Komori

Notice Concerning the Monthly Operating Report for September 2026

In September 2026, total sales across all stores increased to 112.8% of the year-earlier level, while both customer traffic and average spend per customer exceeded the prior-year levels across all stores. By contrast, same-store sales were limited to 102.4%, and multiple store openings and closures took place.

Worth reading
47Recurring
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
112.8
Year-on-year change (all-store sales, %)
Wording
Conditional
How definitive the wording is.

Sales for this month

September 2026Fiscal year ending May 2027
Net Sales / All Stores
+12.8%
Net Sales / Existing stores
+2.4%
Total-store sales
+12.8%
Same-Store Sales
+2.4%
Number of Customers / All Stores
+9.0%
Number of Customers / Existing stores
-2.0%
Average Spend per Customer / All Stores
+3.4%
Average Spend per Customer / Existing stores
+4.4%
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.
Number of Stores at Period-EndTotal 1,153 Location / Breakdown Drugstore without co-located dispensing pharmacy 439 / Drugstore with co-located dispensing pharmacy 696 / Supermarket without co-located dispensing pharmacy 12 / Supermarket with co-located dispensing pharmacy 1 / Pharmacy-only stores 5
Number of stores opened during the monthNumber of Cases 18 / Store name and location 下辺見 Store (Koga, Ibaraki), 松茂 Store (Itano District, Tokushima), 原之郷 Store (Maebashi, Gunma), スーパーのアオキ新潟田上 Store (Niigata, Niigata), 二戸 Store (Ninohe, Iwate), 津田沼 Store (Funabashi, Chiba), スーパーのアオキ直江津 Store (Joetsu, Niigata), スーパーのアオキパルス川崎 Store (Nagaoka, Niigata), ウオエイおぎかわ Store (Niigata, Niigata), 末町 Store (Kanazawa, Ishikawa), 東根中央 Store (Higashine, Yamagata), 浜寺石津 Store (Sakai, Osaka), 東原町 Store (Kashiwazaki, Niigata), 白根国道 Store (Niigata, Niigata), スーパーのアオキ石山 Store (Niigata, Niigata), 小中川 Store (Tsubame, Niigata), 十日町 Store (Tokamachi, Niigata), 真砂 Pharmacy (Niigata, Niigata)
Number of stores closed during the monthNumber of Cases 18 / Store name and location 高木中央 Store (Fukui, Fukui), 上市青木二階堂 Pharmacy (Nakaniikawa District, Toyama), 千歳 Pharmacy (Nagaoka, Niigata), 北原 Pharmacy (Takasaki, Gunma), 三ツ池 Pharmacy (Kakamigahara, Gifu), 国済寺 Pharmacy (Fukaya, Saitama), 伊勢崎昭和町 Pharmacy (Isesaki, Gunma), 寺尾台 Pharmacy (Niigata, Niigata), 蘇原申子 Pharmacy (Kakamigahara, Gifu), 浜町 Pharmacy (Ota, Gunma), 千代田 Pharmacy (Honjo, Saitama), 犬伏 Pharmacy (Sano, Tochigi), 相生 Pharmacy (Kiryu, Gunma), 西郷 Pharmacy (Gifu, Gifu), 扶桑 Pharmacy (Niwa District, Aichi), 新城 Pharmacy (Shinshiro, Aichi), 浄法寺 Pharmacy (Fujioka, Gunma)
Monthly Commentary

The September 2026 monthly operating flash report presents year-on-year changes in sales, customer traffic and average spend per customer, together with store openings and closures and the number of stores.

Scope of aggregation: クスリのアオキ Group

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Fiscal Year CoveredFiscal year ending May 2027
Scope of aggregationクスリのアオキ Group
Year-on-year change in monthly net salesAll Stores 112.8 % / Existing stores 102.4 %
Total-store sales, year on year112.8
Same-Store Sales, Year on YearRate 102.4 / Definition of existing stores Stores that have been open for more than 13 months
Year-on-Year Change in Customer CountAll Stores 109 % / Existing stores 98 %
Year-on-Year Change in Average Spend per CustomerAll Stores 103.4 % / Existing stores 104.4 %
Key KPIsIndicator name All-store customer traffic / Value 109 Year-on-year (%), Indicator name Same-store customer traffic / Value 98 Year-on-year (%), Indicator name All-store spend per customer / Value 103.4 Year-on-year (%), Indicator name Same-store spend per customer / Value 104.4 Year-on-year (%)
Number of Stores at Period-EndTotal 1,153 Location / Breakdown Drugstore without co-located dispensing pharmacy 439 / Drugstore with co-located dispensing pharmacy 696 / Supermarket without co-located dispensing pharmacy 12 / Supermarket with co-located dispensing pharmacy 1 / Pharmacy-only stores 5
Number of stores opened during the monthNumber of Cases 18 / Store name and location 下辺見 Store (Koga, Ibaraki), 松茂 Store (Itano District, Tokushima), 原之郷 Store (Maebashi, Gunma), スーパーのアオキ新潟田上 Store (Niigata, Niigata), 二戸 Store (Ninohe, Iwate), 津田沼 Store (Funabashi, Chiba), スーパーのアオキ直江津 Store (Joetsu, Niigata), スーパーのアオキパルス川崎 Store (Nagaoka, Niigata), ウオエイおぎかわ Store (Niigata, Niigata), 末町 Store (Kanazawa, Ishikawa), 東根中央 Store (Higashine, Yamagata), 浜寺石津 Store (Sakai, Osaka), 東原町 Store (Kashiwazaki, Niigata), 白根国道 Store (Niigata, Niigata), スーパーのアオキ石山 Store (Niigata, Niigata), 小中川 Store (Tsubame, Niigata), 十日町 Store (Tokamachi, Niigata), 真砂 Pharmacy (Niigata, Niigata)
Number of stores closed during the monthNumber of Cases 18 / Store name and location 高木中央 Store (Fukui, Fukui), 上市青木二階堂 Pharmacy (Nakaniikawa District, Toyama), 千歳 Pharmacy (Nagaoka, Niigata), 北原 Pharmacy (Takasaki, Gunma), 三ツ池 Pharmacy (Kakamigahara, Gifu), 国済寺 Pharmacy (Fukaya, Saitama), 伊勢崎昭和町 Pharmacy (Isesaki, Gunma), 寺尾台 Pharmacy (Niigata, Niigata), 蘇原申子 Pharmacy (Kakamigahara, Gifu), 浜町 Pharmacy (Ota, Gunma), 千代田 Pharmacy (Honjo, Saitama), 犬伏 Pharmacy (Sano, Tochigi), 相生 Pharmacy (Kiryu, Gunma), 西郷 Pharmacy (Gifu, Gifu), 扶桑 Pharmacy (Niwa District, Aichi), 新城 Pharmacy (Shinshiro, Aichi), 浄法寺 Pharmacy (Fujioka, Gunma)
Monthly CommentaryThe September 2026 monthly operating flash report presents year-on-year changes in sales, customer traffic and average spend per customer, together with store openings and closures and the number of stores.
Items this document does not state (9)
Net sales for the monthCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodYear-on-year change by categorySales by categoryFactors Affecting the ChangeMeasures from the following month onwardMonthly trend for the same period last yearNext Scheduled Disclosure

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 company did not provide an explanation for the month-on-month changes in monthly results. The status of store openings and closures and the number of stores were reported.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Concerning the Monthly Operating Report for September 2026 | KUSURI NO AOKI HOLDINGS CO.,LTD. (3549) timely disclosure | Komori