Worth reading
49Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Deterioration
Direction inferred from the company’s description.Scale
-1.2
%（松屋銀座の売上高前年同月比）Wording
Conditional
How definitive the wording is.Sales for this month
November 2025Net Sales / Matsuya Ginza
-101.2%
Net Sales / Ginza Main Store
-102.2%
Net Sales / Matsuya Asakusa
-122.7%
Number of Customers / Ginza Main Store
-100.1%
Number of Customers / Ginza Store
-101.0%
Number of Customers / Asakusa Store
-98.4%
Monthly Commentary
銀座店の売上高は前年同月比1.2％減。免税売上高は約15％減だったが、免税売上高を除く国内客向け売上高は9.5％増となった。
Factors Affecting the Change
中国政府による日本への渡航自粛要請, Decline in tax-free sales, 国内客向け売上高の増加
Measures from the following month onward
免税売上高への柔軟な対応、国内客への来店促進策を含む各種施策と売上拡大に注力する。
Next Scheduled Disclosure
2025年12月売上速報を2026年1月5日（月）16時に開示予定
| Item | Details |
|---|---|
| Month Covered | November 2025 |
| Year-on-year change in monthly net sales | Matsuya Ginza -1.2 % / Ginza Main Store -2.2 % / Matsuya Asakusa -22.7 % |
| Year-on-Year Change in Customer Count | Ginza Main Store -0.1 % / Ginza Store -1 % / Asakusa Store 1.6 % |
| Year-on-year change by category | Breakdown Ginza Main Store - Men's Apparel and Accessories / Year on year 7 %, Breakdown Ginza Main Store - Women's Apparel and Accessories / Year on year 7.2 %, Breakdown Ginza Main Store - Children's Apparel and Accessories / Year on year 2.1 %, Breakdown Ginza Main Store - Traditional Clothing, Bedding and Other / Year on year 12.3 %, Breakdown Ginza Main Store - Total Apparel / Year on year 7.1 %, Breakdown Ginza Main Store - Personal Items / Year on year -14.1 %, Breakdown Ginza Main Store - General Merchandise / Year on year -13.3 %, Breakdown Ginza Main Store - Furniture / Year on year 7.2 %, Breakdown Ginza Main Store - Household Appliances / Year on year 432 %, Breakdown Ginza Main Store - Household Goods / Year on year 7.5 %, Breakdown Ginza Main Store - Total Household Goods / Year on year 22.7 %, Breakdown Ginza Main Store - Food / Year on year -3.8 %, Breakdown Ginza Main Store - Restaurants and Cafes / Year on year 2.9 %, Breakdown Ginza Main Store - Services and Other / Year on year -46.3 %, Breakdown 銀座本店・合計 / Year on year -2.2 %, Breakdown Matsuya Ginza - Men's Apparel and Accessories / Year on year 4.9 %, Breakdown Matsuya Ginza - Women's Apparel and Accessories / Year on year 7.9 %, Breakdown Matsuya Ginza - Children's Apparel and Accessories / Year on year 2.1 %, Breakdown Matsuya Ginza - Traditional Clothing, Bedding and Other / Year on year 13.5 %, Breakdown Matsuya Ginza - Total Apparel / Year on year 7.4 %, Breakdown Matsuya Ginza - Personal Items / Year on year -14.3 %, Breakdown Matsuya Ginza - General Merchandise / Year on year -8.7 %, Breakdown Matsuya Ginza - Furniture / Year on year 8.3 %, Breakdown Matsuya Ginza - Household Appliances / Year on year 432 %, Breakdown Matsuya Ginza - Household Goods / Year on year 8.9 %, Breakdown Matsuya Ginza - Total Household Goods / Year on year 24.2 %, Breakdown Matsuya Ginza - Food / Year on year -1.1 %, Breakdown Matsuya Ginza - Restaurants and Cafes / Year on year 2 %, Breakdown Matsuya Ginza - Services and Other / Year on year -48.8 %, Breakdown 松屋銀座・合計 / Year on year -1.2 % |
| Key KPIs | Indicator 免税売上高前年同月比 / Value -15 %, Indicator 免税売上高シェア / Value 37 %, Indicator 免税売上高シェア前月差 / Value -10 Points, Indicator 免税売上高を除く国内客売上高前年同月比 / Value 9.5 % |
| Monthly Commentary | 銀座店の売上高は前年同月比1.2％減。免税売上高は約15％減だったが、免税売上高を除く国内客向け売上高は9.5％増となった。 |
| Factors Affecting the Change | 中国政府による日本への渡航自粛要請, Decline in tax-free sales, 国内客向け売上高の増加 |
| Measures from the following month onward | 免税売上高への柔軟な対応、国内客への来店促進策を含む各種施策と売上拡大に注力する。 |
| Next Scheduled Disclosure | 2025年12月売上速報を2026年1月5日（月）16時に開示予定 |
Items this document does not state (13)
Fiscal Year CoveredScope of aggregationNet sales for the monthTotal-store sales, year on yearSame-Store Sales, Year on YearYear-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 year
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.中国政府による日本への渡航自粛要請の影響が免税売上高の減少につながった。ただし、現時点では影響は大きくなく、国内客向け売上高は前年同月比9.5％増となった。
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.