Komori

Takashimaya Operating Report for August 2026

Sales in August 2026 increased 3.9% year on year for Takashimaya on a non-consolidated basis and 5.9% at existing stores. Sales of high-value merchandise, food products and goods for inbound customers increased, while some food products, services, furniture and men's apparel fell below the prior-year level.

Worth reading
40Recurring
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
3.9
Year-on-year change (%)
Wording
Definitive
How definitive the wording is.

Sales for this month

August 2026
Net Sales
-96.1%
Total-store sales
-96.1%
Same-Store Sales
-94.1%
Number of Customers / All Stores
-105.9%
Number of Customers / Existing stores
-100.9%
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.
Key KPI year-on-year change
Inbound customer count, year on year
-106.8%
September department store sales (through the 14th, existing stores)
-95.7%
Average spend per inbound customer, year on year
-85.6%
Monthly Commentary

Sales of high-value merchandise and food products to domestic customers, and high-value merchandise, children's, information and hobby products, and sports-related products to inbound customers, increased, resulting in sales above the prior-year level. Orders in the corporate business also remained firm, while the cross-media business fell slightly below the prior-year level due to sluggish fashion sales.

Factors Affecting the Change

Growth in high-value goods, Steady performance of food products, Growth in inbound sales of children's, information and hobby products, and sports-related products, Firm orders in the corporate business, Sluggish fashion sales in the cross-media business

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

Sales for this month
ItemDetails
Month CoveredAugust 2026
Scope of aggregationTakashimaya Co., Ltd. and domestic department store subsidiaries
Year-on-year change in monthly net sales3.9 %
Total-store sales, year on year3.9 %
Same-Store Sales, Year on Year5.9 %
Year-on-Year Change in Customer CountAll Stores -5.9 % / Existing stores -0.9 %
Year-on-year change by categoryName Apparel Products / 髙島屋 1.7 % / Takashimaya and domestic department store subsidiaries 1.6 %, Name Accessories / 髙島屋 13.3 % / Takashimaya and domestic department store subsidiaries 12.6 %, Name Household products / 髙島屋 0.8 % / Takashimaya and domestic department store subsidiaries 1.2 %, Name Foods / 髙島屋 -1.2 % / Takashimaya and domestic department store subsidiaries -1 %, Name Service / 髙島屋 -4.3 % / Takashimaya and domestic department store subsidiaries -4.2 %, Corporate Business 3.1 %, Cross-media business -0.5 %
Key KPIsIndicator name Inbound customer count, year on year / Value -6.8 % / Year on year -6.8 %, Indicator name Average spend per inbound customer, year on year / Value 14.4 % / Year on year 14.4 %, Indicator name September department store sales (through the 14th, existing stores) / Value 4.3 % / Year on year 4.3 %
Monthly CommentarySales of high-value merchandise and food products to domestic customers, and high-value merchandise, children's, information and hobby products, and sports-related products to inbound customers, increased, resulting in sales above the prior-year level. Orders in the corporate business also remained firm, while the cross-media business fell slightly below the prior-year level due to sluggish fashion sales.
Factors Affecting the ChangeGrowth in high-value goods, Steady performance of food products, Growth in inbound sales of children's, information and hobby products, and sports-related products, Firm orders in the corporate business, Sluggish fashion sales in the cross-media business
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, high-value merchandise, including luxury brands, and food products remained firm. Among inbound customers, sales of high-value merchandise, children's, information and hobby products, and sports-related products increased. Orders in the corporate business remained firm. In the cross-media business, food products and living-related goods remained firm, but fashion, primarily apparel and miscellaneous goods, struggled to grow.

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