Weak Customer Traffic and Average Spend per Customer at Existing Stores
First written in FY2017-Q3. 23 of 47 entries say "Worsened", first in FY2018-Q2. Latest entry: 2026-10-16.
Baroque Japan Limited moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.
The whole theme swung hardest in 2020: 16 of 44 companies on the "Worse" side.
8 other companies' latest entry also says "Worsened".
- FY2027-H1WorsenedAnnual report
「Revenue from the domestic business was 94.1% of the prior-year period (stores: 94.9%; EC: 89.4%). All FB and SB brands exceeded the prior-year period's same-store sales (SSS) in the first half. Among the SC brands, RODEO CROWNS WIDE BOWL continued to post double-digit SSS growth. Meanwhile, customer traffic at AZUL BY MOUSSY began to recover in the latter half of the first half, due to the effects of marketing and product reviews, but sales in the first half of the period have not been sufficient to offset the decline in the first half. Department-store brands have also failed to emerge from their slump, particularly high-priced brands. EC shipments were further delayed by initial problems with the new system introduced in June, and overall revenue consequently fell below the prior-year period.」
Although some brands saw SSS exceed the prior-year period and customer traffic recover, domestic revenue was 94.1% of the prior-year period and store revenue was 94.9%. Domestic sales overall fell below the prior-year period due to AZUL BY MOUSSY's weak performance in the first half, the slump in high-priced brands and EC shipment delays. - FY2026WorsenedAnnual report
「In the domestic business, store sales were 97.1% of the prior-year level and e-commerce sales were 93.4%, both below the prior-year level.」
Store sales reached 97.1% of the prior-year level, declining from the recovery trend in the previous fiscal year. A decline in customer numbers at the core SC brands was also identified as a major factor behind the decline in sales over the full year. - FY2026-H1WorsenedAnnual report
「Domestic business sales were 96.3% of the prior-year level, comprising store sales at 97.1% and e-commerce sales at 95.8%. Among FB and SB brands, MOUSSY grew to 104.0% of the prior-year level on the success of denim and other products, while among SC brands, RODEO CROWNS WIDE BOWL showed a recovery, with existing-store sales at 110.4% of the prior-year level. However, new products at AZUL BY MOUSSY failed to gain traction, and sales fell below the prior-year level.」
Although some brands showed recovery and growth, domestic sales were 96.3% of the prior-year level and store sales were 97.1%. Including weak sales of new products at AZUL BY MOUSSY, weakness in domestic store-based sales continued. - FY2025WorsenedAnnual report
「In the Group's domestic business, store sales reached 96.0% of the prior-year level, while e-commerce sales rose above the prior-year level to 102.3%. Sales declined below the prior-year level due in part to the rationalisation of unprofitable brands and the closure of unprofitable stores.」
Domestic store sales reached 96.0% of the prior-year level, with the rationalisation of unprofitable brands and stores also cited as factors behind the decline in sales. Although e-commerce sales exceeded the prior-year level, weakness in store-based sales became apparent over the full year. - FY2025-H1WorsenedAnnual report
「In the Group's domestic business, average spend per customer was strong, but store sales, particularly for SC brands, struggled due to a decline in customer numbers.」
Although average spend per customer was strong, the decline in customer numbers clearly resulted in weak store sales, particularly for SC brands. - FY2025-Q1WorsenedAnnual report
「Store sales struggled, reaching 94.3% of the prior-year level, as sales of spring outerwear failed to gain momentum.」
Due to weak sales of spring outerwear, store sales reached 94.3% of the prior-year level, with weakness in store-based sales, including at existing stores, emerging again. - FY2024RestatedAnnual report
「Although demand for winter items was sluggish due to the mild winter, store sales reached 104.5% of the prior-year level and e-commerce sales 100.6%, both exceeding the prior-year level.」
Although demand for winter items slowed due to the mild winter, both store sales and e-commerce sales for the full year exceeded the prior-year level, confirming a recovery trend in store-based sales. - FY2024-Q3RestatedAnnual report
「Although demand for winter merchandise was sluggish because of the warm winter, store sales increased to 104.5% of the prior-year period and EC sales increased to 101.7%.」
Although demand for winter items slowed for certain reasons, store sales reached 104.5% of the prior-year level, and existing-store and store-based sales continued to trend toward recovery. - FY2024-Q2AdvancedAnnual report
「Demand for summer items increased as temperatures remained higher than normal, with store sales rising to 107.9% of the prior-year level and e-commerce sales to 103.0%.」
Store sales reached 107.9% of the prior-year level, up further from 106.7% in the previous quarter, indicating continued progress in the recovery of existing-store and store-based sales. - FY2024-Q1AdvancedAnnual report
