Komori
Monthly5888DAIWA CYCLE CO.,LTD.Retail

Notice Regarding Preliminary Sales Results for September of the Fiscal Year Ending January 2026

September total sales at directly operated stores were 106.8% of the year-earlier level, while same-store sales declined to 97.6%. At existing stores, customer traffic was 99.9% and average spending per customer was 97.7%, both below the previous year.

Worth reading
59In 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
106.8
% (year-on-year change in all-store sales)
Wording
Conditional
How definitive the wording is.

Sales for this month

September 2025Fiscal year ending January 2026
Net Sales / All Stores
+6.8%
Net Sales / Existing stores
-2.4%
Total-store sales
+6.8%
Same-Store Sales
-2.4%
Number of Customers / All Stores
+8.3%
Number of Customers / Existing stores
-0.1%
Average Spend per Customer / All Stores
-1.4%
Average Spend per Customer / Existing stores
-2.3%
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-EndCompany-operated stores 143 stores / Franchised stores 4 stores / Total 147 stores
Number of stores opened during the monthNumber of Cases 0 / Details No new stores opened
Number of stores closed during the monthNumber of Cases 0 / Details 退店なし
Monthly Commentary

9月の全店売上高は前年同月比106.8%、既存店売上高は同97.6%。既存店売上高は、前年同月が118.0%と高水準だったことや、当月の土日が前年より1日少なかったことの影響を受けた。土日の影響を勘案すると約100.4%と推察される。修理等の売上構成比上昇により、客単価の低下幅が客数より大きくなった。

Factors Affecting the Change

前年同月が118.0%と高水準だったことによる反動, 前年より土日が1日少なかったこと, 自転車車体より利益率が高く単価の低い修理等の売上構成比上昇

Next Scheduled Disclosure

2025年11月17日(月)

Monthly trend for the same period last year

February 2025 116.4 / March 2025 132.1 / April 2025 112.3 / May 2025 120.9 / June 2025 135.7 / July 2025 107.5 / August 2025 112.7 / September 2025 126.7 / October 2025 120.1 / November 2025 124 / December 2025 112.6 / January 2026 115.5

Scope of aggregation: Company-operated stores only

Sales for this month
ItemDetails
Month CoveredSeptember 2025
Fiscal Year CoveredFiscal year ending January 2026
Scope of aggregationCompany-operated stores only
Year-on-year change in monthly net salesAll Stores 106.8 % / Existing stores 97.6 %
Total-store sales, year on year106.8
Same-Store Sales, Year on YearRate 97.6 / Definition of existing stores Stores that have been operating continuously for at least 13 months as of the end of the month since their opening date or the date they became company-operated stores
Year-on-Year Change in Customer CountAll Stores 108.3 % / Existing stores 99.9 %
Year-on-Year Change in Average Spend per CustomerAll Stores 98.6 % / Existing stores 97.7 %
Key KPIsIndicator name All-store customer traffic / Value 108.3 % / Year on year Year on year, Indicator name All-store spend per customer / Value 98.6 % / Year on year Year on year, Indicator name Same-store customer traffic / Value 99.9 % / Year on year Year on year, Indicator name Same-store spend per customer / Value 97.7 % / Year on year Year on year
Number of Stores at Period-EndCompany-operated stores 143 stores / Franchised stores 4 stores / Total 147 stores
Number of stores opened during the monthNumber of Cases 0 / Details No new stores opened
Number of stores closed during the monthNumber of Cases 0 / Details 退店なし
Monthly Commentary9月の全店売上高は前年同月比106.8%、既存店売上高は同97.6%。既存店売上高は、前年同月が118.0%と高水準だったことや、当月の土日が前年より1日少なかったことの影響を受けた。土日の影響を勘案すると約100.4%と推察される。修理等の売上構成比上昇により、客単価の低下幅が客数より大きくなった。
Factors Affecting the Change前年同月が118.0%と高水準だったことによる反動, 前年より土日が1日少なかったこと, 自転車車体より利益率が高く単価の低い修理等の売上構成比上昇
Monthly trend for the same period last yearFebruary 2025 116.4 / March 2025 132.1 / April 2025 112.3 / May 2025 120.9 / June 2025 135.7 / July 2025 107.5 / August 2025 112.7 / September 2025 126.7 / October 2025 120.1 / November 2025 124 / December 2025 112.6 / January 2026 115.5
Next Scheduled Disclosure2025年11月17日(月)
Items this document does not state (6)
Net sales for the monthCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodYear-on-year change by categorySales by categoryMeasures 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.

既存店売上高の減少は、前年同月が118.0%と高水準だったことに加え、9月の土日が前年より1日少なかったことによるものです。また、修理等の売上構成比が上昇したため、客単価の低下幅が客数より大きくなりました。

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 Regarding Preliminary Sales Results for September of the Fiscal Year Ending January 2026 | DAIWA CYCLE CO.,LTD. (5888) timely disclosure | Komori