Worth reading
55In focus
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
-10.1
%（松屋銀座の売上高前年同月比）Wording
Conditional
How definitive the wording is.Sales for this month
December 2025Net Sales / Ginza Main Store
-110.8%
Net Sales / Matsuya Ginza
-110.1%
Net Sales / Matsuya Asakusa
-120.1%
Number of Customers / Ginza Main Store
-104.8%
Number of Customers / Ginza Store
-107.5%
Number of Customers / Asakusa Store
-99.1%
Monthly Commentary
銀座店は前年に過去最高だった免税売上高の減少により、12月の売上高が前年に対して約1割減となった。一方、免税売上高を除く国内客向けでは婦人衣料品が前年比約8％増、全体で約2％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, 前年の免税売上高が過去最高だった反動, 婦人衣料品の好調
Measures from the following month onward
The company will focus on serving customers from a broad range of countries and seek to increase sales through various initiatives, including measures to encourage domestic customers to visit its stores.
Next Scheduled Disclosure
2026年1月売上速報を2月2日（月）16時に開示予定
| Item | Details |
|---|---|
| Month Covered | December 2025 |
| Year-on-year change in monthly net sales | Ginza Main Store -10.8 % / Matsuya Ginza -10.1 % / Matsuya Asakusa -20.1 % |
| Year-on-Year Change in Customer Count | Ginza Main Store -4.8 % / Ginza Store -7.5 % / Asakusa Store 0.9 % |
| Year-on-year change by category | Products Men's apparel and accessories / Ginza Main Store 8 % / Matsuya Ginza 7.5 %, Products Women's apparel and accessories / Ginza Main Store -1.6 % / Matsuya Ginza -1.2 %, Products Children's apparel and accessories / Ginza Main Store -11 % / Matsuya Ginza -11 %, Products Kimono, bedding and other / Ginza Main Store -8 % / Matsuya Ginza -8.4 %, Products Total apparel / Ginza Main Store -0.7 % / Matsuya Ginza -0.5 %, Products Personal items and accessories / Ginza Main Store -21.3 % / Matsuya Ginza -21.3 %, Products General merchandise / Ginza Main Store -14.7 % / Matsuya Ginza -9.7 %, Products Furniture / Ginza Main Store -21.7 % / Matsuya Ginza -21.3 %, Products Home appliances / Ginza Main Store 161.5 % / Matsuya Ginza 161.5 %, Products Household products / Ginza Main Store 4 % / Matsuya Ginza 4.1 %, Products Total household goods / Ginza Main Store -4.3 % / Matsuya Ginza -3.9 %, Products Foods / Ginza Main Store -3.3 % / Matsuya Ginza -1.9 %, Products Restaurants and cafés / Ginza Main Store 1.6 % / Matsuya Ginza 0.8 %, Products Services and other / Ginza Main Store 37.3 % / Matsuya Ginza 37.9 %, Products Total / Ginza Main Store -10.8 % / Matsuya Ginza -10.1 % |
| Monthly Commentary | 銀座店は前年に過去最高だった免税売上高の減少により、12月の売上高が前年に対して約1割減となった。一方、免税売上高を除く国内客向けでは婦人衣料品が前年比約8％増、全体で約2％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, 前年の免税売上高が過去最高だった反動, 婦人衣料品の好調 |
| Measures from the following month onward | The company will focus on serving customers from a broad range of countries and seek to increase sales through various initiatives, including measures to encourage domestic customers to visit its stores. |
| Next Scheduled Disclosure | 2026年1月売上速報を2月2日（月）16時に開示予定 |
Items this document does not state (14)
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 categoryKey KPIsNumber 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.銀座店では、中国政府による日本への渡航自粛要請も一因となり、前年に過去最高を記録した免税売上高が減少した。一方、免税売上高を除く国内客向けでは婦人衣料品が好調だった。
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.