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Tabaya Holdings (7606) · TargetAdvancedLatest Monthly (2026-08-04): "Cited as achieved"

A long-term improvement of at least 5 percentage points in the full-price sales ratio

First written in FY2019. 14 of 18 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-08-04.

18entries
8years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019AdvancedFY2022-Q1 – FY20252019: 120192020: 020202021: 220212022: 420222023: 420232024: 220242025: 220252026: 32026
Same theme, other companies
Improving price realization and gross profit by increasing the proportion of full-price salesA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-08-04Cited as achievedMonthly

    「Although customer numbers fell below the previous year in July because the start of the sale was delayed by 1 week from the previous year, average spend per customer increased as full-price sales of summer and midsummer products remained strong, and same-store sales exceeded the previous year’s level.」

    定価販売の好調と客単価上昇が、既存店売上高の前年超えに寄与した実績として示されている。
  2. FY2026AdvancedAnnual report

    「The gross profit margin improved 0.3 percentage points from the previous fiscal year to 52.4%. This was attributable to the effectiveness of strengthening full-price sales and containing increases in the cost ratio through precise pricing, among other factors.」

    We continued to strengthen full-price sales and implement precise pricing, improving the gross profit margin supporting the long-term improvement of the full-price sales ratio to 52.4%.
  3. 2026-05-11AdvancedEarnings

    「The gross profit margin improved by 0.3 percentage points from the previous year as a result of continued precise pricing based on business characteristics and demand trends by price range, in addition to raising selling prices per unit in line with higher product quality.」

    商品価値・価格設定を通じた粗利改善の実績を示した。
  4. FY2026-H1RestatedAnnual report

    「Although the gross profit margin at the standalone business was below the same period of the previous year due in part to increased sale sales in the second quarter, precise pricing in sale initiatives contributed to improvement. In addition, improvements at 株式会社コーエン, including the reversal of the expansion in inventory valuation losses in the previous consolidated fiscal year, enabled the gross profit margin to remain at a level last seen in the interim consolidated period of the fiscal year ended March 2015.」

    As a result of more precise pricing for sale campaigns and continued improvements at coen, the gross profit margin was 52.7%, unchanged from the same period of the previous year, and the policy of improving full-price sales and gross profit remains in place.
  5. FY2025AdvancedAnnual report

    「The gross profit margin improved from the previous fiscal year, aided by strengthening full-price sales through increasing the proportion of mid-weight and light apparel and fashion accessories, which have stable demand regardless of temperature fluctuations, and by containing increases in the cost ratio through precise pricing, among other factors.」

    The gross profit margin, which supports improvement in the full-price sales ratio, improved to 52.1% through stronger full-price sales, a review of the product mix, and precise pricing.
  6. FY2025-H1AdvancedAnnual report

    「In expanding the growth of existing businesses, both physical stores and online shopping grew through improvements in product appeal, an aggressive inventory policy, and the rollout of OMO (*) initiatives. Same-store sales from standalone retail stores and online shopping rose significantly to 112.8% of the same period of the previous year.」

    We have grown both physical stores and online shopping through improvements in product appeal, inventory policy, and OMO initiatives, achieving growth in same-store sales that supports improvement in the full-price sales ratio. This filing does not present an achievement figure for the long-term numerical target of at least 5 percentage points.
  7. FY2024AdvancedAnnual report

    「This means procuring appropriate quantities of products appropriately, with consideration for the supply chain, and selling them without waste, thereby improving the full-price sales ratio.」

    The improvement of the full-price sales ratio was positioned as a medium- to long-term sustainability issue, with appropriate procurement quantities, supply chain considerations, and efficient sales treated as an integrated set of initiatives.
  8. FY2024-Q2AdvancedAnnual report

    「To improve the gross profit margin, we controlled inventory procurement, adopted precise pricing incorporating product quality improvements to contain increases in the cost ratio, and strengthened full-price sales. As a result, the gross profit margin for the total business units (*) is trending upward. Consequently, the gross profit margin improved 0.5 percentage points from the same period of the previous year.」

    We are continuing initiatives to improve full-price sales and gross profit by controlling inventory procurement, setting prices in line with product quality, and strengthening full-price sales.
  9. FY2024-Q1AdvancedAnnual report

    「By continuing to control inventory procurement and maintaining strong full-price sales, the full-price sell-through rate (*) improved from the same period of the previous year.」

    We continued to control inventory procurement and promote full-price sales, resulting in an improvement in the full-price sell-through rate from the same period of the previous year. The gross profit margin also improved 0.4 percentage points year on year to 55.0%.
  10. FY2023AdvancedAnnual report

