Komori

Takashimaya Operating Report for July 2026

Takashimaya’s standalone sales in July 2026 increased 7.4% year on year, or 8.7% on an existing-store basis. Sales of high-value goods, summer apparel and duty-free merchandise increased, while the corporate business and cross-media business fell below the prior-year level.

Worth reading
51Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
7.4
Year-on-year %
Wording
Definitive
How definitive the wording is.

Sales for this month

July 2026
Net Sales
-92.6%
Total-store sales
-92.6%
Same-Store Sales
-91.3%
Number of Customers / All Stores
-101.5%
Number of Customers / Existing stores
-97.4%
既存店売上高:Excluding Sakai Store's previous-year results, as the store ceased operations on 7 January this year
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

High-value goods, summer apparel and food products sold to domestic customers performed steadily, while sales of high-value goods, cosmetics and sports-related products to inbound customers increased.

Factors Affecting the Change

Growth in high-value goods, Steady performance of summer apparel, Steady performance of food products, Growth in high-value goods, cosmetics and sports-related products driven by inbound customers, 反動 from a large order received in the previous year, One-off factor affecting the catalog business

Measures from the following month onward

Includes the trend in department store sales through 16 August, while specific initiatives are not disclosed

Scope of aggregation: Takashimaya Co., Ltd. and domestic department store subsidiaries

Sales for this month
ItemDetails
Month CoveredJuly 2026
Scope of aggregationTakashimaya Co., Ltd. and domestic department store subsidiaries
Year-on-year change in monthly net sales7.4
Total-store sales, year on year7.4
Same-Store Sales, Year on YearRate 8.7 / Definition Excluding Sakai Store's previous-year results, as the store ceased operations on 7 January this year
Year-on-Year Change in Customer CountAll Stores -1.5 / Existing stores 2.6
Year-on-year change by categoryName Apparel Products / 髙島屋 5.1 / Takashimaya and domestic department store subsidiaries 4.8, Name Accessories / 髙島屋 25.2 / Takashimaya and domestic department store subsidiaries 24.3, Name Household products / 髙島屋 1.3 / Takashimaya and domestic department store subsidiaries 1.8, Name Foods / 髙島屋 -0.3 / Takashimaya and domestic department store subsidiaries -0.1, Name Service / 髙島屋 18.6 / Takashimaya and domestic department store subsidiaries 18.4, Name Corporate Business / 髙島屋 -6.1, Name Cross-media business / 髙島屋 -18.5
Key KPIsIndicator name Inbound customer count, year on year / Value 7.6 % / Year on year Not disclosed, Indicator name Average spend per inbound customer, year on year / Value 17.4 % / Year on year Not disclosed
Monthly CommentaryHigh-value goods, summer apparel and food products sold to domestic customers performed steadily, while sales of high-value goods, cosmetics and sports-related products to inbound customers increased.
Factors Affecting the ChangeGrowth in high-value goods, Steady performance of summer apparel, Steady performance of food products, Growth in high-value goods, cosmetics and sports-related products driven by inbound customers, 反動 from a large order received in the previous year, One-off factor affecting the catalog business
Measures from the following month onwardIncludes the trend in department store sales through 16 August, while specific initiatives are not disclosed
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.

Among domestic customers, high-value goods such as luxury brands, summer apparel and food products performed steadily. Among inbound customers, sales of high-value goods, cosmetics and sports-related products increased. The corporate business fell below the prior-year level due to the reaction to a large order received in the previous year, while the cross-media business was below the prior-year level due to a one-off factor affecting its core catalog business.

How to read this page

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Takashimaya Operating Report for July 2026 | Takashimaya Company,Limited (8233) timely disclosure | Komori