Worth reading
68In 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
104.5
Year-on-year change (%)Wording
Conditional
How definitive the wording is.Sales for this month
June 2026Fiscal year ending March 2027Net Sales / Companywide
+4.5%
Net Sales / Business unit total
+3.5%
Net Sales / Retail + e-commerce
+4.6%
Net Sales / Retail
-2.9%
Net Sales / Online Sales
+21.0%
Net Sales / Same-Store Retail + Online Sales
+2.8%
Net Sales / Same-Store Retail
-6.2%
Net Sales / Same-Store Online Sales
+20.6%
Net Sales / Outlet and Other
-4.7%
Total-store sales
+4.6%
Number of Customers / Retail + e-commerce
-2.3%
Number of Customers / Retail
-10.6%
Number of Customers / Online Sales
+12.2%
Number of Customers / Same-Store Retail + Online Sales
-4.2%
Number of Customers / Same-Store Retail
-14.5%
Number of Customers / Same-Store Online Sales
+12.1%
Average Spend per Customer / Retail + e-commerce
+5.8%
Average Spend per Customer / Retail
+8.6%
Average Spend per Customer / Online Sales
+7.9%
Average Spend per Customer / Same-Store Retail + Online Sales
+5.8%
Average Spend per Customer / Same-Store Retail
+9.7%
Average Spend per Customer / Same-Store Online Sales
+7.9%
Cumulative from Start of Period
+10.6%
Number of Stores at Period-EndTotal 323 / Retail 236 / Online Sales 55 / Outlet 32
Number of stores opened during the monthNo applicable matters
Number of stores closed during the monthNo applicable matters
Monthly Commentary
Company-wide sales were 104.5% of the prior-year period, while same-store sales for retail and online sales were 102.8%. Retail sales were sluggish, but online sales grew, and average spend per customer exceeded the prior year.
Factors Affecting the Change
The large number of days with low temperatures, The impact of typhoons, Growth in online sales, Strong sales of high-priced heavy and midweight clothing, One fewer holiday than the previous year
Next Scheduled Disclosure
In principle, disclosure is scheduled around the second business day of the following month, excluding weekends and public holidays
| Item | Details |
|---|---|
| Month Covered | June 2026 |
| Fiscal Year Covered | Fiscal year ending March 2027 |
| Year-on-year change in monthly net sales | Companywide 104.5 / Business unit total 103.5 / Retail + e-commerce 104.6 / Retail 97.1 / Online Sales 121 / Same-Store Retail + Online Sales 102.8 / Same-Store Retail 93.8 / Same-Store Online Sales 120.6 / Outlet and Other 95.3 |
| Total-store sales, year on year | 104.6 |
| Same-Store Sales, Year on Year | Same-Store Retail + Online Sales Rate 102.8 / Definition Retail or online sales locations that have been open for at least 13 months and were operating in the same month of the prior year / Same-Store Retail Rate 93.8 / Definition Retail or online sales locations that have been open for at least 13 months and were operating in the same month of the prior year / Same-Store Online Sales Rate 120.6 / Definition Retail or online sales locations that have been open for at least 13 months and were operating in the same month of the prior year |
| Year-on-Year Change in Customer Count | Retail + e-commerce 97.7 / Retail 89.4 / Online Sales 112.2 / Same-Store Retail + Online Sales 95.8 / Same-Store Retail 85.5 / Same-Store Online Sales 112.1 |
| Year-on-Year Change in Average Spend per Customer | Retail + e-commerce 105.8 / Retail 108.6 / Online Sales 107.9 / Same-Store Retail + Online Sales 105.8 / Same-Store Retail 109.7 / Same-Store Online Sales 107.9 |
| Cumulative Year-on-Year Change from Start of Period | 110.6 |
| Year-on-year change by category | Trend Market 106.1 / Mid/Trend Market 95.3 |
| Key KPIs | Indicator name Number of purchasing customers (retail + online sales) / Value 97.7 Year-on-year change (%), Indicator name Average spend per customer (retail + online sales) / Value 105.8 Year-on-year change (%) |
| Number of Stores at Period-End | Total 323 / Retail 236 / Online Sales 55 / Outlet 32 |
| Number of stores opened during the month | No applicable matters |
| Number of stores closed during the month | No applicable matters |
| Monthly Commentary | Company-wide sales were 104.5% of the prior-year period, while same-store sales for retail and online sales were 102.8%. Retail sales were sluggish, but online sales grew, and average spend per customer exceeded the prior year. |
| Factors Affecting the Change | The large number of days with low temperatures, The impact of typhoons, Growth in online sales, Strong sales of high-priced heavy and midweight clothing, One fewer holiday than the previous year |
| Next Scheduled Disclosure | In principle, disclosure is scheduled around the second business day of the following month, excluding weekends and public holidays |
Items this document does not state (6)
Scope of aggregationNet sales for the monthCumulative Sales from Start of PeriodSales by categoryMeasures from the following month onwardMonthly trend for the same period last year
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.Retail sales fell below the prior year due to the large number of days with low temperatures and the impact of typhoons, while online sales grew. Although customer traffic declined in retail, sales of relatively high-priced heavy and midweight clothing, including jackets and trousers, were strong, driving up average spend per customer. It is also estimated that having 1 fewer holiday than in the same month of the prior year had a negative impact of approximately 1.6 percentage points on same-store sales.
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