「The flagship store, The SHEL’TTER TOKYO Tokyu Plaza Omotesando Harajuku, reopened, pedestrian traffic increased following the lifting of restrictions on activities, and inbound demand recovered. Against this backdrop, recovery strengthened, led by FB brands and department-store brands, and store sales increased to 106.7% of the prior-year level.」
Against a backdrop of the flagship store's reopening, increased pedestrian traffic and recovering inbound demand, store sales reached 106.7% of the prior-year level, further improving weakness in existing-store and store-based sales. - FY2023MitigatedAnnual report
「As pedestrian traffic recovered with the easing of restrictions on activities, store sales increased to 104.0% of the prior-year level.」
Against a backdrop of eased restrictions on activities and recovering pedestrian traffic, store sales reached 104.0% of the prior-year level, and weakness in store-based sales improved. - FY2023-Q3MitigatedAnnual report
「Department-store brands and FB/SB brands continued to grow, with store sales increasing to 103.9% of the prior-year level.」
Domestic store sales reached 103.9% of the prior-year level, and weakness in existing-store and store-based sales continued to improve. - FY2023-Q2MitigatedAnnual report
「Department-store brands and FB/SB brands grew, with store sales increasing to 106.2% of the prior-year level.」
Driven by growth in department-store and FB/SB brands, store sales reached 106.2% of the prior-year level, indicating an improvement in weakness in store-based sales, including at existing stores. - FY2023-Q1MitigatedAnnual report
「As restrictions on activities were eased from late March and pedestrian traffic recovered, sales overall, led by department-store brands and FB/SB brands, showed a stronger recovery trend, with store sales increasing to 114.5% of the prior-year level.」
Against a backdrop of eased restrictions on activities and recovering pedestrian traffic, store sales reached 114.5% of the prior-year level, indicating an improvement in the previous weakness in existing-store and store-based sales. - FY2022MitigatedAnnual report
「As a result, domestic sales and domestic gross profit for the consolidated fiscal year substantially exceeded the prior-year level.」
Domestic sales and domestic gross profit substantially exceeded the prior-year level, indicating that weakness in domestic sales, including at existing stores, improved from the previous fiscal year. - FY2022-Q3MitigatedAnnual report
「As a result, domestic sales and domestic gross profit for the cumulative third quarter of the consolidated fiscal year substantially exceeded the prior-year level.」
In the domestic business, including domestic store operations, sales and gross profit substantially exceeded the prior-year level, indicating an improvement in the weakness of domestic sales, including at existing stores. - FY2022-Q2WorsenedAnnual report
「Store sales slowed in the second quarter because, in addition to the expansion of areas subject to the state of emergency declaration and the extension of its period amid the spread of the fifth wave of COVID-19, torrential rain and other adverse weather also had an impact, although」
It was stated that store sales, including at existing stores, slowed in the second quarter, and weakness in store-based sales continued. However, total domestic sales exceeded the prior-year level due to growth in domestic e-commerce sales. - FY2021WorsenedAnnual report
「Sales began to recover in early autumn after the second wave of COVID-19 subsided, but the reissuance of the state of emergency from January, along with reduced operating hours and requests to refrain from going out, caused domestic sales to slow again, resulting in a year-on-year decline in domestic sales.」
Although domestic sales temporarily recovered in early autumn, they slowed again due to the reissuance of the state of emergency and other factors, resulting in a year-on-year decline in domestic sales for the full year. - FY2021-Q3RestatedAnnual report
「Amid slowing consumer activity following the resurgence of COVID-19 infections, domestic sales and domestic gross profit fell below the prior-year level.」
Against a backdrop of slowing consumer activity due to the resurgence of infections, domestic sales and domestic gross profit fell below the prior-year level, and weakness in domestic sales, including at existing stores, continued. - FY2021-Q2WorsenedAnnual report
「Slower recovery in customer traffic, particularly in urban areas, calls for refraining from returning home during the Obon holiday, and unsettled weather also had an impact. Although the cash conversion rate improved as discount sales were restrained, domestic sales and domestic gross profit fell below the prior-year level.」
Even after stores reopened, the recovery in customer traffic remained slow, particularly in urban areas, and domestic sales and domestic gross profit fell below the prior-year level, so weakness at existing stores continued. - FY2021-Q1WorsenedAnnual report
「In the Group's domestic business, lower store sales at commercial facilities that were closed, including department stores, SC malls, fashion buildings and station buildings, had a significant impact, causing domestic existing-store sales and domestic gross profit for the cumulative period to fall below the prior-year level.」
Closures of commercial facilities due to COVID-19 directly contributed to the year-on-year declines in domestic existing-store sales and domestic gross profit, further worsening the weakness at existing stores. - FY2020RestatedAnnual report
