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Takashimaya September 2026 Operating Report

September 2026 sales rose 2.2% year on year at Takashimaya on a standalone basis and 3.9% at existing stores. Existing-store sales including domestic department store subsidiaries also rose 3.9%, while customer traffic at Takashimaya stores fell 6.0%.

Worth reading
41Recurring
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
2.2
Year-on-year percentage for the same month
Wording
Definitive
How definitive the wording is.

Sales for this month

September 2026
Monthly Commentary

Autumn apparel and miscellaneous goods remained solid among domestic customers, while luxury goods and other products grew among inbound customers. Orders in the corporate business remained solid, while the cross-media business posted lower sales because the wholesale business fell below the previous year.

Factors Affecting the Change

Growth in autumn apparel and miscellaneous goods as temperatures fell, Growth in luxury goods, cosmetics, children's goods, information and hobby products, and sports-related products on inbound demand, Firm orders in the corporate business, The wholesale business within the cross-media business falling below the previous year

Scope of aggregation: Takashimaya Co., Ltd., domestic department store subsidiaries, and Takashimaya Co., Ltd. on a standalone basis

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Scope of aggregationTakashimaya Co., Ltd., domestic department store subsidiaries, and Takashimaya Co., Ltd. on a standalone basis
Year-on-year change in monthly net salesTakashimaya Company, Limited +2.2% / Takashimaya Co., Ltd. and domestic department store subsidiaries +2.4%
Total-store sales, year on yearAll Takashimaya Co., Ltd. stores in total +2.2% / Takashimaya stores and domestic department store subsidiaries, total +2.4%
Same-Store Sales, Year on YearTakashimaya Company, Limited +3.9% / Takashimaya Co., Ltd. and domestic department store subsidiaries +3.9% / All Takashimaya Co., Ltd. stores in total +4.0% / Takashimaya stores and domestic department store subsidiaries, total +4.0% / Definition Excluding the prior-year results of the Sakai and Rakusai stores
Year-on-Year Change in Customer CountAll Stores All Takashimaya Co., Ltd. stores in total -6.0% / Takashimaya stores and domestic department store subsidiaries, total -5.6% / Existing stores Existing Takashimaya Co., Ltd. stores in total -0.7% / Takashimaya stores and existing stores of domestic department store subsidiaries, total -0.4%
Year-on-year change by categoryName Osaka Store / Year on year +2.3%, Name Kyoto Store / Year on year +1.9%, Name Senboku Store / Year on year +13.0%, Name Nihombashi Store / Year on year +11.6%, Name Yokohama Store / Year on year -1.9%, Name Shinjuku Store / Year on year +6.6%, Name Tamagawa Store / Year on year -2.7%, Name Omiya Store / Year on year +5.8%, Name Kashiwa Store / Year on year +3.3%, Name EC Store / Year on year +16.3%, Name Corporate Business / Year on year +3.7%, Name Cross-media business / Year on year -2.5%, Name Apparel Products / Year on year +4.1%, Name Accessories / Year on year +5.5%, Name Household products / Year on year +9.8%, Name Foods / Year on year +0.5%, Name Service / Year on year +1.9%
Key KPIsIndicator name Store Visitors / Value -6.0% / Year on year Not disclosed, Indicator name Inbound customer count / Value +0.3% / Year on year Not disclosed, Indicator name Inbound average spend / Value +12.5% / Year on year Not disclosed
Monthly CommentaryAutumn apparel and miscellaneous goods remained solid among domestic customers, while luxury goods and other products grew among inbound customers. Orders in the corporate business remained solid, while the cross-media business posted lower sales because the wholesale business fell below the previous year.
Factors Affecting the ChangeGrowth in autumn apparel and miscellaneous goods as temperatures fell, Growth in luxury goods, cosmetics, children's goods, information and hobby products, and sports-related products on inbound demand, Firm orders in the corporate business, The wholesale business within the cross-media business falling below the previous year
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.

The increase in sales was driven by solid performance in autumn apparel and miscellaneous goods as temperatures fell, growth in luxury goods, cosmetics, children's goods, information and hobby products, and sports-related products on inbound demand, and solid orders in the corporate business. Meanwhile, the cross-media business posted lower sales because the wholesale business fell below the previous year.

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