Komori

Takashimaya Operating Report for March 2026

Takashimaya's total sales in March 2026 increased 7.2% year on year. On a same-store basis, sales at Takashimaya Co., Ltd. increased 8.5%, while total same-store sales including domestic department store subsidiaries increased 8.3%.

Worth reading
69In focus
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
7.2
Year-on-year %
Wording
Definitive
How definitive the wording is.

Sales for this month

March 2026Fiscal year ending March 2026
Net Sales
-92.8%
Total-store sales
-92.8%
Same-Store Sales
-91.5%
Number of Customers / All Stores
-102.9%
Number of Customers / Existing stores
-98.8%
The center line represents the same level as the same month of the previous year (100). The distance from the line represents the year-on-year change.
Year-on-year change by component
Household products
-106.0%
Corporate Business
-105.2%
Okayama Takashimaya
-101.7%
Kashiwa Store
-101.2%
Foods
-101.1%
Cross-media business
-100.9%
Other
-97.8%
Omiya Store
-97.2%
Senboku Store
-95.0%
Apparel Products
-94.9%
Yokohama Store
-92.7%
Service
-92.7%
Osaka Store
-92.2%
Shinjuku Store
-92.1%
Takasaki Takashimaya
-91.9%
Kyoto Store
-91.2%
Tamagawa Store
-86.6%
Nihombashi Store
-81.1%
Accessories
-80.1%
EC Store
-80.0%
The 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.
Number of stores closed during the monthNumber of Cases 1 / Store name Sakai Store / Remarks Operations ended on 7 January 2026
Monthly Commentary

Domestic customers exceeded the previous year's results, supported by sales of spring apparel and miscellaneous goods and steady performance at food events. Inbound customers were affected by China's request for people to refrain from visiting Japan, while customers from other countries increased. The corporate business and cross-media business were below the previous year's results.

Factors Affecting the Change

Sales of spring apparel and miscellaneous goods, Steady performance at food events, China's request for people to refrain from visiting Japan, Growth in inbound customers from other countries, 反動 from a large order received in the previous year, Poor performance in other businesses within the cross-media business, Sales revision

Scope of aggregation: Takashimaya Co., Ltd., its domestic department store subsidiaries, and all stores and business divisions of Takashimaya Co., Ltd. on a standalone basis

Sales for this month
ItemDetails
Month CoveredMarch 2026
Fiscal Year CoveredFiscal year ending March 2026
Scope of aggregationTakashimaya Co., Ltd., its domestic department store subsidiaries, and all stores and business divisions of Takashimaya Co., Ltd. on a standalone basis
Year-on-year change in monthly net sales7.2 %
Total-store sales, year on year7.2 %
Same-Store Sales, Year on Year8.5 %
Year-on-Year Change in Customer CountAll Stores -2.9 % / Existing stores 1.2 %
Year-on-year change by categoryName Osaka Store / Year on year 7.8, Name Kyoto Store / Year on year 8.8, Name Senboku Store / Year on year 5, Name Nihombashi Store / Year on year 18.9, Name Yokohama Store / Year on year 7.3, Name Shinjuku Store / Year on year 7.9, Name Tamagawa Store / Year on year 13.4, Name Omiya Store / Year on year 2.8, Name Kashiwa Store / Year on year -1.2, Name EC Store / Year on year 20, Name Okayama Takashimaya / Year on year -1.7, Name Takasaki Takashimaya / Year on year 8.1, Name Corporate Business / Year on year -5.2, Name Cross-media business / Year on year -0.9, Name Apparel Products / Year on year 5.1, Name Accessories / Year on year 19.9, Name Household products / Year on year -6, Name Foods / Year on year -1.1, Name Service / Year on year 7.3, Name Other / Year on year 2.2
Key KPIsIndicator name Store traffic (total for all Takashimaya Co., Ltd. stores) / Value -2.9 Year-on-year %, Indicator name Customer traffic (existing Takashimaya Co., Ltd. stores combined) / Value 1.2 Year-on-year %
Number of stores closed during the monthNumber of Cases 1 / Store name Sakai Store / Remarks Operations ended on 7 January 2026
Monthly CommentaryDomestic customers exceeded the previous year's results, supported by sales of spring apparel and miscellaneous goods and steady performance at food events. Inbound customers were affected by China's request for people to refrain from visiting Japan, while customers from other countries increased. The corporate business and cross-media business were below the previous year's results.
Factors Affecting the ChangeSales of spring apparel and miscellaneous goods, Steady performance at food events, China's request for people to refrain from visiting Japan, Growth in inbound customers from other countries, 反動 from a large order received in the previous year, Poor performance in other businesses within the cross-media business, Sales revision
Items this document does not state (10)
Net 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 monthMeasures from the following month onwardMonthly 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.

Among domestic customers, sales of spring apparel and miscellaneous goods were steady, as were food events. Inbound customers were affected by China's request for people to refrain from visiting Japan, while customers from other countries increased. The corporate business declined due to the反動 of the large order received in the previous year, while the cross-media business declined because of poor performance in other businesses.

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Takashimaya Operating Report for March 2026 | Takashimaya Company,Limited (8233) timely disclosure | Komori