「As a result of these conditions, existing-store sales for the consolidated fiscal year fell slightly below the prior-year level, despite efforts to recover in the second half.」
Although efforts were made to recover in the second half, domestic existing-store sales fell slightly below the prior-year level, and challenges at existing stores persist. - FY2020-Q3RestatedAnnual report
「However, across fashion-building and station-building brands, domestic existing-store sales for the cumulative period fell below the prior-year level, due to the impact of the aforementioned weather conditions and other factors, as well as a shortage of hit products that outperformed the prior year.」
Although sales and customer traffic at AZUL BY MOUSSY began to recover, overall domestic existing-store sales fell below the prior-year level, and challenges at existing stores persist. - FY2020-Q2RestatedAnnual report
「Against this backdrop, in the Group's domestic business, department-store apparel brands ENFÖLD, någonstans and BLACK BY MOUSSY, as well as the specialised footwear brand STACCATO, continued to perform well, while sales and customer traffic at the previously underperforming shopping-center brand AZUL BY MOUSSY began to recover. However, across fashion-building and station-building brands, sales were affected by the cool summer and weak demand for full-price products, among other factors, and domestic existing-store sales fell below the prior-year level.」
Although sales and customer traffic at AZUL BY MOUSSY showed signs of recovery, overall domestic existing-store sales fell below the prior-year level, and challenges at existing stores remain. - FY2020-Q1MitigatedAnnual report
「Domestic existing-store sales were nearly unchanged from the prior-year level.」
It was stated that, through measures including strengthening the development of core products and reviewing the product mix, sales improved from being below the prior-year level at existing stores to being nearly unchanged year on year. - FY2019-Q3RestatedAnnual report
「As a result, domestic existing-store sales declined slightly year on year, although」
Domestic existing-store sales declined slightly year on year, and challenges at existing stores persist. - FY2019-Q2RestatedAnnual report
「As a result, existing-store sales declined slightly year on year, although」
Existing-store sales declined slightly year on year, confirming again that challenges at existing stores remain. - FY2019-Q1MitigatedAnnual report
「Through initiatives including strengthening the development of core products, reviewing the product mix and promoting sales using the SHEL'TTER PASS points-membership app, customer traffic at existing stores recovered in March and April, and existing-store sales exceeded the prior-year level for the corresponding months.」
In response to weak customer traffic and below-prior-year existing-store sales, product initiatives and sales promotion using the membership app helped customer traffic recover in March and April, and existing-store sales exceeded the prior-year level for the corresponding months. - FY2018WorsenedAnnual report
「At AZUL BY MOUSSY, which operates 133 stores nationwide, mainly in shopping centers (SCs), television commercials were used as a measure to address the year-on-year decline in the number of customers purchasing at existing stores, but they did not produce sufficient results in improving customer numbers.」
The decline in customer traffic at existing stores continued throughout the year, and the improvement measures involving television commercials did not produce sufficient results. - FY2018-Q3RestatedAnnual report
「During the quarter, procurement levels were below the prior-year level as inventory was adjusted, and sales were affected by a typhoon in October, when they had been trending toward recovery. As a result, existing-store sales remained below the prior-year level.」
Existing-store sales continued to fall below the prior-year level. New factors cited included lower procurement levels due to inventory adjustments and the impact of typhoons. - FY2018-Q2WorsenedAnnual report
「Existing-store sales fell below the previous year’s level due to issues with product and pricing strategies.」
In addition to weak customer traffic and average spend per customer at existing stores, issues with product and pricing strategies became apparent in the shopping-center format, resulting in existing-store sales falling below the prior-year level. - FY2018-Q1RestatedAnnual report
「Amid difficult conditions in which existing stores struggled with customer traffic and average spend per customer,」
Existing stores’ struggles with customer traffic and average spend per customer continued in the first quarter. - FY2017RestatedAnnual report
「In the domestic business, although existing stores struggled with customer traffic and average spend per customer,」
Existing stores’ struggles with customer traffic and average spend per customer are also explicitly stated for the full fiscal year. - FY2017-Q3First statedAnnual report
「Although existing stores struggled with customer traffic and average spending per customer,」
The cumulative results for the current quarter explicitly show that existing stores faced operating difficulties.