Worth reading
64In focus
Scored from 4 of 5 sectionsDirection
Deterioration
Direction inferred from the company’s description.Scale
-2.7
Year-on-year change (%)Wording
Definitive
How definitive the wording is.Sales for this month
February 2026Net Sales
-102.7%
Total-store sales
-102.7%
Same-Store Sales
-101.4%
Number of Customers / All Stores
-103.6%
Number of Customers / Existing stores
-99.4%
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.
Tamagawa Store
-112.9%
Corporate Business
-109.4%
Apparel Products
-105.9%
Household products
-105.9%
Kashiwa Store
-105.1%
Foods
-103.9%
Nihombashi Store
-103.2%
Cross-media business
-101.5%
Osaka Store
-101.2%
Shinjuku Store
-101.1%
Okayama Takashimaya
-99.6%
Yokohama Store
-98.2%
Accessories
-98.1%
Takasaki Takashimaya
-97.1%
Senboku Store
-96.3%
Kyoto Store
-95.8%
Omiya Store
-94.9%
EC Store
-92.1%
Service
-83.9%
Monthly Commentary
国内顧客ではバレンタイン催事や春物衣料・雑貨が堅調だったが、インバウンド顧客、法人事業、クロスメディア事業が前年を下回り、全体売上高は減少した。
Factors Affecting the Change
バレンタイン催事「アムール・デュ・ショコラ」の堅調推移, 中旬以降の春物衣料・雑貨の動き, 中国による訪日自粛要請の影響等によるインバウンド顧客の減少, Decline in the corporate business following the reversal of large orders received in the prior year, クロスメディア事業におけるその他事業の減少, 2025年度決算に伴う売上高修正
Measures from the following month onward
3月15日までの百貨店売上高は、既存店対比で店頭売上高15.0％増、免税売上高15.5％増、免税を除いた店頭売上高14.9％増で推移。
Scope of aggregation: Takashimaya Co., Ltd. and its domestic department store subsidiaries in total
| Item | Details |
|---|---|
| Month Covered | February 2026 |
| Scope of aggregation | Takashimaya Co., Ltd. and its domestic department store subsidiaries in total |
| Year-on-year change in monthly net sales | -2.7 ％ |
| Total-store sales, year on year | -2.7 |
| Same-Store Sales, Year on Year | -1.4 |
| Year-on-Year Change in Customer Count | All Stores -3.6 / Existing stores 0.6 |
| Year-on-year change by category | Name Osaka Store / Year on year -1.2, Name Kyoto Store / Year on year 4.2, Name Senboku Store / Year on year 3.7, Name Nihombashi Store / Year on year -3.2, Name Yokohama Store / Year on year 1.8, Name Shinjuku Store / Year on year -1.1, Name Tamagawa Store / Year on year -12.9, Name Omiya Store / Year on year 5.1, Name Kashiwa Store / Year on year -5.1, Name EC Store / Year on year 7.9, Name Okayama Takashimaya / Year on year 0.4, Name Takasaki Takashimaya / Year on year 2.9, Name Corporate Business / Year on year -9.4, Name Cross-media business / Year on year -1.5, Name Apparel Products / Year on year -5.9, Name Accessories / Year on year 1.9, Name Household products / Year on year -5.9, Name Foods / Year on year -3.9, Name Service / Year on year 16.1 |
| Key KPIs | Indicator name Store traffic (total for all Takashimaya Co., Ltd. stores) / Value -3.6 Year-on-year change (%), Indicator name Customer traffic (existing Takashimaya Co., Ltd. stores combined) / Value 0.6 Year-on-year change (%) |
| Monthly Commentary | 国内顧客ではバレンタイン催事や春物衣料・雑貨が堅調だったが、インバウンド顧客、法人事業、クロスメディア事業が前年を下回り、全体売上高は減少した。 |
| Factors Affecting the Change | バレンタイン催事「アムール・デュ・ショコラ」の堅調推移, 中旬以降の春物衣料・雑貨の動き, 中国による訪日自粛要請の影響等によるインバウンド顧客の減少, Decline in the corporate business following the reversal of large orders received in the prior year, クロスメディア事業におけるその他事業の減少, 2025年度決算に伴う売上高修正 |
| Measures from the following month onward | 3月15日までの百貨店売上高は、既存店対比で店頭売上高15.0％増、免税売上高15.5％増、免税を除いた店頭売上高14.9％増で推移。 |
Items this document does not state (11)
Fiscal Year CoveredNet sales for the monthYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodSales by categoryNumber of Stores at Period-EndNumber 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.バレンタイン催事「アムール・デュ・ショコラ」や春物衣料・雑貨は堅調だった一方、中国による「訪日自粛要請」の影響等でインバウンド顧客が前年を下回った。法人事業は前年の大口受注の反動で減少し、クロスメディア事業もその他事業の不振により減少した。
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.