Komori

Takamatsuya Operating Report for April 2026

Takashimaya's total sales in April 2026 increased 5.6% year on year. Sales including domestic department store subsidiaries increased 5.5%, while Takashimaya on a standalone basis increased 6.8% on a same-store basis.

Worth reading
74In focus
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
5.6
Year-on-year (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

April 2026Fiscal year ending March 2027
Net Sales
-94.4%
Total-store sales
-94.4%
Same-Store Sales
-93.2%
Number of Customers / All Stores
-104.1%
Number of Customers / Existing stores
-100.0%
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.
Monthly Commentary

Domestic customer sales exceeded the previous year, supported by strong sales of spring clothing and accessories and steady performance at food events. Inbound customer sales also exceeded the previous year overall, as growth from other countries offset the decline in sales to Chinese customers.

Factors Affecting the Change

Growth in spring clothing and accessories, Steady performance at food events, Growth in inbound customers from other countries, 反動 from a large order received in the previous year, Sluggish sales of core fashion products

Measures from the following month onward

Department store sales through 14 May are up 7.6% for in-store sales, up 22.7% for tax-free sales, and up 5.6% for in-store sales excluding tax-free sales, all on a same-store basis. Other planned initiatives are Not disclosed.

Scope of aggregation: Takashimaya Co., Ltd. and its domestic department store subsidiaries in total, as well as Takashimaya Co., Ltd. on a standalone basis

Sales for this month
ItemDetails
Month CoveredApril 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregationTakashimaya Co., Ltd. and its domestic department store subsidiaries in total, as well as Takashimaya Co., Ltd. on a standalone basis
Year-on-year change in monthly net sales5.6 %
Total-store sales, year on year5.6 %
Same-Store Sales, Year on Year6.8 %
Year-on-Year Change in Customer CountAll Stores -4.1 % / Existing stores 0 %
Year-on-year change by categoryName Osaka Store / Year-on-year monthly sales 11.7, Name Kyoto Store / Year-on-year monthly sales 10, Name Senboku Store / Year-on-year monthly sales 7.2, Name Nihombashi Store / Year-on-year monthly sales 8.4, Name Yokohama Store / Year-on-year monthly sales 6.1, Name Shinjuku Store / Year-on-year monthly sales 8.4, Name Tamagawa Store / Year-on-year monthly sales 4.5, Name Omiya Store / Year-on-year monthly sales -1, Name Kashiwa Store / Year-on-year monthly sales -0.2, Name EC Store / Year-on-year monthly sales 15.8, Name Okayama Takashimaya / Year-on-year monthly sales -0.4, Name Takasaki Takashimaya / Year-on-year monthly sales 5.8, Name Corporate Business / Year-on-year monthly sales -15, Name Cross-media business / Year-on-year monthly sales -2.7, Name Apparel Products / Year-on-year monthly sales 3.9, Name Accessories / Year-on-year monthly sales 14.3, Name Household products / Year-on-year monthly sales -2.1, Name Foods / Year-on-year monthly sales -1.6, Name Service / Year-on-year monthly sales 3.3, Name Other / Year-on-year monthly sales -2.8
Key KPIsIndicator name Store traffic · all Takashimaya Co., Ltd. stores in total / Value -4.1 Year-on-year (%), Indicator name Store traffic · existing Takashimaya Co., Ltd. stores in total / Value 0 Year-on-year (%), Indicator name Tax-free sales / Value 18.1 Year-on-year (%), Indicator name In-store sales excluding tax-free sales / Value 5 Year-on-year (%)
Monthly CommentaryDomestic customer sales exceeded the previous year, supported by strong sales of spring clothing and accessories and steady performance at food events. Inbound customer sales also exceeded the previous year overall, as growth from other countries offset the decline in sales to Chinese customers.
Factors Affecting the ChangeGrowth in spring clothing and accessories, Steady performance at food events, Growth in inbound customers from other countries, 反動 from a large order received in the previous year, Sluggish sales of core fashion products
Measures from the following month onwardDepartment store sales through 14 May are up 7.6% for in-store sales, up 22.7% for tax-free sales, and up 5.6% for in-store sales excluding tax-free sales, all on a same-store basis. Other planned initiatives are Not disclosed.
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 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.

Among domestic customers, sales of spring clothing and accessories were strong, and food events also performed steadily. Among inbound customers, sales to Chinese customers were below the previous year, but sales to customers from other countries increased. Meanwhile, the decline in the corporate business was due to the反動 from a large order received in the previous year, while sluggish sales of core fashion products in the cross-media business also reduced revenue.

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.
Takamatsuya Operating Report for April 2026 | Takashimaya Company,Limited (8233) timely disclosure | Komori