Komori

Takashimaya Operating Report for June 2026

In June 2026, sales increased 2.3% year on year at Takashimaya on a standalone basis and 3.5% at existing stores. Sales of high-value products and inbound demand increased, while apparel and miscellaneous goods and the corporate business fell below the prior-year level.

Worth reading
47Recurring
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
2.3
Year-on-year %
Wording
Definitive
How definitive the wording is.

Sales for this month

June 2026
Net Sales
-97.7%
Total-store sales
-97.7%
Same-Store Sales
-96.5%
Number of Customers / All Stores
-109.0%
Number of Customers / Existing stores
-105.1%
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

Among domestic customers, apparel and miscellaneous goods fell below the prior-year level, but firm sales of high-value products lifted overall sales above the prior-year level. Inbound customers also lifted sales through stronger demand for high-value products.

Factors Affecting the Change

Decline in apparel and miscellaneous goods due to weather conditions and other factors, Firm performance of high-value products, including luxury brands, Stronger demand for high-value products from inbound customers, Decline in the corporate business following the reversal of large orders received in the prior year, Firm performance of the online and wholesale businesses

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 CoveredJune 2026
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 sales2.3 %
Total-store sales, year on year2.3 %
Same-Store Sales, Year on Year3.5 %
Year-on-Year Change in Customer CountAll Stores -9 % / Existing stores -5.1 %
Year-on-year change by categoryStores and business divisions Osaka store +7.6%, Kyoto store +11.4%, Senboku store +7.6%, Nihombashi store +10.4%, Yokohama store -2.1%, Shinjuku store +5.9%, Tamagawa store +1.5%, Omiya store -6.0%, Kashiwa store +1.3%, EC store +8.3%, Okayama Takashimaya -3.9%, Takasaki Takashimaya +2.9%, Corporate business -24.0%, Cross-media business +1.4% / By product category Apparel -0.4%, personal accessories +20.6%, household goods -11.1%, food -4.3%, miscellaneous goods +7.4%, services -4.8%, Other -9.4%
Key KPIsInbound sales transaction count 1.5 Year-on-year %, Inbound sales per transaction 30.4 Year-on-year %
Monthly CommentaryAmong domestic customers, apparel and miscellaneous goods fell below the prior-year level, but firm sales of high-value products lifted overall sales above the prior-year level. Inbound customers also lifted sales through stronger demand for high-value products.
Factors Affecting the ChangeDecline in apparel and miscellaneous goods due to weather conditions and other factors, Firm performance of high-value products, including luxury brands, Stronger demand for high-value products from inbound customers, Decline in the corporate business following the reversal of large orders received in the prior year, Firm performance of the online and wholesale businesses
Items this document does not state (12)
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 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, apparel and miscellaneous goods fell below the prior-year level due partly to weather conditions, but sales of high-value products, including luxury brands, remained firm, resulting in overall sales exceeding the prior-year level. Inbound customers also lifted sales through stronger demand for high-value products. The corporate business declined following the reversal of large orders received in the prior year, while the cross-media business remained firm in its online and wholesale operations.

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