    「Gross profit increased 13.7% from the previous fiscal year to ¥67,178 million, while the gross profit margin rose 1.7 percentage points from the previous fiscal year to 51.6%. This was attributable to controlling inventory procurement and limiting sale-price selling, among other factors.」

    By strengthening full-price sales, controlling inventory procurement, and limiting sale sales, we significantly improved the full-price sales mix from the previous year, and the gross profit margin improved to 51.6%.
  11. FY2023-Q3AdvancedAnnual report

    「Gross profit increased 14.0% year on year to ¥50,635 million, while the gross profit margin rose 1.6 percentage points from the same period of the previous year to 52.7%. This was attributable to controlling inventory procurement and limiting markdowns, among other factors.」

    By controlling inventory procurement and limiting markdowns, the gross profit margin improved 1.6 percentage points year on year to 52.7%. Together with the improvement in the full-price sales ratio, the effects of measures to improve the ratio over the long term are reflected in the figures.
  12. FY2023-Q2AdvancedAnnual report

    「We optimized store inventory and accurately communicated the appeal of our products. As a result, same-store sales at standalone retail stores and through online shopping increased to 115.5% of the same period of the previous year.」

    We advanced improvements in the full-price sales ratio by optimizing store inventory and enhancing product presentation. Same-store sales increased 115.5% year on year.
  13. FY2023-Q1AdvancedAnnual report

    「Gross profit increased 24.5% year on year to ¥16,181 million, while the gross profit margin rose 3.1 percentage points from the same period of the previous year to 54.5%. This was attributable to controlling inventory procurement and limiting markdowns, among other factors.」

    By controlling inventory procurement and limiting markdowns, the gross profit margin for the first quarter improved 3.1 percentage points year on year to 54.5%.
  14. FY2022AdvancedAnnual report

    「Regarding inventory efficiency, we sought to restore the full-price sales ratio from the previous consolidated fiscal year by curbing procurement of both spring/summer and fall/winter products, and worked to improve the gross profit margin.」

    We continued to curb procurement of spring/summer and fall/winter products, seeking to restore the full-price sales ratio year on year and improve the gross profit margin. The full-year gross profit margin was 49.9%.
  15. FY2022-Q3AdvancedAnnual report

    「By also curbing procurement of fall/winter products, following spring/summer products, we sought to improve the full-price sales ratio from the previous fiscal year and raise the gross profit margin.」

    We continued measures to curb procurement of fall/winter products, following spring/summer products, and to improve the full-price sales ratio year on year and raise the gross profit margin.
  16. FY2022-Q1AdvancedAnnual report

    「By curbing procurement of spring/summer products and optimising inventory levels, the company limited markdowns and sought to improve the full-price sales ratio year on year.」

    Although no numerical long-term target for the full-price sales ratio was presented, the Company sought to improve the ratio year on year by curbing procurement of spring/summer products, optimizing inventory, and limiting markdowns.
  17. FY2021SoftenedAnnual report

    「We will promote improvements in the full-price sales ratio by strengthening our product offering through measures such as introducing seasonless products, and by reviewing product planning and launch timing through measures such as changing seasonal merchandising.」

    Measures to improve the full-price sales ratio are continuing, but the previous numerical target of “at least 5 percentage points over the long term” is not reiterated in this filing.
  18. FY2019First statedAnnual report

    「Full-price sales ratio: Aim for a long-term improvement of at least 5 percentage points」

    The Company set out a long-term KPI target of improving the full-price sales ratio by at least 5 percentage points.
Moved together

"Merchandising Optimization through Brand Portfolio Restructuring" moved the same way as this thread, in the same document, in 14 of its 18 moves.

141312121211★123456
  1. ★This thread
  2. 1Merchandising Optimization through Brand Portfolio Restructuring14×
  3. 2Convenient, easy-to-use e-commerce and omnichannel sales13×
  4. 3Priority on developing and nurturing new businesses within existing domestic business domains12×
  5. 4Stable Dividends Linked to Business Performance12×
  6. 5Re-embedding the Management Philosophy through Organizational Culture and HR Reform12×
  7. 6Reorganization of Logistics Centers and Introduction of Large-Scale Machinery and Equipment11×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Tabaya Holdings's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Monthly of 2026-08-04: "Cited as achieved".
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A long-term improvement of at least 5 percentage points in the full-price sales ratio | TABAYA HOLDINGS Co.,Ltd. (7606) | Komori