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Monthly3415TOKYO BASE Co.,Ltd.Retail

【Fiscal year ending January 2027】Preliminary monthly sales for September 2026

Company-wide September revenue increased to 114.0% of the year-earlier level, while same-store sales remained at 98.5%, below the year-earlier level. Six stores opened and 2 stores closed, resulting in a net increase in the store count from 119 in the previous month to 123.

Worth reading
67In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
114
Year-on-year (%)
Wording
Conditional
How definitive the wording is.

Sales for this month

September 2026Fiscal year ending January 2027
Net Sales
+14.0%
Total-store sales
+14.0%
Same-Store Sales
-1.5%
既存店売上高: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.
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
JAPAN EDITION
+110.2%
Hong Kong
+106.4%
South Korea
+82.9%
Overseas · Total
+31.1%
CONZ
+27.6%
CITY
-26.2%
PUBLIC TOKYO
+22.2%
Company-wide · Physical stores
+14.5%
RITAN
+13.7%
Japan · Total
+12.2%
Company-wide · E-commerce
+10.8%
Overseas and same-store
+10.1%
STUDIOUS
+9.9%
THE TOKYO
+7.5%
UNITED TOKYO
-4.0%
China
+1.9%
Same stores · Total
-1.5%
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 123 / Physical stores 110 / EC 13 / Japan 104 / Overseas expansion 19
Number of stores opened during the monthNumber of Cases 6 / Store name and location JAPAN EDITION Shinjuku Flags, 2F, UNITED TOKYO Yurakucho Lumine, 6F, PUBLIC TOKYO Yurakucho Lumine, 6F, STUDIOUS MENS Ikebukuro PARCO, 2F, STUDIOUS WOMENS Ikebukuro PARCO, 2F, CONZ Ikebukuro PARCO, 2F
Number of stores closed during the monthNumber of Cases 2 / Store name and location STUDIOUS MENS, Ikebukuro PARCO, 4F, STUDIOUS WOMENS, Ikebukuro Lumine, 2F
Monthly Commentary

In September, company-wide sales were 114.0% of the same month a year earlier, while same-store sales were 98.5%. Although customer traffic at domestic brick-and-mortar stores was sluggish due to rainy weather, the overseas business drove growth.

Factors Affecting the Change

Sluggish customer traffic at domestic street-front stores due to rainy weather, Growth in the overseas business, Decline in the number of CITY stores, Purchasing was kept in check as priority was given to clearing the previous year's inventory

Measures from the following month onward

From October, the company will significantly increase product intake, build up in-store inventory ahead of the autumn/winter peak demand season, and work to revive same-store sales and accelerate revenue growth.

Next Scheduled Disclosure

Any discrepancies from the finalized figures will be corrected and reported when the preliminary version for the following month is disclosed. The specific disclosure date is not stated.

Monthly trend for the same period last year

The monthly trend for the fiscal year ended January 2026 is also presented from February through January.

Scope of aggregation: Company-wide (Japan and overseas, brick-and-mortar stores and EC)

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Fiscal Year CoveredFiscal year ending January 2027
Scope of aggregationCompany-wide (Japan and overseas, brick-and-mortar stores and EC)
Year-on-year change in monthly net sales114
Total-store sales, year on year114
Same-Store Sales, Year on YearRate 98.5 / Definition 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.
Year-on-year change by categoryName Company-wide · Physical stores / Year on year 114.5, Name Company-wide · E-commerce / Year on year 110.8, Name Japan · Total / Year on year 112.2, Name Overseas · Total / Year on year 131.1, Name Same stores · Total / Year on year 98.5, Name JAPAN EDITION / Year on year 210.2, Name CONZ / Year on year 127.6, Name PUBLIC TOKYO / Year on year 122.2, Name RITAN / Year on year 113.7, Name STUDIOUS / Year on year 109.9, Name THE TOKYO / Year on year 107.5, Name KEY TIMEZ / Year on year Sales build-up, Name UNITED TOKYO / Year on year 96, Name CITY / Year on year 73.8, Name Overseas and same-store / Year on year 110.1, Name Hong Kong / Year on year 206.4, Name South Korea / Year on year 182.9, Name China / Year on year 101.9
Number of Stores at Period-EndTotal 123 / Physical stores 110 / EC 13 / Japan 104 / Overseas expansion 19
Number of stores opened during the monthNumber of Cases 6 / Store name and location JAPAN EDITION Shinjuku Flags, 2F, UNITED TOKYO Yurakucho Lumine, 6F, PUBLIC TOKYO Yurakucho Lumine, 6F, STUDIOUS MENS Ikebukuro PARCO, 2F, STUDIOUS WOMENS Ikebukuro PARCO, 2F, CONZ Ikebukuro PARCO, 2F
Number of stores closed during the monthNumber of Cases 2 / Store name and location STUDIOUS MENS, Ikebukuro PARCO, 4F, STUDIOUS WOMENS, Ikebukuro Lumine, 2F
Monthly CommentaryIn September, company-wide sales were 114.0% of the same month a year earlier, while same-store sales were 98.5%. Although customer traffic at domestic brick-and-mortar stores was sluggish due to rainy weather, the overseas business drove growth.
Factors Affecting the ChangeSluggish customer traffic at domestic street-front stores due to rainy weather, Growth in the overseas business, Decline in the number of CITY stores, Purchasing was kept in check as priority was given to clearing the previous year's inventory
Measures from the following month onwardFrom October, the company will significantly increase product intake, build up in-store inventory ahead of the autumn/winter peak demand season, and work to revive same-store sales and accelerate revenue growth.
Monthly trend for the same period last yearThe monthly trend for the fiscal year ended January 2026 is also presented from February through January.
Next Scheduled DisclosureAny discrepancies from the finalized figures will be corrected and reported when the preliminary version for the following month is disclosed. The specific disclosure date is not stated.
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 PeriodCumulative Year-on-Year Change 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.

Domestic physical stores, particularly street-level stores susceptible to weather conditions, saw sluggish customer traffic as rainy weather continued. Overseas operations, meanwhile, drove sales growth. By format, JAPAN EDITION and others grew, while CITY fell below the year-earlier level due to a decrease in the number of stores. Following the normalization of inventory levels, the company plans to substantially increase product deliveries from October and build up in-store inventory ahead of the peak autumn and winter demand season.

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【Fiscal year ending January 2027】Preliminary monthly sales for September 2026 | TOKYO BASE Co.,Ltd. (3415) timely disclosure | Komori