The increase was attributed to the expansion of new business formats, the customer party and progress in selling through inventory.
Factors Affecting the ChangeExpansion of new business formats, Customer party held jointly across all business formats and sales of limited-edition items, Growth in current-season fall/winter products, Progress in selling through previous-season spring/summer products, Reduced procurement of current-season spring/summer products, Growth in Inbound Tourism Demand, Benefits of store openings since the previous fiscal year in the overseas business, Decrease in the number of stores due to store consolidation in China
Monthly trend for the same period last yearMonthly trends from February through January of the fiscal year ending January 2026 are also presented.
Next Scheduled DisclosureThe August 2026 monthly sales flash is scheduled to be disclosed on Friday, 2 October 2026.
Items this document does not state (5)
Net sales for the monthCumulative Sales from Start of PeriodNumber of stores opened during the monthNumber of stores closed during the monthMeasures 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.

The increase in sales was attributed to a customer party held jointly across all business formats, sales of limited-edition items, the expansion of new business formats, and growth in existing formats. Overseas growth in Hong Kong, South Korea and the United States, as well as the benefits of store openings since the previous fiscal year, also contributed. Meanwhile, sales of current-season spring/summer products and summer merchandise slowed because procurement of current-season spring/summer products was reduced in order to prioritize selling through the previous season's spring/summer products.

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[Fiscal Year Ending January 2027] Preliminary Monthly Sales Report for August 2026 | TOKYO BASE Co.,Ltd. (3415) timely disclosure | Komori