Worth reading
67In focus
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
103.1
Year-on-year change in same-store sales (%)Wording
Definitive
How definitive the wording is.Sales for this month
September 2026Fiscal year ending June 2027Net Sales / Domestic Retail — Existing Stores
+3.1%
Net Sales / Domestic Retail — All Stores
+5.2%
Net Sales / Discount Business — Existing Stores
+3.4%
Net Sales / Discount Business — All Stores
+6.3%
Net Sales / UNY Business — Existing Stores
+2.0%
Net Sales / UNY Business — All Stores
+1.7%
Total-store sales / Domestic retail
+5.2%
Total-store sales / Discount business
+6.3%
Total-store sales / UNY business
+1.7%
Same-Store Sales / Domestic retail
+3.1%
Same-Store Sales / Discount business
+3.4%
Same-Store Sales / UNY business
+2.0%
Number of Customers / Domestic Retail — Existing Stores
-1.5%
Number of Customers / Discount Business — Existing Stores
-1.9%
Number of Customers / UNY Business — Existing Stores
-0.2%
Average Spend per Customer / Domestic Retail — Existing Stores
+4.6%
Average Spend per Customer / Discount Business — Existing Stores
+5.4%
Average Spend per Customer / UNY Business — Existing Stores
+2.1%
Year-on-year change by componentThe 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.
UNY business: Sporting goods and leisure goods (existing stores)
+35.8%
UNY business: Electrical appliances (existing stores)
-7.4%
Discount business: Daily necessities (existing stores)
+5.6%
Discount business: Watches and fashion goods (existing stores)
+5.4%
Discount business: Sporting goods and leisure goods (existing stores)
+5.4%
Discount business: Electrical appliances (existing stores)
-3.1%
Discount business: Food (existing stores)
+2.0%
UNY business: Food (existing stores)
+1.7%
UNY business: Watches and fashion goods (existing stores)
-0.8%
UNY business: Daily necessities (existing stores)
+0.7%
Number of Stores at Period-EndDomestic retail: 677 stores in total (549 Discount stores and 128 UNY stores). Reference: 5 Robin Hood stores and 96 Olympic stores.
Monthly Commentary
Sales in both domestic retail businesses exceeded the previous year. Customer traffic struggled amid unfavorable weather conditions, but the company captured demand for weekend stock-up purchases and stay-at-home demand.
Factors Affecting the Change
Prolonged rainfall and other unfavorable weather conditions, Rain-driven demand for weekend stock-up purchases, Stay-at-home demand for spending time comfortably at home, There was 1 more holiday (public holiday) than in the previous year, Strong sales of umbrellas and rainwear, alcoholic beverages, and tobacco, Pullback in rice sales, Silver Week demand for celebratory meals, Strong sales of fresh foods, hobby-related products, skincare products, and pet supplies
Measures from the following month onward
A new Don Quijote Higashine store in Higashine, Yamagata Prefecture, is scheduled to open in October.
Scope of aggregation: Domestic retail business (㈱ドン・キホーテ, ㈱長崎屋, UDリテール㈱, ㈱橘百貨店, ユニー㈱), as well as the Discount business and UNY business
| Item | Details |
|---|---|
| Month Covered | September 2026 |
| Fiscal Year Covered | Fiscal year ending June 2027 |
| Scope of aggregation | Domestic retail business (㈱ドン・キホーテ, ㈱長崎屋, UDリテール㈱, ㈱橘百貨店, ユニー㈱), as well as the Discount business and UNY business |
| Year-on-year change in monthly net sales | Domestic Retail — Existing Stores 103.1 / Domestic Retail — All Stores 105.2 / Discount Business — Existing Stores 103.4 / Discount Business — All Stores 106.3 / UNY Business — Existing Stores 102 / UNY Business — All Stores 101.7 |
| Total-store sales, year on year | Domestic retail 105.2 / Discount business 106.3 / UNY business 101.7 |
| Same-Store Sales, Year on Year | Domestic retail 103.1 / Discount business 103.4 / UNY business 102 / Definition Not disclosed |
| Year-on-Year Change in Customer Count | Domestic Retail — Existing Stores 98.5 / Discount Business — Existing Stores 98.1 / UNY Business — Existing Stores 99.8 |
| Year-on-Year Change in Average Spend per Customer | Domestic Retail — Existing Stores 104.6 / Discount Business — Existing Stores 105.4 / UNY Business — Existing Stores 102.1 |
| Year-on-year change by category | Name Discount business: Electrical appliances (existing stores) / Year on year 96.9, Name Discount business: Daily necessities (existing stores) / Year on year 105.6, Name Discount business: Food (existing stores) / Year on year 102, Name Discount business: Watches and fashion goods (existing stores) / Year on year 105.4, Name Discount business: Sporting goods and leisure goods (existing stores) / Year on year 105.4, Name UNY business: Electrical appliances (existing stores) / Year on year 92.6, Name UNY business: Daily necessities (existing stores) / Year on year 100.7, Name UNY business: Food (existing stores) / Year on year 101.7, Name UNY business: Watches and fashion goods (existing stores) / Year on year 99.2, Name UNY business: Sporting goods and leisure goods (existing stores) / Year on year 135.8 |
| Key KPIs | Indicator Number of existing stores covered (domestic retail) / Value 645 stores / Year on year Not disclosed, Indicator Number of all stores covered (domestic retail) / Value 677 stores / Year on year Not disclosed, Indicator Change in the number of holidays (public holidays) / Value 1 days / Year on year Not disclosed, Indicator Number of existing stores covered (Discount business) / Value 522 stores / Year on year Not disclosed, Indicator Number of existing stores covered (UNY business) / Value 123 stores / Year on year Not disclosed |
| Number of Stores at Period-End | Domestic retail: 677 stores in total (549 Discount stores and 128 UNY stores). Reference: 5 Robin Hood stores and 96 Olympic stores. |
| Monthly Commentary | Sales in both domestic retail businesses exceeded the previous year. Customer traffic struggled amid unfavorable weather conditions, but the company captured demand for weekend stock-up purchases and stay-at-home demand. |
| Factors Affecting the Change | Prolonged rainfall and other unfavorable weather conditions, Rain-driven demand for weekend stock-up purchases, Stay-at-home demand for spending time comfortably at home, There was 1 more holiday (public holiday) than in the previous year, Strong sales of umbrellas and rainwear, alcoholic beverages, and tobacco, Pullback in rice sales, Silver Week demand for celebratory meals, Strong sales of fresh foods, hobby-related products, skincare products, and pet supplies |
| Measures from the following month onward | A new Don Quijote Higashine store in Higashine, Yamagata Prefecture, is scheduled to open in October. |
Items this document does not state (8)
Net sales for the monthCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryNumber of stores opened during the monthNumber of stores closed during the monthMonthly 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.Customer traffic struggled amid prolonged rainfall and other unfavorable weather conditions, but the company captured demand for weekend stock-up purchases driven by the rain and stay-at-home demand for spending time comfortably at home. There was 1 more holiday (public holiday) than in the previous year, which boosted sales. In the Discount business, umbrellas and rainwear, alcoholic beverages, and tobacco contributed to sales, while in the UNY business, fresh foods and hobby-related products contributed.
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