Komori

Notice Regarding Monthly Sales

Sales results for October 2026 were released. Across domestic retail, same-store sales were 103.0% and sales at all stores were 104.9% of the year-earlier levels. Food and fresh food products and IP-related products grew, while a decline following the previous year's sales of rice products and game consoles, a decline in alcoholic beverages following the previous month's rush demand, and weak sales of some non-food products at UNY weighed on results.

Worth reading
66In 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
104.9
% (year-on-year change in sales at all domestic retail stores)
Wording
Definitive
How definitive the wording is.

Sales for this month

October 2026Fiscal year ending June 2027
Number of Stores at Period-EndDomestic Retail — All Stores 677 / Domestic Retail — Existing-Store Coverage 646 / Discount Business — All Stores 549 / Discount Business — Existing-Store Coverage 523 / UNY Business — All Stores 128 / UNY Business — Existing-Store Coverage 123 / Robinhood 5 / Olympic 93
Monthly Commentary

In domestic retail, customer traffic exceeded the previous year. Food and fresh food products, IP-related products and trend products grew, while there were declines following the previous year's sales of rice products and game consoles and the previous month's rush demand for alcoholic beverages. In the discount business, outpack products, meat and skincare contributed, while in the UNY business, food performed well but apparel and bedding struggled.

Factors Affecting the Change

Growth in food and fresh food products, drinks and sweet rolls driven by the pricing strategy, Growth in IP-related products, trend products, character goods and toys for infants and young children, Growth in outpack products, meat, seasonal skincare and skincare, Decline following the previous year's sales of rice products and game consoles, Decline following the previous month's rush demand for alcoholic beverages, Weak sales of apparel, bedding and other products at UNY, 1.4% increase due to there being 1 more Saturday than in the previous year

Measures from the following month onward

A new Don Quijote Higashine store in Higashine, Yamagata Prefecture, is scheduled to open in November.

Scope of aggregation: Domestic retail business and its breakdown (discount business, UNY business, and Robin Hood and Olympic for reference)

Sales for this month
ItemDetails
Month CoveredOctober 2026
Fiscal Year CoveredFiscal year ending June 2027
Scope of aggregationDomestic retail business and its breakdown (discount business, UNY business, and Robin Hood and Olympic for reference)
Year-on-year change in monthly net salesDomestic Retail — Existing Stores 103.0% / Domestic Retail — All Stores 104.9% / Discount Business — Existing Stores 104.0% / Discount Business — All Stores 106.5% / UNY Business — Existing Stores 99.7% / UNY Business — All Stores 99.4%
Total-store sales, year on yearDomestic retail 104.9% / Discount business 106.5% / UNY business 99.4%
Same-Store Sales, Year on YearDomestic retail 103.0% (definition not provided) / Discount business 104.0% (definition not provided) / UNY business 99.7% (definition not provided)
Year-on-Year Change in Customer CountDomestic Retail — Existing Stores 100.6% / Discount Business — Existing Stores 100.4% / UNY Business — Existing Stores 101.0%
Year-on-Year Change in Average Spend per CustomerDomestic Retail — Existing Stores 102.4% / Discount Business — Existing Stores 103.5% / UNY Business — Existing Stores 98.7%
Year-on-year change by categoryBreakdown Discount business, same stores: household appliances / Year on year 93.5%, Breakdown Discount business, same stores: daily necessities / Year on year 109.7%, Breakdown Discount business, same stores: food / Year on year 101.4%, Breakdown UNY business, same stores: household appliances / Year on year 74.2%, Breakdown UNY business, same stores: daily necessities / Year on year 99.6%, Breakdown UNY business, same stores: food / Year on year 101.3%, Breakdown UNY business, same stores: watches and fashion goods / Year on year 89.7%, Breakdown UNY business, same stores: sporting goods and leisure products / Year on year 133.0%
Key KPIsIndicator Customer count at existing stores, domestic retail / Value 100.6% / Year on year Not disclosed, Indicator Average spend per customer at existing stores, domestic retail / Value 102.4% / Year on year Not disclosed, Indicator Number of existing stores covered, domestic retail / Value 646 locations / Year on year Not disclosed
Number of Stores at Period-EndDomestic Retail — All Stores 677 / Domestic Retail — Existing-Store Coverage 646 / Discount Business — All Stores 549 / Discount Business — Existing-Store Coverage 523 / UNY Business — All Stores 128 / UNY Business — Existing-Store Coverage 123 / Robinhood 5 / Olympic 93
Monthly CommentaryIn domestic retail, customer traffic exceeded the previous year. Food and fresh food products, IP-related products and trend products grew, while there were declines following the previous year's sales of rice products and game consoles and the previous month's rush demand for alcoholic beverages. In the discount business, outpack products, meat and skincare contributed, while in the UNY business, food performed well but apparel and bedding struggled.
Factors Affecting the ChangeGrowth in food and fresh food products, drinks and sweet rolls driven by the pricing strategy, Growth in IP-related products, trend products, character goods and toys for infants and young children, Growth in outpack products, meat, seasonal skincare and skincare, Decline following the previous year's sales of rice products and game consoles, Decline following the previous month's rush demand for alcoholic beverages, Weak sales of apparel, bedding and other products at UNY, 1.4% increase due to there being 1 more Saturday than in the previous year
Measures from the following month onwardA new Don Quijote Higashine store in Higashine, Yamagata Prefecture, is scheduled to open in November.
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.

Food and fresh food products covered by the pricing strategy, IP-related products, trend products, outpack products such as confectionery and sandwiches, meat and skincare contributed to sales. On the other hand, there were declines following the previous year's sales of rice products and game consoles, a decline following the previous month's rush demand for alcoholic beverages, and weak sales of apparel and bedding at UNY. There was 1 more Saturday than in the previous year, pushing sales up 1.4%.

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Notice Regarding Monthly Sales | Pan Pacific International Holdings Corporation (7532) timely disclosure | Komori