Sales for this month
October 2026Fiscal year ending January 2027In October, company-wide total revenue was 116.5% of the year-earlier level, physical stores were 120.8%, EC was 96.1%, and existing stores were 100.4%. Existing physical stores in Japan recovered as inventory was expanded and the volume of new product launches was increased, while the 3 stores opened in Taiwan as part of the company's initial entry into the market got off to a strong start.
Existing physical stores in Japan recovered as inventory was expanded and the volume of new product launches was increased, Reaction to the time-limited sales at ZOZO in the year-earlier month to clear carryover inventory, The company restrained time-limited sales during the current period and worked to secure operating income, Initial entry into Taiwan and the simultaneous opening of 3 stores
The company will work to expand sales in Japan and overseas ahead of the peak autumn and winter demand season from November onward.
The monthly sales flash for November 2026 is scheduled for disclosure on Wednesday, 2 December 2026
Target fiscal year Fiscal year ending January 2026 / Total revenue February 108.9 / March 105.6 / April 114.9 / May 125.6 / June 119.6 / July 126.2 / August 131.9 / September 121.2 / October 130.3
Scope of aggregation: Company-wide, Japan, overseas and existing stores (monthly totals including the consolidated Chinese subsidiaries)
| Item | Details |
|---|---|
| Month Covered | October 2026 |
| Fiscal Year Covered | Fiscal year ending January 2027 |
| Scope of aggregation | Company-wide, Japan, overseas and existing stores (monthly totals including the consolidated Chinese subsidiaries) |
| Year-on-year change in monthly net sales | Company-wide total 116.5 / Company-wide physical stores 120.8 / Company-wide e-commerce 96.1 / Japan total 113 / Overseas Total 154.3 / Existing stores total 100.4 / Existing physical stores 102.7 / Existing-store e-commerce 90.9 |
| Total-store sales, year on year | 116.5 |
| Same-Store Sales, Year on Year | Rate 100.4 / Definition For a given month, stores for which 13 months have elapsed since the month following the opening month (excluding stores that were closed for at least 1 day during the month) |
| Year-on-year change by category | Breakdown Company-wide physical stores / Year on year 120.8, Breakdown Company-wide e-commerce / Year on year 96.1, Breakdown Japan total / Year on year 113, Breakdown Japan physical stores / Year on year 117, Breakdown Japan e-commerce / Year on year 96.1, Breakdown Overseas Total / Year on year 154.3, Breakdown Existing stores total / Year on year 100.4, Breakdown Existing physical stores / Year on year 102.7, Breakdown Existing-store e-commerce / Year on year 90.9, Breakdown Existing stores, Japan total / Year on year 98.4, Breakdown Existing stores, Japan physical stores / Year on year 100.4, Breakdown Existing stores, Japan EC / Year on year 90.9, Breakdown Existing stores, overseas total / Year on year 121.6 |
| Key KPIs | Indicator name Number of stores (company-wide total) / Value 129 Store / Year on year Not disclosed, Indicator name Number of stores (company-wide physical stores) / Value 116 Store / Year on year Not disclosed, Indicator name Number of stores (Japan total) / Value 107 Store / Year on year Not disclosed, Indicator name Number of stores (overseas total) / Value 22 Store / Year on year Not disclosed |
| Number of Stores at Period-End | Company-wide total 129 / Company-wide physical stores 116 / Company-wide e-commerce 13 / Japan total 107 / Japan physical stores 94 / Japan e-commerce 13 / Overseas Total 22 / Overseas physical stores 22 |
| Number of stores opened during the month | Number of Cases 7 / Store name STUDIOUS WOMENS Marunouchi Building, 2nd floor, KEY TIMEZ Shibuya Scramble Square, 8th floor, KEY TIMEZ Ikebukuro PARCO, 4th floor, PUBLIC TOKYO Machida Modi, 2nd floor, UNITED TOKYO TAIPEI Breeze Nanshan, 3rd floor, PUBLIC TOKYO TAIPEI Breeze Nanshan, 3rd floor, CITY MENS TAIPEI Shin Kong Mitsukoshi Taipei Xinyi Place, A9 Building |
| Number of stores closed during the month | Number of Cases 2 / Store name UNITED TOKYO Nihombashi, STUDIOUS WOMENS Marunouchi |
| Monthly Commentary | In October, company-wide total revenue was 116.5% of the year-earlier level, physical stores were 120.8%, EC was 96.1%, and existing stores were 100.4%. Existing physical stores in Japan recovered as inventory was expanded and the volume of new product launches was increased, while the 3 stores opened in Taiwan as part of the company's initial entry into the market got off to a strong start. |
| Factors Affecting the Change | Existing physical stores in Japan recovered as inventory was expanded and the volume of new product launches was increased, Reaction to the time-limited sales at ZOZO in the year-earlier month to clear carryover inventory, The company restrained time-limited sales during the current period and worked to secure operating income, Initial entry into Taiwan and the simultaneous opening of 3 stores |
| Measures from the following month onward | The company will work to expand sales in Japan and overseas ahead of the peak autumn and winter demand season from November onward. |
| Monthly trend for the same period last year | Target fiscal year Fiscal year ending January 2026 / Total revenue February 108.9 / March 105.6 / April 114.9 / May 125.6 / June 119.6 / July 126.2 / August 131.9 / September 121.2 / October 130.3 |
| Next Scheduled Disclosure | The monthly sales flash for November 2026 is scheduled for disclosure on Wednesday, 2 December 2026 |
Items this document does not state (6)
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.Sales at existing physical stores in Japan recovered as inventory was expanded and the volume of new product launches was increased. EC sales reflected the reaction to the sharp growth at ZOZO in the year-earlier month from time-limited sales to clear carryover inventory; during the current period, the company restrained such sales in an effort to secure operating income. Overseas operations benefited from the company's initial entry into Taiwan and the simultaneous opening of 3 stores.